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
ALPHABET INC CAP STK CL A 02079K305   397,758,553 2,398,303 SH   SOLE   2,398,303 0 0
AMAZON COM INC COM 023135106   535,224,354 2,872,454 SH   SOLE   2,872,454 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102   16,145,086 1,128,238 SH   SOLE   1,128,238 0 0
APPLOVIN CORP COM CL A 03831W108   387,147,722 2,965,513 SH   SOLE   2,965,513 0 0
BROADCOM INC COM 11135F101   351,831,690 2,039,604 SH   SOLE   2,039,604 0 0
CARVANA CO CL A 146869102   162,952,857 935,919 SH   SOLE   935,919 0 0
CELESTICA INC COM 15101Q207   432,845,513 8,467,244 SH   SOLE   8,467,244 0 0
COHERENT CORP COM 19247G107   210,175,505 2,363,913 SH   SOLE   2,363,913 0 0
COUPANG INC CL A 22266T109   194,431,164 7,919,803 SH   SOLE   7,919,803 0 0
CRITEO S A SPONS ADS 226718104   101,399,327 2,519,864 SH   SOLE   2,519,864 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   69,280,017 247,014 SH   SOLE   247,014 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   134,421,712 460,964 SH   SOLE   460,964 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   178,556,196 4,555,005 SH   SOLE   4,555,005 0 0
DUOLINGO INC CL A COM 26603R106   386,023,900 1,368,782 SH   SOLE   1,368,782 0 0
FABRINET SHS G3323L100   202,337,549 855,767 SH   SOLE   855,767 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   177,953,604 972,743 SH   SOLE   972,743 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   76,559,090 3,741,891 SH   SOLE   3,741,891 0 0
HUBSPOT INC COM 443573100   96,393,965 181,328 SH   SOLE   181,328 0 0
KLAVIYO INC COM SER A 49845K101   127,389,440 3,600,606 SH   SOLE   3,600,606 0 0
MERCADOLIBRE INC COM 58733R102   187,467,066 91,360 SH   SOLE   91,360 0 0
META PLATFORMS INC CL A 30303M102   426,704,790 745,414 SH   SOLE   745,414 0 0
MICROSOFT CORP COM 594918104   157,897,724 366,948 SH   SOLE   366,948 0 0
MONDAY COM LTD SHS M7S64H106   111,787,703 402,447 SH   SOLE   402,447 0 0
MONOLITHIC PWR SYS INC COM 609839105   185,353,005 200,490 SH   SOLE   200,490 0 0
NEWS CORP NEW CL A 65249B109   44,585,278 1,674,250 SH   SOLE   1,674,250 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   307,353,856 22,516,766 SH   SOLE   22,516,766 0 0
NVIDIA CORPORATION COM 67066G104   420,789,721 3,465,001 SH   SOLE   3,465,001 0 0
OKTA INC CL A 679295105   162,241,028 2,182,419 SH   SOLE   2,182,419 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   205,898,414 1,527,323 SH   SOLE   1,527,323 0 0
ROBLOX CORP CL A 771049103   107,490,943 2,428,625 SH   SOLE   2,428,625 0 0
SALESFORCE INC COM 79466L302   62,067,848 226,765 SH   SOLE   226,765 0 0
SEMTECH CORP COM 816850101   32,126,376 703,600 SH   SOLE   703,600 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   43,875,120 252,635 SH   SOLE   252,635 0 0
TOAST INC CL A 888787108   209,550,733 7,402,004 SH   SOLE   7,402,004 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   110,516,875 1,110,834 SH   SOLE   1,110,834 0 0
WIX COM LTD SHS M98068105   115,475,185 690,765 SH   SOLE   690,765 0 0