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
ADOBE INC COM 00724F101   6,291,545 12,151 SH   SOLE   0 0 12,151
ADVANCED MICRO DEVICES INC COM 007903107   30,812,255 187,788 SH   SOLE   0 0 187,788
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   15,289,027 144,073 SH   SOLE   0 0 144,073
ALLY FINL INC COM 02005N100   5,549,050 155,916 SH   SOLE   0 0 155,916
AMAZON COM INC COM 023135106   38,828,377 208,385 SH   SOLE   0 0 208,385
AMERICAN EXPRESS CO COM 025816109   43,903,212 161,885 SH   SOLE   0 0 161,885
ANSYS INC COM 03662Q105   44,270,452 138,940 SH   SOLE   0 0 138,940
AUTODESK INC COM 052769106   18,370,384 66,685 SH   SOLE   0 0 66,685
BROADCOM INC COM 11135F101   5,645,235 32,726 SH   SOLE   0 0 32,726
BURLINGTON STORES INC COM 122017106   50,726,224 192,524 SH   SOLE   0 0 192,524
CBRE GROUP INC CL A 12504L109   58,627,839 470,982 SH   SOLE   0 0 470,982
CITIGROUP INC COM NEW 172967424   60,987,111 974,235 SH   SOLE   0 0 974,235
COMERICA INC COM 200340107   48,244,085 805,276 SH   SOLE   0 0 805,276
DOLLAR TREE INC COM 256746108   10,881,246 154,739 SH   SOLE   0 0 154,739
FLOOR & DECOR HLDGS INC CL A 339750101   5,514,514 44,411 SH   SOLE   0 0 44,411
FORTINET INC COM 34959E109   49,511,565 638,447 SH   SOLE   0 0 638,447
KEYCORP COM 493267108   33,510,352 2,000,618 SH   SOLE   0 0 2,000,618
KKR & CO INC COM 48251W104   29,771,979 227,998 SH   SOLE   0 0 227,998
MAPLEBEAR INC COM 565394103   44,598,852 1,094,719 SH   SOLE   0 0 1,094,719
MASTERCARD INCORPORATED CL A 57636Q104   61,770,923 125,093 SH   SOLE   0 0 125,093
META PLATFORMS INC CL A 30303M102   57,686,496 100,773 SH   SOLE   0 0 100,773
MICROCHIP TECHNOLOGY INC. COM 595017104   16,834,083 209,666 SH   SOLE   0 0 209,666
MICROSOFT CORP COM 594918104   88,553,158 205,794 SH   SOLE   0 0 205,794
MONGODB INC CL A 60937P106   43,888,889 162,341 SH   SOLE   0 0 162,341
NUTANIX INC CL A 67059N108   44,300,159 747,682 SH   SOLE   0 0 747,682
NVIDIA CORPORATION COM 67066G104   45,515,591 374,799 SH   SOLE   0 0 374,799
PNC FINL SVCS GROUP INC COM 693475105   49,321,122 266,817 SH   SOLE   0 0 266,817
ROKU INC COM CL A 77543R102   5,647,058 75,637 SH   SOLE   0 0 75,637
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   60,212,584 549,736 SH   SOLE   0 0 549,736
SYNOPSYS INC COM 871607107   48,125,786 95,037 SH   SOLE   0 0 95,037
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   43,056,614 247,922 SH   SOLE   0 0 247,922
TERAWULF INC COM 88080T104   3,873,987 827,775 SH   SOLE   0 0 827,775
TESLA INC COM 88160R101   5,295,914 20,242 SH   SOLE   0 0 20,242
TWILIO INC CL A 90138F102   44,908,405 688,568 SH   SOLE   0 0 688,568
UBER TECHNOLOGIES INC COM 90353T100   5,428,957 72,232 SH   SOLE   0 0 72,232
VISA INC COM CL A 92826C839   63,923,126 232,490 SH   SOLE   0 0 232,490
WALMART INC COM 931142103   118,025,492 1,461,616 SH   SOLE   0 0 1,461,616
WAYFAIR INC CL A 94419L101   21,907,840 389,958 SH   SOLE   0 0 389,958
WESTERN UN CO COM 959802109   22,396,022 1,877,286 SH   SOLE   0 0 1,877,286
WORKDAY INC CL A 98138H101   36,788,104 150,518 SH   SOLE   0 0 150,518