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
Advanced Micro Devices Common Stock 007903107 35,333,270 60,824 SH SOLE 60,824 0 0
Alphabet Inc Class A Common Stock 02079K305 32,800,133 91,782 SH SOLE 91,782 0 0
Amazon.com Inc Common Stock 023135106 30,733,943 128,950 SH SOLE 128,950 0 0
ASML Holdings N.V NY Reg Shrs N07059210 31,124,789 15,645 SH SOLE 15,645 0 0
Broadcom Inc Common Stock 11135F101 24,576,793 65,061 SH SOLE 65,061 0 0
Datadog Inc Common Stock 23804L103 16,525,830 63,473 SH SOLE 63,473 0 0
Eli Lilly & Company Common Stock 532457108 54,678,415 45,587 SH SOLE 45,587 0 0
Maplebear Inc Common Stock 565394103 17,153,342 362,267 SH SOLE 362,267 0 0
Marvell Technology Common Stock 573874104 5,390,617 18,096 SH SOLE 18,096 0 0
Mercadolibre Inc Common Stock 58733R102 17,438,985 10,274 SH SOLE 10,274 0 0
Meta Platforms Inc Class A Common Stock 30303M102 47,071,329 83,565 SH SOLE 83,565 0 0
Micron Technology Common Stock 595112103 14,444,785 12,514 SH SOLE 12,514 0 0
Microsoft Corporation Common Stock 594918104 31,549,659 84,579 SH SOLE 84,579 0 0
Mks Inc Common Stock 55306N104 21,099,533 47,436 SH SOLE 47,436 0 0
Moderna Inc Common Stock 60770K107 17,916,195 255,836 SH SOLE 255,836 0 0
Netflix Inc Common Stock 64110L106 25,432,894 356,203 SH SOLE 356,203 0 0
Nvidia Corp Common Stock 67066G104 79,125,991 395,452 SH SOLE 395,452 0 0
Qualcomm Inc Common Stock 747525103 23,416,404 126,719 SH SOLE 126,719 0 0
Revolution Medicines Inc Common Stock 76155X100 17,996,484 96,094 SH SOLE 96,094 0 0
Roku Inc Common Stock 77543R102 18,311,562 132,558 SH SOLE 132,558 0 0
Samsara Common Stock 79589L106 17,547,711 541,095 SH SOLE 541,095 0 0
Sandisk Corp Common Stock 80004C200 14,288,119 6,284 SH SOLE 6,284 0 0
Seagate Technology Common Stock G7997R103 14,271,385 14,789 SH SOLE 14,789 0 0
SPOTIFY TECHNOLOGY SA Common Stock L8681T102 27,048,726 58,913 SH SOLE 58,913 0 0
Taiwan Semiconductor-SP ADR ADR 874039100 61,622,290 129,033 SH SOLE 129,033 0 0
Uber Technologies Inc Common Stock 90353T100 37,498,377 519,656 SH SOLE 519,656 0 0