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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 11,417,859 | 32,315 | SH | SOLE | 0 | 0 | 32,315 | ||
| AMAZON COM INC | COM | 023135106 | 10,570,379 | 44,350 | SH | SOLE | 0 | 0 | 44,350 | ||
| AMPHENOL CORP | CL A | 032095101 | 6,804,718 | 38,593 | SH | SOLE | 0 | 0 | 38,593 | ||
| APPLE INC | COM | 037833100 | 8,791,914 | 30,384 | SH | SOLE | 0 | 0 | 30,384 | ||
| ARISTA NETWORKS INC | COM SHS | 040413205 | 5,230,265 | 30,788 | SH | SOLE | 0 | 0 | 30,788 | ||
| BROADCOM INC | COM | 11135F101 | 11,641,122 | 30,817 | SH | SOLE | 0 | 0 | 30,817 | ||
| GE AEROSPACE | COM NEW | 369604301 | 6,006,962 | 16,073 | SH | SOLE | 0 | 0 | 16,073 | ||
| HOWMET AEROSPACE INC | COM | 443201108 | 5,717,039 | 21,264 | SH | SOLE | 0 | 0 | 21,264 | ||
| ISHARES TR | RUS 1000 ETF | 464287622 | 560,196 | 1,368 | SH | SOLE | 0 | 0 | 1,368 | ||
| KLA CORP | COM NEW | 482480100 | 7,388,878 | 24,490 | SH | SOLE | 0 | 0 | 24,490 | ||
| ELI LILLY & CO | COM | 532457108 | 5,050,800 | 4,211 | SH | SOLE | 0 | 0 | 4,211 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 5,977,277 | 11,638 | SH | SOLE | 0 | 0 | 11,638 | ||
| META PLATFORMS INC | CL A | 30303M102 | 6,562,892 | 11,651 | SH | SOLE | 0 | 0 | 11,651 | ||
| MICROSOFT CORP | COM | 594918104 | 6,188,402 | 16,590 | SH | SOLE | 0 | 0 | 16,590 | ||
| MORGAN STANLEY | COM NEW | 617446448 | 4,289,501 | 20,520 | SH | SOLE | 0 | 0 | 20,520 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 21,822,015 | 109,061 | SH | SOLE | 0 | 0 | 109,061 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 3,210,879 | 7,999 | SH | SOLE | 0 | 0 | 7,999 | ||
| ROSS STORES INC | COM | 778296103 | 2,857,511 | 13,425 | SH | SOLE | 0 | 0 | 13,425 | ||
| TESLA INC | COM | 88160R101 | 6,481,867 | 15,411 | SH | SOLE | 0 | 0 | 15,411 | ||
| TJX COS INC NEW | COM | 872540109 | 2,831,990 | 18,693 | SH | SOLE | 0 | 0 | 18,693 | ||
| VIKING HOLDINGS LTD | ORD SHS | G93A5A101 | 4,360,971 | 41,664 | SH | SOLE | 0 | 0 | 41,664 | ||
| VISA INC | COM CL A | 92826C839 | 4,032,337 | 11,753 | SH | SOLE | 0 | 0 | 11,753 | ||