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
ALPHABET INC CAP STK CL A 02079K305 45,990,303 128,691 SH SOLE 128,691 0 0
NVIDIA CORPORATION COM 67066G104 43,664,240 218,223 SH SOLE 218,223 0 0
MICRON TECHNOLOGY INC COM 595112103 35,913,425 31,113 SH SOLE 31,113 0 0
META PLATFORMS INC CL A 30303M102 35,637,668 63,267 SH SOLE 63,267 0 0
BROADCOM INC COM 11135F101 30,809,668 81,561 SH SOLE 81,561 0 0
VISA INC COM CL A 92826C839 24,441,045 71,238 SH SOLE 71,238 0 0
SYNCHRONY FINANCIAL COM 87165B103 24,308,546 319,639 SH SOLE 319,639 0 0
INTEL CORP COM 458140100 17,850,176 152,810 SH SOLE 152,810 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 19,557,269 203,764 SH SOLE 203,764 0 0
ORACLE CORP COM 68389X105 19,294,773 131,660 SH SOLE 131,660 0 0
UNITEDHEALTH GROUP INC COM 91324P102 11,020,429 26,515 SH SOLE 26,515 0 0
MICROSOFT CORP COM 594918104 10,284,907 27,572 SH SOLE 27,572 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 8,649,270 18,111 SH SOLE 18,111 0 0
ADOBE INC COM 00724F101 7,969,742 38,873 SH SOLE 38,873 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 7,054,298 92,479 SH SOLE 92,479 0 0
CVS HEALTH CORP COM 126650100 6,558,627 63,399 SH SOLE 63,399 0 0
ADVANCED MICRO DEVICES INC COM 007903BD8 5,635,408 9,701 SH SOLE 9,701 0 0
ELEVANCE HEALTH INC COM 036752103 3,924,536 10,148 SH SOLE 10,148 0 0
TRIP COM GROUP LTD ADS 89677Q107 3,807,588 95,572 SH SOLE 95,572 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 3,582,123 268,123 SH SOLE 268,123 0 0
THE CIGNA GROUP COM 125523100 3,461,438 12,556 SH SOLE 12,556 0 0
SALESFORCE INC COM 79466L302 3,093,252 19,745 SH SOLE 19,745 0 0
OCCIDENTAL PETE CORP COM 674599105 1,273,258 35,983 SH SOLE 35,983 0 0
APPLIED MATLS INC COM 038222105 1,471,305 2,035 SH SOLE 2,035 0 0
UBER TECHNOLOGIES INC COM 90353T100 1,395,286 19,336 SH SOLE 19,336 0 0
CAPITAL ONE FINL CORP COM 14040H105 1,116,450 5,565 SH SOLE 5,565 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 931,804 2,783 SH SOLE 2,783 0 0
DOCUSIGN INC COM 256163106 886,179 19,950 SH SOLE 19,950 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 646,935 5,545 SH SOLE 5,545 0 0
FLUTTER ENTMT PLC SHS G3643J108 502,574 4,919 SH SOLE 4,919 0 0
BOOKING HOLDINGS INC COM 09857L108 462,889 2,597 SH SOLE 2,597 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 441,970 458 SH SOLE 458 0 0
EXXON MOBIL CORP COM 30231G102 366,956 2,684 SH SOLE 2,684 0 0
AMAZON COM INC COM 023135106 344,878 1,447 SH SOLE 1,447 0 0
WESTERN DIGITAL CORP. COM 958102105 325,108 509 SH SOLE 509 0 0
SERVICENOW INC COM 81762P102 286,224 2,883 SH SOLE 2,883 0 0
SANDISK CORP COM 80004C200 170,530 75 SH SOLE 75 0 0