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
AEROVIRONMENT INC COM 008073108 6,986,993 28,885 SH SOLE 28,885 0 0
ALPHABET INC CAP STK CL C 02079K107 1,617,639 5,155 SH SOLE 5,155 0 0
AMAZON COM INC COM 023135106 724,313 3,138 SH SOLE 3,138 0 0
APPLE INC COM 037833100 980,055 3,605 SH SOLE 3,605 0 0
APPLOVIN CORP COM CL A 03831W108 16,648,071 24,707 SH SOLE 24,707 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 4,632,494 4,330 SH SOLE 4,330 0 0
ASTERA LABS INC COM 04626A103 8,555,562 51,428 SH SOLE 51,428 0 0
ATLASSIAN CORPORATION CL A 049468101 14,781,007 91,162 SH SOLE 91,162 0 0
AXON ENTERPRISE INC COM 05464C101 4,983,018 8,774 SH SOLE 8,774 0 0
BROADCOM INC COM 11135F101 1,502,766 4,342 SH SOLE 4,342 0 0
CAMECO CORP COM 13321L108 4,884,651 53,390 SH SOLE 53,390 0 0
CARVANA CO CL A 146869102 11,343,476 26,879 SH SOLE 26,879 0 0
CHENIERE ENERGY INC COM NEW 16411R208 4,698,212 24,169 SH SOLE 24,169 0 0
COHERENT CORP COM 19247G107 4,819,492 26,112 SH SOLE 26,112 0 0
CONFLUENT INC CLASS A COM 20717M103 12,405,083 410,221 SH SOLE 410,221 0 0
COREWEAVE INC COM CL A 21873S108 788,354 11,009 SH SOLE 11,009 0 0
DATADOG INC CL A COM 23804L103 4,277,837 31,457 SH SOLE 31,457 0 0
DUTCH BROS INC CL A 26701L100 10,964,869 179,106 SH SOLE 179,106 0 0
FIRST SOLAR INC COM 336433107 6,563,665 25,126 SH SOLE 25,126 0 0
FIRST WATCH RESTAURANT GROUP COM 33748L101 8,688,584 576,166 SH SOLE 576,166 0 0
FRESHPET INC COM 358039105 9,675,197 158,792 SH SOLE 158,792 0 0
GITLAB INC CLASS A COM 37637K108 4,661,864 124,217 SH SOLE 124,217 0 0
GLOBAL E ONLINE LTD SHS M5216V106 15,411,997 392,063 SH SOLE 392,063 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 14,277,936 25,210 SH SOLE 25,210 0 0
LAM RESEARCH CORP COM NEW 512807306 5,104,930 29,822 SH SOLE 29,822 0 0
MERCADOLIBRE INC COM 58733R102 15,640,729 7,765 SH SOLE 7,765 0 0
MERCURY SYS INC COM 589378108 4,925,328 67,461 SH SOLE 67,461 0 0
META PLATFORMS INC CL A 30303M102 11,007,001 16,675 SH SOLE 16,675 0 0
MICRON TECHNOLOGY INC COM 595112103 2,056,379 7,205 SH SOLE 7,205 0 0
NATERA INC COM 632307104 9,082,273 39,645 SH SOLE 39,645 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 16,704,679 997,890 SH SOLE 997,890 0 0
NVIDIA CORPORATION COM 67066G104 1,716,173 9,202 SH SOLE 9,202 0 0
REDDIT INC CL A 75734B100 16,126,070 70,153 SH SOLE 70,153 0 0
ROBLOX CORP CL A 771049103 6,712,606 82,841 SH SOLE 82,841 0 0
RUBRIK INC. CL A 781154109 12,519,776 163,700 SH SOLE 163,700 0 0
SEA LTD SPONSORD ADS 81141R100 1,558,778 12,219 SH SOLE 12,219 0 0
SHIFT4 PMTS INC CL A 82452J109 12,985,484 206,217 SH SOLE 206,217 0 0
SNOWFLAKE INC COM SHS 833445109 4,725,014 21,540 SH SOLE 21,540 0 0
STERLING INFRASTRUCTURE INC COM 859241101 4,633,260 15,130 SH SOLE 15,130 0 0
SYNOPSYS INC COM 871607107 1,667,976 3,551 SH SOLE 3,551 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,762,866 5,801 SH SOLE 5,801 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 5,024,845 19,626 SH SOLE 19,626 0 0
UBER TECHNOLOGIES INC COM 90353T100 14,835,758 181,566 SH SOLE 181,566 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 5,596,473 34,544 SH SOLE 34,544 0 0
VISTRA CORP COM 92840M102 4,713,256 29,215 SH SOLE 29,215 0 0
WORKDAY INC CL A 98138H101 9,339,279 43,483 SH SOLE 43,483 0 0