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
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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
NVIDIA Corp. NVDA 67066G104   17,673,634 19,560 SH   SOLE   19,560 0 0
Amazon.com, Inc. AMZN 023135106   17,612,303 97,640 SH   SOLE   97,640 0 0
Meta Platforms, Inc. Class A META 30303M102   17,359,485 35,750 SH   SOLE   35,750 0 0
DraftKings, Inc. Class A DKNG 26142R104   16,883,438 371,800 SH   SOLE   371,800 0 0
DoorDash, Inc. Class A DASH 25809K105   15,380,570 111,680 SH   SOLE   111,680 0 0
Micron Technology, Inc. MU 595112103   15,266,755 129,500 SH   SOLE   129,500 0 0
The Trade Desk, Inc. Class A TTD 88339J105   15,246,922 174,410 SH   SOLE   174,410 0 0
Block, Inc. Class A SQ 852234103   12,390,124 146,490 SH   SOLE   146,490 0 0
Robinhood Markets, Inc. HOOD 770700102   12,343,313 613,180 SH   SOLE   613,180 0 0
Dell Technologies, Inc. DELL 24703L202   12,220,040 107,090 SH   SOLE   107,090 0 0
Carvana Co. Class A CVNA 146869102   12,011,143 136,630 SH   SOLE   136,630 0 0
monday.com Ltd. MNDY 001176213   12,002,732 53,140 SH   SOLE   53,140 0 0
AppLovin Corporation APP 03831W108   11,561,817 167,030 SH   SOLE   167,030 0 0
Coinbase Global, Inc. Class A COIN 19260Q107   11,217,227 42,310 SH   SOLE   42,310 0 0
ASML Holding N.V. ADR ASML N07059111   10,209,344 10,520 SH   SOLE   10,520 0 0
Broadcom Ltd. AVGO 11135F101   10,046,608 7,580 SH   SOLE   7,580 0 0
Super Micro Computer, Inc. SMCI 86800U104   9,938,695 9,840 SH   SOLE   9,840 0 0
Arm Holdings plc ARM 042068205   7,438,155 59,510 SH   SOLE   59,510 0 0
CrowdStrike Holdings, Inc. Class A CRWD 22788C105   7,283,805 22,720 SH   SOLE   22,720 0 0
Spotify Technology S.A. (Luxembourg) SPOT L8681T102   6,233,318 23,620 SH   SOLE   23,620 0 0
Micro Strategy, Inc. Class A MSTR 594972408   17,046 10 SH   SOLE   10 0 0
MercadoLibre, Inc. (Argentina) MELI 58733R102   15,120 10 SH   SOLE   10 0 0
Lam Research Corp. LRCX 512807108   9,716 10 SH   SOLE   10 0 0
Eli Lilly and Company LLY 532457108   7,780 10 SH   SOLE   10 0 0
ServiceNow, Inc. NOW 81762P102   7,624 10 SH   SOLE   10 0 0
KLA Corporation KLAC 482480100   6,986 10 SH   SOLE   10 0 0
Monolithic Power Systems, Inc. MPWR 609839105   6,774 10 SH   SOLE   10 0 0
Intuit, Inc. INTU 461202103   6,500 10 SH   SOLE   10 0 0
HubSpot, Inc. HUBS 443573100   6,266 10 SH   SOLE   10 0 0
Netflix, Inc. NFLX 64110L106   6,073 10 SH   SOLE   10 0 0
Synopsys, Inc. SNPS 871607107   5,715 10 SH   SOLE   10 0 0
Adobe, Inc. ADBE 00724F101   5,046 10 SH   SOLE   10 0 0
Invesco QQQ ETF QQQ 46090E103   4,440 10 SH   SOLE   10 0 0
Microsoft Corp. MSFT 594918104   4,207 10 SH   SOLE   10 0 0
MongoDB, Inc. Class A MDB 60937P106   3,586 10 SH   SOLE   10 0 0
Cadence Design Systems, Inc. CDNS 127387108   3,113 10 SH   SOLE   10 0 0
Arista Networks, Inc. ANET 040413106   2,900 10 SH   SOLE   10 0 0
Palo Alto Networks, Inc. PANW 697435105   2,841 10 SH   SOLE   10 0 0
Cyberark Software LTD (Israel) CYBR M2682V108   2,656 10 SH   SOLE   10 0 0
Celsius Holdings, Inc. CELH 15118V207   2,488 30 SH   SOLE   30 0 0
VanEck Semiconductor ETF SMH 92189F676   2,250 10 SH   SOLE   10 0 0
