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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101 8,907,200 15,200 SH   SOLE   15,200 0 0
ADVANCED MICRO DEVICES INC COM 007903107 282,000 3,000 SH   SOLE   3,000 0 0
ALPHABET INC CAP STK CL A 02079K305 5,238,090 2,145 SH   SOLE   2,145 0 0
ALPHABET INC CAP STK CL C 02079K107 6,828,850 2,725 SH   SOLE   2,725 0 0
AMAZON COM INC COM 023135106 9,804,000 2,850 SH   SOLE   2,850 0 0
APPLE INC COM 037833100 1,260,400 9,200 SH   SOLE   9,200 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6,699,800 24,100 SH   SOLE   24,100 0 0
COUPA SOFTWARE INC COM 22266L106 1,703,000 6,500 SH   SOLE   6,500 0 0
DANAHER CORPORATION COM 235851102 2,613,000 9,750 SH   SOLE   9,750 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 206,000 2,000 SH   SOLE   2,000 0 0
FACEBOOK INC CL A 30303M102 9,698,650 27,950 SH   SOLE   27,950 0 0
FISERV INC COM 337738108 288,603 2,700 SH   SOLE   2,700 0 0
GENERAL ELECTRIC CO COM 369604103 5,962,780 443,000 SH   SOLE   443,000 0 0
GLOBAL PMTS INC COM 37940X102 4,669,746 24,900 SH   SOLE   24,900 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 2,301,000 6,500 SH   SOLE   6,500 0 0
ISHARES TR ISHARES BIOTECH 464287556 246,000 1,500 SH   SOLE   1,500 0 0
ISHARES TR S&P MC 400GR ETF 464287606 874,000 10,800 SH   SOLE   10,800 0 0
JPMORGAN CHASE & CO COM 46625H100 231,975 1,500 SH   SOLE   1,500 0 0
LAM RESEARCH CORP COM 512807108 2,652,000 4,080 SH   SOLE   4,080 0 0
LILLY ELI & CO COM 532457108 412,200 1,800 SH   SOLE   1,800 0 0
MASTERCARD INCORPORATED CL A 57636Q104 8,468,000 23,200 SH   SOLE   23,200 0 0
MICROSOFT CORP COM 594918104 14,268,150 52,650 SH   SOLE   52,650 0 0
NVIDIA CORPORATION COM 67066G104 9,552,000 11,940 SH   SOLE   11,940 0 0
OKTA INC CL A 679295105 2,513,200 10,300 SH   SOLE   10,300 0 0
PARKER-HANNIFIN CORP COM 701094104 2,824,400 9,200 SH   SOLE   9,200 0 0
PAYPAL HLDGS INC COM 70450Y103 9,590,350 32,900 SH   SOLE   32,900 0 0
QUALCOMM INC COM 747525103 4,576,000 32,000 SH   SOLE   32,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 5,710,500 12,150 SH   SOLE   12,150 0 0
SALESFORCE COM INC COM 79466L302 8,039,800 32,950 SH   SOLE   32,950 0 0
SERVICENOW INC COM 81762P102 5,412,575 9,850 SH   SOLE   9,850 0 0
SHOPIFY INC CL A 82509L107 3,360,300 2,300 SH   SOLE   2,300 0 0
SNAP INC CL A 83304A106 3,604,000 53,600 SH   SOLE   53,600 0 0
SNOWFLAKE INC CL A 833445109 3,642,100 15,050 SH   SOLE   15,050 0 0
SPDR GOLD TR GOLD SHS 78463V107 331,200 2,000 SH   SOLE   2,000 0 0
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 827,775 22,500 SH   SOLE   22,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 6,942,160 16,220 SH   SOLE   16,220 0 0
SQUARE INC CL A 852234103 732,000 3,000 SH   SOLE   3,000 0 0
STRYKER CORPORATION COM 863667101 5,031,000 19,350 SH   SOLE   19,350 0 0
TELEFLEX INCORPORATED COM 879369106 4,771,900 11,900 SH   SOLE   11,900 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 7,870,200 15,600 SH   SOLE   15,600 0 0
UNITEDHEALTH GROUP INC COM 91324P102 680,000 1,700 SH   SOLE   1,700 0 0
VISA INC COM CL A 92826C839 7,137,000 30,500 SH   SOLE   30,500 0 0
XYLEM INC COM 98419M100 216,000 1,800 SH   SOLE   1,800 0 0
bank of america com 000000AAA 4,308,533 104,500 SH   SOLE   104,500 0 0