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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Tesla, Inc. TSLA 88160R101 19,822 74,730 SH   SOLE   74,730 0 0
Snowflake, Inc. Class A SNOW 833445109 18,126 106,650 SH   SOLE   106,650 0 0
Cloudflare, Inc. Class A NET 18915M107 17,281 312,430 SH   SOLE   312,430 0 0
The Trade Desk, Inc. Class A TTD 88339J105 16,793 281,060 SH   SOLE   281,060 0 0
Datadog, Inc. Class A DDOG 23804L103 16,542 186,330 SH   SOLE   186,330 0 0
Bill.com Holdings, Inc. BILL 090043100 13,393 101,180 SH   SOLE   101,180 0 0
MercadoLibre, Inc. (Argentina) MELI 58733R102 12,152 14,680 SH   SOLE   14,680 0 0
CrowdStrike Holdings, Inc. Class A CRWD 22788C105 12,130 73,600 SH   SOLE   73,600 0 0
MongoDB, Inc. Class A MDB 60937P106 12,076 60,820 SH   SOLE   60,820 0 0
Amazon.com, Inc. AMZN 023135106 11,875 105,090 SH   SOLE   105,090 0 0
Zscaler, Inc. ZS 98980G102 11,435 69,570 SH   SOLE   69,570 0 0
ZoomInfo Technologies Inc. ZI 98980F104 9,958 239,030 SH   SOLE   239,030 0 0
Roblox Corporation Class A RBLX 771049103 8,736 243,760 SH   SOLE   243,760 0 0
DraftKings, Inc. Class A DKNG 26142R104 8,724 576,240 SH   SOLE   576,240 0 0
DigitalOcean Holdings, Inc. DOCN 25402D102 7,611 210,410 SH   SOLE   210,410 0 0
Atlassian Corporation PLC Class A (United Kingdom) TEAM G06242104 7,524 35,730 SH   SOLE   35,730 0 0
HubSpot, Inc. HUBS 443573100 7,363 27,260 SH   SOLE   27,260 0 0
Rivian Automotive, Inc. Class A RIVN 76954A103 6,231 189,330 SH   SOLE   189,330 0 0
Kornit Digital Ltd. (Israel) KRNT 001121672 5,723 215,060 SH   SOLE   215,060 0 0
monday.com Ltd. MNDY 001176213 5,617 49,560 SH   SOLE   49,560 0 0
Celsius Holdings, Inc. CELH 15118V207 4,996 55,090 SH   SOLE   55,090 0 0
GitLab Inc. GTLB 37637K108 4,936 96,360 SH   SOLE   96,360 0 0
Block, Inc. Class A SQ 852234103 4,890 88,930 SH   SOLE   88,930 0 0
Shopify, Inc. Class A (Canada) SHOP 82509L107 4,820 178,900 SH   SOLE   178,900 0 0
Alphabet, Inc. Class A GOOGL 02079K305 19 200 SH   SOLE   200 0 0
Palo Alto Networks, Inc. PANW 697435105 5 30 SH   SOLE   30 0 0
Broadcom Ltd. AVGO 11135F101 4 10 SH   SOLE   10 0 0
ASML Holding N.V. ADR ASML N07059111 4 10 SH   SOLE   10 0 0
Intuit, Inc. INTU 461202103 4 10 SH   SOLE   10 0 0
ServiceNow, Inc. NOW 81762P102 4 10 SH   SOLE   10 0 0
Lam Research Corp. LRCX 512807108 4 10 SH   SOLE   10 0 0
Paycom Software, Inc. PAYC 70432V102 3 10 SH   SOLE   10 0 0
KLA Corporation KLAC 482480100 3 10 SH   SOLE   10 0 0
Enphase Energy, Inc. ENPH 29355A107 3 10 SH   SOLE   10 0 0
Adobe, Inc. ADBE 00724F101 3 10 SH   SOLE   10 0 0
Invesco QQQ ETF QQQ 46080E103 3 10 SH   SOLE   10 0 0
Fortinet,Inc. FTNT 34959E109 2 50 SH   SOLE   50 0 0
Paylocity Holding Corp. PCTY 70438V106 2 10 SH   SOLE   10 0 0
Microsoft Corp. MSFT 594918104 2 10 SH   SOLE   10 0 0
VanEck Semiconductor ETF SMH 92189F676 2 10 SH   SOLE   10 0 0
Cadence Design Systems Inc. CDNS 127387108 2 10 SH   SOLE   10 0 0
Signature Bank SBNY 82669G104 2 10 SH   SOLE   10 0 0
