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   5,549,710 53,975 SH   SOLE   53,975 0 0
ALIGN TECHNOLOGY COM 016255101   2,325,928 7,618 SH   SOLE   7,618 0 0
AMETEK COM 031100100   5,028,421 34,031 SH   SOLE   34,031 0 0
APTIV COM G6095L109   2,321,104 23,543 SH   SOLE   23,543 0 0
ASML HOLDING COM N07059210   4,305,431 7,284 SH   SOLE   7,284 0 0
AUTODESK COM 052769106   727,082 3,514 SH   SOLE   3,514 0 0
CADENCE DESIGN SYSTEMS COM 127387108   4,162,574 17,766 SH   SOLE   17,766 0 0
CLOUDFLARE CL A COM 22788C105   215,174 3,413 SH   SOLE   3,413 0 0
CROWDSTRIKE HOLDINGS CL A COM 22788C105   7,328,138 43,781 SH   SOLE   43,781 0 0
DARKTRACE COM 23804L103   253,926 51,597 SH   SOLE   51,597 0 0
DATADOG CL A COM 23804L103   3,024,889 33,207 SH   SOLE   33,207 0 0
DYNATRACE COM 268150109   6,023,041 128,890 SH   SOLE   128,890 0 0
HONEYWELL INTERNATIONAL COM 438516106   1,376,867 7,453 SH   SOLE   7,453 0 0
INTUITIVE SURGICAL COM 46120E602   4,776,311 16,341 SH   SOLE   16,341 0 0
KLA COM 482480100   3,634,881 7,925 SH   SOLE   7,925 0 0
MOBILEYE GLOBAL CL A COM 60741F104   1,267,109 30,496 SH   SOLE   30,496 0 0
NICE ADR REP 1 COM 653656108   4,747,080 27,924 SH   SOLE   27,924 0 0
NVIDIA COM 67066G104   5,594,841 12,862 SH   SOLE   12,862 0 0
PALO ALTO NETWORKS COM 697435105   886,180 3,779 SH   SOLE   3,779 0 0
PROCEPT BIOROBOTICS COM 74276L105   1,921,124 58,553 SH   SOLE   58,553 0 0
PTC COM 69370C100   4,666,089 32,934 SH   SOLE   32,934 0 0
ROCKWELL AUTOMAT COM 773903109   3,832,087 13,405 SH   SOLE   13,405 0 0
SENTINELONE CL A COM 81730H109   3,633,053 215,483 SH   SOLE   215,483 0 0
SERVICENOW COM 81762P102   6,351,462 11,363 SH   SOLE   11,363 0 0
SNOWFLAKE CL A COM 833445109   2,631,005 17,222 SH   SOLE   17,222 0 0
SPLUNK COM 848637104   8,796,912 60,149 SH   SOLE   60,149 0 0
SYNOPSYS COM 871607107   6,402,173 13,949 SH   SOLE   13,949 0 0
TESLA COM 88160R101   3,137,509 12,539 SH   SOLE   12,539 0 0