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
ALPHABET INC CAP STK CL A 02079K305   2,611,924 18,698 SH   SOLE N/A 18,698 0 0
AMAZON COM INC COM 023135106   7,862,439 51,747 SH   SOLE N/A 51,747 0 0
AMPHENOL CORP NEW CL A 032095101   8,256,538 83,290 SH   SOLE N/A 83,290 0 0
APPLE INC COM 037833100   17,267,053 89,685 SH   SOLE N/A 89,685 0 0
ARTERIS INC COM 04302A104   1,731,501 293,973 SH   SOLE N/A 293,973 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   1,788,261 10,712 SH   SOLE N/A 10,712 0 0
CHEWY INC CL A 16679L109   2,757,905 116,712 SH   SOLE N/A 116,712 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   5,111,356 2,235 SH   SOLE N/A 2,235 0 0
DIREXION SHS ETF TR DLY SMCAP BULL3X 25459W847   17,744,886 449,807 SH   SOLE N/A 449,807 0 0
GENERAL ELECTRIC CO COM NEW 369604301   5,994,271 46,966 SH   SOLE N/A 46,966 0 0
INGERSOLL RAND INC COM 45687V106   3,815,956 49,340 SH   SOLE N/A 49,340 0 0
LPL FINL HLDGS INC COM 50212V100   2,882,124 12,662 SH   SOLE N/A 12,662 0 0
MASTERCARD INCORPORATED CL A 57636Q104   15,700,686 36,812 SH   SOLE N/A 36,812 0 0
META PLATFORMS INC CL A 30303M102   13,042,364 36,847 SH   SOLE N/A 36,847 0 0
MICROSOFT CORP COM 594918104   18,198,832 48,396 SH   SOLE N/A 48,396 0 0
NOVANTA INC COM 67000B104   10,244,380 60,830 SH   SOLE N/A 60,830 0 0
NVIDIA CORPORATION COM 67066G104   7,391,654 14,926 SH   SOLE N/A 14,926 0 0
SALESFORCE INC COM 79466L302   9,551,982 36,300 SH   SOLE N/A 36,300 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   2,722,628 14,489 SH   SOLE N/A 14,489 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   7,007,490 13,202 SH   SOLE N/A 13,202 0 0
UBER TECHNOLOGIES INC COM 90353T100   11,229,137 182,380 SH   SOLE N/A 182,380 0 0
UFP TECHNOLOGIES INC COM 902673102   1,368,578 7,955 SH   SOLE N/A 7,955 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   6,338,327 131,966 SH   SOLE N/A 131,966 0 0
VISA INC COM CL A 92826C839   13,496,023 51,838 SH   SOLE N/A 51,838 0 0