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
ADVANCED MICRO DEVICES COM 007903107   7,491,637 62,022 SH   SOLE   62,022 0 0
AMETEK COM 031100100   6,065,028 33,646 SH   SOLE   33,646 0 0
APPLIED MATERIAL COM 038222105   4,003,625 24,618 SH   SOLE   24,618 0 0
APTIV COM G6095L109   1,972,313 32,611 SH   SOLE   32,611 0 0
CADENCE DESIGN SYSTEMS COM 127387108   6,310,561 21,003 SH   SOLE   21,003 0 0
CLOUDFLARE CL A COM 18915M107   6,900,350 64,082 SH   SOLE   64,082 0 0
CROWDSTRIKE HOLDINGS CL A COM 22788C105   7,707,154 22,525 SH   SOLE   22,525 0 0
DATADOG CL A COM 23804L103   7,336,830 51,346 SH   SOLE   51,346 0 0
DYNATRACE COM 268150109   9,165,638 168,641 SH   SOLE   168,641 0 0
HONEYWELL INTERNATIONAL COM 438516106   2,723,330 12,056 SH   SOLE   12,056 0 0
INTUITIVE SURGICAL COM 46120E602   7,704,130 14,760 SH   SOLE   14,760 0 0
KLA COM 482480100   4,932,579 7,828 SH   SOLE   7,828 0 0
MOBILEYE GLOBAL CL A COM 60741F104   2,479,383 124,467 SH   SOLE   124,467 0 0
NICE ADR REP 1 COM 653656108   8,297,703 48,856 SH   SOLE   48,856 0 0
NVIDIA COM 67066G104   13,235,085 98,556 SH   SOLE   98,556 0 0
PALO ALTO NETWORKS COM 697435105   6,358,774 34,946 SH   SOLE   34,946 0 0
PROCEPT BIOROBOTICS COM 74276L105   7,333,037 91,071 SH   SOLE   91,071 0 0
PTC COM 69370C100   4,726,930 25,708 SH   SOLE   25,708 0 0
RUBRIK CL A COM 781154109   2,485,968 38,035 SH   SOLE   38,035 0 0
SENTINELONE CL A COM 81730H109   3,901,606 175,748 SH   SOLE   175,748 0 0
SERVICENOW COM 81762P102   11,029,488 10,404 SH   SOLE   10,404 0 0
SYMBOTIC CL A COM 87151X101   1,367,593 57,680 SH   SOLE   57,680 0 0
SYNOPSYS COM 871607107   9,240,769 19,039 SH   SOLE   19,039 0 0
TAIWAN SEMICONDUCTOR MNFTG ADR 5 COM 874039100   3,860,732 19,549 SH   SOLE   19,549 0 0
TESLA COM 88160R101   2,701,690 6,690 SH   SOLE   6,690 0 0