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 CLASS A COMMON STOCK | COM | 02079K305 | 5,480,626 | 15,336 | SH | SOLE | 15,336 | 0 | 0 | ||
| AMAZON.COM INC | COM | 023135106 | 4,116,608 | 17,272 | SH | SOLE | 17,272 | 0 | 0 | ||
| ANALOG DEVICES | COM | 032654105 | 2,736,104 | 6,889 | SH | SOLE | 6,889 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 5,476,138 | 18,925 | SH | SOLE | 18,925 | 0 | 0 | ||
| APPLIED MATERIALS | COM | 038222105 | 7,470,036 | 10,332 | SH | SOLE | 10,332 | 0 | 0 | ||
| ASML HOLDING N.V. NEW YORK REGISTRY SHAR | COM | N07059210 | 2,896,625 | 1,456 | SH | SOLE | 1,456 | 0 | 0 | ||
| CAPITAL ONE FINANCIAL CORP | COM | 14040H105 | 4,575,139 | 22,805 | SH | SOLE | 22,805 | 0 | 0 | ||
| CISCO SYSTEMS INC | COM | 17275R102 | 5,247,760 | 44,677 | SH | SOLE | 44,677 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 7,627,139 | 160,470 | SH | SOLE | 160,470 | 0 | 0 | ||
| DIGITALOCEAN HOLDINGS INC | COM | 25402D102 | 2,967,239 | 18,896 | SH | SOLE | 18,896 | 0 | 0 | ||
| ELI LILLY & CO | COM | 532457108 | 4,368,324 | 3,642 | SH | SOLE | 3,642 | 0 | 0 | ||
| EQUINIX INC | COM | 29444U700 | 3,125,085 | 2,998 | SH | SOLE | 2,998 | 0 | 0 | ||
| GENERAL ELECTRIC | COM | 369604301 | 9,867,593 | 26,403 | SH | SOLE | 26,403 | 0 | 0 | ||
| GOLDMAN SACHS | COM | 38141G104 | 7,862,390 | 7,774 | SH | SOLE | 7,774 | 0 | 0 | ||
| HILTON INC | COM | 43300A203 | 6,419,516 | 19,426 | SH | SOLE | 19,426 | 0 | 0 | ||
| META PLATFORMS INC | COM | 30303M102 | 3,392,696 | 6,023 | SH | SOLE | 6,023 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 13,352,606 | 66,733 | SH | SOLE | 66,733 | 0 | 0 | ||
| SHOPIFY INC - CLASS A | COM | 82509L107 | 2,933,398 | 25,691 | SH | SOLE | 25,691 | 0 | 0 | ||
| TAIWAN SEMI ADR | COM | 874039100 | 5,849,277 | 12,248 | SH | SOLE | 12,248 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC. | COM | 883556102 | 4,575,913 | 9,127 | SH | SOLE | 9,127 | 0 | 0 | ||
| UNITEDHEALTH GRP | COM | 91324P102 | 3,791,377 | 9,122 | SH | SOLE | 9,122 | 0 | 0 | ||
| VAIL RESORTS | COM | 91879Q109 | 5,544,573 | 40,724 | SH | SOLE | 40,724 | 0 | 0 | ||
| VISA INC-CLASS A SHARES | COM | 92826C839 | 6,211,301 | 18,104 | SH | SOLE | 18,104 | 0 | 0 | ||