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
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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
Tesla, Inc. TSLA 88160R101   24,161,371 92,300 SH   SOLE   92,300 0 0
NVIDIA Corp. NVDA 67066G104   21,937,817 51,860 SH   SOLE   51,860 0 0
The Trade Desk, Inc. Class A TTD 88339J105   16,724,308 216,580 SH   SOLE   216,580 0 0
MongoDB, Inc. Class A MDB 60937P106   16,661,535 40,540 SH   SOLE   40,540 0 0
Shopify, Inc. Class A (Canada) SHOP 82509L107   14,567,300 225,500 SH   SOLE   225,500 0 0
Snowflake, Inc. Class A SNOW 833445109   14,312,453 81,330 SH   SOLE   81,330 0 0
Cloudflare, Inc. Class A NET 18915M107   12,001,932 183,600 SH   SOLE   183,600 0 0
Global-e Online Ltd GLBE 001174168   11,986,413 292,780 SH   SOLE   292,780 0 0
HubSpot, Inc. HUBS 443573100   11,977,346 22,510 SH   SOLE   22,510 0 0
Meta Platforms, Inc. Class A META 30303M102   11,903,930 41,480 SH   SOLE   41,480 0 0
DraftKings, Inc. Class A DKNG 26142R104   11,702,225 440,430 SH   SOLE   440,430 0 0
Netflix, Inc. NFLX 64110L106   9,800,903 22,250 SH   SOLE   22,250 0 0
Datadog, Inc. Class A DDOG 23804L103   9,678,624 98,380 SH   SOLE   98,380 0 0
Micro Strategy, Inc. MSTR 594972408   7,516,119 21,950 SH   SOLE   21,950 0 0
Zscaler, Inc. ZS 98980G102   7,398,391 50,570 SH   SOLE   50,570 0 0
Uber Technologies, Inc. UBER 90353T100   7,286,233 168,780 SH   SOLE   168,780 0 0
BILL Holdings Inc BILL 090043100   7,272,744 62,240 SH   SOLE   62,240 0 0
Spotify Technology S.A. (Luxembourg) SPOT L8681T102   7,163,741 44,620 SH   SOLE   44,620 0 0
monday.com Ltd. MNDY 001176213   6,920,712 40,420 SH   SOLE   40,420 0 0
Celsius Holdings, Inc. CELH 15118V207   6,734,437 45,140 SH   SOLE   45,140 0 0
Palantir Technologies, Inc. Class PLTR 69608A108   4,839,988 315,720 SH   SOLE   315,720 0 0
MercadoLibre, Inc. (Argentina) MELI 58733R102   11,846 10 SH   SOLE   10 0 0
Broadcom Ltd. AVGO 11135F101   8,674 10 SH   SOLE   10 0 0
Palo Alto Networks, Inc. PANW 697435105   7,665 30 SH   SOLE   30 0 0
ASML Holding N.V. ADR ASML N07059111   7,248 10 SH   SOLE   10 0 0
Lam Research Corp. LRCX 512807108   6,429 10 SH   SOLE   10 0 0
ServiceNow, Inc. NOW 81762P102   5,620 10 SH   SOLE   10 0 0
Adobe, Inc. ADBE 00724F101   4,890 10 SH   SOLE   10 0 0
KLA Corporation KLAC 482480100   4,850 10 SH   SOLE   10 0 0
Intuit, Inc. INTU 461202103   4,582 10 SH   SOLE   10 0 0
Invesco QQQ ETF QQQ 46090E103   3,694 10 SH   SOLE   10 0 0
Microsoft Corp. MSFT 594918104   3,405 10 SH   SOLE   10 0 0
Paycom Software, Inc. PAYC 70432V102   3,212 10 SH   SOLE   10 0 0
VanEck Semiconductor ETF SMH 92189F676   3,045 20 SH   SOLE   20 0 0
Cadence Design Systems Inc. CDNS 127387108   2,345 10 SH   SOLE   10 0 0
Apple, Inc. AAPL 037833100   1,940 10 SH   SOLE   10 0 0
Paylocity Holding Corp. PCTY 70438V106   1,845 10 SH   SOLE   10 0 0
Atlassian Corporation PLC Class A (United Kingdom) TEAM G06242104   1,678 10 SH   SOLE   10 0 0
Enphase Energy, Inc. ENPH 29355A107   1,675 10 SH   SOLE   10 0 0
Arista Networks, Inc. ANET 040413106   1,621 10 SH   SOLE   10 0 0
