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
AIRBNB INC COM CL A 009066101   43,978,976 346,810 SH   SOLE   281,510 0 65,300
ALPHABET INC CAP STK CL A 02079K305   42,588,953 256,792 SH   SOLE   218,913 0 37,879
AMAZON COM INC COM 023135106   278,436,273 1,494,318 SH   SOLE   1,245,010 0 249,308
ASML HOLDING N V N Y REGISTRY SHS N07059210   151,452,353 181,761 SH   SOLE   181,761 0 0
AXON ENTERPRISE INC COM 05464C101   1,194,804 2,990 SH   SOLE   2,990 0 0
BLOCK INC CL A 852234103   188,813,127 2,812,649 SH   SOLE   2,518,623 0 294,026
COSTCO WHSL CORP NEW COM 22160K105   61,604,275 69,490 SH   SOLE   69,490 0 0
INTUIT COM 461202103   92,250,171 148,551 SH   SOLE   126,008 0 22,543
INTUITIVE SURGICAL INC COM NEW 46120E602   54,454,823 110,845 SH   SOLE   110,845 0 0
MASTERCARD INCORPORATED CL A 57636Q104   40,972,067 82,973 SH   SOLE   82,973 0 0
META PLATFORMS INC CL A 30303M102   143,330,389 250,385 SH   SOLE   250,385 0 0
MICROSOFT CORP COM 594918104   244,105,317 567,291 SH   SOLE   471,296 0 95,995
NETFLIX INC COM 64110L106   1,283,779 1,810 SH   SOLE   1,810 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   136,659,892 3,673,653 SH   SOLE   3,022,451 0 651,202
ROKU INC COM CL A 77543R102   28,391,406 380,276 SH   SOLE   303,320 0 76,956
SALESFORCE INC COM 79466L302   36,261,375 132,481 SH   SOLE   111,647 0 20,834
SERVICENOW INC COM 81762P102   269,992,192 301,873 SH   SOLE   251,347 0 50,526
SPOTIFY TECHNOLOGY S A SHS L8681T102   199,809,227 542,179 SH   SOLE   452,702 0 89,477
TESLA INC COM 88160R101   406,033,277 1,551,937 SH   SOLE   1,265,552 0 286,385
VISA INC COM CL A 92826C839   61,587,150 223,994 SH   SOLE   185,076 0 38,918
WAYFAIR INC CL A 94419L101   524,159 9,330 SH   SOLE   9,330 0 0
WORKDAY INC CL A 98138H101   123,468,355 505,169 SH   SOLE   505,169 0 0