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
ADVANCED MICRO DEVICES INC COM 007903107   1,332,630 11,700 SH   SOLE N/A 11,700 0 0
AMPHENOL CORP NEW CL A 032095101   7,075,486 83,290 SH   SOLE N/A 83,290 0 0
ANALOG DEVICES INC COM 032654105   5,643,061 28,967 SH   SOLE N/A 28,967 0 0
APPLE INC COM 037833100   23,765,398 122,521 SH   SOLE N/A 122,521 0 0
BOEING CO COM 097023105   6,943,785 32,884 SH   SOLE N/A 32,884 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   8,695,035 4,065 SH   SOLE N/A 4,065 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   3,965,231 249,857 SH   SOLE N/A 249,857 0 0
ENTEGRIS INC COM 29362U104   3,617,276 32,641 SH   SOLE N/A 32,641 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   3,155,060 41,911 SH   SOLE N/A 41,911 0 0
LPL FINL HLDGS INC COM 50212V100   5,111,127 23,507 SH   SOLE N/A 23,507 0 0
MASTERCARD INCORPORATED CL A 57636Q104   14,478,160 36,812 SH   SOLE N/A 36,812 0 0
META PLATFORMS INC CL A 30303M102   10,574,352 36,847 SH   SOLE N/A 36,847 0 0
MICROSOFT CORP COM 594918104   16,480,774 48,396 SH   SOLE N/A 48,396 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   4,404,040 76,672 SH   SOLE N/A 76,672 0 0
NOVANTA INC COM 67000B104   11,198,803 60,830 SH   SOLE N/A 60,830 0 0
NVIDIA CORPORATION COM 67066G104   6,810,199 16,099 SH   SOLE N/A 16,099 0 0
NXP SEMICONDUCTORS N V COM N6596X109   8,992,002 43,932 SH   SOLE N/A 43,932 0 0
SALESFORCE INC COM 79466L302   9,778,380 46,286 SH   SOLE N/A 46,286 0 0
STARBUCKS CORP COM 855244109   3,692,462 37,275 SH   SOLE N/A 37,275 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   6,888,144 13,202 SH   SOLE N/A 13,202 0 0
UBER TECHNOLOGIES INC COM 90353T100   6,166,446 142,841 SH   SOLE N/A 142,841 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   1,499,675 60,544 SH   SOLE N/A 60,544 0 0
VISA INC COM CL A 92826C839   12,310,488 51,838 SH   SOLE N/A 51,838 0 0
WORKDAY INC CL A 98138H101   5,169,041 22,883 SH   SOLE N/A 22,883 0 0