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
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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
ADVANCED MICRO DEVICES COM 007903107   9,334,040 51,715 SH   SOLE   51,715 0 0
ALIGN TECHNOLOGY COM 016255101   3,532,682 10,773 SH   SOLE   10,773 0 0
AMETEK COM 031100100   6,306,392 34,480 SH   SOLE   34,480 0 0
APPLIED MATERIAL COM 038222105   4,972,824 24,113 SH   SOLE   24,113 0 0
APTIV COM G6095L109   1,895,670 23,800 SH   SOLE   23,800 0 0
ASML HOLDING COM N07059210   6,808,365 7,069 SH   SOLE   7,069 0 0
CADENCE DESIGN SYSTEMS COM 127387108   4,679,161 15,032 SH   SOLE   15,032 0 0
CLOUDFLARE CL A COM 22788C105   546,530 5,644 SH   SOLE   5,644 0 0
CROWDSTRIKE HOLDINGS CL A COM 22788C105   9,829,244 30,659 SH   SOLE   30,659 0 0
DARKTRACE COM 23804L103   559,518 101,461 SH   SOLE   101,461 0 0
DATADOG CL A COM 23804L103   5,598,745 45,297 SH   SOLE   45,297 0 0
DYNATRACE COM 268150109   8,092,247 174,251 SH   SOLE   174,251 0 0
HONEYWELL INTERNATIONAL COM 438516106   2,641,568 12,870 SH   SOLE   12,870 0 0
INTUITIVE SURGICAL COM 46120E602   5,885,380 14,747 SH   SOLE   14,747 0 0
KLA COM 482480100   6,170,469 8,833 SH   SOLE   8,833 0 0
NICE ADR REP 1 COM 653656108   9,326,547 35,786 SH   SOLE   35,786 0 0
NVIDIA COM 67066G104   12,498,945 13,833 SH   SOLE   13,833 0 0
PALO ALTO NETWORKS COM 697435105   6,683,591 23,523 SH   SOLE   23,523 0 0
PROCEPT BIOROBOTICS COM 74276L105   4,306,854 87,148 SH   SOLE   87,148 0 0
PTC COM 69370C100   5,669,712 30,008 SH   SOLE   30,008 0 0
ROCKWELL AUTOMAT COM 773903109   4,357,131 14,956 SH   SOLE   14,956 0 0
SENTINELONE CL A COM 81730H109   5,200,416 223,098 SH   SOLE   223,098 0 0
SERVICENOW COM 81762P102   8,304,823 10,893 SH   SOLE   10,893 0 0
SNOWFLAKE CL A COM 833445109   2,372,934 14,684 SH   SOLE   14,684 0 0
SYNOPSYS COM 871607107   8,078,153 14,135 SH   SOLE   14,135 0 0
TESLA COM 88160R101   2,358,926 13,419 SH   SOLE   13,419 0 0