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 31,196,929 53,841 SH SOLE 53,841 0 0
ALPHABET INC CAP STK CL C 02079K107 330,364 935 SH SOLE 935 0 0
ALPHABET INC CAP STK CL A 02079K305 1,218,989 3,411 SH SOLE 3,411 0 0
AMAZON COM INC COM 023135106 6,738,818 28,255 SH SOLE 28,255 0 0
AMPHENOL CORP CL A 032095101 275,941 1,565 SH SOLE 1,565 0 0
APPLE INC COM 037833100 15,757,628 54,556 SH SOLE 54,556 0 0
BROADCOM INC COM 11135F101 299,556 793 SH SOLE 793 0 0
CATERPILLAR INC COM 149123101 234,278 220 SH SOLE 220 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 504,424 14,836 SH SOLE 14,836 0 0
CONSTELLATION ENERGY CORP COM 21037T109 764,141 3,046 SH SOLE 3,046 0 0
COREWEAVE INC COM CL A 21873S108 3,561,698 35,876 SH SOLE 35,876 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 7,109,247 7,587 SH SOLE 7,587 0 0
GE AEROSPACE COM NEW 369604301 2,524,560 6,755 SH SOLE 6,755 0 0
HIMS & HERS HEALTH INC COM CL A 433000106 237,212 6,842 SH SOLE 6,842 0 0
HOWMET AEROSPACE INC COM 443201108 257,837 959 SH SOLE 959 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 410,803 1,033 SH SOLE 1,033 0 0
JPMORGAN CHASE & CO COM 46625H100 267,429 817 SH SOLE 817 0 0
META PLATFORMS INC CL A 30303M102 4,288,426 7,614 SH SOLE 7,614 0 0
MICROSOFT CORP COM 594918104 11,691,931 31,356 SH SOLE 31,356 0 0
NVIDIA CORPORATION COM 67066G104 27,921,073 139,757 SH SOLE 139,757 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 27,710,212 237,548 SH SOLE 237,548 0 0
PALO ALTO NETWORKS INC COM 697435105 20,091,746 58,955 SH SOLE 58,955 0 0
PARKER-HANNIFIN CORP COM 701094104 292,458 299 SH SOLE 299 0 0
PROGRESSIVE CORP COM 743315103 4,207,774 19,249 SH SOLE 19,249 0 0
RECURSION PHARMACEUTICALS IN CL A 75629V104 1,836,281 500,349 SH SOLE 500,349 0 0
SNOWFLAKE INC COM SHS 833445109 15,509,096 60,956 SH SOLE 60,956 0 0
SOFI TECHNOLOGIES INC COM 83406F102 6,839,745 381,363 SH SOLE 381,363 0 0
TESLA INC COM 88160R101 25,222,444 60,013 SH SOLE 60,013 0 0
VANGUARD WORLD FD MEGA GRWTH IND 921910816 653,611 7,435 SH SOLE 7,435 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 15,758,530 47,176 SH SOLE 47,176 0 0
WALMART INC COM 931142103 303,289 2,654 SH SOLE 2,654 0 0