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
ADVANCED MICRO DEVICES INC COM 007903107   4,893,994 49,938 SH   SOLE   49,938 0 0
ALBEMARLE CORP COM 012653101   1,423,953 6,429 SH   SOLE   6,429 0 0
ALPHABET INC CAP STK CL C 02079K107   314,080 3,020 SH   SOLE   3,020 0 0
ALPHABET INC CAP STK CL A 02079K305   459,316 4,428 SH   SOLE   4,428 0 0
AMAZON COM INC COM 023135106   3,497,451 33,934 SH   SOLE   33,934 0 0
APPLE INC COM 037833100   16,096,218 97,731 SH   SOLE   97,731 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   4,747,069 6,977 SH   SOLE   6,977 0 0
BLACKROCK INC COM 09247X101   1,009,015 1,520 SH   SOLE   1,520 0 0
BLOCK INC CL A 852234103   7,554,221 110,052 SH   SOLE   110,052 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   11,714,363 6,871 SH   SOLE   6,871 0 0
COSTCO WHSL CORP NEW COM 22160K105   5,312,849 10,716 SH   SOLE   10,716 0 0
DEERE & CO COM 244199105   3,253,956 7,912 SH   SOLE   7,912 0 0
ENPHASE ENERGY INC COM 29355A107   2,285,679 10,899 SH   SOLE   10,899 0 0
FORTINET INC COM 34959E109   3,306,385 49,750 SH   SOLE   49,750 0 0
HOME DEPOT INC COM 437076102   1,250,423 4,237 SH   SOLE   4,237 0 0
JOHNSON & JOHNSON COM 478160104   404,037 2,631 SH   SOLE   2,631 0 0
LAS VEGAS SANDS CORP COM 517834107   1,721,604 29,967 SH   SOLE   29,967 0 0
LULULEMON ATHLETICA INC COM 550021109   282,976 777 SH   SOLE   777 0 0
MICROSOFT CORP COM 594918104   9,215,668 31,999 SH   SOLE   31,999 0 0
MORGAN STANLEY COM NEW 617446448   3,385,280 38,671 SH   SOLE   38,671 0 0
NEXTERA ENERGY INC COM 65339F101   1,046,530 13,640 SH   SOLE   13,640 0 0
NVIDIA CORPORATION COM 67066G104   2,322,809 8,393 SH   SOLE   8,393 0 0
PALO ALTO NETWORKS INC COM 697435105   4,608,273 23,129 SH   SOLE   23,129 0 0
PHILIP MORRIS INTL INC COM 718172109   236,166 2,438 SH   SOLE   2,438 0 0
PROGRESSIVE CORP COM 743315103   1,885,017 13,156 SH   SOLE   13,156 0 0
QORVO INC COM 74736K101   598,552 5,893 SH   SOLE   5,893 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   366,101 3,759 SH   SOLE   3,759 0 0
ROSS STORES INC COM 778296103   704,703 6,640 SH   SOLE   6,640 0 0
SNOWFLAKE INC CL A 833445109   9,393,296 61,151 SH   SOLE   61,151 0 0
SOUTHERN CO COM 842587107   395,526 5,692 SH   SOLE   5,692 0 0
TESLA INC COM 88160R101   14,195,700 68,654 SH   SOLE   68,654 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   279,539 485 SH   SOLE   485 0 0
UNITEDHEALTH GROUP INC COM 91324P102   622,717 1,322 SH   SOLE   1,322 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   1,822,854 6,926 SH   SOLE   6,926 0 0
VANGUARD WORLD FD MEGA GRWTH IND 921910816   369,345 1,806 SH   SOLE   1,806 0 0
WALMART INC COM 931142103   792,544 5,375 SH   SOLE   5,375 0 0
YUM BRANDS INC COM 988498101   307,482 2,328 SH   SOLE   2,328 0 0
YUM CHINA HLDGS INC COM 98850P109   220,465 3,500 SH   SOLE   3,500 0 0
ZOETIS INC CL A 98978V103   205,221 1,233 SH   SOLE   1,233 0 0