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
ALPHABET CL A ORD Class A 02079K305 14,330,932 41,650 SH SOLE 9,429 0 32,221
AMAZON COM ORD Common Stock 023135106 16,693,797 67,003 SH SOLE 19,949 0 47,054
AMER SPORTS ORD Common Stock G0260P102 5,594,777 205,012 SH SOLE 108 0 204,904
ASML HOLDING ADR REP ORD ADR N07059210 8,630,796 4,764 SH SOLE 909 0 3,855
AXON ENTERPRISE ORD Common Stock 05464C101 10,599,759 25,087 SH SOLE 5,841 0 19,246
BLOCK CL A ORD Class A 852234103 9,332,428 126,920 SH SOLE 41,579 0 85,341
BLOOM ENERGY CL A ORD Class A 093712107 8,283,364 29,906 SH SOLE 55 0 29,851
BROOKFIELD CL A ORD Class A 11271J107 4,747,347 130,207 SH SOLE 72 0 130,135
CAMECO ORD Common Stock 13321L108 11,514,023 132,849 SH SOLE 199 0 132,650
CHARLES SCHWAB ORD Common Stock 808513105 7,162,583 73,282 SH SOLE 135 0 73,147
KARMAN HOLDINGS ORD Common Stock 485924104 4,903,168 151,239 SH SOLE 278 0 150,961
LAM RESEARCH ORD Common Stock 512807306 10,098,726 30,741 SH SOLE 56 0 30,685
MEDLINE CL A ORD Class A 58507V107 5,467,748 157,572 SH SOLE 289 0 157,283
MERCADOLIBRE ORD Common Stock 58733R102 8,303,858 4,804 SH SOLE 1,429 0 3,375
META PLATFORMS CL A ORD Class A 30303M102 12,326,610 16,998 SH SOLE 4,354 0 12,644
MICRON TECHNOLOGY ORD Common Stock 595112103 25,269,735 23,725 SH SOLE 5,173 0 18,552
MICROSOFT ORD Common Stock 594918104 9,491,727 18,506 SH SOLE 34 0 18,472
NEBIUS CL A ORD Class A N97284108 8,646,889 36,658 SH SOLE 20 0 36,638
NETFLIX ORD Common Stock 64110L106 7,406,165 106,441 SH SOLE 30,121 0 76,320
NU HOLDINGS CL A ORD Class A G6683N103 12,306,077 972,044 SH SOLE 215,544 0 756,500
NVIDIA ORD Common Stock 67066G104 25,011,492 109,517 SH SOLE 19,102 0 90,415
QUANTA SERVICES ORD Common Stock 74762E102 4,987,163 7,762 SH SOLE 14 0 7,748
ROBINHOOD MARKETS CL A ORD Class A 770700102 18,489,600 164,352 SH SOLE 42,766 0 121,586
ROUNDHILL MEMORY ETF Exchange Traded Fund 77926X320 2,294 38 SH SOLE 38 0 0
SAP ADR REP 1 ORD ADR 803054204 4,586,768 22,001 SH SOLE 12 0 21,989
SEA ADS REP CL A ORD Class A 81141R100 22,354,051 229,602 SH SOLE 32,129 0 197,473
SERVICENOW ORD Common Stock 81762P102 7,783,971 58,085 SH SOLE 16,470 0 41,615
SHOPIFY CL A SUB VTG ORD Class A 82509L107 15,891,680 107,159 SH SOLE 126 0 107,033
SONY GROUP ADR REP ORD ADR 835699307 3,135,561 133,258 SH SOLE 136 0 133,122
SPOTIFY TECHNOLOGY ORD Common Stock L8681T102 5,597,072 11,484 SH SOLE 6 0 11,478
TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD ADR 874039100 23,163,960 50,777 SH SOLE 7,226 0 43,551
TJX ORD Common Stock 872540109 11,314,225 85,513 SH SOLE 17,631 0 67,882
WINGSTOP ORD Common Stock 974155103 5,772,169 54,780 SH SOLE 101 0 54,679
ZILLOW GROUP CL C ORD Class C 98954M200 4,178,590 154,021 SH SOLE 283 0 153,738