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 7,261,375 12,500 SH SOLE 12,500 0 0
AIRBNB INC COM CL A 009066101 214,650 1,500 SH SOLE 1,500 0 0
ALIGN TECHNOLOGY INC COM 016255101 101,196 600 SH SOLE 600 0 0
AMAZON COM INC COM 023135106 10,057,948 42,200 SH SOLE 42,200 0 0
AMERICAN EXPRESS CO COM 025816109 1,454,475 4,300 SH SOLE 4,300 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 872,001 11,700 SH SOLE 11,700 0 0
AMGEN INC COM 031162100 905,300 2,500 SH SOLE 2,500 0 0
ANALOG DEVICES INC COM 032654105 4,845,474 12,200 SH SOLE 12,200 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 696,114 1,800 SH SOLE 1,800 0 0
APPLE INC COM 037833100 5,034,864 17,400 SH SOLE 17,400 0 0
APPLIED MATLS INC COM 038222105 4,121,100 5,700 SH SOLE 5,700 0 0
ATLASSIAN CORPORATION CL A 049468101 1,555,800 20,000 SH SOLE 20,000 0 0
BANK OF AMER CORP COM 060505104 2,735,040 48,000 SH SOLE 48,000 0 0
BANK OF NY MELLON CORP COM 064058100 231,376 1,600 SH SOLE 1,600 0 0
BILL HOLDINGS INC COM 090043100 1,301,760 36,000 SH SOLE 36,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 3,627,800 85,000 SH SOLE 85,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 605,010 10,500 SH SOLE 10,500 0 0
CF INDUSTRIES HOLD COM 125269100 1,309,946 12,100 SH SOLE 12,100 0 0
THE CIGNA GROUP COM 125523100 1,819,488 6,600 SH SOLE 6,600 0 0
CVS HEALTH CORP COM 126650100 827,600 8,000 SH SOLE 8,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,057,400 31,100 SH SOLE 31,100 0 0
CITIGROUP INC COM NEW 172967424 2,099,400 15,000 SH SOLE 15,000 0 0
COCA COLA CO COM 191216100 1,381,590 17,000 SH SOLE 17,000 0 0
CUMMINS INC COM 231021106 320,944 450 SH SOLE 450 0 0
DANAHER CORP DEL COM 235851102 952,400 5,000 SH SOLE 5,000 0 0
DECKERS OUTDOOR CORP COM 243537107 1,131,906 11,400 SH SOLE 11,400 0 0
DEERE & CO COM 244199105 1,744,407 2,750 SH SOLE 2,750 0 0
DEXCOM INC COM 252131107 2,074,380 30,800 SH SOLE 30,800 0 0
DISNEY WALT CO COM 254687106 2,213,750 23,000 SH SOLE 23,000 0 0
DOLLAR GEN CORP COM 256677105 943,902 8,200 SH SOLE 8,200 0 0
FEDEX FGHT HLDG CO INC COMMON STOCK 314352105 241,600 1,600 SH SOLE 1,600 0 0
FISERV INC COM 337738108 255,060 5,200 SH SOLE 5,200 0 0
FIVE9 INC COM 338307101 1,577,680 74,000 SH SOLE 74,000 0 0
FORD MTR CO COM 345370860 1,209,300 87,000 SH SOLE 87,000 0 0
GILEAD SCIENCES INC COM 375558103 126,340 1,000 SH SOLE 1,000 0 0
HALLIBURTON CO COM 406216101 373,450 11,000 SH SOLE 11,000 0 0
HOME DEPOT INC COM 437076102 1,022,772 2,900 SH SOLE 2,900 0 0
HONEYWELL INTL INC COM 438516205 727,675 3,250 SH SOLE 3,250 0 0
HUBSPOT INC COM 443573100 4,380,240 24,000 SH SOLE 24,000 0 0
IMPINJ INC COM 453204109 2,076,835 14,500 SH SOLE 14,500 0 0
INTUIT COM 461202103 1,566,000 6,000 SH SOLE 6,000 0 0
ISHARES INC MSCI STH KOR ETF 464286772 70,016 1,205 SH SOLE 1,205 0 0
ISHARES TR LATN AMER 40 ETF 464287390 18,901 600 SH SOLE 600 0 0
JOHNSON & JOHNSON COM 478160104 787,307 3,100 SH SOLE 3,100 0 0
KRAFT HEINZ CO COM 500754106 798,356 33,800 SH SOLE 33,800 0 0
KROGER CO COM 501044101 832,950 15,000 SH SOLE 15,000 0 0
LENNAR CORP CL A 526057104 180,980 2,000 SH SOLE 2,000 0 0
ELI LILLY & CO COM 532457108 1,811,139 1,510 SH SOLE 1,510 0 0
LULULEMON ATHLETICA INC COM 550021109 71,933 630 SH SOLE 630 0 0
MARVELL TECHNOLOGY INC COM 573874104 4,021,515 13,500 SH SOLE 13,500 0 0
MICROSOFT CORP COM 594918104 12,943,794 34,700 SH SOLE 34,700 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 3,830,400 42,000 SH SOLE 42,000 0 0
