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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   451,453 1,463 SH   SOLE 0 1,463 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   502,682 1,028 SH   SOLE 0 998 0 30
ALLEGRO MICROSYSTEMS INC COM 01749D105   618,553 13,703 SH   SOLE 0 13,703 0 0
ALPHABET INC CAP STK CL C 02079K107   713,965 5,902 SH   SOLE 0 5,902 0 0
AMAZON COM INC COM 023135106   672,918 5,162 SH   SOLE 0 5,062 0 100
APPLE INC COM 037833100   814,092 4,197 SH   SOLE 0 4,082 0 115
APPLIED MATLS INC COM 038222105   744,815 5,153 SH   SOLE 0 5,153 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   789,978 1,090 SH   SOLE 0 1,090 0 0
BOOKING HOLDINGS INC COM 09857L108   702,086 260 SH   SOLE 0 260 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   741,787 3,163 SH   SOLE 0 3,163 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   236,407 6,587 SH   SOLE 0 6,587 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   744,372 348 SH   SOLE 0 348 0 0
CISCO SYS INC COM 17275R102   447,913 8,657 SH   SOLE 0 8,657 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   494,144 8,802 SH   SOLE 0 8,802 0 0
DOXIMITY INC CL A 26622P107   616 5,200 SH Call SOLE 0 5,000 0 200
DOXIMITY INC CL A 26622P107   305,772 8,988 SH   SOLE 0 8,988 0 0
DOXIMITY INC CL A 26622P107   1,984 8,400 SH Call SOLE 0 7,800 0 600
DZS INC COM 268211109   48,220 12,146 SH   SOLE 0 12,146 0 0
EXELIXIS INC COM 30161Q104   492,331 25,763 SH   SOLE 0 25,763 0 0
FERRARI N V COM N3167Y103   801,317 2,464 SH   SOLE 0 2,464 0 0
HONEYWELL INTL INC COM 438516106   398,193 1,919 SH   SOLE 0 1,919 0 0
HYATT HOTELS CORP COM CL A 448579102   288,169 2,515 SH   SOLE 0 2,515 0 0
INCYTE CORP COM 45337C102   519,788 8,350 SH   SOLE 0 8,350 0 0
INFINERA CORP COM 45667G103   60,090 12,441 SH   SOLE 0 12,441 0 0
INTEL CORP COM 458140100   316,409 9,462 SH   SOLE 0 9,462 0 0
INTEL CORP COM 458140100   5,426 47,600 SH Call SOLE 0 43,500 0 4,100
INTELLIA THERAPEUTICS INC COM 45826J105   719,400 17,641 SH   SOLE 0 17,641 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   672,982 4,019 SH   SOLE 0 4,019 0 0
LAM RESEARCH CORP COM 512807108   554,145 862 SH   SOLE 0 862 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   330,705 4,393 SH   SOLE 0 4,393 0 0
LUMENTUM HLDGS INC COM 55024U109   481,070 8,480 SH   SOLE 0 8,480 0 0
MARRIOTT INTL INC NEW CL A 571903202   752,211 4,095 SH   SOLE 0 4,095 0 0
MASTERCARD INCORPORATED CL A 57636Q104   392,120 997 SH   SOLE 0 997 0 0
MICROSOFT CORP COM 594918104   556,783 1,635 SH   SOLE 0 1,550 0 85
MONOLITHIC PWR SYS INC COM 609839105   653,138 1,209 SH   SOLE 0 1,209 0 0
NIKE INC CL B 654106103   347,776 3,151 SH   SOLE 0 3,111 0 40
NVIDIA CORPORATION COM 67066G104   678,101 1,603 SH   SOLE 0 1,585 0 18
NXP SEMICONDUCTORS N V COM N6596X109   743,602 3,633 SH   SOLE 0 3,633 0 0
ON SEMICONDUCTOR CORP COM 682189105   959,420 10,144 SH   SOLE 0 10,144 0 0
PLANET FITNESS INC CL A 72703H101   612,423 9,081 SH   SOLE 0 9,081 0 0
PTC INC COM 69370C100   659,703 4,636 SH   SOLE 0 4,636 0 0
QUANTA SVCS INC COM 74762E102   900,920 4,586 SH   SOLE 0 4,586 0 0
RALPH LAUREN CORP CL A 751212101   680,986 5,523 SH   SOLE 0 5,523 0 0
SERVICENOW INC COM 81762P102   712,016 1,267 SH   SOLE 0 1,267 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   576,363 5,207 SH   SOLE 0 5,207 0 0
SYNOPSYS INC COM 871607107   522,057 1,199 SH   SOLE 0 1,181 0 18
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   703,917 6,975 SH   SOLE 0 6,975 0 0
TAPESTRY INC COM 876030107   593,679 13,871 SH   SOLE 0 13,871 0 0
TESLA INC COM 88160R101   626,416 2,393 SH   SOLE 0 2,393 0 0
TEXAS INSTRS INC COM 882508104   411,526 2,286 SH   SOLE 0 2,286 0 0
UNITEDHEALTH GROUP INC COM 91324P102   355,674 740 SH   SOLE 0 718 0 22
VERTEX PHARMACEUTICALS INC COM 92532F100   718,248 2,041 SH   SOLE 0 2,041 0 0
VISA INC COM CL A 92826C839   512,244 2,157 SH   SOLE 0 2,115 0 42
WARNER BROS DISCOVERY INC COM SER A 934423104   475,517 37,920 SH   SOLE 0 37,920 0 0
WOLFSPEED INC COM 977852102   687,259 12,363 SH   SOLE 0 12,363 0 0
WOLFSPEED INC COM 977852102   1,138 3,500 SH Call SOLE 0 3,200 0 300
WOLFSPEED INC COM 977852102   44,100 7,000 SH Call SOLE 0 6,500 0 500