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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   451,972 1,288 SH   SOLE 0 1,288 0 0
ADOBE INC COM 00724F101   589,441 988 SH   SOLE 0 958 0 30
ALLEGRO MICROSYSTEMS INC COM 01749D105   613,300 20,261 SH   SOLE 0 19,921 0 340
ALPHABET INC CAP STK CL C 02079K107   745,802 5,292 SH   SOLE 0 5,292 0 0
AMAZON COM INC COM 023135106   766,081 5,042 SH   SOLE 0 4,942 0 100
APPLE INC COM 037833100   804,198 4,177 SH   SOLE 0 4,095 0 82
APPLIED MATLS INC COM 038222105   738,391 4,556 SH   SOLE 0 4,556 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   824,286 1,089 SH   SOLE 0 1,089 0 0
BOOKING HOLDINGS INC COM 09857L108   847,786 239 SH   SOLE 0 239 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   716,333 2,630 SH   SOLE 0 2,630 0 0
CAMBIUM NETWORKS CORP SHS G17766109   134,880 22,480 SH   SOLE 0 22,480 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   720,392 315 SH   SOLE 0 315 0 0
CISCO SYS INC COM 17275R102   422,246 8,358 SH   SOLE 0 8,358 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   558,705 8,925 SH   SOLE 0 8,925 0 0
DECKERS OUTDOOR CORP COM 243537107   631,666 945 SH   SOLE 0 945 0 0
DOXIMITY INC CL A 26622P107   1 8,400 SH Call SOLE 0 7,800 0 600
DOXIMITY INC CL A 26622P107   1 5,200 SH Call SOLE 0 5,000 0 200
DZS INC COM 268211109   90,724 46,053 SH   SOLE 0 46,053 0 0
EXELIXIS INC COM 30161Q104   589,746 24,583 SH   SOLE 0 24,583 0 0
FERRARI N V COM N3167Y103   811,555 2,398 SH   SOLE 0 2,349 0 49
HONEYWELL INTL INC COM 438516106   402,433 1,919 SH   SOLE 0 1,919 0 0
HYATT HOTELS CORP COM CL A 448579102   454,870 3,488 SH   SOLE 0 3,488 0 0
INCYTE CORP COM 45337C102   229,749 3,659 SH   SOLE 0 3,659 0 0
INFINERA CORP COM 45667G103   99,346 20,915 SH   SOLE 0 20,915 0 0
INTEL CORP COM 458140100   1,666 47,600 SH Call SOLE 0 43,500 0 4,100
INTEL CORP COM 458140100   538,379 10,714 SH   SOLE 0 10,714 0 0
INTELLIA THERAPEUTICS INC COM 45826J105   818,169 26,834 SH   SOLE 0 26,834 0 0
LAM RESEARCH CORP COM 512807108   565,514 722 SH   SOLE 0 722 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   393,363 6,231 SH   SOLE 0 6,231 0 0
LUMENTUM HLDGS INC COM 55024U109   487,244 9,295 SH   SOLE 0 9,295 0 0
MARRIOTT INTL INC NEW CL A 571903202   779,137 3,455 SH   SOLE 0 3,455 0 0
MASTERCARD INCORPORATED CL A 57636Q104   425,230 997 SH   SOLE 0 997 0 0
META PLATFORMS INC CL A 30303M102   792,870 2,240 SH   SOLE 0 2,240 0 0
MICRON TECHNOLOGY INC COM 595112103   502,909 5,893 SH   SOLE 0 5,893 0 0
MICROSOFT CORP COM 594918104   585,494 1,557 SH   SOLE 0 1,510 0 47
MONOLITHIC PWR SYS INC COM 609839105   650,965 1,032 SH   SOLE 0 1,002 0 30
NIKE INC CL B 654106103   406,812 3,747 SH   SOLE 0 3,707 0 40
NVIDIA CORPORATION COM 67066G104   764,620 1,544 SH   SOLE 0 1,509 0 35
NXP SEMICONDUCTORS N V COM N6596X109   719,358 3,132 SH   SOLE 0 3,132 0 0
ON SEMICONDUCTOR CORP COM 682189105   745,756 8,928 SH   SOLE 0 8,928 0 0
OPEN TEXT CORP COM 683715106   415,494 9,888 SH   SOLE 0 9,888 0 0
PTC INC COM 69370C100   687,418 3,929 SH   SOLE 0 3,929 0 0
QUANTA SVCS INC COM 74762E102   629,057 2,915 SH   SOLE 0 2,915 0 0
RALPH LAUREN CORP CL A 751212101   763,106 5,292 SH   SOLE 0 5,292 0 0
SERVICENOW INC COM 81762P102   758,064 1,073 SH   SOLE 0 1,073 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   590,542 5,253 SH   SOLE 0 5,253 0 0
SYNOPSYS INC COM 871607107   515,425 1,001 SH   SOLE 0 983 0 18
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   502,008 4,827 SH   SOLE 0 4,669 0 158
TAPESTRY INC COM 876030107   668,322 18,156 SH   SOLE 0 18,156 0 0
TESLA INC COM 88160R101   510,378 2,054 SH   SOLE 0 2,054 0 0
TEXAS INSTRS INC COM 882508104   391,888 2,299 SH   SOLE 0 2,299 0 0
UIPATH INC CL A 90364P105   890,862 35,864 SH   SOLE 0 35,864 0 0
UNITEDHEALTH GROUP INC COM 91324P102   393,800 748 SH   SOLE 0 726 0 22
VERTEX PHARMACEUTICALS INC COM 92532F100   806,456 1,982 SH   SOLE 0 1,982 0 0
VISA INC COM CL A 92826C839   563,918 2,166 SH   SOLE 0 2,124 0 42
WOLFSPEED INC COM 977852102   23 3,500 SH Call SOLE 0 3,200 0 300
WOLFSPEED INC COM 977852102   16,100 7,000 SH Call SOLE 0 6,500 0 500
WOLFSPEED INC COM 977852102   683,194 15,702 SH   SOLE 0 15,702 0 0