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   28,045,460 172,896 SH   SOLE   19,796 0 153,100
ALPHABET INC CAP STK CL A 02079K305   23,892,616 131,170 SH   SOLE   18,361 0 112,809
AMAZON.COM INC COM 023135106   33,244,411 172,028 SH   SOLE   22,907 0 149,121
ANALOG DEVICES INC COM 032654105   40,760,616 178,571 SH   SOLE   25,033 0 153,538
APPFOLIO INC COM CL A 03783C100   20,443,362 83,589 SH   SOLE   11,681 0 71,908
APPLE INC COM 037833100   27,907,150 132,500 SH   SOLE   17,008 0 115,492
DANAHER CORP COM 235851102   37,649,397 150,688 SH   SOLE   21,052 0 129,636
INTUIT INC COM 461202103   18,538,580 28,208 SH   SOLE   3,969 0 24,239
KLA CORP COM NEW 482480100   24,287,591 29,457 SH   SOLE   4,160 0 25,297
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   32,464,496 451,900 SH   SOLE   63,463 0 388,437
LULULEMON ATHLETICA INC COM 550021109   16,020,775 53,635 SH   SOLE   7,510 0 46,125
NVIDIA CORPORATION COM 67066G104   23,255,170 188,240 SH   SOLE   20,570 0 167,670
ON HLDG AG NAMEN AKT A H5919C104   22,527,474 580,605 SH   SOLE   80,512 0 500,093
PROCORE TECHNOLOGIES INC COM 74275K108   31,088,449 468,835 SH   SOLE   65,478 0 403,357
SNOWFLAKE INC CL A 833445109   21,279,917 157,524 SH   SOLE   20,609 0 136,915
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   52,560,144 302,400 SH   SOLE   46,891 0 255,509
THERMO FISHER SCIENTIFIC INC COM 883556102   8,676,017 15,689 SH   SOLE   2,188 0 13,501
UNITEDHEALTH GROUP INC COM 91324P102   78,893,541 154,918 SH   SOLE   21,649 0 133,269
VISA INC COM CL A 92826C839   27,334,413 104,143 SH   SOLE   13,501 0 90,642