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
ABBVIE INC Common Stock 00287Y109   885,786 6,600 SH   SOLE 0 6,600 0 0
ADVANCED MICRO DEVICES INC Common Stock 007903107   7,859,808 124,050 SH   SOLE 0 124,050 0 0
ALIGN TECHNOLOGY INC Common Stock 016255101   165,688 800 SH   SOLE 0 800 0 0
ALPHABET INC Common Stock 02079K107   6,113,217 63,580 SH   SOLE 0 63,580 0 0
AMAZON COM INC Common Stock 023135106   5,344,335 47,295 SH   SOLE 0 47,295 0 0
APPLE INC Common Stock 037833100   373,140 2,700 SH   SOLE 0 2,700 0 0
BLOOMIN BRANDS INC Common Stock 094235108   256,620 14,000 SH   SOLE 0 14,000 0 0
BOSTON SCIENTIFIC CORP Common Stock 101137107   139,428 3,600 SH   SOLE 0 3,600 0 0
CLEAN HARBORS INC Common Stock 184496107   362,934 3,300 SH   SOLE 0 3,300 0 0
COSTCO WHSL CORP NEW Common Stock 22160K105   425,043 900 SH   SOLE 0 900 0 0
CSX CORP Common Stock 126408103   506,160 19,000 SH   SOLE 0 19,000 0 0
DAVE & BUSTERS ENTMT INC Common Stock 238337109   310,300 10,000 SH   SOLE 0 10,000 0 0
DEXCOM INC Common Stock 252131107   4,970,123 61,710 SH   SOLE 0 61,710 0 0
FEDERAL SIGNAL CORP Common Stock 313855108   298,560 8,000 SH   SOLE 0 8,000 0 0
FIDELITY NATL INFORMATION SV Common Stock 31620M106   1,870,358 24,750 SH   SOLE 0 24,750 0 0
FIVE BELOW INC Common Stock 33829M101   2,359,801 17,141 SH   SOLE 0 17,141 0 0
HOME DEPOT INC Common Stock 437076102   193,158 700 SH   SOLE 0 700 0 0
HUBSPOT INC Common Stock 443573100   16,207 60 SH   SOLE 0 60 0 0
INTERCONTINENTAL EXCHANGE IN Common Stock 45866F104   1,084,200 12,000 SH   SOLE 0 12,000 0 0
INTUITIVE SURGICAL INC Common Stock 46120E602   281,160 1,500 SH   SOLE 0 1,500 0 0
IRIDIUM COMMUNICATIONS INC Common Stock 46269C102   6,676,265 150,468 SH   SOLE 0 150,468 0 0
MARVELL TECHNOLOGY INC Common Stock 573874104   8,463,998 197,250 SH   SOLE 0 197,250 0 0
MASTERCARD INCORPORATED Common Stock 57636Q104   4,239,509 14,910 SH   SOLE 0 14,910 0 0
META PLATFORMS INC Common Stock 30303M102   1,309,312 9,650 SH   SOLE 0 9,650 0 0
MICRON TECHNOLOGY INC Common Stock 595112103   4,063,110 81,100 SH   SOLE 0 81,100 0 0
MICROSOFT CORP Common Stock 594918104   6,680,504 28,684 SH   SOLE 0 28,684 0 0
MONGODB INC Common Stock 60937P106   5,957 30 SH   SOLE 0 30 0 0
MOODYS CORP Common Stock 615369105   486,220 2,000 SH   SOLE 0 2,000 0 0
MSCI INC Common Stock 55354G100   421,790 1,000 SH   SOLE 0 1,000 0 0
NIKE INC Common Stock 654106103   374,040 4,500 SH   SOLE 0 4,500 0 0
NVIDIA CORPORATION Common Stock 67066G104   6,518,157 53,696 SH   SOLE 0 53,696 0 0
QUALCOMM INC Common Stock 747525103   3,560,565 31,515 SH   SOLE 0 31,515 0 0
REGENXBIO INC Common Stock 75901B107   118,935 4,500 SH   SOLE 0 4,500 0 0
S&P GLOBAL INC Common Stock 78409V104   488,560 1,600 SH   SOLE 0 1,600 0 0
SERVICENOW INC Common Stock 81762P102   4,552,089 12,055 SH   SOLE 0 12,055 0 0
SHERWIN WILLIAMS CO Common Stock 824348106   1,087,223 5,310 SH   SOLE 0 5,310 0 0
SHOPIFY INC Common Stock 82509L107   9,698 360 SH   SOLE 0 360 0 0
SNOWFLAKE INC Common Stock 833445109   1,039,311 6,110 SH   SOLE 0 6,110 0 0
UNION PAC CORP Common Stock 907818108   2,923,274 15,005 SH   SOLE 0 15,005 0 0
VISA INC Common Stock 92826C839   4,150,792 23,365 SH   SOLE 0 23,365 0 0
WASTE CONNECTIONS INC Common Stock 94106B101   3,814,467 27,945 SH   SOLE 0 27,945 0 0
WASTE MGMT INC DEL Common Stock 94106L109   496,651 3,100 SH   SOLE 0 3,100 0 0
WELLS FARGO CO NEW Common Stock 949746101   2,453,420 61,000 SH   SOLE 0 61,000 0 0
ROPER TECHNOLOGIES INC Common Stock 776696106   107,892 300 SH   SOLE 0 300 0 0
BILL COM HLDGS INC Common Stock 090043100   15,884 120 SH   SOLE 0 120 0 0
SALESFORCE COM INC Common Stock 79466L302   4,008,245 27,866 SH   SOLE 0 27,866 0 0
BK OF AMERICA CORP Common Stock 060505104   2,286,140 75,700 SH   SOLE 0 75,700 0 0
LABORATORY CORP AMER HLDGS Common Stock 50540R409   153,608 750 SH   SOLE 0 750 0 0
M D C HLDGS INC Common Stock 552676108   82,260 3,000 SH   SOLE 0 3,000 0 0
TEMPUR SEALY INTL INC Common Stock 88023U101   289,680 12,000 SH   SOLE 0 12,000 0 0
LILLY ELI & CO Common Stock 532457108   1,626,450 5,030 SH   SOLE 0 5,030 0 0
WARNER MUSIC GROUP CORP Common Stock 934550203   236,742 10,200 SH   SOLE 0 10,200 0 0
ETSY INC Common Stock 29786A106   2,073,692 20,710 SH   SOLE 0 20,710 0 0
EVERI HLDGS INC Common Stock 30034T103   3,171,010 195,500 SH   SOLE 0 195,500 0 0
INSULET CORP Common Stock 45784P101   3,988,119 17,385 SH   SOLE 0 17,385 0 0
MATCH GROUP INC NEW Common Stock 57667L107   2,045,849 42,845 SH   SOLE 0 42,845 0 0
OPEN LENDING CORP Common Stock 68373J104   1,625,286 202,150 SH   SOLE 0 202,150 0 0
RAPID7 INC Common Stock 753422104   1,704,460 39,731 SH   SOLE 0 39,731 0 0
GILEAD SCIENCES INC Common Stock 375558103   185,070 3,000 SH   SOLE 0 3,000 0 0
ZIPRECRUITER INC Common Stock 98980B103   198,000 12,000 SH   SOLE 0 12,000 0 0
ACCENTURE PLC IRELAND Common Stock G1151C101   1,254,338 4,875 SH   SOLE 0 4,875 0 0
IDEXX LABS INC Common Stock 45168D104   241,092 740 SH   SOLE 0 740 0 0