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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ACV AUCTIONS INC | COM CL A | 00091G104 | 108,494,251 | 5,022,882 | SH | SOLE | 5,022,882 | 0 | 0 | ||
| ADOBE INC | COM | 00724F101 | 138,319,048 | 311,053 | SH | SOLE | 311,053 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 232,169,251 | 1,922,090 | SH | SOLE | 1,922,090 | 0 | 0 | ||
| AFFIRM HLDGS INC | COM CL A | 00827B106 | 8,782,145 | 144,206 | SH | SOLE | 144,206 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 83,977,455 | 443,621 | SH | SOLE | 443,621 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 149,346,890 | 680,737 | SH | SOLE | 680,737 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 203,513,239 | 293,636 | SH | SOLE | 293,636 | 0 | 0 | ||
| ASTERA LABS INC | COM | 04626A103 | 243,264,293 | 1,836,650 | SH | SOLE | 1,836,650 | 0 | 0 | ||
| BATH & BODY WORKS INC | COM | 070830104 | 13,509,251 | 348,446 | SH | SOLE | 348,446 | 0 | 0 | ||
| BLOCK INC | CL A | 852234103 | 61,890,398 | 728,208 | SH | SOLE | 728,208 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 104,941,217 | 452,645 | SH | SOLE | 452,645 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 60,748,442 | 177,228 | SH | SOLE | 177,228 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 6,356,679 | 74,952 | SH | SOLE | 74,952 | 0 | 0 | ||
| CONFLUENT INC | CLASS A COM | 20717M103 | 43,345,018 | 1,550,251 | SH | SOLE | 1,550,251 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 97,957,212 | 482,334 | SH | SOLE | 482,334 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 54,447,234 | 549,528 | SH | SOLE | 549,528 | 0 | 0 | ||
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | 52,344,546 | 301,576 | SH | SOLE | 301,576 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 16,184,189 | 398,233 | SH | SOLE | 398,233 | 0 | 0 | ||
| GITLAB INC | CLASS A COM | 37637K108 | 26,793,185 | 475,478 | SH | SOLE | 475,478 | 0 | 0 | ||
| GLOBALFOUNDRIES INC | ORDINARY SHARES | G39387108 | 15,666,484 | 365,101 | SH | SOLE | 365,101 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 1,380,321,000 | 2,700,000 | SH | Put | SOLE | 2,700,000 | 0 | 0 | |
| JOBY AVIATION INC | COMMON STOCK | G65163100 | 8,130,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| LAM RESEARCH CORP | COM NEW | 512807306 | 6,477,586 | 89,680 | SH | SOLE | 89,680 | 0 | 0 | ||
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 31,780,480 | 560,997 | SH | SOLE | 560,997 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 147,359,030 | 1,755,319 | SH | SOLE | 1,755,319 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 37,548,654 | 71,308 | SH | SOLE | 71,308 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 20,247,970 | 240,589 | SH | SOLE | 240,589 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 134,609,397 | 319,358 | SH | SOLE | 319,358 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 81,916,294 | 351,859 | SH | SOLE | 351,859 | 0 | 0 | ||
| NEXTRACKER INC | CLASS A COM | 65290E101 | 23,148,111 | 633,674 | SH | SOLE | 633,674 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 40,669,750 | 537,462 | SH | SOLE | 537,462 | 0 | 0 | ||
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 39,472,657 | 3,810,102 | SH | SOLE | 3,810,102 | 0 | 0 | ||
| NUTANIX INC | CL A | 67059N108 | 30,966,073 | 506,147 | SH | SOLE | 506,147 | 0 | 0 | ||
| RALPH LAUREN CORP | CL A | 751212101 | 38,985,497 | 168,783 | SH | SOLE | 168,783 | 0 | 0 | ||
| RH | COM | 74967X103 | 110,172,532 | 279,917 | SH | SOLE | 279,917 | 0 | 0 | ||
| ROBLOX CORP | CL A | 771049103 | 35,200,057 | 608,366 | SH | SOLE | 608,366 | 0 | 0 | ||
| SENTINELONE INC | CL A | 81730H109 | 73,300,648 | 3,301,831 | SH | SOLE | 3,301,831 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 116,852,392 | 756,767 | SH | SOLE | 756,767 | 0 | 0 | ||
| SONDER HOLDINGS INC | CL A NEW | 83542D300 | 3,054,495 | 960,533 | SH | SOLE | 960,533 | 0 | 0 | ||
| STARBUCKS CORP | COM | 855244109 | 89,142,855 | 976,908 | SH | SOLE | 976,908 | 0 | 0 | ||
| TABOOLA.COM LTD | ORD SHS | M8744T106 | 2,646,250 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 124,663,389 | 308,695 | SH | SOLE | 308,695 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 143,557,780 | 330,071 | SH | SOLE | 330,071 | 0 | 0 | ||
| UNITY SOFTWARE INC | COM | 91332U101 | 85,911,416 | 3,823,383 | SH | SOLE | 3,823,383 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 38,718,218 | 873,606 | SH | SOLE | 873,606 | 0 | 0 | ||