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
AMAZON COM INC COM 023135106   150,291,105 777,703 SH   SOLE   777,703 0 0
NVIDIA CORPORATION COM 67066G104   124,776,635 1,010,010 SH   SOLE   1,010,010 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   85,838,022 313,942 SH   SOLE   313,942 0 0
WIX COM LTD SHS M98068105   83,448,122 524,600 SH   SOLE   524,600 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   83,107,631 6,447,450 SH   SOLE   6,447,450 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   80,595,697 463,700 SH   SOLE   463,700 0 0
NEWS CORP NEW CL A 65249B109   62,578,386 2,269,800 SH   SOLE   2,269,800 0 0
ADVANCED MICRO DEVICES INC COM 007903107   61,227,462 377,458 SH   SOLE   377,458 0 0
MICROSOFT CORP COM 594918104   60,515,689 135,397 SH   SOLE   135,397 0 0
WESTERN DIGITAL CORP. COM 958102105   58,358,054 770,200 SH   SOLE   770,200 0 0
OKTA INC CL A 679295105   54,042,644 577,317 SH   SOLE   577,317 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   53,875,443 521,695 SH   SOLE   521,695 0 0
TEMPUR SEALY INTL INC COM 88023U101   50,857,599 1,074,305 SH   SOLE   1,074,305 0 0
APPLE INC COM 037833100   49,832,692 236,600 SH   SOLE   236,600 0 0
DYNATRACE INC COM NEW 268150109   45,285,828 1,012,200 SH   SOLE   1,012,200 0 0
MICRON TECHNOLOGY INC COM 595112103   44,404,528 337,600 SH   SOLE   337,600 0 0
WOODWARD INC COM 980745103   44,222,768 253,600 SH   SOLE   253,600 0 0
PTC INC COM 69370C100   41,128,998 226,394 SH   SOLE   226,394 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   38,385,874 350,300 SH   SOLE   350,300 0 0
GE VERNOVA INC COM 36828A101   38,212,428 222,800 SH   SOLE   222,800 0 0
RUBRIK INC. CL A 781154109   22,995,000 750,000 SH   SOLE   750,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   19,651,390 227,000 SH   SOLE   227,000 0 0
META PLATFORMS INC CL A 30303M102   15,731,664 31,200 SH   SOLE   31,200 0 0
REDDIT INC CL A 75734B100   4,472,300 70,000 SH   SOLE   70,000 0 0