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
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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
ADVANCED MICRO DEVICES INC COM 007903107 1,737,282 12,243 SH SOLE 12,243 0 0
AMAZON COM INC COM 023135106 10,607,068 48,348 SH SOLE 48,348 0 0
AMBARELLA INC SHS G037AX101 1,360,609 20,595 SH SOLE 20,595 0 0
ANALOG DEVICES INC COM 032654105 4,903,450 20,601 SH SOLE 20,601 0 0
BROADCOM INC COM 11135F101 1,696,626 6,155 SH SOLE 6,155 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 4,406,545 14,300 SH SOLE 14,300 0 0
COCA COLA CO COM 191216100 3,425,361 48,415 SH SOLE 48,415 0 0
COMFORT SYS USA INC COM 199908104 509,936 951 SH SOLE 951 0 0
DOLLAR GEN CORP NEW COM 256677105 2,558,452 22,368 SH SOLE 22,368 0 0
FAIR ISAAC CORP COM 303250104 4,624,739 2,530 SH SOLE 2,530 0 0
INSULET CORP COM 45784P101 1,219,333 3,881 SH SOLE 3,881 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 4,799,268 8,700 SH Put SOLE 8,700 0 0
JFROG LTD ORD SHS M6191J100 3,412,372 77,766 SH SOLE 77,766 0 0
LAM RESEARCH CORP COM NEW 512807306 4,815,507 49,471 SH SOLE 49,471 0 0
MASTERCARD INCORPORATED CL A 57636Q104 8,259,956 14,699 SH SOLE 14,699 0 0
META PLATFORMS INC CL A 30303M102 8,152,204 11,045 SH SOLE 11,045 0 0
MICROSOFT CORP COM 594918104 6,996,569 14,066 SH SOLE 14,066 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 4,239,078 10,082 SH SOLE 10,082 0 0
MSCI INC COM 55354G100 1,805,773 3,131 SH SOLE 3,131 0 0
NUTANIX INC CL A 67059N108 2,296,105 30,038 SH SOLE 30,038 0 0
NVIDIA CORPORATION COM 67066G104 2,866,097 18,141 SH SOLE 18,141 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 3,361,717 4,381 SH SOLE 4,381 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 5,148,752 62,183 SH SOLE 62,183 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 3,756,790 16,587 SH SOLE 16,587 0 0
TJX COS INC NEW COM 872540109 3,749,033 30,359 SH SOLE 30,359 0 0
VISA INC COM CL A 92826C839 6,966,436 19,621 SH SOLE 19,621 0 0