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
STEREOTAXIS INC COM NEW 85916J409 250 40,341 SH   SOLE   40,341 0 0
ICAD INC COM NEW 44934S206 760 152,566 SH   SOLE   152,566 0 0
AMBARELLA INC SHS G037AX101 1,546 14,736 SH   SOLE   14,736 0 0
QUALCOMM INC COM 747525103 1,921 12,573 SH   SOLE   12,573 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105 2,352 69,640 SH   SOLE   69,640 0 0
COGNEX CORP COM 192422103 2,372 30,716 SH   SOLE   30,716 0 0
SNOWFLAKE INC CL A 833445109 2,607 10,779 SH   SOLE   10,779 0 0
APTIV PLC SHS G6095L109 2,882 23,065 SH   SOLE   23,065 0 0
HONEYWELL INTL INC COM 438516106 2,963 15,105 SH   SOLE   15,105 0 0
D R HORTON INC COM 23331A109 3,184 42,735 SH   SOLE   42,735 0 0
AMETEK INC COM 031100100 3,726 27,646 SH   SOLE   27,646 0 0
AUTODESK INC COM 052769106 3,896 17,541 SH   SOLE   17,541 0 0
AZENTA INC COM 114340102 4,236 49,729 SH   SOLE   49,729 0 0
TRIMBLE INC COM 896239100 4,404 59,608 SH   SOLE   59,608 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 4,430 14,302 SH   SOLE   14,302 0 0
ROCKWELL AUTOMATION INC COM 773903109 4,485 15,573 SH   SOLE   15,573 0 0
OMNICELL COM COM 68213N109 4,821 35,363 SH   SOLE   35,363 0 0
PTC INC COM 69370C100 4,959 45,378 SH   SOLE   45,378 0 0
SENTINELONE INC CL A 81730H109 4,963 125,194 SH   SOLE   125,194 0 0
DYNATRACE INC COM NEW 268150109 5,543 114,853 SH   SOLE   114,853 0 0
SYNOPSYS INC COM 871607107 6,055 17,916 SH   SOLE   17,916 0 0
TERADYNE INC COM 880770102 6,066 49,266 SH   SOLE   49,266 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 6,441 28,690 SH   SOLE   28,690 0 0
SPLUNK INC COM 848637104 6,498 44,874 SH   SOLE   44,874 0 0
APPLE INC COM 037833100 11,105 63,597 SH   SOLE   63,597 0 0
ADVANCED MICRO DEVICES INC COM 007903107 11,139 99,978 PRN   SOLE   99,978 0 0
ALPHABET INC CAP STK CL A 02079K305 13,228 4,756 SH   SOLE   4,756 0 0
TESLA INC COM 88160R101 15,186 14,098 SH   SOLE   14,098 0 0
MICROSOFT CORP COM 594918104 21,014 68,160 SH   SOLE   68,160 0 0
NVIDIA CORPORATION COM 67066G104 22,295 81,547 SH   SOLE   81,547 0 0