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
ADVANCED MICRO DEVICES INC COM 007903107 12,210,637 86,051 SH SOLE 86,051 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,394,475 29,931 SH SOLE 29,931 0 0
AMAZON COM INC COM 023135106 13,273,095 60,500 SH SOLE 60,500 0 0
ANALOG DEVICES INC COM 032654105 2,156,461 9,060 SH SOLE 9,060 0 0
APPLOVIN CORP COM CL A 03831W108 3,430,784 9,800 SH SOLE 9,800 0 0
BAIDU INC SPON ADR REP A 056752108 2,717,391 31,686 SH SOLE 31,686 0 0
BLOCK INC CL A 852234103 15,968,849 235,078 SH SOLE 235,078 0 0
BROADCOM INC COM 11135F101 19,138,380 69,430 SH SOLE 69,430 0 0
CELESTICA INC COM 15101Q207 7,999,701 51,244 SH SOLE 51,244 0 0
CHIME FINL INC COM SHS CL A 16935C109 2,068,875 59,950 SH SOLE 59,950 0 0
CIENA CORP COM NEW 171779309 8,280,045 101,808 SH SOLE 101,808 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107 1,595,352 8,800 SH SOLE 8,800 0 0
CISCO SYS INC COM 17275R102 2,289,540 33,000 SH SOLE 33,000 0 0
CLOUDFLARE INC CL A COM 18915M107 8,903,215 45,464 SH SOLE 45,464 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 4,665,022 13,310 SH SOLE 13,310 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 13,257,778 32,584 SH SOLE 32,584 0 0
DATADOG INC CL A COM 23804L103 738,815 5,500 SH SOLE 5,500 0 0
DAYFORCE INC COM 15677J108 7,510,275 135,589 SH SOLE 135,589 0 0
DOORDASH INC CL A 25809K105 3,442,019 13,963 SH SOLE 13,963 0 0
ELASTIC N V ORD SHS N14506104 4,647,089 55,106 SH SOLE 55,106 0 0
FLUTTER ENTMT PLC SHS G3643J108 10,230,208 35,800 SH SOLE 35,800 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 2,454,000 120,000 SH SOLE 120,000 0 0
INTUIT COM 461202103 14,251,377 18,094 SH SOLE 18,094 0 0
ISHARES INC MSCI STH KOR ETF 464286772 9,269,669 129,140 SH SOLE 129,140 0 0
JABIL INC COM 466313103 5,474,092 25,099 SH SOLE 25,099 0 0
JUNIPER NETWORKS INC COM 48203R104 2,891,251 72,408 SH SOLE 72,408 0 0
KLA CORP COM NEW 482480100 17,762,524 19,830 SH SOLE 19,830 0 0
LAM RESEARCH CORP COM NEW 512807306 12,332,783 126,698 SH SOLE 126,698 0 0
LUMENTUM HLDGS INC COM 55024U109 10,925,246 114,930 SH SOLE 114,930 0 0
MAPLEBEAR INC COM 565394103 4,270,611 94,399 SH SOLE 94,399 0 0
MASTERCARD INCORPORATED CL A 57636Q104 42,714,745 76,013 SH SOLE 76,013 0 0
META PLATFORMS INC CL A 30303M102 22,609,173 30,632 SH SOLE 30,632 0 0
MICROSOFT CORP COM 594918104 29,709,802 59,729 SH SOLE 59,729 0 0
MONDAY COM LTD SHS M7S64H106 6,412,876 20,392 SH SOLE 20,392 0 0
MONGODB INC CL A 60937P106 3,333,171 15,873 SH SOLE 15,873 0 0
NVIDIA CORPORATION COM 67066G104 23,046,633 145,874 SH SOLE 145,874 0 0
OKTA INC CL A 679295105 4,222,733 42,240 SH SOLE 42,240 0 0
ON SEMICONDUCTOR CORP COM 682189105 6,428,453 122,657 SH SOLE 122,657 0 0
ORACLE CORP COM 68389X105 8,379,213 38,326 SH SOLE 38,326 0 0
PAYCHEX INC COM 704326107 1,200,045 8,250 SH SOLE 8,250 0 0
PAYPAL HLDGS INC COM 70450Y103 11,632,789 156,523 SH SOLE 156,523 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 3,610,770 34,500 SH SOLE 34,500 0 0
PINTEREST INC CL A 72352L106 6,942,137 193,590 SH SOLE 193,590 0 0
REDDIT INC CL A 75734B100 3,411,916 22,660 SH SOLE 22,660 0 0
ROBINHOOD MKTS INC COM CL A 770700102 2,372,678 25,341 SH SOLE 25,341 0 0
ROKU INC COM CL A 77543R102 4,757,486 54,130 SH SOLE 54,130 0 0
SANDISK CORP COM 80004C200 7,166,842 158,034 SH SOLE 158,034 0 0
SAP SE SPON ADR 803054204 6,053,111 19,905 SH SOLE 19,905 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 9,690,461 67,141 SH SOLE 67,141 0 0
SENTINELONE INC CL A 81730H109 2,903,102 158,813 SH SOLE 158,813 0 0
SERVICENOW INC COM 81762P102 2,749,086 2,674 SH SOLE 2,674 0 0
SNOWFLAKE INC CL A 833445109 6,358,425 28,415 SH SOLE 28,415 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 11,122,593 14,495 SH SOLE 14,495 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 5,742,807 188,846 SH SOLE 188,846 0 0
SYNOPSYS INC COM 871607107 8,769,391 17,105 SH SOLE 17,105 0 0
T-MOBILE US INC COM 872590104 11,583,963 48,619 SH SOLE 48,619 0 0
TEXAS INSTRS INC COM 882508104 15,042,069 72,450 SH SOLE 72,450 0 0
TRIP COM GROUP LTD ADS 89677Q107 9,600,951 163,727 SH SOLE 163,727 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 6,245,246 144,332 SH SOLE 144,332 0 0
VOYAGER TECHNOLOGIES INC COM CL A 92892B103 1,092,328 27,830 SH SOLE 27,830 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 4,614,456 169,400 SH SOLE 169,400 0 0
WESTERN DIGITAL CORP COM 958102105 6,950,466 108,618 SH SOLE 108,618 0 0
WIX COM LTD SHS M98068105 3,371,078 21,274 SH SOLE 21,274 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 5,388,947 76,930 SH SOLE 76,930 0 0
ZSCALER INC COM 98980G102 10,139,634 32,298 SH SOLE 32,298 0 0