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   12,443,286 20,857 SH   SOLE   20,857 0 0
ADVANCED MICRO DEVICES INC COM 007903107   20,192,959 136,985 SH   SOLE   136,985 0 0
AIRBNB INC COM CL A 009066101   4,548,301 33,409 SH   SOLE   33,409 0 0
ALPHABET INC CAP STK CL A 02079K305   15,860,263 113,539 SH   SOLE   113,539 0 0
AMAZON COM INC COM 023135106   17,696,908 116,473 SH   SOLE   116,473 0 0
APPLE INC COM 037833100   6,633,429 34,454 SH   SOLE   34,454 0 0
APTIV PLC SHS G6095L109   7,593,542 84,636 SH   SOLE   84,636 0 0
ATLASSIAN CORPORATION CL A 049468101   8,539,650 35,902 SH   SOLE   35,902 0 0
BLOCK INC CL A 852234103   3,053,933 39,482 SH   SOLE   39,482 0 0
BOOKING HOLDINGS INC COM 09857L108   10,755,171 3,032 SH   SOLE   3,032 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   8,898,668 34,853 SH   SOLE   34,853 0 0
DANAHER CORPORATION COM 235851102   6,992,714 30,227 SH   SOLE   30,227 0 0
ELEVANCE HEALTH INC COM 036752103   4,470,389 9,480 SH   SOLE   9,480 0 0
FIVE9 INC COM 338307101   2,385,487 30,315 SH   SOLE   30,315 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   2,216,188 17,256 SH   SOLE   17,256 0 0
INTUIT COM 461202103   9,803,596 15,685 SH   SOLE   15,685 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   18,532,979 117,446 SH   SOLE   117,446 0 0
KLAVIYO INC COM SER A 49845K101   694,500 25,000 SH   SOLE   25,000 0 0
LAM RESEARCH CORP COM 512807108   15,243,806 19,462 SH   SOLE   19,462 0 0
MARVELL TECHNOLOGY INC COM 573874104   6,814,849 112,997 SH   SOLE   112,997 0 0
MASTERCARD INCORPORATED CL A 57636Q104   8,460,679 19,837 SH   SOLE   19,837 0 0
META PLATFORMS INC CL A 30303M102   11,367,425 32,115 SH   SOLE   32,115 0 0
MICROSOFT CORP COM 594918104   17,641,165 46,913 SH   SOLE   46,913 0 0
MONGODB INC CL A 60937P106   4,578,302 11,198 SH   SOLE   11,198 0 0
NETFLIX INC COM 64110L106   9,524,347 19,562 SH   SOLE   19,562 0 0
NVIDIA CORPORATION COM 67066G104   2,303,763 4,652 SH   SOLE   4,652 0 0
OKTA INC CL A 679295105   5,699,135 62,953 SH   SOLE   62,953 0 0
PAYPAL HLDGS INC COM 70450Y103   3,870,365 63,025 SH   SOLE   63,025 0 0
PINTEREST INC CL A 72352L106   2,186,916 59,042 SH   SOLE   59,042 0 0
ROBINHOOD MKTS INC COM CL A 770700102   30,019,606 2,356,327 SH   SOLE   2,356,327 0 0
ROBLOX CORP CL A 771049103   5,745,861 125,675 SH   SOLE   125,675 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   9,316,936 68,316 SH   SOLE   68,316 0 0
SERVICENOW INC COM 81762P102   10,098,568 14,294 SH   SOLE   14,294 0 0
SHOPIFY INC CL A 82509L107   6,774,262 86,961 SH   SOLE   86,961 0 0
SYNOPSYS INC COM 871607107   12,089,572 23,479 SH   SOLE   23,479 0 0
TJX COS INC NEW COM 872540109   6,141,928 65,472 SH   SOLE   65,472 0 0
UBER TECHNOLOGIES INC COM 90353T100   6,633,552 107,740 SH   SOLE   107,740 0 0
UNITEDHEALTH GROUP INC COM 91324P102   13,811,414 26,234 SH   SOLE   26,234 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   11,464,124 59,940 SH   SOLE   59,940 0 0
WORKDAY INC CL A 98138H101   9,001,212 32,606 SH   SOLE   32,606 0 0