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
ADOBE SYSTEMS INCORPORATED COM 00724F101   55,018,710 112,515 SH   SOLE   112,515 0 0
ADVANCED MICRO DEVICES INC COM 007903107   133,683,865 1,173,592 SH   SOLE   1,173,592 0 0
ALPHABET INC CAP STK CL A 02079K305   45,654,298 381,406 SH   SOLE   381,406 0 0
AMAZON COM INC COM 023135106   60,733,811 465,893 SH   SOLE   465,893 0 0
ARISTA NETWORKS INC COM 040413106   114,271,585 705,119 SH   SOLE   705,119 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208   86,964,602 474,361 SH   SOLE   474,361 0 0
BILL HOLDINGS INC COM 090043100   1,198,297 10,255 SH   SOLE   10,255 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   45,567,001 194,299 SH   SOLE   194,299 0 0
CONFLUENT INC CLASS A COM 20717M103   105,593,990 2,990,484 SH   SOLE   2,990,484 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   130,772,546 836,516 SH   SOLE   836,516 0 0
DATADOG INC CL A COM 23804L103   111,366,062 1,131,999 SH   SOLE   1,131,999 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   215,686,811 8,117,682 SH   SOLE   8,117,682 0 0
DUOLINGO INC CL A COM 26603R106   189,932,954 1,328,760 SH   SOLE   1,328,760 0 0
FORTINET INC COM 34959E109   197,102,286 2,607,518 SH   SOLE   2,607,518 0 0
GLOBANT S A COM L44385109   26,199,222 145,778 SH   SOLE   145,778 0 0
HUBSPOT INC COM 443573100   298,263,582 560,551 SH   SOLE   560,551 0 0
INTUIT COM 461202103   29,043,290 63,387 SH   SOLE   63,387 0 0
JABIL INC COM 466313103   89,599,816 830,166 SH   SOLE   830,166 0 0
MERCADOLIBRE INC COM 58733R102   79,819,533 67,381 SH   SOLE   67,381 0 0
META PLATFORMS INC CL A 30303M102   498,449,822 1,736,880 SH   SOLE   1,736,880 0 0
MICROSOFT CORP COM 594918104   438,441,504 1,287,489 SH   SOLE   1,287,489 0 0
MONDAY COM LTD SHS M7S64H106   140,685,653 821,666 SH   SOLE   821,666 0 0
MONGODB INC CL A 60937P106   39,204,336 95,390 SH   SOLE   95,390 0 0
MONOLITHIC PWR SYS INC COM 609839105   71,048,889 131,516 SH   SOLE   131,516 0 0
NETFLIX INC COM 64110L106   334,141,178 758,567 SH   SOLE   758,567 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   191,674,421 24,293,336 SH   SOLE   24,293,336 0 0
NVIDIA CORPORATION COM 67066G104   409,918,225 969,028 SH   SOLE   969,028 0 0
OKTA INC CL A 679295105   99,056,974 1,428,363 SH   SOLE   1,428,363 0 0
ON SEMICONDUCTOR CORP COM 682189105   170,460,777 1,802,292 SH   SOLE   1,802,292 0 0
ORACLE CORP COM 68389X105   170,209,740 1,429,253 SH   SOLE   1,429,253 0 0
PALO ALTO NETWORKS INC COM 697435105   215,335,907 842,769 SH   SOLE   842,769 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   58,211,870 841,942 SH   SOLE   841,942 0 0
PURE STORAGE INC CL A 74624M102   62,495,948 1,697,337 SH   SOLE   1,697,337 0 0
RAMBUS INC DEL COM 750917106   49,011,891 763,782 SH   SOLE   763,782 0 0
SALESFORCE INC COM 79466L302   128,998,314 610,614 SH   SOLE   610,614 0 0
SAMSARA INC COM CL A 79589L106   52,706,914 1,902,090 SH   SOLE   1,902,090 0 0
SPLUNK INC COM 848637104   172,005,096 1,621,313 SH   SOLE   1,621,313 0 0
SUPER MICRO COMPUTER INC COM 86800U104   110,862,163 444,783 SH   SOLE   444,783 0 0
TOAST INC CL A 888787108   111,554,098 4,942,583 SH   SOLE   4,942,583 0 0
WORKDAY INC CL A 98138H101   146,537,102 648,710 SH   SOLE   648,710 0 0
ZSCALER INC COM 98980G102   113,671,004 776,972 SH   SOLE   776,972 0 0