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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 22,980,764 | 37,565 | SH | SOLE | 0 | 0 | 37,565 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 5,471,944 | 16,059 | SH | SOLE | 0 | 0 | 16,059 | ||
| AMAZON COM INC | COM | 023135106 | 6,715,838 | 26,955 | SH | SOLE | 0 | 0 | 26,955 | ||
| APPLE INC | COM | 037833100 | 4,312,609 | 12,950 | SH | SOLE | 0 | 0 | 12,950 | ||
| APPLIED MATLS INC | COM | 038222105 | 3,068,280 | 6,000 | SH | SOLE | 0 | 0 | 6,000 | ||
| ARISTA NETWORKS INC | COM SHS | 040413205 | 2,035,900 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
| BROADCOM INC | COM | 11135F101 | 15,723,127 | 44,771 | SH | SOLE | 0 | 0 | 44,771 | ||
| CATERPILLAR INC | COM | 149123101 | 887,815 | 1,095 | SH | SOLE | 0 | 0 | 1,095 | ||
| COREWEAVE INC | COM CL A | 21873S108 | 605,658 | 6,952 | SH | SOLE | 0 | 0 | 6,952 | ||
| CORNING INC | COM | 219350105 | 517,402 | 3,365 | SH | SOLE | 0 | 0 | 3,365 | ||
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | 3,354,603 | 3,685 | SH | SOLE | 0 | 0 | 3,685 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 3,566,977 | 13,473 | SH | SOLE | 0 | 0 | 13,473 | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 371,186 | 690 | SH | SOLE | 0 | 0 | 690 | ||
| EATON CORP PLC | SHS | G29183103 | 2,783,661 | 6,478 | SH | SOLE | 0 | 0 | 6,478 | ||
| ELI LILLY & CO | COM | 532457108 | 8,299,735 | 7,173 | SH | SOLE | 0 | 0 | 7,173 | ||
| GE VERNOVA INC | COM | 36828A101 | 1,373,458 | 1,445 | SH | SOLE | 0 | 0 | 1,445 | ||
| HOME DEPOT INC | COM | 437076102 | 893,299 | 3,140 | SH | SOLE | 0 | 0 | 3,140 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 479,704 | 1,450 | SH | SOLE | 0 | 0 | 1,450 | ||
| LINDE PLC | SHS | G54950103 | 522,115 | 1,100 | SH | SOLE | 0 | 0 | 1,100 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 6,294,803 | 23,825 | SH | SOLE | 0 | 0 | 23,825 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 5,541,767 | 5,203 | SH | SOLE | 0 | 0 | 5,203 | ||
| MICROSOFT CORP | COM | 594918104 | 3,259,480 | 6,355 | SH | SOLE | 0 | 0 | 6,355 | ||
| NUCOR CORP | COM | 670346105 | 286,344 | 1,225 | SH | SOLE | 0 | 0 | 1,225 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 46,401,563 | 203,177 | SH | SOLE | 0 | 0 | 203,177 | ||
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | 256,230 | 3,000 | SH | SOLE | 0 | 0 | 3,000 | ||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 486,330 | 2,600 | SH | SOLE | 0 | 0 | 2,600 | ||
| QNITY ELECTRONICS INC | COMMON STOCK | 74743L100 | 387,279 | 3,080 | SH | SOLE | 0 | 0 | 3,080 | ||
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | 422,655 | 2,850 | SH | SOLE | 0 | 0 | 2,850 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 1,977,897 | 2,930 | SH | SOLE | 0 | 0 | 2,930 | ||
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 222,194 | 425 | SH | SOLE | 0 | 0 | 425 | ||