The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
| |||||||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||||||
| 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 INC | COM | 023135106 | 11,638 | 48,830 | SH | SOLE | 48,830 | 0 | 0 | ||
| COREWEAVE INC | COM CL A | 21873S108 | 995 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 3,687 | 7,720 | SH | SOLE | 7,720 | 0 | 0 | ||
| ADOBE INC | COM | 00724F101 | 1,657 | 8,080 | SH | SOLE | 8,080 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 7,335 | 19,664 | SH | SOLE | 19,664 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 2,865 | 1,688 | SH | SOLE | 1,688 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 8,838 | 24,732 | SH | SOLE | 24,732 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 5,456 | 76,420 | SH | SOLE | 76,420 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 1,530 | 104,710 | SH | SOLE | 104,710 | 0 | 0 | ||
| JD.COM INC | SPON ADS CL A | 47215P106 | 1,038 | 40,750 | SH | SOLE | 40,750 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 5,070 | 9,001 | SH | SOLE | 9,001 | 0 | 0 | ||
| EATON CORP PLC | SHS | G29183103 | 1,606 | 3,770 | SH | SOLE | 3,770 | 0 | 0 | ||
| NEXTRACKER INC | CLASS A COM | 65290E101 | 822 | 6,900 | SH | SOLE | 6,900 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 15,393 | 76,930 | SH | SOLE | 76,930 | 0 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 1,051 | 1,460 | SH | SOLE | 1,460 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 3,266 | 20,845 | SH | SOLE | 20,845 | 0 | 0 | ||
| MYR GROUP INC DEL | COM | 55405W104 | 565 | 1,129 | SH | SOLE | 1,129 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 4,193 | 23,525 | SH | SOLE | 23,525 | 0 | 0 | ||
| HESAI GROUP | SPONSORED ADS | 428050108 | 1,756 | 96,380 | SH | SOLE | 96,380 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 5,517 | 76,453 | SH | SOLE | 76,453 | 0 | 0 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 1,604 | 4,790 | SH | SOLE | 4,790 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 2,909 | 15,740 | SH | SOLE | 15,740 | 0 | 0 | ||
| EQUINIX INC | COM | 29444U700 | 992 | 952 | SH | SOLE | 952 | 0 | 0 | ||
| DIGITAL RLTY TR INC | COM | 253868103 | 971 | 5,405 | SH | SOLE | 5,405 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 5,957 | 15,770 | SH | SOLE | 15,770 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 2,189 | 14,940 | SH | SOLE | 14,940 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 2,385 | 24,850 | SH | SOLE | 24,850 | 0 | 0 | ||