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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES COM 007903107   8,227,453 50,721 SH   SOLE   50,721 0 0
ALIGN TECHNOLOGY COM 016255101   3,805,178 15,761 SH   SOLE   15,761 0 0
AMETEK COM 031100100   6,021,065 36,117 SH   SOLE   36,117 0 0
APPLIED MATERIAL COM 038222105   6,730,671 28,521 SH   SOLE   28,521 0 0
APTIV COM G6095L109   1,801,132 25,577 SH   SOLE   25,577 0 0
ASML HOLDING COM N07059210   7,417,947 7,180 SH   SOLE   7,180 0 0
CADENCE DESIGN SYSTEMS COM 127387108   4,967,701 16,142 SH   SOLE   16,142 0 0
CLOUDFLARE CL A COM 22788C105   487,644 5,887 SH   SOLE   5,887 0 0
CROWDSTRIKE HOLDINGS CL A COM 22788C105   11,799,203 30,792 SH   SOLE   30,792 0 0
DARKTRACE COM 23804L103   664,823 91,189 SH   SOLE   91,189 0 0
DATADOG CL A COM 23804L103   6,293,603 48,528 SH   SOLE   48,528 0 0
DYNATRACE COM 268150109   8,337,669 186,358 SH   SOLE   186,358 0 0
HONEYWELL INTERNATIONAL COM 438516106   3,547,326 16,612 SH   SOLE   16,612 0 0
INTUITIVE SURGICAL COM 46120E602   7,433,444 16,710 SH   SOLE   16,710 0 0
KLA COM 482480100   7,842,739 9,512 SH   SOLE   9,512 0 0
MOBILEYE GLOBAL CL A COM 60741F104   2,725,677 97,051 SH   SOLE   97,051 0 0
NICE ADR REP 1 COM 653656108   7,464,702 43,407 SH   SOLE   43,407 0 0
NVIDIA COM 67066G104   14,886,941 120,503 SH   SOLE   120,503 0 0
PALO ALTO NETWORKS COM 697435105   7,696,672 22,703 SH   SOLE   22,703 0 0
PROCEPT BIOROBOTICS COM 74276L105   5,716,924 93,582 SH   SOLE   93,582 0 0
PTC COM 69370C100   5,092,573 28,032 SH   SOLE   28,032 0 0
ROCKWELL AUTOMAT COM 773903109   3,547,533 12,887 SH   SOLE   12,887 0 0
SENTINELONE CL A COM 81730H109   5,093,454 241,969 SH   SOLE   241,969 0 0
SERVICENOW COM 81762P102   9,218,986 11,719 SH   SOLE   11,719 0 0
SNOWFLAKE CL A COM 833445109   1,714,968 12,695 SH   SOLE   12,695 0 0
SYNOPSYS COM 871607107   9,038,961 15,190 SH   SOLE   15,190 0 0
TESLA COM 88160R101   2,864,907 14,478 SH   SOLE   14,478 0 0