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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   2,367,898 6,731 SH   SOLE   6,731 0 0
AIRBNB INC COM CL A 009066101   933,274 7,102 SH   SOLE   7,102 0 0
ALPHABET INC CAP STK CL C 02079K107   15,928,592 83,641 SH   SOLE   83,641 0 0
ALPHABET INC CAP STK CL A 02079K305   6,494,694 34,309 SH   SOLE   34,309 0 0
AMAZON COM INC COM 023135106   9,589,976 43,712 SH   SOLE   43,712 0 0
APPFOLIO INC COM CL A 03783C100   217,854 883 SH   SOLE   883 0 0
APPLE INC COM 037833100   31,169,026 124,467 SH   SOLE   124,467 0 0
APPLOVIN CORP COM CL A 03831W108   2,246,085 6,936 SH   SOLE   6,936 0 0
ARISTA NETWORKS INC COM SHS 040413205   7,463,870 67,528 SH   SOLE   67,528 0 0
AXON ENTERPRISE INC COM 05464C101   2,379,063 4,003 SH   SOLE   4,003 0 0
BANK AMERICA CORP COM 060505104   353,182 8,036 SH   SOLE   8,036 0 0
BENTLEY SYS INC COM CL B 08265T208   293,229 6,279 SH   SOLE   6,279 0 0
BLOCK INC CL A 852234103   665,472 7,830 SH   SOLE   7,830 0 0
BROADCOM INC COM 11135F101   17,756,626 76,590 SH   SOLE   76,590 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   1,361,747 116,091 SH   SOLE   116,091 0 0
COCA COLA CO COM 191216100   330,787 5,313 SH   SOLE   5,313 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   1,586,637 6,390 SH   SOLE   6,390 0 0
CONFLUENT INC CLASS A COM 20717M103   1,321,753 47,273 SH   SOLE   47,273 0 0
CORCEPT THERAPEUTICS INC COM 218352102   377,925 7,500 SH   SOLE   7,500 0 0
COSTCO WHSL CORP NEW COM 22160K105   387,582 423 SH   SOLE   423 0 0
COURSERA INC COM 22266M104   151,207 17,789 SH   SOLE   17,789 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   1,658,107 4,846 SH   SOLE   4,846 0 0
DATADOG INC CL A COM 23804L103   3,626,691 25,381 SH   SOLE   25,381 0 0
DELL TECHNOLOGIES INC CL C 24703L202   571,706 4,961 SH   SOLE   4,961 0 0
DOORDASH INC CL A 25809K105   1,946,739 11,605 SH   SOLE   11,605 0 0
DOXIMITY INC CL A 26622P107   752,585 14,096 SH   SOLE   14,096 0 0
DYNATRACE INC COM NEW 268150109   505,672 9,304 SH   SOLE   9,304 0 0
ELI LILLY & CO COM 532457108   2,007,200 2,600 SH   SOLE   2,600 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   219,340 2,200 SH   SOLE   2,200 0 0
FORTINET INC COM 34959E109   688,287 7,285 SH   SOLE   7,285 0 0
GILEAD SCIENCES INC COM 375558103   1,007,664 10,909 SH   SOLE   10,909 0 0
GLOBAL PMTS INC COM 37940X102   606,133 5,409 SH   SOLE   5,409 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   1,431,550 2,500 SH   SOLE   2,500 0 0
HUNT J B TRANS SVCS INC COM 445658107   307,188 1,800 SH   SOLE   1,800 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   304,904 1,387 SH   SOLE   1,387 0 0
INTUIT COM 461202103   2,195,351 3,493 SH   SOLE   3,493 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   240,102 460 SH   SOLE   460 0 0
JOHNSON & JOHNSON COM 478160104   454,830 3,145 SH   SOLE   3,145 0 0
