The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 20,248,866 | 206,600 | SH | SOLE | 21,400 | 0 | 185,200 | |||
| AIRBNB INC | COM CL A | 009066101 | 16,374,150 | 131,625 | SH | SOLE | 14,830 | 0 | 116,795 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 5,250,087 | 50,613 | SH | SOLE | 7,813 | 0 | 42,800 | |||
| AMAZON COM INC | COM | 023135106 | 7,171,218 | 69,428 | SH | SOLE | 7,080 | 0 | 62,348 | |||
| BENTLEY SYSTEMS INC-CLASS B | COM CL B | 08265T208 | 3,634,547 | 84,544 | SH | SOLE | 10,500 | 0 | 74,044 | |||
| BLOCK INC | CL A | 852234103 | 7,908,480 | 115,200 | SH | SOLE | 10,900 | 0 | 104,300 | |||
| CADENCE DESIGN SYSTEMS INC | COM | 127387108 | 11,365,869 | 54,100 | SH | SOLE | 5,800 | 0 | 48,300 | |||
| DECKERS OUTDOOR CORP | COM | 243537107 | 18,161,820 | 40,400 | SH | SOLE | 4,143 | 0 | 36,257 | |||
| INTUIT | COM | 461202103 | 8,158,689 | 18,300 | SH | SOLE | 2,200 | 0 | 16,100 | |||
| JD.COM INC | SPON ADR CL A | 47215P106 | 1,430,814 | 32,600 | SH | SOLE | 4,000 | 0 | 28,600 | |||
| KLA CORP | COM NEW | 482480100 | 11,216,677 | 28,100 | SH | SOLE | 3,300 | 0 | 24,800 | |||
| LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 14,507,741 | 193,876 | SH | SOLE | 20,315 | 0 | 173,561 | |||
| LULULEMON ATHLETICA INC | COM | 550021109 | 15,785,087 | 43,343 | SH | SOLE | 4,915 | 0 | 38,428 | |||
| ON HLDG AG | NAMEN AKT A | H5919C104 | 11,540,057 | 371,900 | SH | SOLE | 39,000 | 0 | 332,900 | |||
| SCHWAB CHARLES CORP | COM | 808513105 | 2,016,630 | 38,500 | SH | SOLE | 4,500 | 0 | 34,000 | |||
| SNOWFLAKE INC | CL A | 833445109 | 27,194,538 | 176,256 | SH | SOLE | 19,165 | 0 | 157,091 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 13,571,618 | 145,900 | SH | SOLE | 15,200 | 0 | 130,700 | |||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 21,194,278 | 36,772 | SH | SOLE | 4,270 | 0 | 32,502 | |||
| TJX COS INC NEW | COM | 872540109 | 9,723,771 | 124,091 | SH | SOLE | 14,400 | 0 | 109,691 | |||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 33,829,410 | 71,583 | SH | SOLE | 8,100 | 0 | 63,483 | |||
| VISA INC | COM CL A | 92826C839 | 18,620,065 | 82,587 | SH | SOLE | 8,900 | 0 | 73,687 | |||