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
AMAZON COM INC COM 023135106   121,339,740 798,603 SH   SOLE   798,603 0 0
ADVANCED MICRO DEVICES INC COM 007903107   90,429,844 613,458 SH   SOLE   613,458 0 0
TEMPUR SEALY INTL INC COM 88023U101   86,758,076 1,702,140 SH   SOLE   1,702,140 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   82,731,640 969,095 SH   SOLE   969,095 0 0
LAMB WESTON HLDGS INC COM 513272104   79,896,777 739,169 SH   SOLE   739,169 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   71,508,215 326,447 SH   SOLE   326,447 0 0
MICROSOFT CORP COM 594918104   71,296,056 189,597 SH   SOLE   189,597 0 0
WIX COM LTD SHS M98068105   70,685,201 574,583 SH   SOLE   574,583 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   68,962,914 413,100 SH   SOLE   413,100 0 0
NVIDIA CORPORATION COM 67066G104   64,720,797 130,691 SH   SOLE   130,691 0 0
NEWS CORP NEW CL A 65249B109   62,965,840 2,564,800 SH   SOLE   2,564,800 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   56,730,814 695,401 SH   SOLE   695,401 0 0
META PLATFORMS INC CL A 30303M102   56,138,056 158,600 SH   SOLE   158,600 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   48,067,149 5,770,366 SH   SOLE   5,770,366 0 0
OKTA INC CL A 679295105   45,265,000 500,000 SH   SOLE   500,000 0 0
SONY GROUP CORP SPONSORED ADR 835699307   40,625,419 429,036 SH   SOLE   429,036 0 0
PTC INC COM 69370C100   37,011,738 211,544 SH   SOLE   211,544 0 0
SALESFORCE INC COM 79466L302   31,366,288 119,200 SH   SOLE   119,200 0 0
ARM HOLDINGS PLC SPONSORED ADR 042068205   30,058,000 400,000 SH   SOLE   400,000 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   26,843,516 387,800 SH   SOLE   387,800 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   19,496,674 405,927 SH   SOLE   405,927 0 0
MONGODB INC CL A 60937P106   14,963,910 36,600 SH   SOLE   36,600 0 0
MICRON TECHNOLOGY INC COM 595112103   14,883,296 174,400 SH   SOLE   174,400 0 0
MAPLEBEAR INC COM 565394103   1,877,600 80,000 SH   SOLE   80,000 0 0
KLAVIYO INC COM SER A 49845K101   1,111,200 40,000 SH   SOLE   40,000 0 0