The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| Amazon.com Inc. | COM | 023135106 | 5,740,144 | 30,170 | SH | SOLE | 0 | 0 | 0 | |||
| Astera Labs Inc. | COM | 04626A103 | 8,950,500 | 150,000 | SH | SOLE | 0 | 0 | 0 | |||
| Beam Therapeutics Inc. | COM | 07373V105 | 4,379,798 | 224,260 | SH | SOLE | 0 | 0 | 0 | |||
| Broadcom Inc. | COM | 11135F101 | 3,628,208 | 21,670 | SH | SOLE | 0 | 0 | 0 | |||
| Cognex Corp. | COM | 192422103 | 6,065,036 | 203,320 | SH | SOLE | 0 | 0 | 0 | |||
| Copart Inc. | COM | 217204106 | 10,326,543 | 182,480 | SH | SOLE | 0 | 0 | 0 | |||
| CyberArk Software Ltd | COM | M2682V108 | 1,791,400 | 5,300 | SH | SOLE | 0 | 0 | 0 | |||
| Evercore Partners Inc. | COM | 29977A105 | 4,735,361 | 23,710 | SH | SOLE | 0 | 0 | 0 | |||
| Impinj Inc. | COM | 453204109 | 5,341,323 | 58,890 | SH | SOLE | 0 | 0 | 0 | |||
| Lam Research Corp. | COM | 512807306 | 9,496,801 | 130,630 | SH | SOLE | 0 | 0 | 0 | |||
| Lattice Semiconductor Corp. | COM | 518415104 | 7,416,430 | 141,400 | SH | SOLE | 0 | 0 | 0 | |||
| lululemon athletica Inc. | COM | 550021109 | 3,713,747 | 13,120 | SH | SOLE | 0 | 0 | 0 | |||
| Lumentum Holdings Inc. | COM | 55024U109 | 5,558,857 | 89,170 | SH | SOLE | 0 | 0 | 0 | |||
| Meta Platforms Inc. | COM CLASS A | 30303M102 | 7,717,460 | 13,390 | SH | SOLE | 0 | 0 | 0 | |||
| Microsoft Corp. | COM | 594918104 | 8,674,137 | 23,107 | SH | SOLE | 0 | 0 | 0 | |||
| MongoDB Inc. | COM CLASS A | 60937P106 | 3,322,076 | 18,940 | SH | SOLE | 0 | 0 | 0 | |||
| NVIDIA Corp. | COM | 67066G104 | 8,128,500 | 75,000 | SH | SOLE | 0 | 0 | 0 | |||
| Reddit Inc. | COM CLASS A | 75734B100 | 3,147,000 | 30,000 | SH | SOLE | 0 | 0 | 0 | |||
| SharkNinja Inc. | COM | G8068L108 | 3,990,334 | 47,840 | SH | SOLE | 0 | 0 | 0 | |||
| SiTime Corp. | COM | 82982T106 | 8,082,237 | 52,870 | SH | SOLE | 0 | 0 | 0 | |||
| Sociedad Quimica y Minera de Chile SA | SPONSORED ADR SERIES B | 833635105 | 6,243,172 | 157,140 | SH | SOLE | 0 | 0 | 0 | |||
| Universal Display Corp. | COM | 91347P105 | 7,565,395 | 54,240 | SH | SOLE | 0 | 0 | 0 | |||