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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Tesla, Inc. TSLA 88160R101 82,249 77,830 SH   SOLE   77,830 0 0
Marvell Technology Group Ltd. (Bermuda) MRVL G5876H105 52,333 598,160 SH   SOLE   598,160 0 0
Zscaler, Inc. ZS 98980G102 38,810 120,780 SH   SOLE   120,780 0 0
Arista Networks, Inc. ANET 040413106 36,406 253,260 SH   SOLE   253,260 0 0
Fortinet,Inc. FTNT 34959E109 35,972 100,090 SH   SOLE   100,090 0 0
Palo Alto Networks, Inc. PANW 697435105 35,176 63,180 SH   SOLE   63,180 0 0
Applied Materials, Inc. AMAT 038222105 34,304 218,000 SH   SOLE   218,000 0 0
Silvergate Capital Corp. - Class A SI 82837P408 33,813 228,160 SH   SOLE   228,160 0 0
Snowflake, Inc. Class A SNOW 833445109 32,628 96,320 SH   SOLE   96,320 0 0
NVIDIA Corp. NVDA 67066G104 31,611 107,480 SH   SOLE   107,480 0 0
ZoomInfo Technologies Inc. ZI 98980F104 30,207 470,510 SH   SOLE   470,510 0 0
MongoDB, Inc. Class A MDB 60937P106 29,469 55,670 SH   SOLE   55,670 0 0
Hubspot, Inc. HUBS 443573100 26,504 40,210 SH   SOLE   40,210 0 0
Datadog, Inc. Class A DDOG 23804L103 26,462 148,570 SH   SOLE   148,570 0 0
Digital Turbine, Inc. APPS 25400W102 25,830 423,510 SH   SOLE   423,510 0 0
Unity Software, Inc. U 91332U101 22,501 157,360 SH   SOLE   157,360 0 0
ON Semiconductor Corporation ON 682189105 22,341 328,930 SH   SOLE   328,930 0 0
The Trade Desk, Inc. Class A TTD 88339J105 20,637 225,200 SH   SOLE   225,200 0 0
Coinbase Global, Inc. COIN 19260Q107 20,185 79,980 SH   SOLE   79,980 0 0
Lam Research Corp. LRCX 512807108 17,540 24,390 SH   SOLE   24,390 0 0
Kornit Digital Ltd. (Israel) KRNT 001121672 17,530 115,140 SH   SOLE   115,140 0 0
Roblox Corp. RBLX 771049103 15,464 149,900 SH   SOLE   149,900 0 0
Atlassian Corporation PLC Class A (United Kingdom) TEAM G06242104 14,939 39,180 SH   SOLE   39,180 0 0
MercadoLibre, Inc. (Argentina) MELI 58733R102 11,407 8,460 SH   SOLE   8,460 0 0
DigitalOcean Holdings, Inc. DOCN 25402D102 11,130 138,550 SH   SOLE   138,550 0 0
XPeng, Inc. ADR XPEV 98422D105 7,550 150,000 SH   SOLE   150,000 0 0
Ford Motor Company F 345370860 7,504 361,300 SH   SOLE   361,300 0 0
Shopify, Inc. Class A (Canada) SHOP 82509L107 7,479 5,430 SH   SOLE   5,430 0 0
Amazon.com, Inc. AMZN 023135106 33 10 SH   SOLE   10 0 0
Alphabet, Inc. Class A GOOGL 02079K305 29 10 SH   SOLE   10 0 0
ASML Holding N.V. ADR ASML N07059111 8 10 SH   SOLE   10 0 0
Broadcom Ltd. AVGO 11135F101 7 10 SH   SOLE   10 0 0
ServiceNow, Inc. NOW 81762P102 6 10 SH   SOLE   10 0 0
Intuit, Inc. INTU 461202103 6 10 SH   SOLE   10 0 0
Netflix, Inc. NFLX 64110L106 6 10 SH   SOLE   10 0 0
Adobe, Inc. ADBE 00724F101 6 10 SH   SOLE   10 0 0
Paycom Software, Inc. PAYC 70432V102 4 10 SH   SOLE   10 0 0
Invesco QQQ ETF QQQ 46090E103 4 10 SH   SOLE   10 0 0
Mastercard, Inc. Class A MA 57636Q104 4 10 SH   SOLE   10 0 0
