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   12,979,604 71,957 SH   SOLE N/A 71,957 0 0
AMPHENOL CORP NEW CL A 032095101   8,086,381 70,103 SH   SOLE N/A 70,103 0 0
APPLE INC COM 037833100   14,246,387 83,079 SH   SOLE N/A 83,079 0 0
ARTERIS INC COM 04302A104   2,151,882 293,973 SH   SOLE N/A 293,973 0 0
BANK MONTREAL MEDIUM BIG OIL 3X LEV 06367V105   3,365,799 5,466 SH   SOLE N/A 5,466 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   3,212,504 15,404 SH   SOLE N/A 15,404 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   6,496,631 2,235 SH   SOLE N/A 2,235 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   8,540,940 188,085 SH   SOLE N/A 188,085 0 0
GENERAL ELECTRIC CO COM NEW 369604301   12,400,141 70,644 SH   SOLE N/A 70,644 0 0
LAM RESEARCH CORP COM 512807108   5,614,703 5,779 SH   SOLE N/A 5,779 0 0
MASTERCARD INCORPORATED CL A 57636Q104   16,577,084 34,423 SH   SOLE N/A 34,423 0 0
META PLATFORMS INC CL A 30303M102   17,446,889 35,930 SH   SOLE N/A 35,930 0 0
MICRON TECHNOLOGY INC COM 595112103   7,312,419 62,038 SH   SOLE N/A 62,038 0 0
MICROSOFT CORP COM 594918104   18,769,161 44,612 SH   SOLE N/A 44,612 0 0
NOVANTA INC COM 67000B104   9,315,416 53,301 SH   SOLE N/A 53,301 0 0
NVIDIA CORPORATION COM 67066G104   9,426,841 10,433 SH   SOLE N/A 10,433 0 0
SALESFORCE INC COM 79466L302   13,118,798 43,558 SH   SOLE N/A 43,558 0 0
SAP SE SPON ADR 803054204   8,888,102 45,573 SH   SOLE N/A 45,573 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   10,024,505 37,986 SH   SOLE N/A 37,986 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   8,094,512 13,927 SH   SOLE N/A 13,927 0 0
UBER TECHNOLOGIES INC COM 90353T100   15,850,393 205,876 SH   SOLE N/A 205,876 0 0
UFP TECHNOLOGIES INC COM 902673102   2,006,251 7,955 SH   SOLE N/A 7,955 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   13,024,650 159,479 SH   SOLE N/A 159,479 0 0
VISA INC COM CL A 92826C839   13,373,793 47,921 SH   SOLE N/A 47,921 0 0