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
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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
A T I Inc COM 01741R102   255 5,610 SH   SOLE   5,610 0 0
Advanced Micro Devices COM 007903107   7,257 49,230 SH   SOLE   49,230 0 0
Affirm Holdings Inc Cl A COM 00827B106   2,254 45,869 SH   SOLE   45,869 0 0
Alphabet Inc Cl A COM 02079K305   3,135 22,445 SH   SOLE   22,445 0 0
Amazon.com Inc COM 023135106   3,912 25,750 SH   SOLE   25,750 0 0
Arista Networks Inc COM 040413106   1,146 4,867 SH   SOLE   4,867 0 0
Arm Holdings plc ADS COM 042068205   664 8,830 SH   SOLE   8,830 0 0
Axon Enterprise Inc COM 05464C101   776 3,002 SH   SOLE   3,002 0 0
Booking Holdings Inc COM 09857L108   958 270 SH   SOLE   270 0 0
Braze Inc Cl A COM 10576N102   265 4,991 SH   SOLE   4,991 0 0
Chipotle Mexican Grill COM 169656105   286 125 SH   SOLE   125 0 0
Cloudflare Inc Cl A COM 18915M107   6,433 77,260 SH   SOLE   77,260 0 0
Coinbase Global Inc Cl A COM 19260Q107   555 3,189 SH   SOLE   3,189 0 0
Copart Inc COM 217204106   327 6,676 SH   SOLE   6,676 0 0
Crowdstrike Holdings A COM 22788C105   291 1,138 SH   SOLE   1,138 0 0
Doordash Inc Cl A COM 25809K105   881 8,907 SH   SOLE   8,907 0 0
Duolingo Inc Cl A COM 26603R106   1,028 4,532 SH   SOLE   4,532 0 0
Dynatrace Inc COM 268150109   242 4,433 SH   SOLE   4,433 0 0
Elastic N.V COM N14506104   446 3,955 SH   SOLE   3,955 0 0
Exelixis Inc COM 30161Q104   233 9,720 SH   SOLE   9,720 0 0
Fomento Econ Mex Sab Ads COM 344419106   875 6,712 SH   SOLE   6,712 0 0
FTAI Aviation Ltd COM G3730V105   374 8,057 SH   SOLE   8,057 0 0
Houlihan Lokey Inc Cl A COM 441593100   207 1,728 SH   SOLE   1,728 0 0
J P Morgan Chase & Co COM 46625H100   1,395 8,200 SH   SOLE   8,200 0 0
Lam Research Corp COM 512807108   1,097 1,400 SH   SOLE   1,400 0 0
Lululemon Athletica COM 550021109   1,377 2,694 SH   SOLE   2,694 0 0
Manhattan Associates Inc COM 562750109   407 1,888 SH   SOLE   1,888 0 0
Medpace Holdings Inc COM 58506Q109   213 695 SH   SOLE   695 0 0
Mercadolibre Inc COM 58733R102   415 264 SH   SOLE   264 0 0
Meta Platforms Inc Cl A COM 30303M102   9,805 27,700 SH   SOLE   27,700 0 0
Microsoft Corp COM 594918104   5,842 15,535 SH   SOLE   15,535 0 0
Mongodb Inc Cl A COM 60937P106   991 2,424 SH   SOLE   2,424 0 0
Neurocrine Biosciences COM 64125C109   202 1,535 SH   SOLE   1,535 0 0
New Orientl Edu&Tech Ads COM 647581206   749 10,220 SH   SOLE   10,220 0 0
Nu Holdings Ltd Cl A Ads COM G6683N103   298 35,719 SH   SOLE   35,719 0 0
Nutanix Inc Class A COM 67059N108   604 12,675 SH   SOLE   12,675 0 0
Nvidia Corp COM 67066G104   80,247 162,043 SH   SOLE   162,043 0 0
Oshkosh Corporation COM 688239201   240 2,210 SH   SOLE   2,210 0 0
Palo Alto Networks COM 697435105   295 1,000 SH   SOLE   1,000 0 0
PDD Holdings Inc ClA Ads COM 722304102   2,215 15,139 SH   SOLE   15,139 0 0
Ryanair Hldgs Plc Adr COM 783513203   1,851 13,876 SH   SOLE   13,876 0 0
S P S Commerce Inc COM 78463M107   223 1,153 SH   SOLE   1,153 0 0
Servicenow Inc COM 81762P102   1,590 2,250 SH   SOLE   2,250 0 0
Snowflake Inc Cl A COM 833445109   9,373 47,100 SH   SOLE   47,100 0 0
Tesla Inc COM 88160R101   10,342 41,620 SH   SOLE   41,620 0 0
Transdigm Group Inc COM 893641100   366 362 SH   SOLE   362 0 0
Uber Technologies Inc COM 90353T100   1,219 19,797 SH   SOLE   19,797 0 0
Vertiv Holdings Llc COM 92537N108   5,724 119,184 SH   SOLE   119,184 0 0
Wingstop Inc COM 974155103   1,031 4,020 SH   SOLE   4,020 0 0
Woodward Inc COM 980745103   277 2,036 SH   SOLE   2,036 0 0
Zscaler Inc COM 98980G102   807 3,643 SH   SOLE   3,643 0 0