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
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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   5,835,455 51,306 SH   SOLE   51,306 0 0
ALBEMARLE CORP COM 012653101   1,450,757 6,541 SH   SOLE   6,541 0 0
ALPHABET INC CAP STK CL A 02079K305   289,976 2,428 SH   SOLE   2,428 0 0
AMAZON COM INC COM 023135106   4,113,242 31,664 SH   SOLE   31,664 0 0
APPLE INC COM 037833100   18,801,811 97,106 SH   SOLE   97,106 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   5,039,132 6,954 SH   SOLE   6,954 0 0
BLACKROCK INC COM 09247X101   310,829 451 SH   SOLE   451 0 0
BLOCK INC CL A 852234103   7,605,971 114,429 SH   SOLE   114,429 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   14,447,739 6,763 SH   SOLE   6,763 0 0
COSTCO WHSL CORP NEW COM 22160K105   5,528,212 10,295 SH   SOLE   10,295 0 0
DEERE & CO COM 244199105   3,273,447 8,091 SH   SOLE   8,091 0 0
ENPHASE ENERGY INC COM 29355A107   1,970,575 11,830 SH   SOLE   11,830 0 0
FORTINET INC COM 34959E109   3,567,848 47,200 SH   SOLE   47,200 0 0
HOME DEPOT INC COM 437076102   1,141,382 3,688 SH   SOLE   3,688 0 0
LAS VEGAS SANDS CORP COM 517834107   1,738,086 29,967 SH   SOLE   29,967 0 0
MICROSOFT CORP COM 594918104   11,046,239 32,474 SH   SOLE   32,474 0 0
MORGAN STANLEY COM NEW 617446448   3,463,728 40,570 SH   SOLE   40,570 0 0
NVIDIA CORPORATION COM 67066G104   3,487,967 8,321 SH   SOLE   8,321 0 0
PALO ALTO NETWORKS INC COM 697435105   6,068,894 23,768 SH   SOLE   23,768 0 0
PROGRESSIVE CORP COM 743315103   1,741,054 13,162 SH   SOLE   13,162 0 0
QORVO INC COM 74736K101   601,161 5,892 SH   SOLE   5,892 0 0
SNOWFLAKE INC CL A 833445109   11,053,817 62,817 SH   SOLE   62,817 0 0
TESLA INC COM 88160R101   17,966,508 68,698 SH   SOLE   68,698 0 0
UNITEDHEALTH GROUP INC COM 91324P102   303,574 635 SH   SOLE   635 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   2,043,500 13,422 SH   SOLE   13,422 0 0
VANGUARD WORLD FD MEGA GRWTH IND 921910816   424,753 1,805 SH   SOLE   1,805 0 0