The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 3,018,316 | 30,796 | SH | SOLE | 30,796 | 0 | 0 | |||
| ARISTA NETWORKS INC | COM | 040413106 | 14,031,417 | 83,590 | SH | SOLE | 83,590 | 0 | 0 | |||
| BOOKING HOLDINGS INC | COM | 09857L108 | 3,299,598 | 1,244 | SH | SOLE | 1,244 | 0 | 0 | |||
| BROADCOM INC | COM | 11135F101 | 14,364,081 | 22,390 | SH | SOLE | 22,390 | 0 | 0 | |||
| BROADWIND INC | COM NEW | 11161T207 | 40,320 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | |||
| EVGO INC | CL A COM | 30052F100 | 93,480 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | |||
| FIVE9 INC | COM | 338307101 | 6,071,275 | 83,985 | SH | SOLE | 83,985 | 0 | 0 | |||
| HASHICORP INC | COM CL A | 418100103 | 6,790,418 | 231,834 | SH | SOLE | 231,834 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 32,165,286 | 151,766 | SH | SOLE | 151,766 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 10,736,869 | 37,242 | SH | SOLE | 37,242 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 10,863,274 | 31,444 | SH | SOLE | 31,444 | 0 | 0 | |||
| NEXTERA ENERGY INC | COM | 65339F101 | 307,010 | 3,983 | SH | SOLE | 3,983 | 0 | 0 | |||
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 | 370,211 | 6,094 | SH | SOLE | 6,094 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 9,165,577 | 32,997 | SH | SOLE | 32,997 | 0 | 0 | |||
| PALO ALTO NETWORKS INC | COM | 697435105 | 14,534,680 | 72,768 | SH | SOLE | 72,768 | 0 | 0 | |||
| ROBLOX CORP | CL A | 771049103 | 22,864,998 | 508,337 | SH | SOLE | 508,337 | 0 | 0 | |||
| SERVICENOW INC | COM | 81762P102 | 14,780,420 | 31,805 | SH | SOLE | 31,805 | 0 | 0 | |||
| TWILIO INC | CL A | 90138F102 | 6,236,035 | 93,592 | SH | SOLE | 93,592 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 4,371,652 | 137,907 | SH | SOLE | 137,907 | 0 | 0 | |||