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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,447,642 7,844 SH   SOLE   7,844 0 0
ADOBE INC COM 00724F101   752,869 1,963 SH   SOLE   1,963 0 0
AIRBNB INC COM CL A 009066101   1,589,176 13,303 SH   SOLE   13,303 0 0
ALPHABET INC CAP STK CL A 02079K305   5,336,472 34,509 SH   SOLE   34,509 0 0
ALPHABET INC CAP STK CL C 02079K107   16,960,016 108,558 SH   SOLE   108,558 0 0
AMAZON COM INC COM 023135106   10,420,730 54,771 SH   SOLE   54,771 0 0
AON PLC SHS CL A G0403H108   211,119 529 SH   SOLE   529 0 0
APPLE INC COM 037833100   35,183,614 158,392 SH   SOLE   158,392 0 0
APPLOVIN CORP COM CL A 03831W108   2,765,227 10,436 SH   SOLE   10,436 0 0
ARISTA NETWORKS INC COM SHS 040413205   7,389,888 95,378 SH   SOLE   95,378 0 0
AXON ENTERPRISE INC COM 05464C101   2,105,378 4,003 SH   SOLE   4,003 0 0
BANK AMERICA CORP COM 060505104   335,342 8,036 SH   SOLE   8,036 0 0
BENTLEY SYS INC COM CL B 08265T208   247,016 6,279 SH   SOLE   6,279 0 0
BLOCK INC CL A 852234103   425,404 7,830 SH   SOLE   7,830 0 0
BROADCOM INC COM 11135F101   16,390,726 97,896 SH   SOLE   97,896 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   1,048,302 116,091 SH   SOLE   116,091 0 0
COCA COLA CO COM 191216100   388,968 5,431 SH   SOLE   5,431 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   1,859,568 10,797 SH   SOLE   10,797 0 0
CONFLUENT INC CLASS A COM 20717M103   1,233,975 52,644 SH   SOLE   52,644 0 0
CORCEPT THERAPEUTICS INC COM 218352102   856,650 7,500 SH   SOLE   7,500 0 0
COSTCO WHSL CORP NEW COM 22160K105   494,643 523 SH   SOLE   523 0 0
COURSERA INC COM 22266M104   118,475 17,789 SH   SOLE   17,789 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   1,708,603 4,846 SH   SOLE   4,846 0 0
CSX CORP COM 126408103   211,896 7,200 SH   SOLE   7,200 0 0
DATADOG INC CL A COM 23804L103   2,518,049 25,381 SH   SOLE   25,381 0 0
DELL TECHNOLOGIES INC CL C 24703L202   452,195 4,961 SH   SOLE   4,961 0 0
DOORDASH INC CL A 25809K105   3,256,894 17,821 SH   SOLE   17,821 0 0
DOXIMITY INC CL A 26622P107   817,991 14,096 SH   SOLE   14,096 0 0
DUOLINGO INC CL A COM 26603R106   2,055,154 6,618 SH   SOLE   6,618 0 0
DYNATRACE INC COM NEW 268150109   438,684 9,304 SH   SOLE   9,304 0 0
ELI LILLY & CO COM 532457108   2,973,276 3,600 SH   SOLE   3,600 0 0
FORTINET INC COM 34959E109   701,254 7,285 SH   SOLE   7,285 0 0
GILEAD SCIENCES INC COM 375558103   1,222,353 10,909 SH   SOLE   10,909 0 0
GLOBAL PMTS INC COM 37940X102   529,649 5,409 SH   SOLE   5,409 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   1,365,725 2,500 SH   SOLE   2,500 0 0
HUNT J B TRANS SVCS INC COM 445658107   266,310 1,800 SH   SOLE   1,800 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   344,891 1,387 SH   SOLE   1,387 0 0
INTUIT COM 461202103   2,466,398 4,017 SH   SOLE   4,017 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   335,298 677 SH   SOLE   677 0 0
JOHNSON & JOHNSON COM 478160104   1,369,009 8,255 SH   SOLE   8,255 0 0
