The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| AEROVIRONMENT INC | COM | 008073108 | 6,065,002 | 36,742 | SH | SOLE | 36,742 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 1,679,731 | 4,754 | SH | SOLE | 4,754 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 1,565,148 | 5,409 | SH | SOLE | 5,409 | 0 | 0 | ||
| APPLOVIN CORP | COM CL A | 03831W108 | 9,003,129 | 17,474 | SH | SOLE | 17,474 | 0 | 0 | ||
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | 2,094,880 | 1,053 | SH | SOLE | 1,053 | 0 | 0 | ||
| ATLASSIAN CORPORATION | CL A | 049468101 | 5,392,325 | 69,319 | SH | SOLE | 69,319 | 0 | 0 | ||
| AXON ENTERPRISE INC | COM | 05464C101 | 10,053,419 | 17,933 | SH | SOLE | 17,933 | 0 | 0 | ||
| BLACKBERRY LTD | COM | 09228F103 | 9,240,193 | 730,450 | SH | SOLE | 730,450 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 1,385,587 | 3,668 | SH | SOLE | 3,668 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 6,555,404 | 64,357 | SH | SOLE | 64,357 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 1,624,980 | 6,625 | SH | SOLE | 6,625 | 0 | 0 | ||
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | 12,051,736 | 44,316 | SH | SOLE | 44,316 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 9,455,233 | 36,316 | SH | SOLE | 36,316 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 1,665,383 | 9,025 | SH | SOLE | 9,025 | 0 | 0 | ||
| GLOBAL E ONLINE LTD | SHS | M5216V106 | 7,330,357 | 211,067 | SH | SOLE | 211,067 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 6,445,995 | 16,209 | SH | SOLE | 16,209 | 0 | 0 | ||
| LAM RESEARCH CORP | COM NEW | 512807306 | 9,063,097 | 20,915 | SH | SOLE | 20,915 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 6,998,032 | 23,492 | SH | SOLE | 23,492 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 7,142,617 | 4,208 | SH | SOLE | 4,208 | 0 | 0 | ||
| MERCURY SYS INC | COM | 589378108 | 7,482,437 | 61,166 | SH | SOLE | 61,166 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 1,880,338 | 1,629 | SH | SOLE | 1,629 | 0 | 0 | ||
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 7,815,453 | 584,989 | SH | SOLE | 584,989 | 0 | 0 | ||
| RAMBUS INC DEL | COM | 750917106 | 5,924,717 | 44,634 | SH | SOLE | 44,634 | 0 | 0 | ||
| REDDIT INC | CL A | 75734B100 | 6,882,968 | 39,653 | SH | SOLE | 39,653 | 0 | 0 | ||
| ROBLOX CORP | CL A | 771049103 | 12,663,471 | 232,870 | SH | SOLE | 232,870 | 0 | 0 | ||
| RUBRIK INC. | CL A | 781154109 | 7,594,568 | 94,601 | SH | SOLE | 94,601 | 0 | 0 | ||
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | 8,621,846 | 75,511 | SH | SOLE | 75,511 | 0 | 0 | ||
| SNOWFLAKE INC | COM SHS | 833445109 | 7,182,245 | 28,221 | SH | SOLE | 28,221 | 0 | 0 | ||
| STERLING INFRASTRUCTURE INC | COM | 859241101 | 6,385,012 | 7,607 | SH | SOLE | 7,607 | 0 | 0 | ||
| SYNOPSYS INC | COM | 871607107 | 1,583,995 | 3,551 | SH | SOLE | 3,551 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 1,922,219 | 4,025 | SH | SOLE | 4,025 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 7,980,612 | 31,925 | SH | SOLE | 31,925 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 6,587,292 | 31,926 | SH | SOLE | 31,926 | 0 | 0 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 7,558,896 | 22,576 | SH | SOLE | 22,576 | 0 | 0 | ||
| VISTRA CORP | COM | 92840M102 | 7,327,437 | 46,192 | SH | SOLE | 46,192 | 0 | 0 | ||