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
ADVANCED MICRO DEVICES INC COM 007903107   6,402,244 45,118 SH   SOLE   0 0 45,118
ALPHABET INC CAP STK CL A 02079K305   5,279,318 29,956 SH   SOLE   0 0 29,956
AMAZON COM INC COM 023135106   3,443,326 15,695 SH   SOLE   0 0 15,695
APPLE INC COM 037833100   24,526,341 119,542 SH   SOLE   0 0 119,542
APPLOVIN CORP COM CL A 03831W108   713,113 2,037 SH   SOLE   0 0 2,037
ASML HOLDING N V N Y REGISTRY SHS N07059210   5,190,603 6,477 SH   SOLE   0 0 6,477
ASTERA LABS INC COM 04626A103   1,014,965 11,225 SH   SOLE   0 0 11,225
BROADCOM INC COM 11135F101   20,527,447 74,469 SH   SOLE   0 0 74,469
CROWDSTRIKE HLDGS INC CL A 22788C105   305,586 350 SH   SOLE   0 0 350
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332   3,022,284 53,162 SH   SOLE   0 0 53,162
MICROSOFT CORP COM 594918104   3,732,565 7,504 SH   SOLE   0 0 7,504
NVIDIA CORPORATION COM 67066G104   26,766,617 169,419 SH   SOLE   0 0 169,419
PALO ALTO NETWORKS INC COM 697435105   399,048 1,950 SH   SOLE   0 0 1,950
PFIZER INC COM 717081103   1,083,068 44,681 SH   SOLE   0 0 44,681
POWELL INDS INC COM 739128106   2,512,773 11,940 SH   SOLE   0 0 11,940
REDDIT INC CL A 75734B100   1,023,876 6,800 SH   SOLE   0 0 6,800
RH COM 74967X103   1,035,775 5,480 SH   SOLE   0 0 5,480
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   782,779 3,091 SH   SOLE   0 0 3,091
SHOPIFY INC CL A SUB VTG SHS 82509L107   1,156,384 10,025 SH   SOLE   0 0 10,025
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,985,863 4,833 SH   SOLE   0 0 4,833
SUPER MICRO COMPUTER INC COM NEW 86800U302   3,306,950 67,475 SH   SOLE   0 0 67,475
THE TRADE DESK INC COM CL A 88339J105   1,457,798 20,250 SH   SOLE   0 0 20,250
UPSTART HLDGS INC COM 91680M107   346,592 14,635 SH   SOLE   0 0 14,635
VANGUARD INDEX FDS GROWTH ETF 922908736   550,031 1,255 SH   SOLE   0 0 1,255