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 |
| ABBOTT LABORATORIES | COM | 002824100 | 1,640,282 | 16,597 | SH | SOLE | 4,307 | 0 | 12,290 | ||
| AFFIRM HLDGS INC | COM CL A | 00827B106 | 618,293 | 8,931 | SH | SOLE | 2,237 | 0 | 6,694 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 4,053,262 | 11,780 | SH | SOLE | 3,065 | 0 | 8,715 | ||
| AMAZON COM INC | COM | 023135106 | 4,415,187 | 17,721 | SH | SOLE | 4,631 | 0 | 13,090 | ||
| ARROWHEAD PHARMACEUTICALS IN | COM | 04280A100 | 1,252,844 | 19,142 | SH | SOLE | 4,196 | 0 | 14,946 | ||
| ASCENDIS PHARMA A/S | ORD SHS | K08588103 | 1,375,638 | 6,038 | SH | SOLE | 1,300 | 0 | 4,738 | ||
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | 2,469,306 | 1,363 | SH | SOLE | 354 | 0 | 1,009 | ||
| AXON ENTERPRISE INC | COM | 05464C101 | 2,868,911 | 6,790 | SH | SOLE | 1,573 | 0 | 5,217 | ||
| BLOOM ENERGY CORP | COM CL A | 093712107 | 1,781,535 | 6,432 | SH | SOLE | 1,387 | 0 | 5,045 | ||
| BROADCOM INC | COM | 11135F101 | 1,831,105 | 5,214 | SH | SOLE | 1,350 | 0 | 3,864 | ||
| CACI INTL INC | CL A | 127190304 | 1,676,271 | 2,752 | SH | SOLE | 636 | 0 | 2,116 | ||
| CELESTICA INC | COM | 15101Q207 | 2,657,956 | 7,354 | SH | SOLE | 1,577 | 0 | 5,777 | ||
| CELLEBRITE DI LTD | ORDINARY SHARES | M2197Q107 | 1,034,006 | 91,830 | SH | SOLE | 18,456 | 0 | 73,374 | ||
| INTEL CORP | COM | 458140100 | 1,622,744 | 13,497 | SH | SOLE | 3,487 | 0 | 10,010 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 1,330,493 | 3,272 | SH | SOLE | 847 | 0 | 2,425 | ||
| KRYSTAL BIOTECH INC | COM | 501147102 | 2,370,488 | 7,128 | SH | SOLE | 1,593 | 0 | 5,535 | ||
| META PLATFORMS INC | CL A | 30303M102 | 3,081,290 | 4,249 | SH | SOLE | 1,103 | 0 | 3,146 | ||
| MICROSOFT CORP | COM | 594918104 | 3,248,709 | 6,334 | SH | SOLE | 1,664 | 0 | 4,670 | ||
| NETFLIX INC. | COM | 64110L106 | 1,005,501 | 14,451 | SH | SOLE | 3,840 | 0 | 10,611 | ||
| SAMSARA INC | COM CL A | 79589L106 | 1,029,357 | 26,996 | SH | SOLE | 5,950 | 0 | 21,046 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 1,165,886 | 11,975 | SH | SOLE | 2,804 | 0 | 9,171 | ||
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | 2,736,583 | 2,967 | SH | SOLE | 775 | 0 | 2,192 | ||
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | 1,293,324 | 8,721 | SH | SOLE | 2,261 | 0 | 6,460 | ||
| SK TELECOM CO LTD | SPONSORED ADR | 78440P306 | 2,237,975 | 64,107 | SH | SOLE | 13,262 | 0 | 50,845 | ||
| SNOWFLAKE INC | COM SHS | 833445109 | 2,198,311 | 6,474 | SH | SOLE | 1,513 | 0 | 4,961 | ||
| STRYKER CORPORATION | COM | 863667101 | 842,693 | 3,060 | SH | SOLE | 792 | 0 | 2,268 | ||
| TRADEWEB MKTS INC | CL A | 892672106 | 778,384 | 7,719 | SH | SOLE | 1,659 | 0 | 6,060 | ||
| VISA INC | COM CL A | 92826C839 | 1,271,310 | 3,538 | SH | SOLE | 987 | 0 | 2,551 | ||