Cyberark Software LTD (Israel) CYBR M2682V108 2 10 SH   SOLE   10 0 0
Apple, Inc. AAPL 037833100 1 10 SH   SOLE   10 0 0
Meta Platforms, Inc. Class A META 30303M102 1 10 SH   SOLE   10 0 0
NVIDIA Corp. NVDA 67066G104 1 10 SH   SOLE   10 0 0
Qualcomm, Inc. QCOM 747525103 1 10 SH   SOLE   10 0 0
Arista Networks, Inc. ANET 040413106 1 10 SH   SOLE   10 0 0
Paychex, Inc. PAYX 704326107 1 10 SH   SOLE   10 0 0
Airbnb, Inc. Class A ABNB 009066101 1 10 SH   SOLE   10 0 0
Wolfspeed, Inc. WOLF 977852102 1 10 SH   SOLE   10 0 0
Etsy, Inc. ETSY 29786A106 1 10 SH   SOLE   10 0 0
Spotify Technology S.A. (Luxembourg) SPOT L8681T102 1 10 SH   SOLE   10 0 0
PayPal Holdings, Inc. PYPL 70450Y103 1 10 SH   SOLE   10 0 0
Applied Materials, Inc. AMAT 038222105 1 10 SH   SOLE   10 0 0
Alibaba Group Holding Ltd. ADR BABA 01609W102 1 10 SH   SOLE   10 0 0
Silvergate Capital Corp. - Class A SI 82837P408 1 10 SH   SOLE   10 0 0
Teradyne, Inc. TER 880770102 1 10 SH   SOLE   10 0 0
Zoom Video Communications, Inc. Class A ZM 98980L101 1 10 SH   SOLE   10 0 0
Twilio, Inc. Class A TWLO 90138F102 1 10 SH   SOLE   10 0 0
Taiwan Semiconductor Manufacturing Company Ltd. ADR TSM 874039100 1 10 SH   SOLE   10 0 0
Coinbase Global, Inc. Class A COIN 19260Q107 1 10 SH   SOLE   10 0 0
Advanced Micro Devices, Inc. AMD 007903107 1 10 SH   SOLE   10 0 0
ON Semiconductor Corporation ON 682189105 1 10 SH   SOLE   10 0 0
Okta, Inc. Class A OKTA 679295105 1 10 SH   SOLE   10 0 0
Roku, Inc. Class A ROKU 77543R102 1 10 SH   SOLE   10 0 0
Ambarella, Inc. AMBA G037AX101 1 10 SH   SOLE   10 0 0
Sea Ltd. (Singapore) SE 81141R100 1 10 SH   SOLE   10 0 0
DoorDash, Inc. Class A DASH 25809K105 0 10 SH   SOLE   10 0 0
BYD Company Ltd ADR BYDDY 05606L100 0 10 SH   SOLE   10 0 0
Marvell Technology, Inc. MRVL G5876H105 0 10 SH   SOLE   10 0 0
Unity Software, Inc. U 91332U101 0 10 SH   SOLE   10 0 0
Chewy, Inc. Class A CHWY 16679L109 0 10 SH   SOLE   10 0 0
Doximity, Inc. Class A DOCS 26622P107 0 10 SH   SOLE   10 0 0
Zillow Group, Inc. Class C Z 98954M101 0 10 SH   SOLE   10 0 0
Pure Storage, Inc. PSTG 7462AM102 0 10 SH   SOLE   10 0 0
Uber Technologies, Inc. UBER 90353T100 0 10 SH   SOLE   10 0 0
Teladoc Health, Inc. TDOC 87918A105 0 10 SH   SOLE   10 0 0
Pinterest, Inc. Class A PINS 72352L106 0 10 SH   SOLE   10 0 0
Li Auto, Inc. ADR LI 50202M102 0 10 SH   SOLE   10 0 0
Carvana Co. Class A CVNA 146869102 0 10 SH   SOLE   10 0 0
Affirm Holdings, Inc. Class A AFRM 00827B106 0 10 SH   SOLE   10 0 0
Domo, Inc. Class B DOMO 257554105 0 10 SH   SOLE   10 0 0
NIO, Inc. ADR NIO 62914V106 0 10 SH   SOLE   10 0 0
Digital Turbine, Inc. APPS 25400W102 0 10 SH   SOLE   10 0 0
XPeng, Inc. ADR XPEV 98422D105 0 10 SH   SOLE   10 0 0
Snap, Inc. Class A SNAP 83304A106 0 10 SH   SOLE   10 0 0
Palantir Technologies, Inc. Class PLTR 69608A108 0 10 SH   SOLE   10 0 0
Polestar Automotive Cl A ADS PSNY 731105201 0 10 SH   SOLE   10 0 0
Opendoor Technologies, Inc. OPEN 68372A104 0 10 SH   SOLE   10 0 0