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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Amazon.com Inc. COM 023135106 9,909,846 45,170 SH SOLE 0 0 0
Astera Labs Inc. COM 04626A103 13,204,937 146,040 SH SOLE 0 0 0
Beam Therapeutics Inc. COM 07373V105 4,495,063 264,260 SH SOLE 0 0 0
Broadcom Inc. COM 11135F101 10,108,086 36,670 SH SOLE 0 0 0
Cognex Corp. COM 192422103 1,080,383 34,060 SH SOLE 0 0 0
Copart Inc. COM 217204106 10,426,394 212,480 SH SOLE 0 0 0
Direxion Daily Small Cap Bull 3X Shares LEVRAGED ETF RUSSELL 2000 25459W847 10,062,000 300,000 SH SOLE 0 0 0
Evercore Partners Inc. COM 29977A105 6,969,216 25,810 SH SOLE 0 0 0
Impinj Inc. COM 453204109 6,540,912 58,890 SH SOLE 0 0 0
Lam Research Corp. COM 512807306 9,866,382 101,360 SH SOLE 0 0 0
Lattice Semiconductor Corp. COM 518415104 6,237,897 127,330 SH SOLE 0 0 0
Lumentum Holdings Inc. COM 55024U109 6,625,682 69,700 SH SOLE 0 0 0
Meta Platforms Inc. COM CLASS A 30303M102 12,097,295 16,390 SH SOLE 0 0 0
Microsoft Corp. COM 594918104 9,573,650 19,247 SH SOLE 0 0 0
MongoDB Inc. COM CLASS A 60937P106 4,619,780 22,000 SH SOLE 0 0 0
Reddit Inc. COM CLASS A 75734B100 3,613,680 24,000 SH SOLE 0 0 0
Salesforce Inc. COM 79466L302 5,453,800 20,000 SH SOLE 0 0 0
SiTime Corp. COM 82982T106 14,461,740 67,870 SH SOLE 0 0 0
Sociedad Quimica y Minera de Chile SA SPONSORED ADR SERIES B 833635105 4,873,609 138,180 SH SOLE 0 0 0
Universal Display Corp. COM 91347P105 6,264,898 40,560 SH SOLE 0 0 0