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
NVIDIA CORPORATION COM 67066G104 46,609,104 295,013 SH SOLE 295,013 0 0
META PLATFORMS INC CL A 30303M102 39,762,384 53,872 SH SOLE 53,872 0 0
VISA INC COM CL A 92826C839 34,053,201 95,911 SH SOLE 95,911 0 0
ALPHABET INC CAP STK CL A 02079K305 33,770,602 191,628 SH SOLE 191,628 0 0
BROADCOM INC COM 11135F101 25,640,687 93,019 SH SOLE 93,019 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 24,599,196 216,905 SH SOLE 216,905 0 0
SYNCHRONY FINANCIAL COM 87165B103 21,095,780 316,089 SH SOLE 316,089 0 0
ORACLE CORP COM 68389X105 20,116,146 92,010 SH SOLE 92,010 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 18,509,749 176,856 SH SOLE 176,856 0 0
MICROSOFT CORP COM 594918104 15,289,886 30,739 SH SOLE 30,739 0 0
ADOBE INC COM 00724F101 12,975,955 33,540 SH SOLE 33,540 0 0
SALESFORCE INC COM 79466L302 12,759,983 46,793 SH SOLE 46,793 0 0
CVS HEALTH CORP COM 126650100 6,790,322 98,439 SH SOLE 98,439 0 0
OCCIDENTAL PETE CORP COM 674599105 6,411,821 213,958 SH SOLE 213,958 0 0
TRIP COM GROUP LTD ADS 89677Q107 5,855,497 99,855 SH SOLE 99,855 0 0
ELEVANCE HEALTH INC COM 036752103 4,379,301 11,259 SH SOLE 11,259 0 0
THE CIGNA GROUP COM 125523100 4,112,415 12,440 SH SOLE 12,440 0 0
INTEL CORP COM 458140100 3,404,348 201,559 SH SOLE 201,559 0 0
WESTERN DIGITAL CORP. COM 958102105 2,061,758 32,220 SH SOLE 32,220 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,723,904 18,477 SH SOLE 18,477 0 0
DOCUSIGN INC COM 256163106 1,709,686 21,950 SH SOLE 21,950 0 0
HUMANA INC COM 444859102 1,596,454 6,530 SH SOLE 6,530 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 1,064,576 77,593 SH SOLE 77,593 0 0
FLUTTER ENTMT PLC SHS G3643J108 945,866 3,310 SH SOLE 3,310 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 807,314 6,287 SH SOLE 6,287 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 742,262 5,445 SH SOLE 5,445 0 0
TESLA INC COM 88160R101 740,148 2,330 SH SOLE 2,330 0 0
CAPITAL ONE FINL CORP COM 14040H105 693,598 3,260 SH SOLE 3,260 0 0
AMAZON COM INC COM 023135106 488,362 2,226 SH SOLE 2,226 0 0
BOOKING HOLDINGS INC COM 09857L108 434,193 75 SH SOLE 75 0 0
ELI LILLY & CO COM 532457108 317,269 407 SH SOLE 407 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 202,055 4,711 SH SOLE 4,711 0 0