MICRON TECHNOLOGY INC COM 595112103 6,290,881 5,450 SH SOLE 5,450 0 0
NIKE INC CL B 654106103 1,324,437 32,264 SH SOLE 32,264 0 0
OCCIDENTAL PETE CORP COM 674599105 961,686 19,800 SH SOLE 19,800 0 0
OKTA INC CL A 679295105 272,900 2,000 SH SOLE 2,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,751,114 29,100 SH SOLE 29,100 0 0
PACCAR INC COM 693718108 876,876 7,300 SH SOLE 7,300 0 0
PALO ALTO NETWORKS INC COM 697435105 5,285,810 15,500 SH SOLE 15,500 0 0
PFIZER INC COM 717081103 2,094,960 87,000 SH SOLE 87,000 0 0
QUALCOMM INC COM 747525103 776,118 4,200 SH SOLE 4,200 0 0
SHAKE SHACK INC CL A 819047101 95,234 1,700 SH SOLE 1,700 0 0
SNOWFLAKE INC COM SHS 833445109 4,072,000 16,000 SH SOLE 16,000 0 0
SOUTHWEST AIRLS CO COM 844741108 359,940 7,000 SH SOLE 7,000 0 0
STARBUCKS CORP COM 855244109 817,520 8,000 SH SOLE 8,000 0 0
STATE STR CORP COM 857477103 881,920 5,200 SH SOLE 5,200 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,335,063 9,341 SH SOLE 9,341 0 0
TEXAS INSTRS INC COM 882508104 2,980,700 10,000 SH SOLE 10,000 0 0
TOAST INC CL A 888787108 3,616,600 130,000 SH SOLE 130,000 0 0
TYSON FOODS INC CL A 902494103 801,500 14,000 SH SOLE 14,000 0 0
UNITED PARCEL SVCS INC CL B 911312106 806,250 7,500 SH SOLE 7,500 0 0
UNITED RENTALS INC COM 911363109 906,312 800 SH SOLE 800 0 0
WELLS FARGO & CO COM 949746101 628,064 7,600 SH SOLE 7,600 0 0
WEYERHAEUSER CO COM NEW 962166104 239,400 10,000 SH SOLE 10,000 0 0
RTX CORPORATION COM 75513E101 2,143,949 11,300 SH SOLE 11,300 0 0
AT&T INC COM 00206R102 1,283,400 62,000 SH SOLE 62,000 0 0
ABBVIE INC COM 00287Y109 276,804 1,100 SH SOLE 1,100 0 0
ADOBE INC COM 00724F101 3,925,928 19,149 SH SOLE 19,149 0 0
ALPHABET INC CAP STK CL A 02079K305 9,291,620 26,000 SH SOLE 26,000 0 0
BEAM THERAPEUTICS INC COM 07373V105 755,040 22,000 SH SOLE 22,000 0 0
BIO-TECHNE CORP COM 09073M104 1,448,325 20,500 SH SOLE 20,500 0 0
BROADCOM INC COM 11135F101 2,002,075 5,300 SH SOLE 5,300 0 0
CBRE GROUP INC CL A 12504L109 1,360,369 10,100 SH SOLE 10,100 0 0
CELSIUS HLDGS INC COM NEW 15118V207 175,680 6,000 SH SOLE 6,000 0 0
CHEWY INC CL A 16679L109 88,425 4,500 SH SOLE 4,500 0 0
CISCO SYS INC COM 17275R102 1,526,980 13,000 SH SOLE 13,000 0 0
CLOUDFLARE INC CL A COM 18915M107 2,084,880 8,500 SH SOLE 8,500 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 146,190 1,000 SH SOLE 1,000 0 0
CONOCOPHILLIPS COM 20825C104 457,424 4,400 SH SOLE 4,400 0 0
CONSTELLATION ENERGY CORP COM 21037T109 223,533 900 SH SOLE 900 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 6,334,062 8,300 SH SOLE 8,300 0 0
D R HORTON INC COM 23331A109 1,189,024 7,300 SH SOLE 7,300 0 0
DATADOG INC CL A COM 23804L103 4,295,940 16,500 SH SOLE 16,500 0 0
DELL TECHNOLOGIES INC CL C 24703L202 431,460 1,000 SH SOLE 1,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 702,440 17,000 SH SOLE 17,000 0 0
DOORDASH INC CL A 25809K105 276,795 1,500 SH SOLE 1,500 0 0
DUOLINGO INC CL A COM 26603R106 103,518 900 SH SOLE 900 0 0
D-WAVE QUANTUM INC COM 26740W109 1,799,250 75,000 SH SOLE 75,000 0 0
E L F BEAUTY INC COM 26856L103 133,200 1,800 SH SOLE 1,800 0 0
EOG RES INC COM 26875P101 609,731 4,700 SH SOLE 4,700 0 0
ETSY INC COM 29786A106 278,721 3,700 SH SOLE 3,700 0 0
META PLATFORMS INC CL A 30303M102 2,613,666 4,640 SH SOLE 4,640 0 0
