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
AUTODESK INC COM 052769106 11,216 39,332 SH   SOLE   39,332 0 0
AMPHENOL CORP NEW CL A 032095101 31,709 433,001 SH   SOLE   433,001 0 0
BALL CORP COM 058498106 16,633 184,871 SH   SOLE   184,871 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 14,919 98,516 SH   SOLE   98,516 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 6,710 3,692 SH   SOLE   3,692 0 0
SALESFORCE COM INC COM 79466L302 55,747 205,543 SH   SOLE   205,543 0 0
FASTENAL CO COM 311900104 5,627 109,021 SH   SOLE   109,021 0 0
LAM RESEARCH CORP COM 512807108 31,666 55,637 SH   SOLE   55,637 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 41,796 272,304 SH   SOLE   272,304 0 0
MICROSOFT CORP COM 594918104 72,801 258,233 SH   SOLE   258,233 0 0
CLOUDFLARE INC CL A COM 18915M107 10,378 92,124 SH   SOLE   92,124 0 0
NVIDIA CORPORATION COM 67066G104 25,161 121,458 SH   SOLE   121,458 0 0
REDFIN CORP COM 75737F108 9,497 189,554 SH   SOLE   189,554 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 17,069 398,065 SH   SOLE   398,065 0 0
SHOPIFY INC CL A 82509L107 10,997 8,111 SH   SOLE   8,111 0 0
SQUARE INC CL A 852234103 13,861 57,793 SH   SOLE   57,793 0 0
T-MOBILE US INC COM 872590104 30,985 242,523 SH   SOLE   242,523 0 0
TESLA INC COM 88160R101 8,485 10,942 SH   SOLE   10,942 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 14,109 126,364 SH   SOLE   126,364 0 0
TWITTER INC COM 90184L102 13,373 221,451 SH   SOLE   221,451 0 0
TEXAS INSTRS INC COM 882508104 41,935 218,174 SH   SOLE   218,174 0 0
VIACOMCBS INC CL B 92556H206 15,657 396,269 SH   SOLE   396,269 0 0
WORKDAY INC CL A 98138H101 37,506 150,089 SH   SOLE   150,089 0 0
AIRBNB INC COM CL A 009066101 5,905 35,202 SH   SOLE   35,202 0 0
AFFIRM HLDGS INC COM CL A 00827B106 4,123 34,606 SH   SOLE   34,606 0 0
AMAZON COM INC COM 023135106 29,969 9,123 SH   SOLE   9,123 0 0
ANSYS INC COM 03662Q105 7,703 22,626 SH   SOLE   22,626 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 13,741 18,441 SH   SOLE   18,441 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 24,277 140,070 SH   SOLE   140,070 0 0
COUPA SOFTWARE INC COM 22266L106 5,719 26,092 SH   SOLE   26,092 0 0
CREE INC COM 225447101 4,790 59,329 SH   SOLE   59,329 0 0
CONSTELLIUM SE CL A SHS F21107101 4,819 256,598 SH   SOLE   256,598 0 0
CATALENT INC COM 148806102 3,985 29,945 SH   SOLE   29,945 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 14,045 88,996 SH   SOLE   88,996 0 0
DISNEY WALT CO COM 254687106 21,399 126,494 SH   SOLE   126,494 0 0
GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100 443 38,258 SH   SOLE   38,258 0 0
FISERV INC COM 337738108 16,361 150,796 SH   SOLE   150,796 0 0
FARFETCH LTD ORD SH CL A 30744W107 5,002 133,465 SH   SOLE   133,465 0 0
ALPHABET INC CAP STK CL C 02079K107 69,685 26,145 SH   SOLE   26,145 0 0
ILLUMINA INC COM 452327109 437 1,078 SH   SOLE   1,078 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,622 2,637 SH   SOLE   2,637 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 11,242 68,430 SH   SOLE   68,430 0 0
KLA CORP COM NEW 482480100 24,386 72,900 SH   SOLE   72,900 0 0
MELI KASZEK PIONEER CORP CLASS A ORD G5S74L106 1,658 150,000 SH   SOLE   150,000 0 0
MERCADOLIBRE INC COM 58733R102 9,393 5,593 SH   SOLE   5,593 0 0
MOMENTIVE GLOBAL INC COM 60878Y108 2,953 150,648 SH   SOLE   150,648 0 0
MICRON TECHNOLOGY INC COM 595112103 18,079 254,711 SH   SOLE   254,711 0 0
NEXTERA ENERGY INC COM 65339F101 5,968 76,009 SH   SOLE   76,009 0 0
OKTA INC CL A 679295105 11,578 48,783 SH   SOLE   48,783 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 7,514 86,318 SH   SOLE   86,318 0 0
PAYPAL HLDGS INC COM 70450Y103 18,935 72,768 SH   SOLE   72,768 0 0
SILICON LABORATORIES INC COM 826919102 7,928 56,564 SH   SOLE   56,564 0 0
SNAP INC CL A 83304A106 10,267 138,981 SH   SOLE   138,981 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307 5,597 50,611 SH   SOLE   50,611 0 0
SUN CMNTYS INC COM 866674104 12,521 67,643 SH   SOLE   67,643 0 0
THOR INDS INC COM 885160101 2,465 20,079 SH   SOLE   20,079 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 5,150 29,829 SH   SOLE   29,829 0 0
TYLER TECHNOLOGIES INC COM 902252105 10,830 23,612 SH   SOLE   23,612 0 0
UNITY SOFTWARE INC COM 91332U101 1,692 13,401 SH   SOLE   13,401 0 0
WORKIVA INC COM CL A 98139A105 4,095 29,048 SH   SOLE   29,048 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 4,446 50,448 SH   SOLE   50,448 0 0
ZENDESK INC COM 98936J101 12,932 111,108 SH   SOLE   111,108 0 0
APPLE INC COM 037833100 29,465 208,234 SH   SOLE   208,234 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,430 5,819 SH   SOLE   5,819 0 0
ALPHABET INC CAP STK CL A 02079K305 5,179 1,937 SH   SOLE   1,937 0 0
ON SEMICONDUCTOR CORP COM 682189105 5,972 130,473 SH   SOLE   130,473 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 5,346 34,699 SH   SOLE   34,699 0 0
NETFLIX INC COM 64110L106 2,922 4,787 SH   SOLE   4,787 0 0