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
ALPHABET INC CAP STK CL A 02079K305 130,313,541 364,646 SH SOLE 364,646 0 0
AMAZON COM INC COM 023135106 66,360,292 278,427 SH SOLE 278,427 0 0
APPLE INC COM 037833100 69,744,730 241,031 SH SOLE 241,031 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 30,519,999 15,341 SH SOLE 15,341 0 0
AXON ENTERPRISE INC COM 05464C101 46,269,386 82,534 SH SOLE 82,534 0 0
BROADCOM INC COM 11135F101 82,426,183 218,203 SH SOLE 218,203 0 0
CAPITAL ONE FINL CORP COM 14040H105 18,810,131 93,760 SH SOLE 93,760 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 8,682,097 9,281 SH SOLE 9,281 0 0
DATADOG INC CL A COM 23804L103 25,707,425 98,738 SH SOLE 98,738 0 0
DIGITAL RLTY TR INC COM 253868103 16,460,482 91,661 SH SOLE 91,661 0 0
DOORDASH INC CL A 25809K105 61,695,207 334,337 SH SOLE 334,337 0 0
GARMIN LTD SHS H2906T109 73,575,640 309,740 SH SOLE 309,740 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 20,898,290 63,240 SH SOLE 63,240 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 27,667,231 317,868 SH SOLE 317,868 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 8,468,600 11,500 SH Put SOLE 11,500 0 0
META PLATFORMS INC CL A 30303M102 49,860,178 88,516 SH SOLE 88,516 0 0
MICRON TECHNOLOGY INC COM 595112103 30,781,451 26,667 SH SOLE 26,667 0 0
MICROSOFT CORP COM 594918104 51,572,253 138,256 SH SOLE 138,256 0 0
NVIDIA CORPORATION COM 67066G104 100,755,320 503,550 SH SOLE 503,550 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 16,347,356 177,515 SH SOLE 177,515 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 20,748,709 177,841 SH SOLE 177,841 0 0
PALO ALTO NETWORKS INC COM 697435105 126,439,644 370,769 SH SOLE 370,769 0 0
REDDIT INC CL A 75734B100 21,619,736 124,552 SH SOLE 124,552 0 0
SANDISK CORP COM 80004C200 93,477,588 41,112 SH SOLE 41,112 0 0
SERVICENOW INC COM 81762P102 8,222,370 82,820 SH SOLE 82,820 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 74,418,528 651,765 SH SOLE 651,765 0 0
T-MOBILE US INC COM 872590104 11,513,323 68,642 SH SOLE 68,642 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 141,486,321 296,263 SH SOLE 296,263 0 0
TESLA INC COM 88160R101 81,155,611 192,952 SH SOLE 192,952 0 0
TOAST INC CL A 888787108 23,600,708 848,336 SH SOLE 848,336 0 0