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 CAP STK CL A 02079K305 3,702,592 21,010 SH SOLE 21,010 0 0
AMAZON COM INC COM 023135106 15,920,474 72,567 SH SOLE 72,567 0 0
APPLE INC COM 037833100 2,072,217 10,100 SH SOLE 10,100 0 0
ARISTA NETWORKS INC COM SHS 040413205 6,609,738 64,605 SH SOLE 64,605 0 0
AUTODESK INC COM 052769106 4,232,131 13,671 SH SOLE 13,671 0 0
AUTOZONE INC COM 053332102 10,880,546 2,931 SH SOLE 2,931 0 0
BICARA THERAPEUTICS INC COM 055477103 2,563,501 275,942 SH SOLE 275,942 0 0
BLOOM ENERGY CORP COM CL A 093712107 4,197,482 175,480 SH SOLE 175,480 0 0
BROADCOM INC COM 11135F101 15,522,403 56,312 SH SOLE 56,312 0 0
CHIME FINL INC COM SHS CL A 16935C109 19,505,880 565,224 SH SOLE 565,224 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 3,515,767 6,903 SH SOLE 6,903 0 0
DANAHER CORPORATION COM 235851102 10,374,406 52,518 SH SOLE 52,518 0 0
ELEVANCE HEALTH INC COM 036752103 6,677,276 17,167 SH SOLE 17,167 0 0
HOME DEPOT INC COM 437076102 6,001,530 16,369 SH SOLE 16,369 0 0
ICON PLC SHS G4705A100 3,390,876 23,313 SH SOLE 23,313 0 0
INTUIT COM 461202103 10,399,079 13,203 SH SOLE 13,203 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 2,293,906 37,476 SH SOLE 37,476 0 0
LAM RESEARCH CORP COM NEW 512807306 12,065,488 123,952 SH SOLE 123,952 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 2,994,465 61,124 SH SOLE 61,124 0 0
MASTERCARD INCORPORATED CL A 57636Q104 11,482,682 20,434 SH SOLE 20,434 0 0
MCKESSON CORP COM 58155Q103 7,475,822 10,202 SH SOLE 10,202 0 0
META PLATFORMS INC CL A 30303M102 23,831,450 32,288 SH SOLE 32,288 0 0
MICROSOFT CORP COM 594918104 8,543,017 17,175 SH SOLE 17,175 0 0
NETFLIX INC COM 64110L106 10,899,179 8,139 SH SOLE 8,139 0 0
NUTANIX INC CL A 67059N108 4,123,556 53,945 SH SOLE 53,945 0 0
NVIDIA CORPORATION COM 67066G104 8,661,486 54,823 SH SOLE 54,823 0 0
ROBINHOOD MKTS INC COM CL A 770700102 106,822,654 1,140,902 SH SOLE 1,140,902 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 9,641,591 41,056 SH SOLE 41,056 0 0
SERVICETITAN INC SHS CL A 81764X103 860,120 8,025 SH SOLE 8,025 0 0
SNOWFLAKE INC CL A 833445109 8,172,975 36,524 SH SOLE 36,524 0 0
SYNOPSYS INC COM 871607107 12,141,800 23,683 SH SOLE 23,683 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 5,329,763 23,532 SH SOLE 23,532 0 0
TJX COS INC NEW COM 872540109 10,745,235 87,013 SH SOLE 87,013 0 0
UBER TECHNOLOGIES INC COM 90353T100 5,211,458 55,857 SH SOLE 55,857 0 0