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
AMAZON COM INC COM 023135106 7,579,047 34,546 SH SOLE N/A 34,546 0 0
AMERICAN EXPRESS CO COM 025816109 13,261,912 41,576 SH SOLE N/A 41,576 0 0
AMPHENOL CORP NEW CL A 032095101 13,845,343 140,206 SH SOLE N/A 140,206 0 0
AMRIZE LTD SHS H2927K103 4,682,178 94,494 SH SOLE N/A 94,494 0 0
APPLE INC COM 037833100 12,680,737 61,806 SH SOLE N/A 61,806 0 0
APPLOVIN CORP COM CL A 03831W108 2,722,572 7,777 SH SOLE N/A 7,777 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 4,129,707 25,533 SH SOLE N/A 25,533 0 0
ARTERIS INC COM 04302A104 2,801,563 293,973 SH SOLE N/A 293,973 0 0
BBB FOODS INC CL A COM G0896C103 7,341,993 264,481 SH SOLE N/A 264,481 0 0
CAMECO CORP COM 13321L108 4,764,304 64,183 SH SOLE N/A 64,183 0 0
CHEWY INC CL A 16679L109 6,978,215 163,731 SH SOLE N/A 163,731 0 0
EVERCORE INC CLASS A 29977A105 5,763,307 21,344 SH SOLE N/A 21,344 0 0
EXLSERVICE HOLDINGS INC COM 302081104 4,084,556 93,276 SH SOLE N/A 93,276 0 0
GE AEROSPACE COM NEW 369604301 15,973,881 62,061 SH SOLE N/A 62,061 0 0
GE VERNOVA INC COM 36828A101 28,806,397 54,439 SH SOLE N/A 54,439 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 2,710,207 9,194 SH SOLE N/A 9,194 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 7,559,764 49,972 SH SOLE N/A 49,972 0 0
LPL FINL HLDGS INC COM 50212V100 10,856,881 28,954 SH SOLE N/A 28,954 0 0
MAPLEBEAR INC COM 565394103 8,696,259 192,225 SH SOLE N/A 192,225 0 0
MASTERCARD INCORPORATED CL A 57636Q104 19,343,661 34,423 SH SOLE N/A 34,423 0 0
META PLATFORMS INC CL A 30303M102 18,593,963 25,192 SH SOLE N/A 25,192 0 0
MICRON TECHNOLOGY INC COM 595112103 11,373,017 92,276 SH SOLE N/A 92,276 0 0
MICROSOFT CORP COM 594918104 20,315,717 40,843 SH SOLE N/A 40,843 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 5,390,857 97,431 SH SOLE N/A 97,431 0 0
NETFLIX INC COM 64110L106 13,341,752 9,963 SH SOLE N/A 9,963 0 0
NOVANTA INC COM 67000B104 8,221,479 63,767 SH SOLE N/A 63,767 0 0
NVIDIA CORPORATION COM 67066G104 14,294,145 90,475 SH SOLE N/A 90,475 0 0
ORACLE CORP COM 68389X105 2,723,255 12,456 SH SOLE N/A 12,456 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 2,792,019 415,479 SH SOLE N/A 415,479 0 0
ROCKET COS INC COM CL A 77311W101 10,165,670 716,902 SH SOLE N/A 716,902 0 0
SALESFORCE INC COM 79466L302 8,915,600 32,695 SH SOLE N/A 32,695 0 0
SHARPLINK GAMING INC COM NEW 820014405 1,566,438 157,748 SH SOLE N/A 157,748 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 21,394,207 27,881 SH SOLE N/A 27,881 0 0
STATE STR CORP COM 857477103 8,742,849 82,216 SH SOLE N/A 82,216 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302 12,759,754 260,350 SH SOLE N/A 260,350 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 14,750,614 65,127 SH SOLE N/A 65,127 0 0
TERAWULF INC COM 88080T104 4,969,938 1,134,689 SH SOLE N/A 1,134,689 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,646,841 13,927 SH SOLE N/A 13,927 0 0
TWILIO INC CL A 90138F102 4,451,964 35,799 SH SOLE N/A 35,799 0 0
UBER TECHNOLOGIES INC COM 90353T100 14,738,601 157,970 SH SOLE N/A 157,970 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 22,982,822 178,980 SH SOLE N/A 178,980 0 0
VISA INC COM CL A 92826C839 16,150,869 45,489 SH SOLE N/A 45,489 0 0
VISTRA CORP COM 92840M102 12,536,406 64,684 SH SOLE N/A 64,684 0 0