Meta Platforms, Inc. FB 30303M102 3 10 SH   SOLE   10 0 0
Microsoft Corp. MSFT 594918104 3 10 SH   SOLE   10 0 0
Signature Bank SBNY 82669G104 3 10 SH   SOLE   10 0 0
VanEck Vectors Semiconductor ETF SMH 92189F676 3 10 SH   SOLE   10 0 0
Workday, Inc. Class A WDAY 98138H101 3 10 SH   SOLE   10 0 0
Twilio, Inc. Class A TWLO 90138F102 3 10 SH   SOLE   10 0 0
Bill.com Holdings, Inc. BILL 090043100 2 10 SH   SOLE   10 0 0
Paylocity Holding Corp. PCTY 70438V106 2 10 SH   SOLE   10 0 0
Spotify Technology S.A. (Luxembourg) SPOT L8681T102 2 10 SH   SOLE   10 0 0
Carvana Co. CVNA 146869102 2 10 SH   SOLE   10 0 0
Roku, Inc. Class A ROKU 77543R102 2 10 SH   SOLE   10 0 0
Okta, Inc. Class A OKTA 679295105 2 10 SH   SOLE   10 0 0
Sea Ltd. (Singapore) SE 81141R100 2 10 SH   SOLE   10 0 0
Etsy, Inc. ETSY 29786A106 2 10 SH   SOLE   10 0 0
CrowdStrike Holdings, Inc. Class A CRWD 22788C105 2 10 SH   SOLE   10 0 0
Ambarella, Inc. AMBA G037AX101 2 10 SH   SOLE   10 0 0
PayPal Holdings, Inc. PYPL 70450Y103 2 10 SH   SOLE   10 0 0
RingCentral, Inc. Class A RNG 76680R206 2 10 SH   SOLE   10 0 0
Zoom Video Communications, Inc. ZM 98980L101 2 10 SH   SOLE   10 0 0
Qualcomm, Inc. QCOM 747525103 2 10 SH   SOLE   10 0 0
Apple, Inc. AAPL 037833100 2 10 SH   SOLE   10 0 0
Airbnb, Inc. Class A ABNB 009066101 2 10 SH   SOLE   10 0 0
Teradyne, Inc. TER 880770102 2 10 SH   SOLE   10 0 0
Block, Inc. SQ 852234103 2 10 SH   SOLE   10 0 0
DocuSign, Inc. DOCU 256163106 2 10 SH   SOLE   10 0 0
Advanced Micro Devices, Inc. AMD 007903107 1 10 SH   SOLE   10 0 0
Paychex, Inc. PAYX 704326107 1 10 SH   SOLE   10 0 0
Cloudflare, Inc. Class A NET 18915M107 1 10 SH   SOLE   10 0 0
Taiwan Semiconductor Manufacturing Company Ltd. ADR TSM 874039100 1 10 SH   SOLE   10 0 0
Wolfspeed, Inc. WOLF 977852102 1 10 SH   SOLE   10 0 0
Rivian Automotive, Inc. RIVN 76954A103 1 10 SH   SOLE   10 0 0
Affirm Holdings, Inc. Class A AFRM 008278106 1 10 SH   SOLE   10 0 0
Teladoc Health, Inc. TDOC 87918A105 1 10 SH   SOLE   10 0 0
Zillow Group, Inc. Z 98954M101 1 10 SH   SOLE   10 0 0
OptimizeRx Corp. OPRX 68401U204 1 10 SH   SOLE   10 0 0
Chewy, Inc. Class A CHWY 16679L109 1 10 SH   SOLE   10 0 0
SentinelOne, Inc. Class A S 852061100 1 10 SH   SOLE   10 0 0
Doximity, Inc. Class A DOCS 26622P107 1 10 SH   SOLE   10 0 0
Domo, Inc. Class B DOMO 257554105 0 10 SH   SOLE   10 0 0
Snap, Inc. Class A SNAP 83304A106 0 10 SH   SOLE   10 0 0
Twitter, Inc. TWTR 90184L102 0 10 SH   SOLE   10 0 0
Pinterest, Inc. Class A PINS 72352L106 0 10 SH   SOLE   10 0 0
Li Auto, Inc. ADR LI 50202M102 0 10 SH   SOLE   10 0 0
NIO, Inc. ADR NIO 62914V106 0 10 SH   SOLE   10 0 0
DraftKings, Inc. Class A DKNG 26142R104 0 10 SH   SOLE   10 0 0
Palantir Technologies, Inc. PLTR 69608A108 0 10 SH   SOLE   10 0 0
Open Table, Inc. OPEN 68372A104 0 10 SH   SOLE   10 0 0