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
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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
Apple Inc COM 037833100 32,941,213 148,297 SH SOLE 148,297 0 0
Amazon.com Inc COM 023135106 97,419,208 512,032 SH SOLE 512,032 0 0
ASML Holding NV COM N07059210 11,510,546 17,371 SH SOLE 17,371 0 0
Broadcom Inc COM 11135F101 28,314,255 169,111 SH SOLE 169,111 0 0
Cadence Design Systems Inc COM 127387108 45,503,706 178,916 SH SOLE 178,916 0 0
Chipotle Mexican Grill Inc COM 169656105 24,640,558 490,750 SH SOLE 490,750 0 0
Fair Isaac Corp COM 303250104 71,793,149 38,930 SH SOLE 38,930 0 0
Mastercard Inc CL A 57636Q104 51,259,086 93,518 SH SOLE 93,518 0 0
Meta Platforms Inc CL A 30303M102 52,060,870 90,327 SH SOLE 90,327 0 0
Microsoft Corp COM 594918104 93,490,504 249,049 SH SOLE 249,049 0 0
NVIDIA Corp COM 67066G104 51,458,174 474,794 SH SOLE 474,794 0 0
Invesco QQQ Trust UNIT SERIES 1 46090E103 375,136,000 800,000 SH Put SOLE 800,000 0 0
S&P Global Inc COM 78409V104 53,661,965 105,613 SH SOLE 105,613 0 0
TransDigm Group Inc COM 893641100 38,454,079 27,799 SH SOLE 27,799 0 0
Tyler Technologies Inc COM 902252105 31,156,109 53,589 SH SOLE 53,589 0 0
Walmart Inc COM 931142103 35,532,915 404,749 SH SOLE 404,749 0 0