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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101 564,201 3,706 SH SOLE 3,706 0 0
ALPHABET INC CAP STK CL A 02079K305 5,879,385 33,362 SH SOLE 33,362 0 0
AMAZON COM INC COM 023135106 4,134,843 18,847 SH SOLE 18,847 0 0
APPLE INC COM 037833100 1,587,195 7,736 SH SOLE 7,736 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 547,328 3,384 SH SOLE 3,384 0 0
AXON ENTERPRISE INC COM 05464C101 2,829,071 3,417 SH SOLE 3,417 0 0
BROADCOM INC COM 11135F101 3,178,245 11,530 SH SOLE 11,530 0 0
CARGURUS INC COM CL A 141788109 1,039,746 31,065 SH SOLE 31,065 0 0
COMFORT SYS USA INC COM 199908104 1,792,014 3,342 SH SOLE 3,342 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 6,096,441 11,970 SH SOLE 11,970 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 5,628,778 13,834 SH SOLE 13,834 0 0
DECKERS OUTDOOR CORP COM 243537107 1,924,059 18,668 SH SOLE 18,668 0 0
DOORDASH INC CL A 25809K105 2,322,864 9,423 SH SOLE 9,423 0 0
EZCORP INC CL A NON VTG 302301106 181,634 13,086 SH SOLE 13,086 0 0
GE VERNOVA INC COM 36828A101 2,236,717 4,227 SH SOLE 4,227 0 0
GORILLA TECHNOLOGY GROUP INC SHS NEW G4000K175 235,677 11,849 SH SOLE 11,849 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 3,502,314 57,218 SH SOLE 57,218 0 0
ISHARES TR SHORT TREAS BD 464288679 3,146,860 28,499 SH SOLE 28,499 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 1,196,239 53,214 SH SOLE 53,214 0 0
MERCADOLIBRE INC COM 58733R102 2,616,244 1,001 SH SOLE 1,001 0 0
META PLATFORMS INC CL A 30303M102 2,793,671 3,785 SH SOLE 3,785 0 0
MICROSOFT CORP COM 594918104 4,891,033 9,833 SH SOLE 9,833 0 0
NVIDIA CORPORATION COM 67066G104 7,705,646 48,773 SH SOLE 48,773 0 0
OLO INC CL A 68134L109 255,857 28,748 SH SOLE 28,748 0 0
OSCAR HEALTH INC CL A 687793109 1,701,950 79,382 SH SOLE 79,382 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 12,406,620 91,011 SH SOLE 91,011 0 0
SERVICENOW INC COM 81762P102 4,017,737 3,908 SH SOLE 3,908 0 0
SHARKNINJA INC COM SHS G8068L108 2,388,134 24,125 SH SOLE 24,125 0 0
SHIFT4 PMTS INC CL A 82452J109 3,546,057 35,779 SH SOLE 35,779 0 0
SPDR GOLD TR GOLD SHS 78463V107 1,471,414 4,827 SH SOLE 4,827 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 525,790 851 SH SOLE 851 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 4,273,316 5,569 SH SOLE 5,569 0 0
TECHNIPFMC PLC COM G87110105 5,131,836 149,008 SH SOLE 149,008 0 0
TESLA INC COM 88160R101 1,262,699 3,975 SH SOLE 3,975 0 0
TOAST INC CL A 888787108 2,411,812 54,455 SH SOLE 54,455 0 0
UBER TECHNOLOGIES INC COM 90353T100 3,539,336 37,935 SH SOLE 37,935 0 0
URBAN OUTFITTERS INC COM 917047102 3,035,074 41,840 SH SOLE 41,840 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 359,755 1,290 SH SOLE 1,290 0 0
VISA INC COM CL A 92826C839 213,030 600 SH SOLE 600 0 0