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
ADVANCED MICRO DEVICES INC COM 007903107 11,938 82,961 SH   SOLE   82,961 0 0
AMAZON COM INC COM 023135106 4,871 1,461 SH   SOLE   1,461 0 0
AMETEK INC COM 031100100 4,104 27,908 SH   SOLE   27,908 0 0
APPLE INC COM 037833100 7,279 40,992 SH   SOLE   40,992 0 0
AUTODESK INC COM 052769106 4,994 17,762 SH   SOLE   17,762 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 3,014 5,316 SH   SOLE   5,316 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 523 4,400 SH   SOLE   4,400 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,485 12,500 SH Call SOLE   12,500 0 0
ALPHABET INC CAP STK CL A 02079K305 10,826 3,737 SH   SOLE   3,737 0 0
AZENTA INC COM 114340102 5,096 49,420 SH   SOLE   49,420 0 0
CERENCE INC COM 156727109 2,843 37,089 SH   SOLE   37,089 0 0
COGNEX CORP COM 192422103 2,884 37,084 SH   SOLE   37,084 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 252 1,000 SH   SOLE   1,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 1,136 4,500 SH Call SOLE   4,500 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 5,892 28,777 SH   SOLE   28,777 0 0
D R HORTON INC COM 23331A109 3,867 35,660 SH   SOLE   35,660 0 0
DYNATRACE INC COM NEW 268150109 5,281 87,501 SH   SOLE   87,501 0 0
ETSY INC COM 29786A106 1,453 6,635 SH   SOLE   6,635 0 0
HONEYWELL INTL INC COM 438516106 3,123 14,976 SH   SOLE   14,976 0 0
ICAD INC COM NEW 44934S206 1,513 210,093 SH   SOLE   210,093 0 0
INFORMATICA INC COM CL A 45674M101 2,528 68,350 SH   SOLE   68,350 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 6,255 17,409 SH   SOLE   17,409 0 0
LAM RESEARCH CORP COM 512807108 3,468 4,823 SH   SOLE   4,823 0 0
META PLATFORMS INC CL A 30303M102 3,889 11,562 SH   SOLE   11,562 0 0
MICROSOFT CORP COM 594918104 19,436 57,790 SH   SOLE   57,790 0 0
NVIDIA CORPORATION COM 67066G104 21,815 74,173 SH   SOLE   74,173 0 0
OMNICELL COM COM 68213N109 7,426 41,157 SH   SOLE   41,157 0 0
PEGASYSTEMS INC COM 705573103 2,149 19,221 SH   SOLE   19,221 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105 1,847 73,856 SH   SOLE   73,856 0 0
PTC INC COM 69370C100 5,562 45,912 SH   SOLE   45,912 0 0
ROCKWELL AUTOMATION INC COM 773903109 5,482 15,715 SH   SOLE   15,715 0 0
S&P GLOBAL INC COM 78409V104 3,009 6,377 SH   SOLE   6,377 0 0
SENTINELONE INC CL A 81730H109 4,244 84,051 SH   SOLE   84,051 0 0
SERVICENOW INC COM 81762P102 3,240 4,992 SH   SOLE   4,992 0 0
SNOWFLAKE INC CL A 833445109 3,697 10,915 SH   SOLE   10,915 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,011 8,444 SH   SOLE   8,444 0 0
SPLUNK INC COM 848637104 5,254 45,406 SH   SOLE   45,406 0 0
STEREOTAXIS INC COM NEW 85916J409 1,856 299,313 SH   SOLE   299,313 0 0
SYNOPSYS INC COM 871607107 7,598 20,619 SH   SOLE   20,619 0 0
TERADYNE INC COM 880770102 7,593 46,434 SH   SOLE   46,434 0 0
TESLA INC COM 88160R101 11,562 10,941 SH   SOLE   10,941 0 0
TRIMBLE INC COM 896239100 5,178 59,388 SH   SOLE   59,388 0 0