Cyberark Software LTD (Israel) CYBR M2682V108   1,563 10 SH   SOLE   10 0 0
CrowdStrike Holdings, Inc. Class A CRWD 22788C105   1,469 10 SH   SOLE   10 0 0
Applied Materials, Inc. AMAT 038222105   1,445 10 SH   SOLE   10 0 0
Amazon.com, Inc. AMZN 023135106   1,304 10 SH   SOLE   10 0 0
Airbnb, Inc. Class A ABNB 009066101   1,282 10 SH   SOLE   10 0 0
Alphabet, Inc. Class A GOOGL 02079K305   1,197 10 SH   SOLE   10 0 0
Qualcomm, Inc. QCOM 747525103   1,190 10 SH   SOLE   10 0 0
Advanced Micro Devices, Inc. AMD 007903107   1,139 10 SH   SOLE   10 0 0
Teradyne, Inc. TER 880770102   1,113 10 SH   SOLE   10 0 0
Taiwan Semiconductor Manufacturing Company Ltd. ADR TSM 874039100   1,009 10 SH   SOLE   10 0 0
ON Semiconductor Corporation ON 682189105   946 10 SH   SOLE   10 0 0
Etsy, Inc. ETSY 29786A106   846 10 SH   SOLE   10 0 0
Ambarella, Inc. AMBA G037AX101   837 10 SH   SOLE   10 0 0
DoorDash, Inc. Class A DASH 25809K105   764 10 SH   SOLE   10 0 0
Fortinet,Inc. FTNT 34959E109   756 10 SH   SOLE   10 0 0
Coinbase Global, Inc. Class A COIN 19260Q107   716 10 SH   SOLE   10 0 0
Okta, Inc. Class A OKTA 679295105   694 10 SH   SOLE   10 0 0
Zoom Video Communications, Inc. Class A ZM 98980L101   679 10 SH   SOLE   10 0 0
PayPal Holdings, Inc. PYPL 70450Y103   667 10 SH   SOLE   10 0 0
Block, Inc. Class A SQ 852234103   666 10 SH   SOLE   10 0 0
Wayfair, Inc. Class A W 94419L101   650 10 SH   SOLE   10 0 0
Roku, Inc. Class A ROKU 77543R102   640 10 SH   SOLE   10 0 0
Twilio, Inc. Class A TWLO 90138F102   636 10 SH   SOLE   10 0 0
Marvell Technology, Inc. MRVL 573874104   598 10 SH   SOLE   10 0 0
Wolfspeed, Inc. WOLF 977852102   556 10 SH   SOLE   10 0 0
GitLab Inc. GTLB 37637K108   511 10 SH   SOLE   10 0 0
Zillow Group, Inc. Class C Z 98954M101   503 10 SH   SOLE   10 0 0
Unity Software, Inc. U 91332U101   434 10 SH   SOLE   10 0 0
Ciena Corp CIEN 171779309   425 10 SH   SOLE   10 0 0
Roblox Corporation Class A RBLX 771049103   403 10 SH   SOLE   10 0 0
DigitalOcean Holdings, Inc. DOCN 25402D102   401 10 SH   SOLE   10 0 0
Chewy, Inc. Class A CHWY 16679L109   395 10 SH   SOLE   10 0 0
Pure Storage, Inc. Class A PSTG 74624M102   368 10 SH   SOLE   10 0 0
C3.ai, Inc. AI 12468P104   364 10 SH   SOLE   10 0 0
Kornit Digital Ltd. (Israel) KRNT 001121672   294 10 SH   SOLE   10 0 0
Pinterest, Inc. Class A PINS 72352L106   273 10 SH   SOLE   10 0 0
HashiCorp, Inc. HCP 418100103   262 10 SH   SOLE   10 0 0
Carvana Co. Class A CVNA 146869102   259 10 SH   SOLE   10 0 0
AppLovin Corporation APP 03831W108   257 10 SH   SOLE   10 0 0
ZoomInfo Technologies Inc. ZI 98980F104   254 10 SH   SOLE   10 0 0
Rivian Automotive, Inc. Class A RIVN 76954A103   167 10 SH   SOLE   10 0 0
UiPath Inc. PATH 90364P105   166 10 SH   SOLE   10 0 0
Fastly, Inc. FSLY 31188V100   158 10 SH   SOLE   10 0 0
Domo, Inc. Class B DOMO 257554105   147 10 SH   SOLE   10 0 0
Snap, Inc. Class A SNAP 83304A106   118 10 SH   SOLE   10 0 0
Digital Turbine, Inc. APPS 25400W102   93 10 SH   SOLE   10 0 0
Opendoor Technologies, Inc. OPEN 683712103   40 10 SH   SOLE   10 0 0
Polestar Automotive Holding UK PLC ADS Class A PSNY 731105201   38 10 SH   SOLE   10 0 0