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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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   16,152,438 141,800 SH   SOLE   12,400 0 129,400
AIRBNB INC COM CL A 009066101   9,538,308 74,425 SH   SOLE   7,030 0 67,395
ALPHABET INC CAP STK CL A 02079K305   14,964,056 125,013 SH   SOLE   12,213 0 112,800
AMAZON COM INC COM 023135106   8,894,202 68,228 SH   SOLE   5,880 0 62,348
CADENCE DESIGN SYSTEMS INC COM 127387108   15,759,744 67,200 SH   SOLE   6,500 0 60,700
DECKERS OUTDOOR CORP COM 243537107   20,684,272 39,200 SH   SOLE   3,343 0 35,857
INTUIT COM 461202103   10,355,094 22,600 SH   SOLE   2,200 0 20,400
KLA CORP COM NEW 482480100   5,335,220 11,000 SH   SOLE   1,100 0 9,900
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   11,832,209 157,176 SH   SOLE   13,715 0 143,461
LULULEMON ATHLETICA INC COM 550021109   11,598,376 30,643 SH   SOLE   2,915 0 27,728
ON HLDG AG NAMEN AKT A H5919C104   14,450,700 437,900 SH   SOLE   43,100 0 394,800
SNOWFLAKE INC CL A 833445109   20,001,183 113,656 SH   SOLE   10,465 0 103,191
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   17,247,228 170,900 SH   SOLE   15,200 0 155,700
THERMO FISHER SCIENTIFIC INC COM 883556102   18,820,566 36,072 SH   SOLE   3,570 0 32,502
UNITEDHEALTH GROUP INC COM 91324P102   34,838,229 72,483 SH   SOLE   7,100 0 65,383
VISA INC COM CL A 92826C839   16,121,805 67,887 SH   SOLE   6,100 0 61,787