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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   224,933 641 SH   SOLE   0 0 641
ADOBE INC COM 00724F101   3,503,832 5,873 SH   SOLE   0 0 5,857
ADVANCED MICRO DEVICES INC COM 007903107   10,445,767 70,862 SH   SOLE   0 0 70,974
ALPHABET INC CAP STK CL A 02079K305   21,878,387 156,621 SH   SOLE   0 0 156,578
ALPHABET INC CAP STK CL C 02079K107   4,800,640 34,064 SH   SOLE   0 0 34,439
AMAZON COM INC COM 023135106   33,134,838 218,078 SH   SOLE   0 0 218,145
AMGEN INC COM 031162100   346,488 1,203 SH   SOLE   0 0 1,203
APPLE INC COM 037833100   41,042,525 213,175 SH   SOLE   0 0 213,341
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,967,126 3,920 SH   SOLE   0 0 3,932
AUTODESK INC COM 052769106   2,922,977 12,005 SH   SOLE   0 0 12,025
BOEING CO COM 097023105   941,504 3,612 SH   SOLE   0 0 3,612
CADENCE DESIGN SYSTEM INC COM 127387108   2,840,547 10,429 SH   SOLE   0 0 10,398
CHEVRON CORP NEW COM 166764100   706,571 4,737 SH   SOLE   0 0 4,737
CONAGRA BRANDS INC COM 205887102   1,787,782 62,379 SH   SOLE   0 0 62,379
COSTCO WHSL CORP NEW COM 22160K105   4,523,541 6,853 SH   SOLE   0 0 6,849
DELL TECHNOLOGIES INC CL C 24703L202   316,251 4,134 SH   SOLE   0 0 4,134
EXXON MOBIL CORP COM 30231G102   353,129 3,532 SH   SOLE   0 0 3,532
FEDEX CORP COM 31428X106   318,995 1,261 SH   SOLE   0 0 1,261
FERRARI N V COM N3167Y103   766,206 2,264 SH   SOLE   0 0 2,264
HASHICORP INC COM CL A 418100103   15,013,788 635,101 SH   SOLE   0 0 635,016
INTEL CORP COM 458140100   617,588 12,290 SH   SOLE   0 0 12,290
INTUITIVE SURGICAL INC COM NEW 46120E602   7,443,511 22,064 SH   SOLE   0 0 22,065
INVESCO QQQ TR UNIT SER 1 46090E103   6,223,620 15,197 SH   SOLE   0 0 15,399
LAMB WESTON HLDGS INC COM 513272104   3,328,307 30,792 SH   SOLE   0 0 30,792
LOCKHEED MARTIN CORP COM 539830109   360,992 796 SH   SOLE   0 0 796
MANHATTAN ASSOCIATES INC COM 562750109   2,709,156 12,582 SH   SOLE   0 0 12,582
MASTERCARD INCORPORATED CL A 57636Q104   5,975,826 14,011 SH   SOLE   0 0 14,013
META PLATFORMS INC CL A 30303M102   5,494,875 15,524 SH   SOLE   0 0 15,524
MICROSOFT CORP COM 594918104   119,569,582 317,970 SH   SOLE   0 0 318,015
NETFLIX INC COM 64110L106   437,218 898 SH   SOLE   0 0 928
NVIDIA CORPORATION COM 67066G104   21,524,444 43,464 SH   SOLE   0 0 43,541
PALANTIR TECHNOLOGIES INC CL A 69608A108   2,098,878 122,241 SH   SOLE   0 0 122,692
PALO ALTO NETWORKS INC COM 697435105   6,481,168 21,979 SH   SOLE   0 0 21,950
PHILIP MORRIS INTL INC COM 718172109   274,808 2,921 SH   SOLE   0 0 2,921
RTX CORPORATION COM 75513E101   284,141 3,377 SH   SOLE   0 0 3,377
SALESFORCE INC COM 79466L302   5,641,985 21,441 SH   SOLE   0 0 21,449
SHOPIFY INC CL A 82509L107   238,764 3,065 SH   SOLE   0 0 3,105
SYMBOTIC INC CLASS A COM 87151X101   317,373 6,183 SH   SOLE   0 0 6,183
TESLA INC COM 88160R101   1,541,073 6,202 SH   SOLE   0 0 6,292
TEXAS INSTRS INC COM 882508104   316,203 1,855 SH   SOLE   0 0 1,855
UNITEDHEALTH GROUP INC COM 91324P102   442,761 841 SH   SOLE   0 0 841
WEST PHARMACEUTICAL SVSC INC COM 955306105   260,569 740 SH   SOLE   0 0 740
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,279,059,210 26,910 SH Put SOLE   0 0 26,910