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
ABBVIE INC COM 00287Y109 282,517 1,080 SH SOLE 1,080 0 0
ADVANCED MICRO DEVICES INC COM 007903107 11,012 18 SH SOLE 0 18 0
ADVANCED MICRO DEVICES INC COM 007903107 4,289,661 7,012 SH SOLE 7,012 0 0
ALPHABET INC CAP STK CL A 02079K305 3,715,720 10,799 SH SOLE 10,799 0 0
ALPHABET INC CAP STK CL A 02079K305 12,956,676 37,656 SH SOLE 0 37,656 0
ALPHABET INC CAP STK CL C 02079K107 428,992 1,259 SH SOLE 1,259 0 0
ALPHABET INC CAP STK CL C 02079K107 15,970,143 46,869 SH SOLE 0 46,869 0
ALTRIA GROUP INC COM 02209S103 10,572 157 SH SOLE 0 157 0
ALTRIA GROUP INC COM 02209S103 390,841 5,804 SH SOLE 5,804 0 0
AMAZON COM INC COM 023135106 7,895,813 31,691 SH SOLE 31,691 0 0
AMAZON COM INC COM 023135106 15,881,319 63,742 SH SOLE 0 63,742 0
AMERICAN EXPRESS CO COM 025816109 370,090 1,217 SH SOLE 1,217 0 0
AMERICAN EXPRESS CO COM 025816109 5,373,143 17,669 SH SOLE 0 17,669 0
AMGEN INC COM 031162100 496,117 1,177 SH SOLE 1,177 0 0
AMPHENOL CORP NEW CL A 032095101 428,581 5,084 SH SOLE 5,084 0 0
AMPHENOL CORP NEW CL A 032095101 5,049,992 59,905 SH SOLE 0 59,905 0
APPLE INC COM 037833100 461,899 1,387 SH SOLE 0 1,387 0
APPLE INC COM 037833100 5,395,923 16,203 SH SOLE 16,203 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 992,600 10,000 SH SOLE 10,000 0 0
ARISTA NETWORKS INC COM SHS 040413205 381,120 1,872 SH SOLE 1,872 0 0
AUTOZONE INC COM 053332102 291,492 103 SH SOLE 0 103 0
AXON ENTERPRISE INC COM 05464C101 357,874 847 SH SOLE 847 0 0
AXON ENTERPRISE INC COM 05464C101 4,795,179 11,349 SH SOLE 0 11,349 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 91,623 184 SH SOLE 184 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 398,360 800 SH SOLE 0 800 0
BROADCOM INC COM 11135F101 1,018,802 2,901 SH SOLE 2,901 0 0
BROADCOM INC COM 11135F101 8,655,078 24,645 SH SOLE 0 24,645 0
CATERPILLAR INC COM 149123101 233,508 288 SH SOLE 288 0 0
CATERPILLAR INC COM 149123101 283,777 350 SH SOLE 0 350 0
COINBASE GLOBAL INC COM CL A 19260Q107 234,877 1,260 SH SOLE 1,260 0 0
DELL TECHNOLOGIES INC CL C 24703L202 1,161,972 2,160 SH SOLE 2,160 0 0
ELI LILLY & CO COM 532457108 343,653 297 SH SOLE 297 0 0
ELI LILLY & CO COM 532457108 5,410,506 4,676 SH SOLE 0 4,676 0
EMERSON ELEC CO COM 291011104 201,165 1,297 SH SOLE 1,297 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 790,800 40,000 SH SOLE 40,000 0 0
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 295,880 1,818 SH SOLE 1,818 0 0
FREEPORT MCMORAN INC CL B 35671D857 315,000 4,500 SH SOLE 4,500 0 0
GE VERNOVA INC COM 36828A101 602,611 634 SH SOLE 634 0 0
GE VERNOVA INC COM 36828A101 9,217,852 9,698 SH SOLE 0 9,698 0
GOLDMAN SACHS GROUP INC COM 38141G104 614,946 683 SH SOLE 683 0 0
HOME DEPOT INC COM 437076102 19,061 67 SH SOLE 0 67 0
HOME DEPOT INC COM 437076102 501,271 1,762 SH SOLE 1,762 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 247,861 1,127 SH SOLE 1,127 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 591,816 800 SH SOLE 800 0 0
ISHARES TR CORE S&P500 ETF 464287200 62,800 82 SH SOLE 0 82 0
ISHARES TR CORE S&P500 ETF 464287200 1,170,219 1,528 SH SOLE 1,528 0 0
JPMORGAN CHASE & CO COM 46625H100 4,632 14 SH SOLE 14 0 0
JPMORGAN CHASE & CO COM 46625H100 246,799 746 SH SOLE 0 746 0
LAM RESEARCH CORP COM NEW 512807306 1,823,559 5,551 SH SOLE 5,551 0 0
LAM RESEARCH CORP COM NEW 512807306 12,135,159 36,940 SH SOLE 0 36,940 0
LINDE PLC SHS G54950103 1,424 3 SH SOLE 0 3 0
LINDE PLC SHS G54950103 307,573 648 SH SOLE 648 0 0
LUMENTUM HLDGS INC COM 55024U109 471,061 485 SH SOLE 485 0 0
