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
AIRBNB INC COM CL A 009066101   60,446,788 366,433 SH   SOLE   301,133 0 65,300
ALPHABET INC CAP STK CL A 02079K305   43,390,866 287,490 SH   SOLE   249,611 0 37,879
AMAZON COM INC COM 023135106   281,720,731 1,561,818 SH   SOLE   1,301,507 0 260,311
ASML HOLDING N V N Y REGISTRY SHS N07059210   126,708,445 130,564 SH   SOLE   130,564 0 0
AXON ENTERPRISE INC COM 05464C101   1,081,000 3,455 SH   SOLE   3,455 0 0
BLOCK INC CL A 852234103   190,224,564 2,249,049 SH   SOLE   2,017,249 0 231,800
COSTCO WHSL CORP NEW COM 22160K105   53,694,453 73,290 SH   SOLE   73,290 0 0
COURSERA INC COM 22266M104   219,413 15,650 SH   SOLE   15,650 0 0
INTUIT COM 461202103   86,880,300 133,662 SH   SOLE   111,119 0 22,543
INTUITIVE SURGICAL INC COM NEW 46120E602   47,111,377 118,047 SH   SOLE   118,047 0 0
MASTERCARD INCORPORATED CL A 57636Q104   42,942,078 89,171 SH   SOLE   89,171 0 0
META PLATFORMS INC CL A 30303M102   110,662,711 227,898 SH   SOLE   227,898 0 0
MICROSOFT CORP COM 594918104   259,752,528 617,400 SH   SOLE   521,405 0 95,995
NETFLIX INC COM 64110L106   1,290,576 2,125 SH   SOLE   2,125 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   70,678,091 3,071,625 SH   SOLE   2,420,423 0 651,202
ROKU INC COM CL A 77543R102   24,970,146 383,154 SH   SOLE   306,198 0 76,956
SALESFORCE INC COM 79466L302   51,564,124 171,207 SH   SOLE   144,998 0 26,209
SERVICENOW INC COM 81762P102   239,390,550 313,996 SH   SOLE   263,470 0 50,526
SPOTIFY TECHNOLOGY S A SHS L8681T102   139,626,059 529,087 SH   SOLE   433,248 0 95,839
TESLA INC COM 88160R101   322,855,211 1,836,596 SH   SOLE   1,568,090 0 268,506
VISA INC COM CL A 92826C839   74,994,936 268,722 SH   SOLE   222,186 0 46,536
WAYFAIR INC CL A 94419L101   528,106 7,780 SH   SOLE   7,780 0 0
WORKDAY INC CL A 98138H101   148,392,911 544,062 SH   SOLE   544,062 0 0