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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   1,524,613 15,742 SH   SOLE   5,509 0 10,233
ADOBE INC COM 00724F101   288,094 565 SH   SOLE   0 0 565
AIRBNB INC COM CL A 009066101   2,388,552 17,408 SH   SOLE   6,421 0 10,987
ALPHABET INC CAP STK CL A 02079K305   2,872,377 21,950 SH   SOLE   7,583 0 14,367
AMAZON COM INC COM 023135106   6,792,022 53,430 SH   SOLE   18,537 0 34,893
ARGENX SE SPONSORED ADR 04016X101   1,668,101 3,393 SH   SOLE   1,126 0 2,267
ARISTA NETWORKS INC COM 040413106   1,439,988 7,829 SH   SOLE   2,967 0 4,862
ARROWHEAD PHARMACEUTICALS IN COM 04280A100   1,377,517 51,266 SH   SOLE   16,542 0 34,724
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   1,559,761 16,657 SH   SOLE   5,669 0 10,988
AXON ENTERPRISE INC COM 05464C101   3,257,466 16,370 SH   SOLE   5,743 0 10,627
DATADOG INC CL A COM 23804L103   1,594,713 17,507 SH   SOLE   5,977 0 11,530
FLOOR & DECOR HLDGS INC CL A 339750101   1,337,771 14,782 SH   SOLE   5,243 0 9,539
HUBSPOT INC COM 443573100   5,699,703 11,573 SH   SOLE   3,612 0 7,961
INSPIRE MED SYS INC COM 457730109   3,307,796 16,669 SH   SOLE   5,523 0 11,146
MERCADOLIBRE INC COM 58733R102   2,642,262 2,084 SH   SOLE   699 0 1,385
MICROSOFT CORP COM 594918104   6,824,621 21,614 SH   SOLE   7,633 0 13,981
MONDAY COM LTD SHS M7S64H106   1,006,748 6,323 SH   SOLE   2,079 0 4,244
MONGODB INC CL A 60937P106   1,506,912 4,357 SH   SOLE   1,463 0 2,894
NCINO INC COM 63947X101   2,647,064 83,241 SH   SOLE   27,004 0 56,237
PALO ALTO NETWORKS INC COM 697435105   2,134,107 9,103 SH   SOLE   3,459 0 5,644
PROCEPT BIOROBOTICS CORP COM 74276L105   1,609,659 49,060 SH   SOLE   16,499 0 32,561
SALESFORCE INC COM 79466L302   239,280 1,180 SH   SOLE   0 0 1,180
SAREPTA THERAPEUTICS INC COM 803607100   2,018,313 16,650 SH   SOLE   4,928 0 11,722
SEA LTD SPONSORD ADS 81141R100   1,186,430 26,995 SH   SOLE   9,086 0 17,909
SERVICENOW INC COM 81762P102   6,322,956 11,312 SH   SOLE   3,630 0 7,682
SNOWFLAKE INC CL A 833445109   1,527,853 10,001 SH   SOLE   3,660 0 6,341
THE TRADE DESK INC COM CL A 88339J105   2,276,588 29,131 SH   SOLE   8,777 0 20,354
TRADEWEB MKTS INC CL A 892672106   1,036,024 12,918 SH   SOLE   4,028 0 8,890
UBER TECHNOLOGIES INC COM 90353T100   3,525,915 76,667 SH   SOLE   28,358 0 48,309
VISA INC COM CL A 92826C839   3,633,238 15,796 SH   SOLE   5,312 0 10,484
WORKDAY INC CL A 98138H101   2,262,371 10,530 SH   SOLE   4,204 0 6,326