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 742,485 35,306 SH OTR 0 0 35,306
AIRBNB INC COM CL A 009066101 1,781,380 7,550 SH OTR 0 0 7,550
ALPHABET INC CAP STK CL C 02079K107 1,474,891 19,579 SH OTR 0 0 19,579
ALPHABET INC CAP STK CL A 02079K305 627,143 8,343 SH OTR 0 0 8,343
AMAZON COM INC COM 023135106 971,611 13,608 SH OTR 0 0 13,608
AMPLITUDE INC COM CL A 03213A104 379,174 552 SH OTR 0 0 552
APPLE INC COM 037833100 375,313 4,348 SH OTR 0 0 4,348
ARM HOLDINGS PLC SPONSORED ADS 042068205 4,567,169 9,127 SH OTR 0 0 9,127
ASML HLDG NV N Y REGISTRY SHS N07059210 5,140,458 8,849 SH OTR 0 0 8,849
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,796,432 13,166 SH OTR 0 0 13,166
BLEND LABS INC CL A 09352U108 2,011,801 2,694 SH OTR 0 0 2,694
BOOKING HOLDINGS INC COM 09857L108 420,899 5,093 SH OTR 0 0 5,093
BROADCOM INC COM 11135F101 1,505,748 3,580 SH OTR 0 0 3,580
COREWEAVE INC COM CL A 21873S108 5,019,459 17,347 SH OTR 0 0 17,347
DATADOG INC CL A COM 23804L103 256,053 17,526 SH OTR 0 0 17,526
DISNEY WALT CO COM 254687106 12,470,558 35,294 SH OTR 0 0 35,294
DUOLINGO INC CL A COM 26603R106 448,950 10,571 SH OTR 0 0 10,571
ETSY INC COM 29786A106 610,656 1,084 SH OTR 0 0 1,084
EXPEDIA GROUP INC COM NEW 30212P303 367,136 13,254 SH OTR 0 0 13,254
EXXON MOBIL CORP COM 30231G102 1,526,589 5,849 SH OTR 0 0 5,849
FACTSET RESH SYS INC COM 303075105 5,150,766 21,611 SH OTR 0 0 21,611
FIRST SOLAR INC COM 336433107 3,019,791 234,638 SH OTR 0 0 234,638
HARROW INC COM 415858109 138,368 12,729 SH OTR 0 0 12,729
INTUIT COM 461202103 696,635 41,051 SH OTR 0 0 41,051
INVESCO QQQ TR UNIT SER 1 46090E103 1,064,855 9,258 SH OTR 0 0 9,258
ISHARES TR CORE MSCI EURO 46434V738 2,854,456 703,068 SH OTR 0 0 703,068
ISHARES TR CHINA LG-CAP ETF 464287184 9,426,044 130,627 SH OTR 0 0 130,627
ISHARES TR CORE S&P500 ETF 464287200 2,697,023 28,021 SH OTR 0 0 28,021
LYFT INC CL A COM 55087P104 519,800 1,466 SH OTR 0 0 1,466
MARQETA INC CLASS A COM 57142B104 488,463 2,123 SH OTR 0 0 2,123
MERCADOLIBRE INC COM 58733R102 213,756 821 SH OTR 0 0 821
META PLATFORMS INC CL A 30303M102 202,346 1,480 SH OTR 0 0 1,480
MICROSOFT CORP COM 594918104 20,735,346 56,035 SH OTR 0 0 56,035
NETFLIX INC. COM 64110L106 239,242 4,008 SH OTR 0 0 4,008
NVIDIA CORPORATION COM 67066G104 3,347,361 61,555 SH OTR 0 0 61,555
OKTA INC CL A 679295105 551,869 325 SH OTR 0 0 325
PALO ALTO NETWORKS INC COM 697435105 861,136 2,280 SH OTR 0 0 2,280
PINTEREST INC CL A 72352L106 1,602,313 10,228 SH OTR 0 0 10,228
PROGRESSIVE CORP COM 743315103 7,897,832 55,191 SH OTR 0 0 55,191
REDDIT INC CL A 75734B100 339,877 10,759 SH OTR 0 0 10,759
RINGCENTRAL INC CL A 76680R206 1,154,820 6,479 SH OTR 0 0 6,479
ROBLOX CORP CL A 771049103 1,030,860 518 SH OTR 0 0 518
SALESFORCE INC COM 79466L302 1,686,623 3,532 SH OTR 0 0 3,532
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 579,985 2,655 SH OTR 0 0 2,655
SENTINELONE INC CL A 81730H109 446,338 58,345 SH OTR 0 0 58,345
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 3,221,093 82,635 SH OTR 0 0 82,635
STUBHUB HLDGS INC CL A 86384P109 578,617 786 SH OTR 0 0 786
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 467,803 273,569 SH OTR 0 0 273,569
TESLA INC COM 88160R101 4,265,993 11,436 SH OTR 0 0 11,436
UBER TECHNOLOGIES INC COM 90353T100 777,676 1,038 SH OTR 0 0 1,038
UIPATH INC CL A 90364P105 4,297,121 16,794 SH OTR 0 0 16,794
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4,157,587 41,768 SH OTR 0 0 41,768
VANGUARD INDEX FDS TOTAL STK MKT 922908769 200,520 588 SH OTR 0 0 588
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 9,511,054 26,614 SH OTR 0 0 26,614
WELLS FARGO & CO COM 949746101 8,696,744 43,464 SH OTR 0 0 43,464
ZOOM COMMUNICATIONS INC CL A 98980L101 2,407,381 13,869 SH OTR 0 0 13,869