The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 500 | 4,400 | SH | SOLE | 4,400 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 10,365 | 4,756 | SH | SOLE | 4,756 | 0 | 0 | ||
LAM RESEARCH CORP | COM | 512807108 | 2,045 | 4,798 | SH | SOLE | 4,798 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 2,797 | 5,881 | SH | SOLE | 5,881 | 0 | 0 | ||
DEERE & CO | COM | 244199105 | 2,036 | 6,800 | SH | SOLE | 6,800 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 3,185 | 8,444 | SH | SOLE | 8,444 | 0 | 0 | ||
NICE LTD | SPONSORED ADR | 653656108 | 1,826 | 9,487 | SH | SOLE | 9,487 | 0 | 0 | ||
SNOWFLAKE INC | CL A | 833445109 | 1,515 | 10,892 | SH | SOLE | 10,892 | 0 | 0 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 2,313 | 11,607 | SH | SOLE | 11,607 | 0 | 0 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 2,382 | 11,868 | SH | SOLE | 11,868 | 0 | 0 | ||
HONEYWELL INTL INC | COM | 438516106 | 2,341 | 13,468 | SH | SOLE | 13,468 | 0 | 0 | ||
PROCEPT BIOROBOTICS CORP | COM | 74276L105 | 537 | 16,421 | SH | SOLE | 16,421 | 0 | 0 | ||
AMBARELLA INC | SHS | G037AX101 | 1,103 | 16,849 | SH | SOLE | 16,849 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 11,408 | 16,941 | SH | SOLE | 16,941 | 0 | 0 | ||
SYNOPSYS INC | COM | 871607107 | 5,266 | 17,339 | SH | SOLE | 17,339 | 0 | 0 | ||
AUTODESK INC | COM | 052769106 | 3,169 | 18,431 | SH | SOLE | 18,431 | 0 | 0 | ||
APTIV PLC | SHS | G6095L109 | 2,076 | 23,308 | SH | SOLE | 23,308 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 3,158 | 24,723 | SH | SOLE | 24,723 | 0 | 0 | ||
AMETEK INC | COM | 031100100 | 2,983 | 27,146 | SH | SOLE | 27,146 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 4,800 | 28,476 | SH | SOLE | 28,476 | 0 | 0 | ||
OMNICELL COM | COM | 68213N109 | 3,486 | 30,642 | SH | SOLE | 30,642 | 0 | 0 | ||
PTC INC | COM | 69370C100 | 3,849 | 36,196 | SH | SOLE | 36,196 | 0 | 0 | ||
COGNEX CORP | COM | 192422103 | 1,581 | 37,194 | SH | SOLE | 37,194 | 0 | 0 | ||
D R HORTON INC | COM | 23331A109 | 2,829 | 42,735 | SH | SOLE | 42,735 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 4,028 | 45,533 | SH | SOLE | 45,533 | 0 | 0 | ||
TERADYNE INC | COM | 880770102 | 4,515 | 50,422 | SH | SOLE | 50,422 | 0 | 0 | ||
AZENTA INC | COM | 114340102 | 3,648 | 50,597 | SH | SOLE | 50,597 | 0 | 0 | ||
TRIMBLE INC | COM | 896239100 | 3,525 | 60,532 | SH | SOLE | 60,532 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 8,695 | 63,597 | SH | SOLE | 63,597 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 17,506 | 68,160 | SH | SOLE | 68,160 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 13,025 | 85,923 | SH | SOLE | 85,923 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 8,466 | 110,709 | PRN | SOLE | 110,709 | 0 | 0 | ||
DYNATRACE INC | COM NEW | 268150109 | 4,845 | 122,856 | SH | SOLE | 122,856 | 0 | 0 | ||
SENTINELONE INC | CL A | 81730H109 | 3,097 | 132,729 | SH | SOLE | 132,729 | 0 | 0 |