FEDEX CORP COM 31428X106 782,825 2,500 SH SOLE 2,500 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 233,280 6,000 SH SOLE 6,000 0 0
GENERAL MTRS CO COM 37045V100 1,695,760 22,000 SH SOLE 22,000 0 0
GLOBAL PMTS INC COM 37940X102 761,880 10,500 SH SOLE 10,500 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,780,011 1,760 SH SOLE 1,760 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 721,760 16,000 SH SOLE 16,000 0 0
HONEYWELL AEROSPACE INC COM 43849R105 718,510 3,250 SH SOLE 3,250 0 0
INTELLIA THERAPEUTICS INC COM 45826J105 676,800 40,000 SH SOLE 40,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 4,573,320 11,500 SH SOLE 11,500 0 0
JPMORGAN CHASE & CO COM 46625H100 1,725,029 5,270 SH SOLE 5,270 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,309,680 2,550 SH SOLE 2,550 0 0
MATCH GROUP INC NEW COM 57667L107 361,475 9,500 SH SOLE 9,500 0 0
MERCADOLIBRE INC COM 58733R102 356,452 210 SH SOLE 210 0 0
MERCK & CO INC COM 58933Y105 1,799,000 14,000 SH SOLE 14,000 0 0
METLIFE INC COM 59156R108 465,355 5,500 SH SOLE 5,500 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 253,240 6,500 SH SOLE 6,500 0 0
MONGODB INC CL A 60937P106 2,485,660 7,400 SH SOLE 7,400 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 2,090,994 21,754 SH SOLE 21,754 0 0
NETFLIX INC. COM 64110L106 846,090 11,850 SH SOLE 11,850 0 0
NVIDIA CORPORATION COM 67066G104 13,205,940 66,000 SH SOLE 66,000 0 0
PAYPAL HLDGS INC COM 70450Y103 474,980 11,000 SH SOLE 11,000 0 0
PINTEREST INC CL A 72352L106 325,965 15,500 SH SOLE 15,500 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105 1,354,800 60,000 SH SOLE 60,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107 872,956 1,400 SH SOLE 1,400 0 0
REVOLVE GROUP INC CL A 76156B107 98,427 4,300 SH SOLE 4,300 0 0
RINGCENTRAL INC CL A 76680R206 155,920 4,000 SH SOLE 4,000 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 243,081 1,200 SH SOLE 1,200 0 0
SPDR INDEX SHS FDS ST STR ASIA ETF 78463X301 89,060 1,000 SH SOLE 1,000 0 0
SALESFORCE INC COM 79466L302 2,389,065 15,250 SH SOLE 15,250 0 0
SERVICENOW INC COM 81762P102 4,566,880 46,000 SH SOLE 46,000 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 371,085 3,250 SH SOLE 3,250 0 0
SWEETGREEN INC COM CL A 87043Q108 79,290 9,000 SH SOLE 9,000 0 0
TESLA INC COM 88160R101 3,953,640 9,400 SH SOLE 9,400 0 0
UBER TECHNOLOGIES INC COM 90353T100 238,128 3,300 SH SOLE 3,300 0 0
ULTA BEAUTY INC COM 90384S303 94,706 210 SH SOLE 210 0 0
VALERO ENERGY CORP COM 91913Y100 520,880 2,000 SH SOLE 2,000 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 166,270 2,000 SH SOLE 2,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 973,820 23,000 SH SOLE 23,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 844,441 1,700 SH SOLE 1,700 0 0
VISA INC COM CL A 92826C839 1,166,506 3,400 SH SOLE 3,400 0 0
WEBTOON ENTMT INC COM 94845U105 74,230 6,500 SH SOLE 6,500 0 0
MONDAY COM LTD SHS M7S64H106 2,026,920 28,000 SH SOLE 28,000 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 818,100 15,000 SH SOLE 15,000 0 0
FERRARI N V COM N3167Y103 203,253 550 SH SOLE 550 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,281,732 10,300 SH SOLE 10,300 0 0
MEDTRONIC PLC SHS G5960L103 391,150 5,000 SH SOLE 5,000 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 253,019 1,050 SH SOLE 1,050 0 0
LYONDELLBASELL INDUSTRIES NV SHS - A - N53745100 210,600 4,000 SH SOLE 4,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 337,236 1,200 SH SOLE 1,200 0 0