LAM RESEARCH CORP COM NEW 512807306   784,433 10,790 SH   SOLE   10,790 0 0
LENDINGCLUB CORP COM NEW 52603A208   206,400 20,000 SH   SOLE   20,000 0 0
MAPLEBEAR INC COM 565394103   605,610 15,182 SH   SOLE   15,182 0 0
MARQETA INC CLASS A COM 57142B104   140,455 34,091 SH   SOLE   34,091 0 0
MARVELL TECHNOLOGY INC COM 573874104   727,388 11,814 SH   SOLE   11,814 0 0
META PLATFORMS INC CL A 30303M102   19,093,077 33,127 SH   SOLE   33,127 0 0
MICROSOFT CORP COM 594918104   14,902,233 39,698 SH   SOLE   39,698 0 0
MOODYS CORP COM 615369105   510,396 1,096 SH   SOLE   1,096 0 0
NETFLIX INC COM 64110L106   2,008,670 2,154 SH   SOLE   2,154 0 0
NORFOLK SOUTHN CORP COM 655844108   1,754,822 7,409 SH   SOLE   7,409 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   4,525,240 441,918 SH   SOLE   441,918 0 0
NUTANIX INC CL A 67059N108   2,478,255 35,500 SH   SOLE   35,500 0 0
NVIDIA CORPORATION COM 67066G104   29,171,127 269,156 SH   SOLE   269,156 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   9,938,522 117,755 SH   SOLE   117,755 0 0
PENUMBRA INC COM 70975L107   601,673 2,250 SH   SOLE   2,250 0 0
PEPSICO INC COM 713448108   217,263 1,449 SH   SOLE   1,449 0 0
PINTEREST INC CL A 72352L106   279,000 9,000 SH   SOLE   9,000 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   2,726,759 41,302 SH   SOLE   41,302 0 0
PROCTER AND GAMBLE CO COM 742718109   201,436 1,182 SH   SOLE   1,182 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102   490,515 10,143 SH   SOLE   10,143 0 0
PURE STORAGE INC CL A 74624M102   2,516,130 56,836 SH   SOLE   56,836 0 0
QUALCOMM INC COM 747525103   993,704 6,469 SH   SOLE   6,469 0 0
REDDIT INC CL A 75734B100   2,398,539 22,865 SH   SOLE   22,865 0 0
REGENERON PHARMACEUTICALS COM 75886F107   5,464,526 8,616 SH   SOLE   8,616 0 0
RLX TECHNOLOGY INC SPONSORED ADS 74969N103   134,941 71,777 SH   SOLE   71,777 0 0
S&P GLOBAL INC COM 78409V104   400,891 789 SH   SOLE   789 0 0
SALESFORCE INC COM 79466L302   2,920,831 10,884 SH   SOLE   10,884 0 0
SERVICENOW INC COM 81762P102   489,626 615 SH   SOLE   615 0 0
SHELL PLC SPON ADS 780259305   242,044 3,303 SH   SOLE   3,303 0 0
SNOWFLAKE INC CL A 833445109   3,828,368 26,193 SH   SOLE   26,193 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   240,913 438 SH   SOLE   438 0 0
STARBUCKS CORP COM 855244109   784,720 8,000 SH   SOLE   8,000 0 0
TESLA INC COM 88160R101   8,553,316 33,004 SH   SOLE   33,004 0 0
TRACTOR SUPPLY CO COM 892356106   289,551 5,255 SH   SOLE   5,255 0 0
TWILIO INC CL A 90138F102   353,945 3,615 SH   SOLE   3,615 0 0
UBER TECHNOLOGIES INC COM 90353T100   4,230,252 58,060 SH   SOLE   58,060 0 0
UNITEDHEALTH GROUP INC COM 91324P102   503,848 962 SH   SOLE   962 0 0
UPWORK INC COM 91688F104   1,057,050 81,000 SH   SOLE   81,000 0 0
VERISIGN INC COM 92343E102   839,802 3,308 SH   SOLE   3,308 0 0
WORKDAY INC CL A 98138H101   940,659 4,028 SH   SOLE   4,028 0 0
ZSCALER INC COM 98980G102   489,304 2,466 SH   SOLE   2,466 0 0