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   13,551,676 131,800 SH   SOLE   11,412 0 120,388
AIRBNB INC COM CL A 009066101   6,987,419 50,925 SH   SOLE   4,739 0 46,186
ALPHABET INC CAP STK CL A 02079K305   23,805,135 181,913 SH   SOLE   17,713 0 164,200
AMAZON COM INC COM 023135106   18,804,607 147,928 SH   SOLE   12,080 0 135,848
CADENCE DESIGN SYSTEMS INC COM 127387108   17,244,480 73,600 SH   SOLE   7,100 0 66,500
DANAHER CORPORATION COM 235851102   12,191,634 49,140 SH   SOLE   4,817 0 44,323
DECKERS OUTDOOR CORP COM 243537107   15,936,790 31,000 SH   SOLE   2,743 0 28,257
INTUIT COM 461202103   13,080,064 25,600 SH   SOLE   2,500 0 23,100
KLA CORP COM NEW 482480100   3,577,548 7,800 SH   SOLE   749 0 7,051
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   9,792,065 157,176 SH   SOLE   13,715 0 143,461
LULULEMON ATHLETICA INC COM 550021109   14,129,907 36,643 SH   SOLE   3,515 0 33,128
NVIDIA CORPORATION COM 67066G104   5,219,880 12,000 SH   SOLE   0 0 12,000
ON HLDG AG NAMEN AKT A H5919C104   11,347,778 407,900 SH   SOLE   40,200 0 367,700
SNOWFLAKE INC CL A 833445109   14,170,334 92,756 SH   SOLE   8,315 0 84,441
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   15,720,210 180,900 SH   SOLE   16,200 0 164,700
THERMO FISHER SCIENTIFIC INC COM 883556102   13,247,481 26,172 SH   SOLE   2,670 0 23,502
UNITEDHEALTH GROUP INC COM 91324P102   36,545,204 72,483 SH   SOLE   7,100 0 65,383
VISA INC COM CL A 92826C839   15,614,689 67,887 SH   SOLE   6,100 0 61,787