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 38,572,358 180,110 SH SOLE 180,110 0 0
ALIBABA GROUP HLDG LTD SPON ADR 01609W102 36,634,300 249,927 SH SOLE 249,927 0 0
ALPHABET INC CL A 02079K305 46,256,705 147,785 SH SOLE 147,785 0 0
AMAZON COM INC COM 023135106 46,930,784 203,322 SH SOLE 203,322 0 0
APPLE INC COM 037833100 46,128,117 169,676 SH SOLE 169,676 0 0
BAIDU INC SPON ADR 056752108 22,428,050 171,652 SH SOLE 171,652 0 0
BROADCOM INC COM 11135F101 43,779,573 126,494 SH SOLE 126,494 0 0
COREWEAVE INC CL A 21873S108 18,079,735 252,475 SH SOLE 252,475 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 27,358,240 58,363 SH SOLE 58,363 0 0
GE VERNOVA INC COM 36828A101 31,652,395 48,430 SH SOLE 48,430 0 0
INNODATA INC COM 457642205 10,603,561 208,117 SH SOLE 208,117 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 34,896,204 117,809 SH SOLE 117,809 0 0
IREN LIMITED ORD SHS Q4982L109 15,359,133 406,649 SH SOLE 406,649 0 0
META PLATFORMS INC CL A 30303M102 46,348,879 70,216 SH SOLE 70,216 0 0
MICRON TECHNOLOGY INC COM 595112103 42,498,405 148,903 SH SOLE 148,903 0 0
MICROSOFT CORP COM 594918104 47,454,729 98,124 SH SOLE 98,124 0 0
MONGODB INC CL A 60937P106 21,206,936 50,530 SH SOLE 50,530 0 0
NEBIUS GROUP N.V. CL A N97284108 17,343,090 207,193 SH SOLE 207,193 0 0
NVIDIA CORPORATION COM 67066G104 50,262,496 269,504 SH SOLE 269,504 0 0
OKLO INC CL A 02156V109 13,127,990 182,943 SH SOLE 182,943 0 0
ORACLE CORP COM 68389X105 38,515,580 197,607 SH SOLE 197,607 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 38,294,816 215,442 SH SOLE 215,442 0 0
PALO ALTO NETWORKS INC COM 697435105 28,881,455 156,794 SH SOLE 156,794 0 0
PEGASYSTEMS INC COM 705573103 13,586,479 227,503 SH SOLE 227,503 0 0
ROBLOX CORP CL A 771049103 21,983,925 271,306 SH SOLE 271,306 0 0
SHOPIFY INC CL A 82509L107 32,627,492 202,693 SH SOLE 202,693 0 0
SNOWFLAKE INC COM 833445109 25,957,088 118,331 SH SOLE 118,331 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPON ADS 874039100 47,209,008 155,349 SH SOLE 155,349 0 0
TESLA INC COM 88160R101 43,997,906 97,834 SH SOLE 97,834 0 0
ZSCALER INC COM 98980G102 18,702,548 83,152 SH SOLE 83,152 0 0