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
A C C O Brands Corp COM 00081T108 66,668 16,026 SH SOLE 16,026 0 0
A S M L Holding N.V. NY COM N07059210 509,297 256 SH SOLE 256 0 0
AbbVie Inc COM 00287Y109 3,448,978 13,706 SH SOLE 13,706 0 0
Affirm Holdings Inc Cl A COM 00827B106 2,167,273 26,576 SH SOLE 26,576 0 0
Alignment Healthcare Inc COM 01625V104 8,874,344 372,715 SH SOLE 372,715 0 0
Alphabet Inc Cl A COM 02079K305 67,992,501 190,258 SH SOLE 190,258 0 0
Amazon.com Inc COM 023135106 12,195,381 51,168 SH SOLE 51,168 0 0
Amkor Technology Inc COM 031652100 2,171,013 25,177 SH SOLE 25,177 0 0
Amphenol Corp Cl A COM 032095101 2,257,601 12,804 SH SOLE 12,804 0 0
Analog Devices Inc COM 032654105 925,803 2,331 SH SOLE 2,331 0 0
Argenx SE Ads COM 04016X101 530,684 572 SH SOLE 572 0 0
Block Inc Cl A COM 852234103 4,923,964 64,789 SH SOLE 64,789 0 0
Bloom Energy Corp Cl A COM 093712107 6,988,738 23,088 SH SOLE 23,088 0 0
Cardinal Health Inc COM 14149Y108 795,826 3,350 SH SOLE 3,350 0 0
Caterpillar Inc COM 149123101 2,829,439 2,657 SH SOLE 2,657 0 0
Citigroup Inc COM 172967424 637,098 4,552 SH SOLE 4,552 0 0
Cloudflare Inc Cl A COM 18915M107 260,978 1,064 SH SOLE 1,064 0 0
Cognex Corp COM 192422103 1,138,008 15,714 SH SOLE 15,714 0 0
Comfort Systems U S A COM 199908104 2,931,304 1,479 SH SOLE 1,479 0 0
Corcept Therapeutics Inc COM 218352102 8,550,141 98,334 SH SOLE 98,334 0 0
Crowdstrike Holdings A COM 22788C105 18,479,435 24,215 SH SOLE 24,215 0 0
Dell Technologies Cl C COM 24703L202 528,107 1,224 SH SOLE 1,224 0 0
Element Solutions Inc COM 28618M106 2,180,361 45,662 SH SOLE 45,662 0 0
Eli Lilly & Co COM 532457108 95,568,184 79,678 SH SOLE 79,678 0 0
Everus Construction Grup COM 300426103 1,219,567 7,349 SH SOLE 7,349 0 0
Flywire Corp COM 302492103 7,057,623 401,686 SH SOLE 401,686 0 0
Formfactor Inc COM 346375108 1,250,493 7,819 SH SOLE 7,819 0 0
FTAI Aviation Ltd COM G3730V105 18,934,665 69,991 SH SOLE 69,991 0 0
GE Aerospace COM 369604301 4,751,229 12,713 SH SOLE 12,713 0 0
GE Vernova Inc COM 36828A101 4,948,510 4,212 SH SOLE 4,212 0 0
Goldman Sachs Group Inc COM 38141G104 8,604,736 8,508 SH SOLE 8,508 0 0
Howmet Aerospace Inc COM 443201108 1,081,086 4,021 SH SOLE 4,021 0 0
Incyte Corporation COM 45337C102 8,609,692 75,950 SH SOLE 75,950 0 0
Intel Corp COM 458140100 11,197,069 80,191 SH SOLE 80,191 0 0
Invesco Qqq Trust Sr 1 COM 46090E103 8,691,729 11,803 SH SOLE 11,803 0 0
Iron Mountain Inc COM 46284V101 14,293,745 113,164 SH SOLE 113,164 0 0
Keysight Technologies COM 49338L103 1,277,055 3,648 SH SOLE 3,648 0 0
KLA Corp COM 482480100 755,784 2,505 SH SOLE 2,505 0 0
Lam Research Corp COM 512807306 3,870,070 8,931 SH SOLE 8,931 0 0
Lattice Semiconductor COM 518415104 1,183,910 7,740 SH SOLE 7,740 0 0
Macom Tech Solution Hldg COM 55405Y100 4,446,145 11,689 SH SOLE 11,689 0 0
Marvell Technology Inc COM 573874104 1,024,444 3,439 SH SOLE 3,439 0 0
Maxlinear Inc COM 57776J100 10,207,704 79,729 SH SOLE 79,729 0 0
Micron Technology Inc COM 595112103 2,951,520 2,557 SH SOLE 2,557 0 0
MKS Inc COM 55306N104 1,513,210 3,402 SH SOLE 3,402 0 0
Modine Mfg Co COM 607828100 1,417,075 5,307 SH SOLE 5,307 0 0
Morgan Stanley COM 617446448 2,849,006 13,629 SH SOLE 13,629 0 0
Nvidia Corp COM 67066G104 5,656,544 28,270 SH SOLE 28,270 0 0
Proshrs UltraPro Sh Qqq COM 74350P675 5,019,168 138,231 SH SOLE 138,231 0 0
Ralph Lauren Corp Cl A COM 751212101 6,263,602 15,604 SH SOLE 15,604 0 0
Robinhood Markets Cl A COM 770700102 1,222,213 12,188 SH SOLE 12,188 0 0
Sandisk Corporation COM 80004C200 529,779 233 SH SOLE 233 0 0
Seagate Technology Hldgs COM G7997R103 1,046,060 1,084 SH SOLE 1,084 0 0
Silicon Motion Tech Ads COM 82706C108 1,185,988 3,558 SH SOLE 3,558 0 0
Snowflake Inc Cl A COM 833445109 13,177,756 51,779 SH SOLE 51,779 0 0
Solaris Energy Infra Inc COM 83418M103 3,175,113 39,462 SH SOLE 39,462 0 0
StmicroelectronicsNV Adr COM 861012102 1,309,676 17,488 SH SOLE 17,488 0 0
T T M Technologies Inc COM 87305R109 2,384,131 12,748 SH SOLE 12,748 0 0
Teradyne Inc COM 880770102 1,144,765 2,366 SH SOLE 2,366 0 0
Tesla Inc COM 88160R101 34,538,831 82,118 SH SOLE 82,118 0 0
Viavi Solutions Inc COM 925550105 825,789 17,294 SH SOLE 17,294 0 0
Virtu Financial Inc Cl A COM 928254101 541,015 9,082 SH SOLE 9,082 0 0