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
ADOBE INC COM 00724F101   1,552,734 2,795 SH   SOLE   0 0 2,795
ADVANCED MICRO DEVICES INC COM 007903107   4,183,720 25,792 SH   SOLE   0 0 25,792
ALPHABET INC CAP STK CL A 02079K305   2,278,337 12,508 SH   SOLE   0 0 12,508
AMAZON COM INC COM 023135106   9,462,873 48,967 SH   SOLE   0 0 48,967
APPLE INC COM 037833100   6,224,453 29,553 SH   SOLE   0 0 29,553
APPLIED MATLS INC COM 038222105   8,937,695 37,873 SH   SOLE   0 0 37,873
CENCORA INC COM 03073E105   296,044 1,314 SH   SOLE   0 0 1,314
COSTCO WHSL CORP NEW COM 22160K105   268,597 316 SH   SOLE   0 0 316
CROWDSTRIKE HLDGS INC CL A 22788C105   371,694 970 SH   SOLE   0 0 970
ELI LILLY & CO COM 532457108   1,086,456 1,200 SH   SOLE   0 0 1,200
GE AEROSPACE COM NEW 369604301   450,362 2,833 SH   SOLE   0 0 2,833
LAM RESEARCH CORP COM 512807108   963,689 905 SH   SOLE   0 0 905
MASTERCARD INCORPORATED CL A 57636Q104   921,583 2,089 SH   SOLE   0 0 2,089
META PLATFORMS INC CL A 30303M102   9,151,186 18,149 SH   SOLE   0 0 18,149
MICROSOFT CORP COM 594918104   7,078,848 15,838 SH   SOLE   0 0 15,838
MONOLITHIC PWR SYS INC COM 609839105   2,130,616 2,593 SH   SOLE   0 0 2,593
NOVO-NORDISK A S ADR 670100205   3,489,279 24,445 SH   SOLE   0 0 24,445
NVIDIA CORPORATION COM 67066G104   63,844,835 516,795 SH   SOLE   0 0 516,795
PALO ALTO NETWORKS INC COM 697435105   8,620,685 25,429 SH   SOLE   0 0 25,429
PG&E CORP COM 69331C108   213,291 12,216 SH   SOLE   0 0 12,216
QUANTA SVCS INC COM 74762E102   2,521,354 9,923 SH   SOLE   0 0 9,923
SOUNDHOUND AI INC CLASS A COM 836100107   665,674 168,525 SH   SOLE   0 0 168,525
SUPER MICRO COMPUTER INC COM 86800U104   2,620,281 3,198 SH   SOLE   0 0 3,198
SYNOPSYS INC COM 871607107   3,171,670 5,330 SH   SOLE   0 0 5,330
THERMO FISHER SCIENTIFIC INC COM 883556102   1,047,382 1,894 SH   SOLE   0 0 1,894
TRANSCAT INC COM 893529107   219,732 1,836 SH   SOLE   0 0 1,836
TRI POINTE HOMES INC COM 87265H109   432,100 11,600 SH   SOLE   0 0 11,600
UNITEDHEALTH GROUP INC COM 91324P102   495,001 972 SH   SOLE   0 0 972
VISA INC COM CL A 92826C839   523,628 1,995 SH   SOLE   0 0 1,995