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
ADOBE INC COM 00724F101 4,452,829 21,719 SH SOLE 21,719 0 0
ADVANCED MICRO DEVICES INC COM 007903107 28,573,801 49,188 SH SOLE 49,188 0 0
ALBEMARLE CORP COM 012653101 2,353,573 17,430 SH SOLE 17,430 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 16,490,708 1,374,512 SH SOLE 1,374,512 0 0
ALPHABET INC CAP STK CL C 02079K107 23,785,116 67,317 SH SOLE 0 0 67,317
AMAZON COM INC COM 023135106 41,931,633 175,932 SH SOLE 175,932 0 0
APPLE INC COM 037833100 8,173,263 28,246 SH SOLE 28,246 0 0
ARISTA NETWORKS INC COM SHS 040413205 2,975,108 17,513 SH SOLE 17,513 0 0
BARRICK MNG CORP COM SHS 06849F108 596,165 16,271 SH SOLE 16,271 0 0
BROADCOM INC COM 11135F101 44,970,760 119,049 SH SOLE 119,049 0 0
CERUS CORP COM 157085101 56,920 19,493 SH SOLE 19,493 0 0
COREWEAVE INC COM CL A 21873S108 3,495,944 35,121 SH SOLE 35,121 0 0
ELI LILLY & CO COM 532457108 989,530 825 SH SOLE 825 0 0
ENPHASE ENERGY INC COM 29355A107 210,698 4,279 SH SOLE 4,279 0 0
INTEL CORP COM 458140100 4,527,782 32,427 SH SOLE 32,427 0 0
INTUIT COM 461202103 957,870 3,670 SH SOLE 3,670 0 0
LUMENTUM HLDGS INC COM 55024U109 1,579,688 1,841 SH SOLE 1,841 0 0
MARVELL TECHNOLOGY INC COM 573874104 7,466,315 25,064 SH SOLE 25,064 0 0
MERCADOLIBRE INC COM 58733R102 9,187,972 5,413 SH SOLE 5,413 0 0
META PLATFORMS INC CL A 30303M102 25,566,043 45,387 SH SOLE 45,387 0 0
MICRON TECHNOLOGY INC COM 595112103 2,544,055 2,204 SH SOLE 2,204 0 0
MICROSOFT CORP COM 594918104 67,129,798 179,963 SH SOLE 179,963 0 0
MONGODB INC CL A 60937P106 1,876,337 5,586 SH SOLE 5,586 0 0
NETFLIX INC. COM 64110L106 8,743,644 122,460 SH SOLE 122,460 0 0
NVIDIA CORPORATION COM 67066G104 46,963,124 234,710 SH SOLE 234,710 0 0
ORACLE CORP COM 68389X105 4,292,596 29,291 SH SOLE 29,291 0 0
PALO ALTO NETWORKS INC COM 697435105 2,201,284 6,455 SH SOLE 6,455 0 0
QUALCOMM INC COM 747525103 4,041,912 21,873 SH SOLE 21,873 0 0
SALESFORCE INC COM 79466L302 4,266,478 27,234 SH SOLE 27,234 0 0
SERVICENOW INC COM 81762P102 8,631,900 86,945 SH SOLE 86,945 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 1,118,964 9,800 SH SOLE 9,800 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 11,764,459 123,170 SH SOLE 123,170 0 0
VISA INC COM CL A 92826C839 7,543,177 21,986 SH SOLE 21,986 0 0