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 3,519,120 24,800 SH SOLE 24,800 0 0
AMAZON COM INC COM 023135106 6,866,907 31,300 SH SOLE 31,300 0 0
APPLOVIN CORP COM CL A 03831W108 29,756,800 85,000 SH SOLE 85,000 0 0
AXON ENTERPRISE INC COM 05464C101 13,371,231 16,150 SH SOLE 16,150 0 0
BOSTON SCIENTIFIC CORP COM 101137107 15,119,998 140,769 SH SOLE 140,769 0 0
BROADCOM INC COM 11135F101 16,869,780 61,200 SH SOLE 61,200 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 832,005 2,700 SH SOLE 2,700 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107 1,559,094 8,600 SH SOLE 8,600 0 0
CISCO SYS INC COM 17275R102 4,058,730 58,500 SH SOLE 58,500 0 0
COHERENT CORP COM 19247G107 5,631,381 63,125 SH SOLE 63,125 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 13,949,502 39,800 SH SOLE 39,800 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,426,068 2,800 SH SOLE 2,800 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 21,184,207 52,065 SH SOLE 52,065 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200 29,287,748 317,276 SH SOLE 317,276 0 0
INSULET CORP COM 45784P101 13,242,687 42,150 SH SOLE 42,150 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 7,390,376 13,600 SH SOLE 13,600 0 0
LAM RESEARCH CORP COM NEW 512807306 15,671,740 161,000 SH SOLE 161,000 0 0
MERCADOLIBRE INC COM 58733R102 6,351,121 2,430 SH SOLE 2,430 0 0
META PLATFORMS INC CL A 30303M102 4,435,921 6,010 SH SOLE 6,010 0 0
NATERA INC COM 632307104 14,391,999 85,190 SH SOLE 85,190 0 0
NUTANIX INC CL A 67059N108 11,978,224 156,701 SH SOLE 156,701 0 0
NVIDIA CORPORATION COM 67066G104 19,306,378 122,200 SH SOLE 122,200 0 0
ORACLE CORP COM 68389X105 721,479 3,300 SH SOLE 3,300 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 2,371,968 17,400 SH SOLE 17,400 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 7,650,724 111,820 SH SOLE 111,820 0 0
RIOT PLATFORMS INC COM 767292105 226,000 20,000 SH SOLE 20,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102 12,265,530 131,000 SH SOLE 131,000 0 0
ROBLOX CORP CL A 771049103 6,053,418 57,542 SH SOLE 57,542 0 0
ROCKET LAB CORP COM 773121108 1,824,270 51,000 SH SOLE 51,000 0 0
RUBRIK INC. CL A 781154109 15,332,433 171,140 SH SOLE 171,140 0 0
SERVICETITAN INC SHS CL A 81764X103 22,995,469 214,550 SH SOLE 214,550 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 403,725 3,500 SH SOLE 3,500 0 0
SNOWFLAKE INC CL A 833445109 16,057,735 71,760 SH SOLE 71,760 0 0
SOFI TECHNOLOGIES INC COM 83406F102 2,585,820 142,000 SH SOLE 142,000 0 0
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103 898,560 32,000 SH SOLE 32,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 13,044,780 17,000 SH SOLE 17,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4,076,820 18,000 SH SOLE 18,000 0 0
TERAWULF INC COM 88080T104 4,266,558 974,100 SH SOLE 974,100 0 0
TESLA INC COM 88160R101 4,034,282 12,700 SH SOLE 12,700 0 0
TIDAL TR II DEFIANCE DAILY 88636R198 2,100,512 23,932 SH SOLE 23,932 0 0
VANECK ETF TRUST URANIUM AND NUCL 92189F601 5,069,808 45,600 SH SOLE 45,600 0 0
ZSCALER INC COM 98980G102 3,453,340 11,000 SH SOLE 11,000 0 0