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 36,353,551 178,703 SH SOLE 178,703 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 32,309,337 257,527 SH SOLE 257,527 0 0
ALPHABET INC CAP STK CL C 02079K107 14,056 49 SH SOLE 49 0 0
ALPHABET INC CAP STK CL A 02079K305 40,224,755 139,883 SH SOLE 139,883 0 0
AMAZON COM INC COM 023135106 42,610,168 204,591 SH SOLE 204,591 0 0
APPLE INC COM 037833100 44,130,528 173,886 SH SOLE 173,886 0 0
APPLOVIN CORP COM CL A 03831W108 9,154 23 SH SOLE 23 0 0
ARCH CAP GROUP LTD ORD G0450A105 16,894 176 SH SOLE 176 0 0
ARISTA NETWORKS INC COM SHS 040413205 25,047 204 SH SOLE 204 0 0
BLACKROCK INC COM 09290D101 20,196 21 SH SOLE 21 0 0
BOSTON SCIENTIFIC CORP COM 101137107 10,542 168 SH SOLE 168 0 0
BROADCOM INC COM 11135F101 40,373,413 130,443 SH SOLE 130,443 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 37,512 135 SH SOLE 135 0 0
CARNIVAL CORP COMMON STOCK 143658300 12,215 472 SH SOLE 472 0 0
CHENIERE ENERGY INC COM NEW 16411R208 37,173 131 SH SOLE 131 0 0
CISCO SYS INC COM 17275R102 13,578 175 SH SOLE 175 0 0
COCA COLA CO COM 191216100 14,906 196 SH SOLE 196 0 0
COLGATE PALMOLIVE CO COM 194162103 12,273 144 SH SOLE 144 0 0
COREWEAVE INC COM CL A 21873S108 17,733,270 228,905 SH SOLE 228,905 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 23,415,621 59,977 SH SOLE 59,977 0 0
DELTA AIR LINES INC COM NEW 247361702 40,486 609 SH SOLE 609 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 14,930 51 SH SOLE 51 0 0
ELI LILLY & CO COM 532457108 13,797 15 SH SOLE 15 0 0
EQT CORP COM 26884L109 10,437 164 SH SOLE 164 0 0
FIRST SOLAR INC COM 336433107 20,121 102 SH SOLE 102 0 0
GE AEROSPACE COM NEW 369604301 20,148 71 SH SOLE 71 0 0
GE VERNOVA INC COM 36828A101 34,210,697 39,192 SH SOLE 39,192 0 0
HONEYWELL INTL INC COM 438516106 11,075 49 SH SOLE 49 0 0
HOWMET AEROSPACE INC COM 443201108 15,210 66 SH SOLE 66 0 0
INNODATA INC COM NEW 457642205 9,140,466 236,677 SH SOLE 236,677 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 31,503,913 129,972 SH SOLE 129,972 0 0
INTUIT COM 461202103 9,512 22 SH SOLE 22 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 20,745 45 SH SOLE 45 0 0
IREN LIMITED ORDINARY SHARES Q4982L109 12,723,879 371,175 SH SOLE 371,175 0 0
LINDE PLC SHS G54950103 20,326 41 SH SOLE 41 0 0
MASTERCARD INCORPORATED CL A 57636Q104 23,984 48 SH SOLE 48 0 0
MERCADOLIBRE INC COM 58733R102 31,122 18 SH SOLE 18 0 0
META PLATFORMS INC CL A 30303M102 39,042,723 68,241 SH SOLE 68,241 0 0
MICRON TECHNOLOGY INC COM 595112103 30,455,600 90,148 SH SOLE 90,148 0 0
MICROSOFT CORP COM 594918104 40,344,458 108,989 SH SOLE 108,989 0 0
MONGODB INC CL A 60937P106 16,383,435 66,934 SH SOLE 66,934 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 45,567 105 SH SOLE 105 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 16,517,658 159,191 SH SOLE 159,191 0 0
NETFLIX INC. COM 64110L106 12,115 126 SH SOLE 126 0 0
NVIDIA CORPORATION COM 67066G104 42,329,496 242,715 SH SOLE 242,715 0 0
OKLO INC COM CL A 02156V109 11,431,288 230,516 SH SOLE 230,516 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 16,804 86 SH SOLE 86 0 0
ORACLE CORP COM 68389X105 31,448,734 213,777 SH SOLE 213,777 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 33,932,718 231,971 SH SOLE 231,971 0 0
PALO ALTO NETWORKS INC COM 697435105 26,890,794 167,732 SH SOLE 167,732 0 0
PEGASYSTEMS INC COM 705573103 11,557,613 271,752 SH SOLE 271,752 0 0
PG&E CORP COM 69331C108 21,014 1,196 SH SOLE 1,196 0 0
PTC INC COM 69370C100 11,542 81 SH SOLE 81 0 0
PULTE GROUP INC COM 745867101 10,232 87 SH SOLE 87 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 11,282 41 SH SOLE 41 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 10,266 214 SH SOLE 214 0 0
S&P GLOBAL INC COM 78409V104 34,453 81 SH SOLE 81 0 0
SALESFORCE INC COM 79466L302 28,854,889 154,577 SH SOLE 154,577 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 9,794 25 SH SOLE 25 0 0
SERVICENOW INC COM 81762P102 24,921,793 238,372 SH SOLE 238,372 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 27,729,797 233,770 SH SOLE 233,770 0 0
SNOWFLAKE INC COM SHS 833445109 19,204,665 127,335 SH SOLE 127,335 0 0
STEEL DYNAMICS INC COM 858119100 26,460 147 SH SOLE 147 0 0
SYNCHRONY FINANCIAL COM 87165B103 14,080 207 SH SOLE 207 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 42,217,390 124,922 SH SOLE 124,922 0 0
TARGA RES CORP COM 87612G101 23,569 94 SH SOLE 94 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 14,213 68 SH SOLE 68 0 0
TESLA INC COM 88160R101 39,538,587 106,358 SH SOLE 106,358 0 0
THE CIGNA GROUP COM 125523100 17,872 67 SH SOLE 67 0 0
UNITED AIRLS HLDGS INC COM 910047109 36,828 400 SH SOLE 400 0 0
UNITEDHEALTH GROUP INC COM 91324P102 9,471 35 SH SOLE 35 0 0
VENTAS INC COM 92276F100 13,412 164 SH SOLE 164 0 0
VERISK ANALYTICS INC COM 92345Y106 11,385 60 SH SOLE 60 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 25,453 57 SH SOLE 57 0 0
VISA INC COM CL A 92826C839 18,437 61 SH SOLE 61 0 0
WESTERN DIGITAL CORP COM 958102105 19,205 71 SH SOLE 71 0 0
ZSCALER INC COM 98980G102 14,980,306 106,781 SH SOLE 106,781 0 0