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
AIRBNB INC COM CL A 009066101 11,674 67,966 SH   SOLE   67,966 0 0
AUTODESK INC COM 052769106 8,145 37,999 SH   SOLE   37,999 0 0
AFFIRM HLDGS INC COM CL A 00827B106 3,351 72,415 SH   SOLE   72,415 0 0
ADVANCED MICRO DEVICES INC COM 007903107 8,841 80,854 SH   SOLE   80,854 0 0
AMAZON COM INC COM 023135106 37,943 11,639 SH   SOLE   11,639 0 0
ANSYS INC COM 03662Q105 3,195 10,058 SH   SOLE   10,058 0 0
AMPHENOL CORP NEW CL A 032095101 28,617 379,794 SH   SOLE   379,794 0 0
AVALARA INC COM 05338G106 9,037 90,812 SH   SOLE   90,812 0 0
BALL CORP COM 058498106 20,131 223,681 SH   SOLE   223,681 0 0
BOX INC CL A 10316T104 4,083 140,510 SH   SOLE   140,510 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 28,368 153,674 SH   SOLE   153,674 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 18,815 114,404 SH   SOLE   114,404 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 5,388 3,406 SH   SOLE   3,406 0 0
SALESFORCE COM INC COM 79466L302 49,524 233,253 SH   SOLE   233,253 0 0
COSTAR GROUP INC COM 22160N109 8,234 123,616 SH   SOLE   123,616 0 0
CONSTELLIUM SE CL A SHS F21107101 5,092 282,890 SH   SOLE   282,890 0 0
CATALENT INC COM 148806102 5,098 45,971 SH   SOLE   45,971 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 7,965 47,200 SH   SOLE   47,200 0 0
DISNEY WALT CO COM 254687106 26,342 192,053 SH   SOLE   192,053 0 0
FISERV INC COM 337738108 22,869 225,528 SH   SOLE   225,528 0 0
FARFETCH LTD ORD SH CL A 30744W107 3,032 200,534 SH   SOLE   200,534 0 0
ALPHABET INC CAP STK CL C 02079K107 76,905 27,535 SH   SOLE   27,535 0 0
HELIOGEN INC COMMON STOCK 42329E105 1,093 207,764 SH   SOLE   207,764 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 10,166 33,698 SH   SOLE   33,698 0 0
KLA CORP COM NEW 482480100 32,162 87,859 SH   SOLE   87,859 0 0
LAM RESEARCH CORP COM 512807108 32,389 60,246 SH   SOLE   60,246 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 30,513 406,079 SH   SOLE   406,079 0 0
MELI KASZEK PIONEER CORP CLASS A ORD G5S74L106 1,640 159,193 SH   SOLE   159,193 0 0
MERCADOLIBRE INC COM 58733R102 14,011 11,779 SH   SOLE   11,779 0 0
MOMENTIVE GLOBAL INC COM 60878Y108 4,399 270,566 SH   SOLE   270,566 0 0
MICROSOFT CORP COM 594918104 76,133 246,938 SH   SOLE   246,938 0 0
MICRON TECHNOLOGY INC COM 595112103 14,577 187,153 SH   SOLE   187,153 0 0
NCINO INC COM 63947X101 3,528 86,092 SH   SOLE   86,092 0 0
NEXTERA ENERGY INC COM 65339F101 6,354 75,003 SH   SOLE   75,003 0 0
CLOUDFLARE INC CL A 18915M107 5,631 47,042 SH   SOLE   47,042 0 0
NETFLIX INC COM 64110L106 17,469 46,635 SH   SOLE   46,635 0 0
NVIDIA CORPORATION COM 67066G104 13,609 49,876 SH   SOLE   49,876 0 0
OKTA INC CL A 679295105 13,970 92,539 SH   SOLE   92,539 0 0
PARAMOUNT GLOBAL CLASS 92556H206 18,965 501,585 SH   SOLE   501,585 0 0
PAYPAL HLDGS INC COM 70450Y103 19,360 167,401 SH   SOLE   167,401 0 0
REDFIN CORP COM 75737F108 3,571 197,974 SH   SOLE   197,974 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 21,890 427,706 SH   SOLE   427,706 0 0
SILICON LABORATORIES INC COM 826919102 7,391 49,208 SH   SOLE   49,208 0 0
SNAP INC CL A 83304A106 10,457 290,545 SH   SOLE   290,545 0 0
SUN CMNTYS INC COM 866674104 14,588 83,222 SH   SOLE   83,222 0 0
TERADYNE INC COM 880770102 9,417 79,654 SH   SOLE   79,654 0 0
THOR INDS INC COM 885160101 2,680 34,056 SH   SOLE   34,056 0 0
T-MOBILE US INC COM 872590104 35,804 278,955 SH   SOLE   278,955 0 0
TESLA INC COM 88160R101 8,345 7,744 SH   SOLE   7,744 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 3,846 25,185 SH   SOLE   25,185 0 0
TEXAS INSTRS INC COM 882508104 30,600 166,776 SH   SOLE   166,776 0 0
TYLER TECHNOLOGIES INC COM 902252105 9,998 22,473 SH   SOLE   22,473 0 0
UNITY SOFTWARE INC COM 91332U101 2,892 29,150 SH   SOLE   29,150 0 0
WORKDAY INC CL A 98138H101 39,848 166,406 SH   SOLE   166,406 0 0
WOLFSPEED INC COM 977852102 6,977 61,279 SH   SOLE   61,279 0 0
YETI HLDGS INC COM 98585X104 1,145 19,089 SH   SOLE   19,089 0 0
ZENDESK INC COM 98936J101 18,641 154,967 SH   SOLE   154,967 0 0
APPLE INC COM 037833100 36,815 210,839 SH   SOLE   210,839 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 2,951 18,681 SH   SOLE   18,681 0 0
ON SEMICONDUCTOR CORP COM 682189105 5,096 81,385 SH   SOLE   81,385 0 0
SHOPIFY INC CL A 82509L107 1,312 1,941 SH   SOLE   1,941 0 0
TWILIO INC CL A 90138F102 1,462 8,871 SH   SOLE   8,871 0 0
ZSCALER INC COM 98980G102 2,624 10,875 SH   SOLE   10,875 0 0
ALPHABET INC CAP STK CL A 02079K305 2,375 854 SH   SOLE   854 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 38 360 SH   SOLE   360 0 0