The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 352 | 4,400 | SH | SOLE | 4,400 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 1,133 | 6,667 | SH | SOLE | 6,667 | 0 | 0 | ||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 1,322 | 2,800 | SH | SOLE | 2,800 | 0 | 0 | ||
| FORTINET INC | COM | 34959E109 | 1,528 | 31,100 | SH | SOLE | 31,100 | 0 | 0 | ||
| TERADYNE INC | COM | 880770102 | 1,757 | 23,385 | SH | SOLE | 23,385 | 0 | 0 | ||
| CORTEVA INC | COM | 22052L104 | 1,762 | 30,830 | SH | SOLE | 30,830 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 1,853 | 6,123 | SH | SOLE | 6,123 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 1,857 | 9,909 | SH | SOLE | 9,909 | 0 | 0 | ||
| HONEYWELL INTL INC | COM | 438516106 | 2,297 | 13,757 | SH | SOLE | 13,757 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 2,381 | 14,350 | SH | SOLE | 14,350 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 2,468 | 6,537 | SH | SOLE | 6,537 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 2,609 | 34,694 | SH | SOLE | 34,694 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 2,673 | 30,107 | SH | SOLE | 30,107 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 2,859 | 13,289 | SH | SOLE | 13,289 | 0 | 0 | ||
| TRIMBLE INC | COM | 896239100 | 2,949 | 54,335 | SH | SOLE | 54,335 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 2,955 | 8,850 | SH | SOLE | 8,850 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 3,016 | 8,444 | SH | SOLE | 8,444 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 3,064 | 25,243 | SH | SOLE | 25,243 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 3,066 | 2,040 | SH | SOLE | 2,040 | 0 | 0 | ||
| OMNICELL COM | COM | 68213N109 | 3,145 | 36,139 | SH | SOLE | 36,139 | 0 | 0 | ||
| AUTODESK INC | COM | 052769106 | 3,467 | 18,558 | SH | SOLE | 18,558 | 0 | 0 | ||
| SENTINELONE INC | CL A | 81730H109 | 3,651 | 142,857 | SH | SOLE | 142,857 | 0 | 0 | ||
| NICE LTD | SPONSORED ADR | 653656108 | 3,696 | 19,635 | SH | SOLE | 19,635 | 0 | 0 | ||
| PTC INC | COM | 69370C100 | 3,794 | 36,269 | SH | SOLE | 36,269 | 0 | 0 | ||
| AMETEK INC | COM | 031100100 | 4,063 | 35,822 | SH | SOLE | 35,822 | 0 | 0 | ||
| DYNATRACE INC | COM NEW | 268150109 | 4,466 | 128,302 | SH | SOLE | 128,302 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 4,681 | 28,403 | SH | SOLE | 28,403 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 4,939 | 77,947 | SH | SOLE | 77,947 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 5,073 | 53,040 | SH | SOLE | 53,040 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 5,497 | 62,963 | SH | SOLE | 62,963 | 0 | 0 | ||
| SYNOPSYS INC | COM | 871607107 | 5,498 | 17,997 | SH | SOLE | 17,997 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 10,225 | 43,901 | SH | SOLE | 43,901 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 11,095 | 80,285 | SH | SOLE | 80,285 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 15,255 | 57,510 | SH | SOLE | 57,510 | 0 | 0 | ||