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   2,493,849 5,100 SH   SOLE   12,500 0 0
ADVANCED MICRO DEVICES INC COM 007903107   2,790,795 24,500 SH   SOLE   25,000 0 0
AIRBNB INC COM CL A 009066101   1,883,952 14,700 SH   SOLE   19,400 0 0
ALPHABET INC CAP STK CL C 02079K107   4,838,800 40,000 SH   SOLE   46,060 0 0
ALPHABET INC CAP STK CL A 02079K305   4,723,362 39,460 SH   SOLE   52,000 0 0
AMAZON COM INC COM 023135106   6,218,172 47,700 SH   SOLE   55,100 0 0
APPLE INC COM 037833100   581,910 3,000 SH   SOLE   3,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   5,592,400 16,400 SH   SOLE   19,200 0 0
MERCK and CO COM 58933Y105   4,352,468 38,250 SH   SOLE   38,250 0 0
CLOUDFLARE INC CL A COM 18915M107   941,328 14,400 SH   SOLE   15,000 0 0
DANAHER CORPORATION COM 235851102   1,080,000 4,500 SH   SOLE   7,500 0 0
GE HEALTHCARE COM 36266G107   3,347,575 41,206 SH   SOLE   39,535 0 0
GENERAL ELECTRIC CO COM NEW 369604301   5,945,631 54,125 SH   SOLE   62,375 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   2,401,230 6,500 SH   SOLE   6,500 0 0
ISHARES TR S&P MC 400GR ETF 464287606   1,653,750 22,050 SH   SOLE   10,800 0 0
ISHARES TR ISHARES BIOTECH 464287556   190,440 1,500 SH   SOLE   1,500 0 0
JPMORGAN CHASE & CO COM 46625H100   509,040 3,500 SH   SOLE   2,000 0 0
MARVELL TECHNOLOGY COM 573874104   3,293,878 55,100 SH   SOLE   54,000 0 0
LILLY ELI & CO COM 532457108   8,511,987 18,150 SH   SOLE   19,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   5,545,530 14,100 SH   SOLE   16,300 0 0
META PLATFORMS INC CL A 30303M102   7,920,648 27,600 SH   SOLE   32,200 0 0
MICROSOFT CORP COM 594918104   14,438,896 42,400 SH   SOLE   46,400 0 0
NVIDIA CORPORATION COM 67066G104   15,482,532 36,600 SH   SOLE   40,500 0 0
TELEDYNE TECHNOLOGIES COM 879360105   2,548,882 6,200 SH   SOLE   7,200 0 0
REGENERON COM 75886F107   3,736,408 5,200 SH   SOLE   5,540 0 0
QUALCOMM INC COM 747525103   1,130,880 9,500 SH   SOLE   12,800 0 0
ROPER TECHNOLOGIES INC COM 776696106   4,663,760 9,700 SH   SOLE   10,400 0 0
SALESFORCE COM INC COM 79466L302   5,556,138 26,300 SH   SOLE   26,100 0 0
SERVICENOW INC COM 81762P102   4,608,154 8,200 SH   SOLE   9,000 0 0
SNOWFLAKE INC CL A 833445109   1,671,810 9,500 SH   SOLE   13,500 0 0
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889   732,150 22,500 SH   SOLE   22,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   7,190,002 16,220 SH   SOLE   16,220 0 0
NXP semi com N6596x109   2,865,520 14,000 SH   SOLE   8,500 0 0
VERTEX PHARMA COM 92532F100   3,431,123 9,750 SH   SOLE   7,700 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   6,926,231 13,275 SH   SOLE   14,700 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,297,728 2,700 SH   SOLE   2,700 0 0
VISA INC COM CL A 92826C839   4,093,084 17,200 SH   SOLE   22,100 0 0