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 | 9,909,846 | 45,170 | SH | SOLE | 0 | 0 | 0 | |||
| Astera Labs Inc. | COM | 04626A103 | 13,204,937 | 146,040 | SH | SOLE | 0 | 0 | 0 | |||
| Beam Therapeutics Inc. | COM | 07373V105 | 4,495,063 | 264,260 | SH | SOLE | 0 | 0 | 0 | |||
| Broadcom Inc. | COM | 11135F101 | 10,108,086 | 36,670 | SH | SOLE | 0 | 0 | 0 | |||
| Cognex Corp. | COM | 192422103 | 1,080,383 | 34,060 | SH | SOLE | 0 | 0 | 0 | |||
| Copart Inc. | COM | 217204106 | 10,426,394 | 212,480 | SH | SOLE | 0 | 0 | 0 | |||
| Direxion Daily Small Cap Bull 3X Shares | LEVRAGED ETF RUSSELL 2000 | 25459W847 | 10,062,000 | 300,000 | SH | SOLE | 0 | 0 | 0 | |||
| Evercore Partners Inc. | COM | 29977A105 | 6,969,216 | 25,810 | SH | SOLE | 0 | 0 | 0 | |||
| Impinj Inc. | COM | 453204109 | 6,540,912 | 58,890 | SH | SOLE | 0 | 0 | 0 | |||
| Lam Research Corp. | COM | 512807306 | 9,866,382 | 101,360 | SH | SOLE | 0 | 0 | 0 | |||
| Lattice Semiconductor Corp. | COM | 518415104 | 6,237,897 | 127,330 | SH | SOLE | 0 | 0 | 0 | |||
| Lumentum Holdings Inc. | COM | 55024U109 | 6,625,682 | 69,700 | SH | SOLE | 0 | 0 | 0 | |||
| Meta Platforms Inc. | COM CLASS A | 30303M102 | 12,097,295 | 16,390 | SH | SOLE | 0 | 0 | 0 | |||
| Microsoft Corp. | COM | 594918104 | 9,573,650 | 19,247 | SH | SOLE | 0 | 0 | 0 | |||
| MongoDB Inc. | COM CLASS A | 60937P106 | 4,619,780 | 22,000 | SH | SOLE | 0 | 0 | 0 | |||
| Reddit Inc. | COM CLASS A | 75734B100 | 3,613,680 | 24,000 | SH | SOLE | 0 | 0 | 0 | |||
| Salesforce Inc. | COM | 79466L302 | 5,453,800 | 20,000 | SH | SOLE | 0 | 0 | 0 | |||
| SiTime Corp. | COM | 82982T106 | 14,461,740 | 67,870 | SH | SOLE | 0 | 0 | 0 | |||
| Sociedad Quimica y Minera de Chile SA | SPONSORED ADR SERIES B | 833635105 | 4,873,609 | 138,180 | SH | SOLE | 0 | 0 | 0 | |||
| Universal Display Corp. | COM | 91347P105 | 6,264,898 | 40,560 | SH | SOLE | 0 | 0 | 0 | |||