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
AEROVIRONMENT INC COM 008073108   3,426,612 18,811 SH   SOLE   0 0 18,811
AMAZON COM INC COM 023135106   9,100,182 47,090 SH   SOLE   0 0 47,090
AMERICAN EXPRESS CO COM 025816109   4,570,797 19,740 SH   SOLE   0 0 19,740
APPLE INC COM 037833100   981,947 4,662 SH   SOLE   0 0 4,662
ARCH CAP GROUP LTD ORD G0450A105   4,057,796 40,220 SH   SOLE   0 0 40,220
ARISTA NETWORKS INC COM 040413106   11,556,728 32,974 SH   SOLE   0 0 32,974
ARM HOLDINGS PLC SPONSORED ADS 042068205   8,641,427 52,814 SH   SOLE   0 0 52,814
ASML HOLDING N V N Y REGISTRY SHS N07059210   12,187,606 11,917 SH   SOLE   0 0 11,917
BOOKING HOLDINGS INC COM 09857L108   7,067,316 1,784 SH   SOLE   0 0 1,784
CAMECO CORP COM 13321L108   2,678,546 54,442 SH   SOLE   0 0 54,442
CONSTELLATION ENERGY CORP COM 21037T109   2,817,398 14,068 SH   SOLE   0 0 14,068
COSTCO WHSL CORP NEW COM 22160K105   251,966 296 SH   SOLE   0 0 296
DECKERS OUTDOOR CORP COM 243537107   3,146,805 3,251 SH   SOLE   0 0 3,251
DIREXION SHS ETF TR DLY S&P OIL GAS 25460G328   95,700 10,000 SH   SOLE   0 0 10,000
DOORDASH INC CL A 25809K105   2,463,976 22,651 SH   SOLE   0 0 22,651
E L F BEAUTY INC COM 26856L103   3,963,011 18,807 SH   SOLE   0 0 18,807
EATON CORP PLC SHS G29183103   228,892 730 SH   SOLE   0 0 730
ELI LILLY & CO COM 532457108   20,166,434 22,274 SH   SOLE   0 0 22,274
GALLAGHER ARTHUR J & CO COM 363576109   8,626,984 33,269 SH   SOLE   0 0 33,269
HEICO CORP NEW COM 422806109   2,628,088 11,753 SH   SOLE   0 0 11,753
HIMS & HERS HEALTH INC COM CL A 433000106   1,835,634 90,918 SH   SOLE   0 0 90,918
INVESTMENT MANAGERS SER TR I TRADR SHRT INNOV 46144X628   3,505,263 114,626 SH   SOLE   0 0 114,626
MERCURY GENL CORP NEW COM 589400100   2,855,956 53,744 SH   SOLE   0 0 53,744
META PLATFORMS INC CL A 30303M102   11,436,214 22,681 SH   SOLE   0 0 22,681
MICRON TECHNOLOGY INC COM 595112103   8,261,136 62,808 SH   SOLE   0 0 62,808
MICROSOFT CORP COM 594918104   12,792,131 28,621 SH   SOLE   0 0 28,621
NETFLIX INC COM 64110L106   8,693,164 12,881 SH   SOLE   0 0 12,881
NOVO-NORDISK A S ADR 670100205   15,381,234 107,757 SH   SOLE   0 0 107,757
NVIDIA CORPORATION COM 67066G104   14,117,727 114,277 SH   SOLE   0 0 114,277
OSCAR HEALTH INC CL A 687793109   3,849,987 243,362 SH   SOLE   0 0 243,362
QUALCOMM INC COM 747525103   11,116,236 55,810 SH   SOLE   0 0 55,810
REINSURANCE GRP OF AMERICA I COM NEW 759351604   3,516,480 17,131 SH   SOLE   0 0 17,131
RESTAURANT BRANDS INTL INC COM 76131D103   9,667,118 137,376 SH   SOLE   0 0 137,376
SEA LTD SPONSORD ADS 81141R100   2,722,959 38,126 SH   SOLE   0 0 38,126
SPDR GOLD TR GOLD SHS 78463V107   1,034,843 4,813 SH   SOLE   0 0 4,813
SUPER MICRO COMPUTER INC COM 86800U104   3,014,389 3,679 SH   SOLE   0 0 3,679
UBER TECHNOLOGIES INC COM 90353T100   7,627,839 104,951 SH   SOLE   0 0 104,951
VISTRA CORP COM 92840M102   2,850,151 33,149 SH   SOLE   0 0 33,149
ZEDGE INC CL B 98923T104   48,800 16,000 SH   SOLE   0 0 16,000