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
Alphabet Inc Cl A COM 02079K305 6,164 34,978 SH SOLE 34,978 0 0
Amazon.com Inc COM 023135106 20,641 94,085 SH SOLE 94,085 0 0
Amer Sports Inc COM G0260P102 25,676 662,424 SH SOLE 662,424 0 0
Amphenol Corp Cl A COM 032095101 783 7,926 SH SOLE 7,926 0 0
Argan Inc COM 04010E109 447 2,027 SH SOLE 2,027 0 0
Autodesk Inc COM 052769106 901 2,912 SH SOLE 2,912 0 0
Axon Enterprise Inc COM 05464C101 1,776 2,145 SH SOLE 2,145 0 0
Barclays Plc Adr COM 06738E204 393 21,118 SH SOLE 21,118 0 0
BrightSpring Health Svs COM 10950A106 720 30,533 SH SOLE 30,533 0 0
Broadcom Inc COM 11135F101 10,229 37,108 SH SOLE 37,108 0 0
Cameco Corp COM 13321L108 2,825 38,055 SH SOLE 38,055 0 0
Charles Schwab Corp COM 808513105 2,798 30,664 SH SOLE 30,664 0 0
Cisco Systems Inc COM 17275R102 7,028 101,301 SH SOLE 101,301 0 0
Citigroup Inc COM 172967424 1,600 18,802 SH SOLE 18,802 0 0
Coinbase Global Inc Cl A COM 19260Q107 3,403 9,709 SH SOLE 9,709 0 0
Constellation Energy Crp COM 21037T109 2,666 8,259 SH SOLE 8,259 0 0
Crowdstrike Holdings A COM 22788C105 20,434 40,121 SH SOLE 40,121 0 0
Dave Inc Cl A COM 23834J201 758 2,823 SH SOLE 2,823 0 0
Dexcom Inc COM 252131107 8,389 96,103 SH SOLE 96,103 0 0
Dutch Bros Inc Cl A COM 26701L100 911 13,327 SH SOLE 13,327 0 0
Dycom Inds Inc COM 267475101 723 2,958 SH SOLE 2,958 0 0
Ferrari N V COM N3167Y103 8,351 17,018 SH SOLE 17,018 0 0
FidelityWiseOrgnBtcnBnIt COM 315948109 29,362 312,400 SH SOLE 312,400 0 0
GE Vernova Inc COM 36828A101 11,597 21,916 SH SOLE 21,916 0 0
Guidewire Software Inc COM 40171V100 412 1,748 SH SOLE 1,748 0 0
Hesai Group Ads Class B COM 428050108 8,482 386,445 SH SOLE 386,445 0 0
Intercontinental Exchng COM 45866F104 571 3,114 SH SOLE 3,114 0 0
Irhythm Technologies Inc COM 450056106 1,413 9,176 SH SOLE 9,176 0 0
iShares Bitcoin Trust COM 46438F101 36,745 600,311 SH SOLE 600,311 0 0
J P Morgan Chase & Co COM 46625H100 1,590 5,484 SH SOLE 5,484 0 0
Jfrog Ltd COM M6191J100 443 10,101 SH SOLE 10,101 0 0
K L A Corp COM 482480100 1,363 1,522 SH SOLE 1,522 0 0
Leonardo Drs COM 52661A108 1,785 38,401 SH SOLE 38,401 0 0
Life360 Inc COM 532206109 379 5,807 SH SOLE 5,807 0 0
Lyft Inc Cl A COM 55087P104 1,221 77,445 SH SOLE 77,445 0 0
Meta Platforms Inc Cl A COM 30303M102 25,848 35,020 SH SOLE 35,020 0 0
Microsoft Corp COM 594918104 1,803 3,624 SH SOLE 3,624 0 0
Netflix Inc COM 64110L106 2,410 1,800 SH SOLE 1,800 0 0
Nextracker Inc Class A COM 65290E101 495 9,111 SH SOLE 9,111 0 0
Nvidia Corp COM 67066G104 40,461 256,099 SH SOLE 256,099 0 0
Palantir TechnologiesClA COM 69608A108 11,965 87,774 SH SOLE 87,774 0 0
RB Global Inc COM 74935Q107 365 3,440 SH SOLE 3,440 0 0
Robinhood Markets Cl A COM 770700102 2,094 22,368 SH SOLE 22,368 0 0
Roblox Corporation Cl A COM 771049103 702 6,670 SH SOLE 6,670 0 0
Royalty Pharma plc Cl A COM G7709Q104 715 19,844 SH SOLE 19,844 0 0
Rubrik Inc Cl A COM 781154109 1,368 15,265 SH SOLE 15,265 0 0
Seagate Technology Hldgs COM G7997R103 2,738 18,968 SH SOLE 18,968 0 0
Servicenow Inc COM 81762P102 14,594 14,195 SH SOLE 14,195 0 0
Shopify Inc Cl A COM 82509L107 6,173 53,519 SH SOLE 53,519 0 0
Snowflake Inc Cl A COM 833445109 20,460 91,431 SH SOLE 91,431 0 0
Spotify Technology S A COM L8681T102 1,852 2,414 SH SOLE 2,414 0 0
Symbotic Inc Cl A COM 87151X101 8,515 219,168 SH SOLE 219,168 0 0
Tesla Inc COM 88160R101 64,253 202,270 SH SOLE 202,270 0 0
Toronto Dominion Bank COM 891160509 1,373 18,688 SH SOLE 18,688 0 0
Uber Technologies Inc COM 90353T100 1,191 12,768 SH SOLE 12,768 0 0
Urban Outfitters Inc COM 917047102 356 4,901 SH SOLE 4,901 0 0
Virtu Financial Inc Cl A COM 928254101 1,876 41,876 SH SOLE 41,876 0 0