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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101 3,221 5,594 SH   SOLE   5,594 0 0
ADVANCED MICRO DEVICES INC COM 007903107 8,882 86,312 SH   SOLE   86,312 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,851 12,500 SH Call SOLE   12,500 0 0
ALPHABET INC CAP STK CL A 02079K305 7,951 2,974 SH   SOLE   2,974 0 0
AMAZON COM INC COM 023135106 12,641 3,848 SH   SOLE   3,848 0 0
AMETEK INC COM 031100100 3,335 26,893 SH   SOLE   26,893 0 0
APPLE INC COM 037833100 6,118 43,235 SH   SOLE   43,235 0 0
APTIV PLC SHS G6095L109 3,733 25,062 SH   SOLE   25,062 0 0
AUTODESK INC COM 052769106 4,621 16,203 SH   SOLE   16,203 0 0
BROOKS AUTOMATION INC NEW COM 114340102 6,509 63,598 SH   SOLE   63,598 0 0
CERENCE INC COM 156727109 3,452 35,919 SH   SOLE   35,919 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 1,117 4,500 SH Call SOLE   4,500 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 248 1,000 SH   SOLE   1,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 5,850 23,800 SH   SOLE   23,800 0 0
D R HORTON INC COM 23331A109 2,327 27,708 SH   SOLE   27,708 0 0
DYNATRACE INC COM NEW 268150109 6,479 91,291 SH   SOLE   91,291 0 0
ETSY INC COM 29786A106 977 4,700 SH   SOLE   4,700 0 0
FACEBOOK INC CL A 30303M102 5,487 16,166 SH   SOLE   16,166 0 0
HONEYWELL INTL INC COM 438516106 3,188 15,017 SH   SOLE   15,017 0 0
ICAD INC COM NEW 44934S206 2,193 204,044 SH   SOLE   204,044 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 4,593 40,000 SH Put SOLE   40,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 5,195 5,226 SH   SOLE   5,226 0 0
ISHARES TR ISHS 5-10YR INVT 464288638 177 2,946 SH   SOLE   2,946 0 0
ISHARES TR US TREAS BD ETF 46429B267 85 3,220 SH   SOLE   3,220 0 0
LAM RESEARCH CORP COM 512807108 1,537 2,700 SH   SOLE   2,700 0 0
MICROSOFT CORP COM 594918104 17,114 60,705 SH   SOLE   60,705 0 0
NVIDIA CORPORATION COM 67066G104 16,268 78,528 SH   SOLE   78,528 0 0
OMNICELL COM COM 68213N109 6,349 42,777 SH   SOLE   42,777 0 0
PAYPAL HLDGS INC COM 70450Y103 3,692 14,187 SH   SOLE   14,187 0 0
PEGASYSTEMS INC COM 705573103 5,112 40,221 SH   SOLE   40,221 0 0
PTC INC COM 69370C100 5,324 44,444 SH   SOLE   44,444 0 0
ROCKWELL AUTOMATION INC COM 773903109 4,095 13,927 SH   SOLE   13,927 0 0
S&P GLOBAL INC COM 78409V104 1,592 3,747 SH   SOLE   3,747 0 0
SENTINELONE INC CL A 81730H109 1,302 24,298 SH   SOLE   24,298 0 0
SERVICENOW INC COM 81762P102 3,009 4,836 SH   SOLE   4,836 0 0
SNOWFLAKE INC CL A 833445109 2,458 8,127 SH   SOLE   8,127 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 3,624 8,444 SH   SOLE   8,444 0 0
SPLUNK INC COM 848637104 6,363 43,974 SH   SOLE   43,974 0 0
STEREOTAXIS INC COM NEW 85916J409 1,567 291,298 SH   SOLE   291,298 0 0
SYNOPSYS INC COM 871607107 5,970 19,938 SH   SOLE   19,938 0 0
TERADYNE INC COM 880770102 5,276 48,327 SH   SOLE   48,327 0 0
TESLA INC COM 88160R101 10,162 13,104 SH   SOLE   13,104 0 0
TRIMBLE INC COM 896239100 4,721 57,399 SH   SOLE   57,399 0 0
UIPATH INC CL A 90364P105 832 15,809 SH   SOLE   15,809 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 48 510 SH   SOLE   510 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 515 1,970 SH   SOLE   1,970 0 0