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
NOVO-NORDISK A S ADR 670100205   13,849,320 145,095 SH   SOLE   145,095 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   10,896,440 629,124 SH   SOLE   629,124 0 0
META PLATFORMS INC CL A 30303M102   7,626,120 24,407 SH   SOLE   24,407 0 0
AIRBNB INC COM CL A 009066101   7,296,950 50,092 SH   SOLE   50,092 0 0
AMAZON COM INC COM 023135106   6,764,320 52,706 SH   SOLE   52,706 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   6,606,600 18,762 SH   SOLE   18,762 0 0
VERISIGN INC COM 92343E102   5,768,290 27,394 SH   SOLE   27,394 0 0
UBER TECHNOLOGIES INC COM 90353T100   5,020,940 109,675 SH   SOLE   109,675 0 0
NVIDIA CORPORATION COM 67066G104   4,975,290 10,253 SH   SOLE   10,253 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   4,942,920 21,448 SH   SOLE   21,448 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   4,335,590 2,342 SH   SOLE   2,342 0 0
FRANCO NEV CORP COM 351858105   3,874,906 27,632 SH   SOLE   27,632 0 0
CBOE GLOBAL MKTS INC COM 12503M108   3,641,904 26,843 SH   SOLE   26,843 0 0
EXELIXIS INC COM 30161Q104   3,583,644 167,069 SH   SOLE   167,069 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   3,508,168 19,453 SH   SOLE   19,453 0 0
MOLINA HEALTHCARE INC COM 60855R100   3,444,965 10,746 SH   SOLE   10,746 0 0
CHEVRON CORP NEW COM 166764100   3,308,709 20,579 SH   SOLE   20,579 0 0
DOORDASH INC CL A 25809K105   3,299,104 43,789 SH   SOLE   43,789 0 0
INCYTE CORP COM 45337C102   3,233,857 49,161 SH   SOLE   49,161 0 0
KROGER CO COM 501044101   3,186,466 70,450 SH   SOLE   70,450 0 0
GILEAD SCIENCES INC COM 375558103   3,162,686 40,314 SH   SOLE   40,314 0 0
TESLA INC COM 88160R101   3,157,766 4,208 SH   SOLE   4,208 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   3,105,457 28,088 SH   SOLE   28,088 0 0
ATLASSIAN CORPORATION CL A 049468101   3,099,168 16,272 SH   SOLE   16,272 0 0
FORTINET INC COM 34959E109   2,984,496 45,676 SH   SOLE   45,676 0 0
NOVARTIS AG SPONSORED ADR 66987V109   2,844,426 33,202 SH   SOLE   33,202 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   2,826,660 61,744 SH   SOLE   61,744 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   2,676,150 38,045 SH   SOLE   38,045 0 0
WALMART INC COM 931142103   2,615,830 17,957 SH   SOLE   17,957 0 0