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
AMAZON COM INC COM 023135106   656,323,453 3,638,560 SH   SOLE   3,638,560 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102   18,488,644 1,333,957 SH   SOLE   1,333,957 0 0
APPLOVIN CORP COM CL A 03831W108   195,129,380 2,818,974 SH   SOLE   2,818,974 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   66,395,090 213,297 SH   SOLE   213,297 0 0
CELESTICA INC SUB VTG SHS 15101Q108   169,644,545 3,774,912 SH   SOLE   3,774,912 0 0
COHERENT CORP COM 19247G107   123,748,092 2,041,374 SH   SOLE   2,041,374 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   122,144,112 459,828 SH   SOLE   459,828 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   280,580,943 6,178,836 SH   SOLE   6,178,836 0 0
DUOLINGO INC CL A COM 26603R106   281,281,190 1,275,189 SH   SOLE   1,275,189 0 0
ELASTIC N V ORD SHS N14506104   114,997,734 1,147,224 SH   SOLE   1,147,224 0 0
EXPEDIA GROUP INC COM NEW 30212P303   164,518,407 1,194,326 SH   SOLE   1,194,326 0 0
FABRINET SHS G3323L100   117,358,549 620,879 SH   SOLE   620,879 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   148,323,238 1,270,870 SH   SOLE   1,270,870 0 0
HASHICORP INC COM CL A 418100103   123,046,370 4,565,728 SH   SOLE   4,565,728 0 0
HUBSPOT INC COM 443573100   223,224,531 356,270 SH   SOLE   356,270 0 0
JABIL INC COM 466313103   129,599,036 967,518 SH   SOLE   967,518 0 0
KLAVIYO INC COM SER A 49845K101   14,755,799 579,113 SH   SOLE   579,113 0 0
MARVELL TECHNOLOGY INC COM 573874104   181,558,624 2,561,493 SH   SOLE   2,561,493 0 0
MERCADOLIBRE INC COM 58733R102   122,285,813 80,879 SH   SOLE   80,879 0 0
META PLATFORMS INC CL A 30303M102   625,992,255 1,289,164 SH   SOLE   1,289,164 0 0
MICRON TECHNOLOGY INC COM 595112103   124,785,622 1,058,492 SH   SOLE   1,058,492 0 0
MICROSOFT CORP COM 594918104   532,984,083 1,266,838 SH   SOLE   1,266,838 0 0
MONDAY COM LTD SHS M7S64H106   97,432,413 431,365 SH   SOLE   431,365 0 0
MONGODB INC CL A 60937P106   19,899,140 55,485 SH   SOLE   55,485 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   298,307,586 25,004,827 SH   SOLE   25,004,827 0 0
NVIDIA CORPORATION COM 67066G104   742,668,492 821,936 SH   SOLE   821,936 0 0
OKTA INC CL A 679295105   238,088,233 2,275,743 SH   SOLE   2,275,743 0 0
PALO ALTO NETWORKS INC COM 697435105   90,889,777 319,888 SH   SOLE   319,888 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   143,985,390 1,238,584 SH   SOLE   1,238,584 0 0
SALESFORCE INC COM 79466L302   286,342,668 950,736 SH   SOLE   950,736 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   32,164,669 236,418 SH   SOLE   236,418 0 0
TOAST INC CL A 888787108   179,110,855 7,187,434 SH   SOLE   7,187,434 0 0
WORKDAY INC CL A 98138H101   62,998,159 230,974 SH   SOLE   230,974 0 0