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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET CL A CAP STK CL A 02079K305   6,134,281 59,137 SH   SOLE   59,137 0 0
APPLE ORD COM 037833100   6,101,300 37,000 SH   SOLE   37,000 0 0
CROWN CASTLE COM 22822V101   3,656,375 27,319 SH   SOLE   27,319 0 0
GITLAB CL A CLASS A COM 37637K108   2,658,504 77,530 SH   SOLE   77,530 0 0
INTERNATIONAL MNY EXPRESS COM 46005L101   5,827,002 226,028 SH   SOLE   226,028 0 0
META PLATFORMS CL A CL A 30303M102   11,053,095 52,152 SH   SOLE   52,152 0 0
MICRON TECHNOLOGY COM 595112103   7,239,835 119,984 SH   SOLE   119,984 0 0
NETFLIX COM 64110L106   4,506,441 13,044 SH   SOLE   13,044 0 0
NVIDIA CORPORATION COM 67066G104   3,708,230 13,350 SH   SOLE   13,350 0 0
ORACLE CORP COM 68389X105   1,319,464 14,200 SH   SOLE   14,200 0 0
PAYPAL HOLDINGS COM 70450Y103   7,220,679 95,084 SH   SOLE   95,084 0 0
SALESFORCE COM 79466L302   5,550,488 27,783 SH   SOLE   27,783 0 0
SERVICENOW COM 81762P102   3,766,556 8,105 SH   SOLE   8,105 0 0
TAIWAN SEMICONDUCTOR MNFTG LTD SPONSORED ADS 874039100   9,252,141 99,464 SH   SOLE   99,464 0 0
ZILLOW GROUP CL A CL A 98954M101   2,464,068 56,386 SH   SOLE   56,386 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   4,336,160 175,482 SH   SOLE   175,482 0 0