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 |
| ABBOTT LABORATORIES | COM | 002824100 | 1,509,278 | 16,633 | SH | SOLE | 4,370 | 0 | 12,263 | ||
| AFFIRM HLDGS INC | COM CL A | 00827B106 | 776,438 | 9,521 | SH | SOLE | 2,270 | 0 | 7,251 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 4,225,543 | 11,824 | SH | SOLE | 3,111 | 0 | 8,713 | ||
| AMAZON COM INC | COM | 023135106 | 4,187,395 | 17,569 | SH | SOLE | 4,699 | 0 | 12,870 | ||
| ARROWHEAD PHARMACEUTICALS IN | COM | 04280A100 | 1,171,136 | 14,368 | SH | SOLE | 3,360 | 0 | 11,008 | ||
| ASCENDIS PHARMA A/S | ORD SHS | K08588103 | 1,613,389 | 6,049 | SH | SOLE | 1,320 | 0 | 4,729 | ||
| AXON ENTERPRISE INC | COM | 05464C101 | 3,883,345 | 6,927 | SH | SOLE | 1,596 | 0 | 5,331 | ||
| BLOOM ENERGY CORP | COM CL A | 093712107 | 1,622,775 | 5,361 | SH | SOLE | 1,268 | 0 | 4,093 | ||
| BROADCOM INC | COM | 11135F101 | 1,972,233 | 5,221 | SH | SOLE | 1,370 | 0 | 3,851 | ||
| CACI INTL INC | CL A | 127190304 | 1,276,745 | 2,756 | SH | SOLE | 646 | 0 | 2,110 | ||
| CELESTICA INC | COM | 15101Q207 | 2,085,562 | 5,717 | SH | SOLE | 1,235 | 0 | 4,482 | ||
| CELLEBRITE DI LTD | ORDINARY SHARES | M2197Q107 | 2,219,945 | 152,051 | SH | SOLE | 34,151 | 0 | 117,900 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 870,919 | 2,190 | SH | SOLE | 578 | 0 | 1,612 | ||
| KRYSTAL BIOTECH INC | COM | 501147102 | 3,085,233 | 8,301 | SH | SOLE | 1,903 | 0 | 6,398 | ||
| META PLATFORMS INC | CL A | 30303M102 | 2,039,110 | 3,620 | SH | SOLE | 947 | 0 | 2,673 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 2,060,408 | 1,785 | SH | SOLE | 465 | 0 | 1,320 | ||
| MICROSOFT CORP | COM | 594918104 | 1,469,326 | 3,939 | SH | SOLE | 1,062 | 0 | 2,877 | ||
| NETFLIX INC. | COM | 64110L106 | 1,553,664 | 21,760 | SH | SOLE | 5,805 | 0 | 15,955 | ||
| PROCEPT BIOROBOTICS CORP | COM | 74276L105 | 1,086,121 | 48,101 | SH | SOLE | 10,567 | 0 | 37,534 | ||
| RUBRIK INC. | CL A | 781154109 | 1,087,714 | 13,549 | SH | SOLE | 3,142 | 0 | 10,407 | ||
| SAMSARA INC | COM CL A | 79589L106 | 1,126,488 | 34,736 | SH | SOLE | 7,874 | 0 | 26,862 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 1,149,768 | 11,998 | SH | SOLE | 2,846 | 0 | 9,152 | ||
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | 2,886,315 | 2,991 | SH | SOLE | 786 | 0 | 2,205 | ||
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | 997,476 | 8,736 | SH | SOLE | 2,294 | 0 | 6,442 | ||
| SK TELECOM CO LTD | SPONSORED ADR | 78440P306 | 1,341,136 | 41,702 | SH | SOLE | 9,039 | 0 | 32,663 | ||
| SNOWFLAKE INC | COM SHS | 833445109 | 2,253,089 | 8,853 | SH | SOLE | 2,149 | 0 | 6,704 | ||
| TRADEWEB MKTS INC | CL A | 892672106 | 770,970 | 7,736 | SH | SOLE | 1,684 | 0 | 6,052 | ||
| VIKING HOLDINGS LTD | ORD SHS | G93A5A101 | 1,256,773 | 12,007 | SH | SOLE | 2,886 | 0 | 9,121 | ||
| VISA INC | COM CL A | 92826C839 | 1,438,233 | 4,192 | SH | SOLE | 1,188 | 0 | 3,004 | ||