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   9,549,169 92,945 SH   SOLE   92,945 0 0
AMETEK COM 031100100   5,756,017 33,438 SH   SOLE   33,438 0 0
ASML HOLDING COM N07059210   1,931,222 2,946 SH   SOLE   2,946 0 0
CADENCE DESIGN SYSTEMS COM 127387108   4,629,569 18,203 SH   SOLE   18,203 0 0
CLOUDFLARE CL A COM 18915M107   4,015,821 35,636 SH   SOLE   35,636 0 0
CROWDSTRIKE HOLDINGS CL A COM 22788C105   5,978,513 16,956 SH   SOLE   16,956 0 0
DATADOG CL A COM 23804L103   5,948,614 59,960 SH   SOLE   59,960 0 0
DYNATRACE COM 268150109   8,808,144 186,811 SH   SOLE   186,811 0 0
HONEYWELL INTERNATIONAL COM 438516106   4,240,717 20,027 SH   SOLE   20,027 0 0
INTUITIVE SURGICAL COM 46120E602   5,960,574 12,035 SH   SOLE   12,035 0 0
KLA COM 482480100   4,824,541 7,097 SH   SOLE   7,097 0 0
NICE ADR REP 1 COM 653656108   5,722,482 37,118 SH   SOLE   37,118 0 0
NVIDIA COM 67066G104   11,566,314 106,720 SH   SOLE   106,720 0 0
PALO ALTO NETWORKS COM 697435105   6,943,419 40,690 SH   SOLE   40,690 0 0
PROCEPT BIOROBOTICS COM 74276L105   6,467,093 111,004 SH   SOLE   111,004 0 0
PTC COM 69370C100   3,435,551 22,172 SH   SOLE   22,172 0 0
SENTINELONE CL A COM 81730H109   1,902,597 104,653 SH   SOLE   104,653 0 0
SERVICENOW COM 81762P102   8,014,741 10,067 SH   SOLE   10,067 0 0
SYNOPSYS COM 871607107   8,936,805 20,839 SH   SOLE   20,839 0 0
TESLA COM 88160R101   2,049,437 7,908 SH   SOLE   7,908 0 0
ARM HOLDINGS COM 042068205   2,536,690 23,754 SH   SOLE   23,754 0 0
RUBRIK CL A COM 781154109   6,652,866 109,099 SH   SOLE   109,099 0 0
SYMBOTIC CL A COM 87151X101   2,833,887 140,222 SH   SOLE   140,222 0 0
TAIWAN SEMICONDUCTOR MNFTG ADR 5 COM 874039100   5,081,260 30,610 SH   SOLE   30,610 0 0