The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 BBG001S5N9M6 12,593,976 94,027 SH   SOLE   94,027 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 75,430,866 466,227 SH   SOLE   466,227 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 4,044,750 25,000 SH Call SOLE   25,000 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 34,616,747 157,657 SH   SOLE   157,657 0 0
APPLE INC COM 037833100 BBG001S5N8V8 42,514,298 166,965 SH   SOLE   166,965 0 0
APPLOVIN CORP COM CL A 03831W108 BBG006HFPX86 5,104,508 7,104 SH   SOLE   7,104 0 0
BETA BIONICS INC COM 08659B102 BBG00JNGG9R1 1,458,180 73,386 SH   SOLE   73,386 0 0
BIO-TECHNE CORP COM 09073M104 BBG001S66C28 11,734,982 210,947 SH   SOLE   210,947 0 0
BLOCK INC CL A 852234103 BBG001TFLWL5 20,321,963 281,195 SH   SOLE   281,195 0 0
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 55,644,877 10,306 SH   SOLE   10,306 0 0
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 70,300,532 720,071 SH   SOLE   720,071 0 0
BOSTON SCIENTIFIC CORP COM 101137107 BBG001S63L94 9,763,000 100,000 SH Call SOLE   100,000 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 56,141,774 170,173 SH   SOLE   170,173 0 0
CARVANA CO CL A 146869102 BBG00GCTWF71 10,412,578 27,602 SH   SOLE   27,602 0 0
CHARLES RIV LABS INTL INC COM 159864107 BBG001S7Q271 11,025,267 70,467 SH   SOLE   70,467 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 BBG001T3TDG2 8,913,952 32,402 SH   SOLE   32,402 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107 BBG01T61V3Q7 16,022,823 120,854 SH   SOLE   120,854 0 0
CONFLUENT INC CLASS A COM 20717M103 BBG007HWGYS3 3,960,000 200,000 SH Call SOLE   200,000 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 BBG00T68J2H9 7,726,067 53,060 SH   SOLE   53,060 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 8,340,873 17,009 SH   SOLE   17,009 0 0
DEXCOM INC COM 252131107 BBG001SKZG99 18,163,321 269,926 SH   SOLE   269,926 0 0
ELASTIC N V ORD SHS N14506104 BBG00LWZDZ26 5,914,300 70,000 SH Call SOLE   70,000 0 0
ENTEGRIS INC COM 29362U104 BBG001SF9YL6 22,117,172 239,208 SH   SOLE   239,208 0 0
EQUIFAX INC COM 294429105 BBG001S5QSK3 12,472,745 48,621 SH   SOLE   48,621 0 0
ETSY INC COM 29786A106 BBG001T53625 18,514,578 278,876 SH   SOLE   278,876 0 0
FOX CORP CL A COM 35137L105 BBG00JHNJX06 43,497,338 689,777 SH   SOLE   689,777 0 0
GLOBAL PMTS INC COM 37940X102 BBG001SGS2Z8 22,566,356 271,622 SH   SOLE   271,622 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 BBG001SV0YS3 16,721,618 466,563 SH   SOLE   466,563 0 0
GUARDANT HEALTH INC COM 40131M109 BBG006D97VZ8 2,291,829 36,681 SH   SOLE   36,681 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 BBG0078W3NP4 14,694,862 598,325 SH   SOLE   598,325 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 BBG001S5S399 2,422,626 8,586 SH   SOLE   8,586 0 0
INTUIT COM 461202103 BBG001S6TWR2 24,575,882 35,987 SH   SOLE   35,987 0 0
LYFT INC CL A COM 55087P104 BBG004M9ZHY4 20,487,590 930,831 SH   SOLE   930,831 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 31,490,857 374,579 SH   SOLE   374,579 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 26,141,939 45,959 SH   SOLE   45,959 0 0
MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 31,024,525 325,751 SH   SOLE   325,751 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 50,842,490 98,161 SH   SOLE   98,161 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 7,769,250 15,000 SH Call SOLE   15,000 0 0
MOODYS CORP COM 615369105 BBG001S5VP87 21,535,467 45,197 SH   SOLE   45,197 0 0
MSCI INC COM 55354G100 BBG001SV8B05 14,983,596 26,407 SH   SOLE   26,407 0 0
NATERA INC COM 632307104 BBG001V0FSF8 11,900,351 73,929 SH   SOLE   73,929 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 64,269,306 53,606 SH   SOLE   53,606 0 0
NXP SEMICONDUCTORS N V COM N6596X109 BBG001SF62F6 30,541,781 134,114 SH   SOLE   134,114 0 0
ORACLE CORP COM 68389X105 BBG001S5SJG6 25,356,880 90,161 SH   SOLE   90,161 0 0
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 18,043,990 88,616 SH   SOLE   88,616 0 0
QORVO INC COM 74736K101 BBG007TJF1P5 23,153,265 254,208 SH   SOLE   254,208 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 15,013,491 90,247 SH   SOLE   90,247 0 0
REDDIT INC CL A 75734B100 BBG015RGX648 11,788,367 51,256 SH   SOLE   51,256 0 0
ROBLOX CORP CL A 771049103 BBG001V1Y6Z1 8,790,341 63,459 SH   SOLE   63,459 0 0
RXSIGHT INC COM 78349D107 BBG00THX1YQ1 1,564,386 174,014 SH   SOLE   174,014 0 0
SALESFORCE INC COM 79466L302 BBG001SDLP09 46,410,051 195,823 SH   SOLE   195,823 0 0
SENTINELONE INC CL A 81730H109 BBG00B6F2F27 7,045,884 400,107 SH   SOLE   400,107 0 0
SNAP INC CL A 83304A106 BBG00441QMK5 17,290,369 2,242,590 SH   SOLE   2,242,590 0 0
SNAP INC CL A 83304A106 BBG00441QMK5 9,252,000 1,200,000 SH Call SOLE   1,200,000 0 0
SNOWFLAKE INC COM SHS 833445109 BBG007DHGNK2 32,222,975 142,864 SH   SOLE   142,864 0 0
SNOWFLAKE INC COM SHS 833445109 BBG007DHGNK2 72,739,875 322,500 SH Call SOLE   322,500 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFD1 28,091,708 40,246 SH   SOLE   40,246 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 54,030,047 193,455 SH   SOLE   193,455 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 7,580,282 29,340 SH   SOLE   29,340 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 27,624,228 62,116 SH   SOLE   62,116 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 18,738,748 38,635 SH   SOLE   38,635 0 0
T-MOBILE US INC COM 872590104 BBG001SKR9Y6 60,273,969 251,792 SH   SOLE   251,792 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 12,043,204 35,278 SH   SOLE   35,278 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 BBG00RP2T9V3 29,694,564 871,831 SH   SOLE   871,831 0 0
WATERS CORP COM 941848103 BBG001S8MDG9 20,623,330 68,788 SH   SOLE   68,788 0 0
WESTERN UN CO COM 959802109 BBG001SR0YK0 36,321,158 4,545,827 SH   SOLE   4,545,827 0 0