Applied Materials, Inc. AMAT 038222105   2,062 10 SH   SOLE   10 0 0
Atlassian Corporation PLC Class A (United Kingdom) TEAM G06242104   1,951 10 SH   SOLE   10 0 0
Zscaler, Inc. ZS 98980G102   1,926 10 SH   SOLE   10 0 0
Advanced Micro Devices, Inc. AMD 007903107   1,805 10 SH   SOLE   10 0 0
Tesla, Inc. TSLA 88160R101   1,758 10 SH   SOLE   10 0 0
Apple, Inc. AAPL 037833100   1,715 10 SH   SOLE   10 0 0
Qualcomm, Inc. QCOM 747525103   1,693 10 SH   SOLE   10 0 0
Airbnb, Inc. Class A ABNB 009066101   1,650 10 SH   SOLE   10 0 0
Snowflake, Inc. Class A SNOW 833445109   1,616 10 SH   SOLE   10 0 0
Alphabet, Inc. Class A GOOGL 02079K305   1,509 10 SH   SOLE   10 0 0
Taiwan Semiconductor Manufacturing Company Ltd. ADR TSM 874039100   1,361 10 SH   SOLE   10 0 0
Novo Nordisk A/S NVO 670100205   1,284 10 SH   SOLE   10 0 0
Datadog, Inc. Class A DDOG 23804L103   1,236 10 SH   SOLE   10 0 0
Okta, Inc. Class A OKTA 679295105   1,046 10 SH   SOLE   10 0 0
Cloudflare, Inc. Class A NET 18915M107   968 10 SH   SOLE   10 0 0
Shopify, Inc. Class A (Canada) SHOP 82509L107   772 10 SH   SOLE   10 0 0
Uber Technologies, Inc. UBER 90353T100   770 10 SH   SOLE   10 0 0
ON Semiconductor Corporation ON 682189105   736 10 SH   SOLE   10 0 0
Marvell Technology, Inc. MRVL 573874104   709 10 SH   SOLE   10 0 0
BILL Holdings Inc BILL 090043100   687 10 SH   SOLE   10 0 0
PayPal Holdings, Inc. PYPL 70450Y103   670 10 SH   SOLE   10 0 0
Zoom Video Communications, Inc. Class A ZM 98980L101   654 10 SH   SOLE   10 0 0
Roku, Inc. Class A ROKU 77543R102   652 10 SH   SOLE   10 0 0
Twilio, Inc. Class A TWLO 90138F102   612 10 SH   SOLE   10 0 0
Coherent Corp. COHR 19247G107   606 10 SH   SOLE   10 0 0
GitLab, Inc. GTLB 37637K108   583 10 SH   SOLE   10 0 0
Pure Storage, Inc. Class A PSTG 74624M102   520 10 SH   SOLE   10 0 0
Ambarella, Inc. AMBA G037AX101   508 10 SH   SOLE   10 0 0
Ciena Corp. CIEN 171779309   495 10 SH   SOLE   10 0 0
Zillow Group, Inc. Class C Z 98954M101   488 10 SH   SOLE   10 0 0
Braze, Inc. BRZE 10576N102   443 10 SH   SOLE   10 0 0
ishares Bitcoin Trust IBIT 46438F101   405 10 SH   SOLE   10 0 0
Roblox Corporation Class A RBLX 771049103   382 10 SH   SOLE   10 0 0
Samsara Inc. IOT 79589L106   378 10 SH   SOLE   10 0 0
Affirm Holdings, Inc. Class A AFRM 00827B106   373 10 SH   SOLE   10 0 0
Global-e Online Ltd GLBE 001174168   364 10 SH   SOLE   10 0 0
Pinterest, Inc. Class A PINS 72352L106   347 10 SH   SOLE   10 0 0
C3.ai, Inc. AI 12468P104   271 10 SH   SOLE   10 0 0
HashiCorp, Inc. HCP 418100103   270 10 SH   SOLE   10 0 0
Unity Software, Inc. U 91332U101   267 10 SH   SOLE   10 0 0
Palantir Technologies, Inc. Class A PLTR 69608A108   230 10 SH   SOLE   10 0 0
UiPath, Inc. PATH 90364P105   227 10 SH   SOLE   10 0 0
Marathon Digital Holdings, Inc. MARA 565788106   226 10 SH   SOLE   10 0 0
CleanSpark, Inc. CLSK 18452B209   212 10 SH   SOLE   10 0 0
Riot Platforms, Inc RIOT 767292105   122 10 SH   SOLE   10 0 0
Rivian Automotive, Inc. Class A RIVN 76954A103   110 10 SH   SOLE   10 0 0
SoFi Technologies, Inc. SOFI 83406F102   73 10 SH   SOLE   10 0 0
Opendoor Technologies, Inc. OPEN 683712103   30 10 SH   SOLE   10 0 0