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   7,052,286 39,073 SH   SOLE   0 0 39,073
ALLY FINL INC COM 02005N100   42,050,996 1,035,994 SH   SOLE   0 0 1,035,994
ALPHABET INC CAP STK CL A 02079K305   41,719,769 276,418 SH   SOLE   0 0 276,418
AMAZON COM INC COM 023135106   103,129,559 571,735 SH   SOLE   0 0 571,735
APPLOVIN CORP COM CL A 03831W108   20,543,458 296,785 SH   SOLE   0 0 296,785
ASML HOLDING N V N Y REGISTRY SHS N07059210   58,624,152 60,408 SH   SOLE   0 0 60,408
ATLASSIAN CORPORATION CL A 049468101   32,882,864 168,535 SH   SOLE   0 0 168,535
BJS WHSL CLUB HLDGS INC COM 05550J101   27,213,953 359,735 SH   SOLE   0 0 359,735
BROADCOM INC COM 11135F101   10,959,815 8,269 SH   SOLE   0 0 8,269
BURLINGTON STORES INC COM 122017106   37,171,994 160,093 SH   SOLE   0 0 160,093
CBRE GROUP INC CL A 12504L109   52,877,167 543,780 SH   SOLE   0 0 543,780
CITIGROUP INC COM NEW 172967424   47,638,629 753,299 SH   SOLE   0 0 753,299
CME GROUP INC COM 12572Q105   25,332,313 117,666 SH   SOLE   0 0 117,666
CROWDSTRIKE HLDGS INC CL A 22788C105   5,439,771 16,968 SH   SOLE   0 0 16,968
DRAFTKINGS INC NEW COM CL A 26142V105   31,345,978 690,288 SH   SOLE   0 0 690,288
KEYCORP COM 493267108   30,897,341 1,954,291 SH   SOLE   0 0 1,954,291
MAPLEBEAR INC COM 565394103   25,721,672 689,774 SH   SOLE   0 0 689,774
MASTERCARD INCORPORATED CL A 57636Q104   64,094,559 133,095 SH   SOLE   0 0 133,095
META PLATFORMS INC CL A 30303M102   40,358,011 83,113 SH   SOLE   0 0 83,113
MICRON TECHNOLOGY INC COM 595112103   15,054,553 127,700 SH   SOLE   0 0 127,700
MICROSOFT CORP COM 594918104   116,625,688 277,205 SH   SOLE   0 0 277,205
MONGODB INC CL A 60937P106   10,005,339 27,898 SH   SOLE   0 0 27,898
NUTANIX INC CL A 67059N108   38,957,109 631,191 SH   SOLE   0 0 631,191
NVIDIA CORPORATION COM 67066G104   29,760,556 32,937 SH   SOLE   0 0 32,937
SCHWAB CHARLES CORP COM 808513105   11,650,502 161,052 SH   SOLE   0 0 161,052
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   33,478,087 359,786 SH   SOLE   0 0 359,786
STMICROELECTRONICS N V NY REGISTRY 861012102   45,300,386 1,047,650 SH   SOLE   0 0 1,047,650
TESLA INC COM 88160R101   9,957,449 56,644 SH   SOLE   0 0 56,644
TWILIO INC CL A 90138F102   35,863,986 586,492 SH   SOLE   0 0 586,492
UBS GROUP AG SHS H42097107   6,423,736 209,106 SH   SOLE   0 0 209,106
VISA INC COM CL A 92826C839   105,739,784 378,887 SH   SOLE   0 0 378,887
WALMART INC COM 931142103   81,086,175 1,347,618 SH   SOLE   0 0 1,347,618
WESTERN UN CO COM 959802109   27,821,402 1,990,086 SH   SOLE   0 0 1,990,086
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   41,575,697 2,593,618 SH   SOLE   0 0 2,593,618