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
ADVANCED MICRO DEVICES INC COM 007903107   12,838,113 112,704 SH   SOLE   112,704 0 0
ARISTA NETWORKS INC COM 040413106   12,265,673 75,686 SH   SOLE   75,686 0 0
BRAZE INC COM CL A 10576N102   8,659,254 197,745 SH   SOLE   197,745 0 0
CIENA CORP COM NEW 171779309   11,588,850 272,743 SH   SOLE   272,743 0 0
DATADOG INC CL A COM 23804L103   18,472,911 187,771 SH   SOLE   187,771 0 0
EQUINIX INC COM 29444U700   9,406,496 11,999 SH   SOLE   11,999 0 0
MARVELL TECHNOLOGY INC COM 573874104   12,804,697 214,197 SH   SOLE   214,197 0 0
META PLATFORMS INC CL A 30303M102   18,809,243 65,542 SH   SOLE   65,542 0 0
MICRON TECHNOLOGY INC COM 595112103   5,351,539 84,797 SH   SOLE   84,797 0 0
MICROSOFT CORP COM 594918104   30,848,837 90,588 SH   SOLE   90,588 0 0
NETFLIX INC COM 64110L106   27,801,966 63,116 SH   SOLE   63,116 0 0
NEXTERA ENERGY INC COM 65339F101   341,320 4,600 SH   SOLE   4,600 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106   548,460 9,353 SH   SOLE   9,353 0 0
NVIDIA CORPORATION COM 67066G104   18,689,446 44,181 SH   SOLE   44,181 0 0
ROBLOX CORP CL A 771049103   9,646,933 239,378 SH   SOLE   239,378 0 0
SNOWFLAKE INC CL A 833445109   6,634,446 37,700 SH   SOLE   37,700 0 0
UBER TECHNOLOGIES INC COM 90353T100   22,626,605 524,128 SH   SOLE   524,128 0 0