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
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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   22,660,856 109,230 SH   SOLE   109,230 0 0
Cloudflare, Inc. Class A NET 18915M107   15,521,672 251,730 SH   SOLE   251,730 0 0
NVIDIA Corp. NVDA 67066G104   14,621,813 52,640 SH   SOLE   52,640 0 0
Meta Platforms, Inc. Class A META 30303M102   14,469,144 68,270 SH   SOLE   68,270 0 0
Roku, Inc. Class A ROKU 77543R102   13,686,611 207,940 SH   SOLE   207,940 0 0
HubSpot, Inc. HUBS 443573100   12,673,850 29,560 SH   SOLE   29,560 0 0
Sea Ltd. (Singapore) SE 81141R100   12,649,283 146,150 SH   SOLE   146,150 0 0
MercadoLibre, Inc. (Argentina) MELI 58733R102   10,860,814 8,240 SH   SOLE   8,240 0 0
Snowflake, Inc. Class A SNOW 833445109   10,403,775 67,430 SH   SOLE   67,430 0 0
The Trade Desk, Inc. Class A TTD 88339J105   10,042,841 164,880 SH   SOLE   164,880 0 0
MongoDB, Inc. Class A MDB 60937P106   9,508,965 40,790 SH   SOLE   40,790 0 0
DigitalOcean Holdings, Inc. DOCN 25402D102   9,055,712 231,190 SH   SOLE   231,190 0 0
DoorDash, Inc. Class A DASH 25809K105   8,895,222 139,950 SH   SOLE   139,950 0 0
Zillow Group, Inc. Class C Z 98954M101   8,006,379 180,040 SH   SOLE   180,040 0 0
Advanced Micro Devices, Inc. AMD 007903107   7,839,820 79,990 SH   SOLE   79,990 0 0
CrowdStrike Holdings, Inc. Class A CRWD 22788C105   7,796,368 56,800 SH   SOLE   56,800 0 0
Shopify, Inc. Class A (Canada) SHOP 82509L107   7,765,801 161,990 SH   SOLE   161,990 0 0
Micro Strategy, Inc. MSTR 594972408   7,690,939 26,310 SH   SOLE   26,310 0 0
Marvell Technology, Inc. MRVL 573874104   6,469,020 149,400 SH   SOLE   149,400 0 0
Spotify Technology S.A. (Luxembourg) SPOT L8681T102   6,371,002 47,680 SH   SOLE   47,680 0 0
Datadog, Inc. Class A DDOG 23804L103   3,349,626 46,100 SH   SOLE   46,100 0 0
monday.com Ltd. MNDY 001176213   3,047,713 21,350 SH   SOLE   21,350 0 0
ASML Holding N.V. ADR ASML N07059111   6,807 10 SH   SOLE   10 0 0
Broadcom Ltd. AVGO 11135F101   6,415 10 SH   SOLE   10 0 0
Palo Alto Networks, Inc. PANW 697435105   5,992 30 SH   SOLE   30 0 0
Lam Research Corp. LRCX 512807108   5,301 10 SH   SOLE   10 0 0
ServiceNow, Inc. NOW 81762P102   4,647 10 SH   SOLE   10 0 0
Intuit, Inc. INTU 461202103   4,458 10 SH   SOLE   10 0 0
KLA Corporation KLAC 482480100   3,992 10 SH   SOLE   10 0 0
Adobe, Inc. ADBE 00724F101   3,854 10 SH   SOLE   10 0 0
Invesco QQQ ETF QQQ 46090E103   3,209 10 SH   SOLE   10 0 0
Paycom Software, Inc. PAYC 70432V102   3,040 10 SH   SOLE   10 0 0
Microsoft Corp. MSFT 594918104   2,883 10 SH   SOLE   10 0 0
VanEck Semiconductor ETF SMH 92189F676   2,632 10 SH   SOLE   10 0 0
Enphase Energy, Inc. ENPH 29355A107   2,103 10 SH   SOLE   10 0 0
Cadence Design Systems Inc. CDNS 127387108   2,101 10 SH   SOLE   10 0 0
Paylocity Holding Corp. PCTY 70438V106   1,988 10 SH   SOLE   10 0 0
Atlassian Corporation PLC Class A (United Kingdom) TEAM G06242104   1,712 10 SH   SOLE   10 0 0
Arista Networks, Inc. ANET 040413106   1,679 10 SH   SOLE   10 0 0
Apple, Inc. AAPL 037833100   1,649 10 SH   SOLE   10 0 0
Cyberark Software LTD (Israel) CYBR M2682V108   1,480 10 SH   SOLE   10 0 0
Qualcomm, Inc. QCOM 747525103   1,276 10 SH   SOLE   10 0 0
Airbnb, Inc. Class A ABNB 009066101   1,244 10 SH   SOLE   10 0 0