LAM RESEARCH CORP COM NEW 512807306   779,362 10,790 SH   SOLE   10,790 0 0
MAPLEBEAR INC COM 565394103   304,106 7,342 SH   SOLE   7,342 0 0
MARQETA INC CLASS A COM 57142B104   129,205 34,091 SH   SOLE   34,091 0 0
MARVELL TECHNOLOGY INC COM 573874104   1,204,899 10,909 SH   SOLE   10,909 0 0
META PLATFORMS INC CL A 30303M102   17,662,495 30,166 SH   SOLE   30,166 0 0
MICROSOFT CORP COM 594918104   14,248,808 33,805 SH   SOLE   33,805 0 0
MONGODB INC CL A 60937P106   232,810 1,000 SH   SOLE   1,000 0 0
MOODYS CORP COM 615369105   518,814 1,096 SH   SOLE   1,096 0 0
NETFLIX INC COM 64110L106   1,919,903 2,154 SH   SOLE   2,154 0 0
NORFOLK SOUTHN CORP COM 655844108   1,738,892 7,409 SH   SOLE   7,409 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   4,578,270 441,918 SH   SOLE   441,918 0 0
NUTANIX INC CL A 67059N108   2,171,890 35,500 SH   SOLE   35,500 0 0
NVIDIA CORPORATION COM 67066G104   25,815,775 192,239 SH   SOLE   192,239 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   8,149,511 107,755 SH   SOLE   107,755 0 0
PENUMBRA INC COM 70975L107   534,330 2,250 SH   SOLE   2,250 0 0
PEPSICO INC COM 713448108   220,335 1,449 SH   SOLE   1,449 0 0
PINTEREST INC CL A 72352L106   261,000 9,000 SH   SOLE   9,000 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   2,909,157 38,825 SH   SOLE   38,825 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102   391,520 10,143 SH   SOLE   10,143 0 0
PURE STORAGE INC CL A 74624M102   2,193,051 35,700 SH   SOLE   35,700 0 0
QUALCOMM INC COM 747525103   532,908 3,469 SH   SOLE   3,469 0 0
REDDIT INC CL A 75734B100   3,268,800 20,000 SH   SOLE   20,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107   2,749,594 3,860 SH   SOLE   3,860 0 0
RLX TECHNOLOGY INC SPONSORED ADS 74969N103   155,038 71,777 SH   SOLE   71,777 0 0
S&P GLOBAL INC COM 78409V104   392,946 789 SH   SOLE   789 0 0
SALESFORCE INC COM 79466L302   3,177,472 9,504 SH   SOLE   9,504 0 0
SAMSARA INC COM CL A 79589L106   227,188 5,200 SH   SOLE   5,200 0 0
SERVICENOW INC COM 81762P102   651,974 615 SH   SOLE   615 0 0
SHELL PLC SPON ADS 780259305   206,933 3,303 SH   SOLE   3,303 0 0
SNOWFLAKE INC CL A 833445109   3,716,031 24,066 SH   SOLE   24,066 0 0
TESLA INC COM 88160R101   8,462,063 20,954 SH   SOLE   20,954 0 0
THE TRADE DESK INC COM CL A 88339J105   325,206 2,767 SH   SOLE   2,767 0 0
TRACTOR SUPPLY CO COM 892356106   278,830 5,255 SH   SOLE   5,255 0 0
TWILIO INC CL A 90138F102   369,093 3,415 SH   SOLE   3,415 0 0
UBER TECHNOLOGIES INC COM 90353T100   3,502,179 58,060 SH   SOLE   58,060 0 0
UNITEDHEALTH GROUP INC COM 91324P102   486,637 962 SH   SOLE   962 0 0
UPWORK INC COM 91688F104   1,324,350 81,000 SH   SOLE   81,000 0 0
VERISIGN INC COM 92343E102   684,624 3,308 SH   SOLE   3,308 0 0
WORKDAY INC CL A 98138H101   1,039,345 4,028 SH   SOLE   4,028 0 0
ZSCALER INC COM 98980G102   444,891 2,466 SH   SOLE   2,466 0 0