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 |
| APPLE INC | COM | 037833100 | 33,667,011 | 196,332 | SH | SOLE | 196,332 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 117,661,874 | 652,300 | SH | SOLE | 652,300 | 0 | 0 | |||
| BROADCOM INC | COM | 11135F101 | 75,548,370 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | |||
| CADENCE DESIGN SYSTEMS INC | COM | 127387108 | 64,123,680 | 206,000 | SH | SOLE | 206,000 | 0 | 0 | |||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 32,846,501 | 11,300 | SH | SOLE | 11,300 | 0 | 0 | |||
| FAIR ISAAC CORP | COM | 303250104 | 103,217,786 | 82,600 | SH | SOLE | 82,600 | 0 | 0 | |||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 51,852,087 | 107,673 | SH | SOLE | 107,673 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 50,500,320 | 104,000 | SH | SOLE | 104,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 133,643,812 | 317,655 | SH | SOLE | 317,655 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 135,534,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| ROKU INC | COM CL A | 77543R102 | 12,502,930 | 191,851 | SH | SOLE | 191,851 | 0 | 0 | |||
| SEA LTD - ADR | SPONSORD ADS | 81141R100 | 26,204,250 | 487,884 | SH | SOLE | 487,884 | 0 | 0 | |||
| S&P GLOBAL INC | COM | 78409V104 | 64,750,086 | 152,192 | SH | SOLE | 152,192 | 0 | 0 | |||
| TYLER TECHNOLOGIES INC | COM | 902252105 | 29,750,700 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||