Applied Materials, Inc. AMAT 038222105   1,228 10 SH   SOLE   10 0 0
Zscaler, Inc. ZS 98980G102   1,168 10 SH   SOLE   10 0 0
Etsy, Inc. ETSY 29786A106   1,113 10 SH   SOLE   10 0 0
Teradyne, Inc. TER 880770102   1,075 10 SH   SOLE   10 0 0
Alphabet, Inc. Class A GOOGL 02079K305   1,037 10 SH   SOLE   10 0 0
Amazon.com, Inc. AMZN 023135106   1,033 10 SH   SOLE   10 0 0
Alibaba Group Holding Ltd. ADR BABA 01609W102   1,022 10 SH   SOLE   10 0 0
Taiwan Semiconductor Manufacturing Company Ltd. ADR TSM 874039100   930 10 SH   SOLE   10 0 0
Celsius Holdings, Inc. CELH 15118V207   929 10 SH   SOLE   10 0 0
Okta, Inc. Class A OKTA 679295105   862 10 SH   SOLE   10 0 0
ON Semiconductor Corporation ON 682189105   823 10 SH   SOLE   10 0 0
BILL Holdings Inc BILL 090043100   811 10 SH   SOLE   10 0 0
Ambarella, Inc. AMBA G037AX101   774 10 SH   SOLE   10 0 0
PayPal Holdings, Inc. PYPL 70450Y103   759 10 SH   SOLE   10 0 0
Pinduoduo, Inc. ADR PDD 722304102   759 10 SH   SOLE   10 0 0
Zoom Video Communications, Inc. Class A ZM 98980L101   738 10 SH   SOLE   10 0 0
Block, Inc. Class A SQ 852234103   687 10 SH   SOLE   10 0 0
Coinbase Global, Inc. Class A COIN 19260Q107   676 10 SH   SOLE   10 0 0
Twilio, Inc. Class A TWLO 90138F102   666 10 SH   SOLE   10 0 0
Fortinet,Inc. FTNT 34959E109   665 10 SH   SOLE   10 0 0
Wolfspeed, Inc. WOLF 977852102   650 10 SH   SOLE   10 0 0
BYD Company Ltd ADR BYDDY 05606L100   588 10 SH   SOLE   10 0 0
Ciena Corp CIEN 171779309   525 10 SH   SOLE   10 0 0
Roblox Corporation Class A RBLX 771049103   450 10 SH   SOLE   10 0 0
JD.com, Inc. ADR JD 47215P106   439 10 SH   SOLE   10 0 0
Chewy, Inc. Class A CHWY 16679L109   374 10 SH   SOLE   10 0 0
Wayfair, Inc. Class A W 94419L101   343 10 SH   SOLE   10 0 0
GitLab Inc. GTLB 37637K108   343 10 SH   SOLE   10 0 0
C3.ai, Inc. AI 12468P104   336 10 SH   SOLE   10 0 0
Unity Software, Inc. U 91332U101   324 10 SH   SOLE   10 0 0
Uber Technologies, Inc. UBER 90353T100   317 10 SH   SOLE   10 0 0
HashiCorp, Inc. HCP 418100103   293 10 SH   SOLE   10 0 0
Pinterest, Inc. Class A PINS 72352L106   273 10 SH   SOLE   10 0 0
Pure Storage, Inc. Class A PSTG 74624M102   255 10 SH   SOLE   10 0 0
Li Auto, Inc. ADR LI 50202M102   250 10 SH   SOLE   10 0 0
ZoomInfo Technologies Inc. ZI 98980F104   247 10 SH   SOLE   10 0 0
Kornit Digital Ltd. (Israel) KRNT 001121672   194 10 SH   SOLE   10 0 0
DraftKings, Inc. Class A DKNG 26142R104   194 10 SH   SOLE   10 0 0
Fastly, Inc. FSLY 31188V100   178 10 SH   SOLE   10 0 0
UiPath Inc. PATH 90364P105   176 10 SH   SOLE   10 0 0
AppLovin Corporation APP 03831W108   158 10 SH   SOLE   10 0 0
Rivian Automotive, Inc. Class A RIVN 76954A103   155 10 SH   SOLE   10 0 0
Domo, Inc. Class B DOMO 257554105   142 10 SH   SOLE   10 0 0
Digital Turbine, Inc. APPS 25400W102   124 10 SH   SOLE   10 0 0
Peloton Interactive, Inc. Class A PTON 70614W100   113 10 SH   SOLE   10 0 0
Snap, Inc. Class A SNAP 83304A106   112 10 SH   SOLE   10 0 0
XPeng, Inc. ADR XPEV 98422D105   111 10 SH   SOLE   10 0 0
NIO, Inc. ADR NIO 62914V106   105 10 SH   SOLE   10 0 0
Palantir Technologies, Inc. Class PLTR 69608A108   85 10 SH   SOLE   10 0 0
Polestar Automotive Holding UK PLC ADS Class A PSNY 731105201   38 10 SH   SOLE   10 0 0
Opendoor Technologies, Inc. OPEN 683712103   18 10 SH   SOLE   10 0 0