LUMENTUM HLDGS INC COM 55024U109 8,360,606 8,608 SH SOLE 0 8,608 0
MARVELL TECHNOLOGY INC COM 573874104 908,354 3,438 SH SOLE 3,438 0 0
MARVELL TECHNOLOGY INC COM 573874104 12,265,949 46,425 SH SOLE 0 46,425 0
MCKESSON CORP COM 58155Q103 512,286 600 SH SOLE 600 0 0
MCKESSON CORP COM 58155Q103 8,209,383 9,615 SH SOLE 0 9,615 0
MERCK & CO INC COM 58933Y105 63,210 435 SH SOLE 435 0 0
MERCK & CO INC COM 58933Y105 216,221 1,488 SH SOLE 0 1,488 0
META PLATFORMS INC CL A 30303M102 1,595,396 2,200 SH SOLE 2,200 0 0
META PLATFORMS INC CL A 30303M102 12,838,587 17,704 SH SOLE 0 17,704 0
MGM RESORTS INTERNATIONAL COM 552953101 310,500 10,000 SH SOLE 10,000 0 0
MICRON TECHNOLOGY INC COM 595112103 2,475,316 2,324 SH SOLE 0 2,324 0
MICRON TECHNOLOGY INC COM 595112103 6,577,054 6,175 SH SOLE 6,175 0 0
MICROSOFT CORP COM 594918104 5,496,749 10,717 SH SOLE 10,717 0 0
MICROSOFT CORP COM 594918104 10,836,038 21,127 SH SOLE 0 21,127 0
NAVAN INC CL A 639193101 82,344 3,923 SH SOLE 3,923 0 0
NAVAN INC CL A 639193101 321,588 15,321 SH SOLE 0 15,321 0
NVIDIA CORPORATION COM 67066G104 7,807,170 34,185 SH SOLE 34,185 0 0
NVIDIA CORPORATION COM 67066G104 20,726,627 90,755 SH SOLE 0 90,755 0
ORACLE CORP COM 68389X105 139,360 1,015 SH SOLE 1,015 0 0
ORACLE CORP COM 68389X105 5,134,608 37,397 SH SOLE 0 37,397 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 1,856,097 9,923 SH SOLE 9,923 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 11,718,121 62,647 SH SOLE 0 62,647 0
PHREESIA INC COM 71944F106 117,865 11,410 SH SOLE 11,410 0 0
QUANTA SVCS INC COM 74762E102 186,328 290 SH SOLE 290 0 0
QUANTA SVCS INC COM 74762E102 8,131,607 12,656 SH SOLE 0 12,656 0
QUANTUMSCAPE CORP COM CL A 74767V109 83,610 18,000 SH SOLE 18,000 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 1,727,748 29,605 SH SOLE 29,605 0 0
RTX CORPORATION COM 75513E101 601,506 3,240 SH SOLE 3,240 0 0
SANDISK CORP COM 80004C200 692,476 398 SH SOLE 398 0 0
SANDISK CORP COM 80004C200 11,333,643 6,514 SH SOLE 0 6,514 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 1,844,680 2,000 SH SOLE 2,000 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 362,366 2,402 SH SOLE 2,402 0 0
SPDR GOLD TR GOLD SHS 78463V107 2,856,300 7,500 SH SOLE 7,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 4,508,982 9,884 SH SOLE 9,884 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 18,267,216 40,043 SH SOLE 0 40,043 0
TESLA INC COM 88160R101 1,093,524 3,082 SH SOLE 3,082 0 0
TESLA INC COM 88160R101 4,130,698 11,642 SH SOLE 0 11,642 0
TEXAS INSTRS INC COM 882508104 129,682 463 SH SOLE 463 0 0
TEXAS INSTRS INC COM 882508104 5,971,799 21,321 SH SOLE 0 21,321 0
UBER TECHNOLOGIES INC COM 90353T100 411,677 6,009 SH SOLE 6,009 0 0
UBER TECHNOLOGIES INC COM 90353T100 5,795,329 84,591 SH SOLE 0 84,591 0
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 2,005,190 23,458 SH SOLE 23,458 0 0
VANGUARD INDEX FDS MRNGSTR MID CAP 922908629 31,368 400 SH SOLE 0 400 0
VANGUARD INDEX FDS MRNGSTR MID CAP 922908629 220,203 2,808 SH SOLE 2,808 0 0
VANGUARD INDEX FDS MRNGSTR TTL STK 922908769 206,955 553 SH SOLE 553 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 4,772,629 19,778 SH SOLE 19,778 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 14,724,736 61,020 SH SOLE 0 61,020 0
VISA INC COM CL A 92826C839 58,930 164 SH SOLE 0 164 0
VISA INC COM CL A 92826C839 404,606 1,126 SH SOLE 1,126 0 0
VISTRA CORP COM 92840M102 121,333 877 SH SOLE 877 0 0
VISTRA CORP COM 92840M102 4,473,271 32,333 SH SOLE 0 32,333 0
WALMART INC COM 931142103 17,874 172 SH SOLE 0 172 0
WALMART INC COM 931142103 197,656 1,902 SH SOLE 1,902 0 0