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
AMAZON COM ORD Common Stock 023135106 15,969,495 67,003 SH SOLE 19,949 0 47,054
ASML HOLDING ADR REP ORD ADR N07059210 6,606,930 3,321 SH SOLE 5 0 3,316
AXON ENTERPRISE ORD Common Stock 05464C101 14,064,023 25,087 SH SOLE 5,841 0 19,246
BLOCK CL A ORD Class A 852234103 12,820,592 168,692 SH SOLE 48,185 0 120,507
BROOKFIELD CL A ORD Class A 11271J107 2,187,635 51,365 SH SOLE 72 0 51,293
CAMECO ORD Common Stock 13321L108 11,998,701 117,796 SH SOLE 199 0 117,597
INTUIT ORD Common Stock 461202103 4,565,412 17,492 SH SOLE 3,597 0 13,895
ISHARES MSCI INDIA INDEX ETF Exchange Traded Fund 46429B598 8,742 177 SH SOLE 177 0 0
LAM RESEARCH ORD Common Stock 512807306 13,320,998 30,741 SH SOLE 56 0 30,685
MERCADOLIBRE ORD Common Stock 58733R102 8,154,262 4,804 SH SOLE 1,429 0 3,375
MICRON TECHNOLOGY ORD Common Stock 595112103 27,812,618 24,095 SH SOLE 6,106 0 17,989
MICROSOFT ORD Common Stock 594918104 6,903,108 18,506 SH SOLE 34 0 18,472
NETFLIX ORD Common Stock 64110L106 7,599,887 106,441 SH SOLE 30,121 0 76,320
NIKE CL B ORD Class B 654106103 4,275,522 104,154 SH SOLE 191 0 103,963
NU HOLDINGS CL A ORD Class A G6683N103 12,986,508 972,044 SH SOLE 215,544 0 756,500
NVIDIA ORD Common Stock 67066G104 22,053,920 110,220 SH SOLE 21,750 0 88,470
ROBINHOOD MARKETS CL A ORD Class A 770700102 16,481,219 164,352 SH SOLE 42,766 0 121,586
SAP ADR REP 1 ORD ADR 803054204 1,665,775 10,809 SH SOLE 15 0 10,794
SEA ADS REP CL A ORD Class A 81141R100 16,899,046 176,344 SH SOLE 32,129 0 144,215
SERVICENOW ORD Common Stock 81762P102 5,766,679 58,085 SH SOLE 16,470 0 41,615
SHOPIFY CL A SUB VTG ORD Class A 82509L107 8,426,827 73,803 SH SOLE 126 0 73,677
SONY GROUP ADR REP ORD ADR 835699307 1,957,034 97,559 SH SOLE 136 0 97,423
TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD ADR 874039100 21,474,413 44,966 SH SOLE 8,762 0 36,204
TJX ORD Common Stock 872540109 12,955,220 85,513 SH SOLE 17,631 0 67,882
WINGSTOP ORD Common Stock 974155103 7,017,729 40,469 SH SOLE 74 0 40,395
ZILLOW GROUP CL C ORD Class C 98954M200 3,180,242 100,896 SH SOLE 187 0 100,709
CHARLES SCHWAB ORD Common Stock 808513105 6,761,730 73,282 SH SOLE 135 0 73,147
ALPHABET CL A ORD Class A 02079K305 14,258,348 39,898 SH SOLE 7,677 0 32,221
META PLATFORMS CL A ORD Class A 30303M102 4,907,382 8,712 SH SOLE 16 0 8,696
QUANTA SERVICES ORD Common Stock 74762E102 3,914,857 5,437 SH SOLE 10 0 5,427
NEBIUS CL A ORD Class A N97284108 2,379,481 8,616 SH SOLE 12 0 8,604
SPOTIFY TECHNOLOGY ORD Common Stock L8681T102 2,060,575 4,488 SH SOLE 6 0 4,482
BLOOM ENERGY CL A ORD Class A 093712107 4,009,262 13,245 SH SOLE 24 0 13,221
AMER SPORTS ORD Common Stock G0260P102 2,583,752 76,352 SH SOLE 108 0 76,244
MEDLINE CL A ORD Class A 58507V107 4,571,766 115,917 SH SOLE 214 0 115,703
ROUNDHILL MEMORY ETF Exchange Traded Fund 77926X320 2,806 38 SH SOLE 38 0 0