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 |
| ADOBE INC | COM | 00724F101 | 2,731,225 | 6,142 | SH | SOLE | 0 | 0 | 6,142 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 4,007,670 | 21,171 | SH | SOLE | 0 | 0 | 21,171 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 298,818 | 1,569 | SH | SOLE | 0 | 0 | 1,569 | ||
| AMAZON COM INC | COM | 023135106 | 10,181,890 | 46,410 | SH | SOLE | 0 | 0 | 46,410 | ||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | 1,914,207 | 11,590 | SH | SOLE | 0 | 0 | 11,590 | ||
| APPLE INC | COM | 037833100 | 1,986,126 | 7,931 | SH | SOLE | 0 | 0 | 7,931 | ||
| APPLIED DIGITAL CORP | COM NEW | 038169207 | 83,215 | 10,892 | SH | SOLE | 0 | 0 | 10,892 | ||
| ARISTA NETWORKS INC | COM SHS | 040413205 | 14,431,571 | 130,567 | SH | SOLE | 0 | 0 | 130,567 | ||
| ASTERA LABS INC | COM | 04626A103 | 4,875,882 | 36,813 | SH | SOLE | 0 | 0 | 36,813 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 409,312 | 903 | SH | SOLE | 0 | 0 | 903 | ||
| BITWISE BITCOIN ETF TR | SHS BEN INT | 09174C104 | 401,257 | 7,891 | SH | SOLE | 0 | 0 | 7,891 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 8,232,710 | 1,657 | SH | SOLE | 0 | 0 | 1,657 | ||
| CONSTELLATION ENERGY CORP | COM | 21037T109 | 3,184,736 | 14,236 | SH | SOLE | 0 | 0 | 14,236 | ||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 475,215 | 519 | SH | SOLE | 0 | 0 | 519 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 7,623,325 | 22,280 | SH | SOLE | 0 | 0 | 22,280 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 3,226,288 | 15,886 | SH | SOLE | 0 | 0 | 15,886 | ||
| EATON CORP PLC | SHS | G29183103 | 256,536 | 773 | SH | SOLE | 0 | 0 | 773 | ||
| ELI LILLY & CO | COM | 532457108 | 9,505,836 | 12,313 | SH | SOLE | 0 | 0 | 12,313 | ||
| FAIR ISAAC CORP | COM | 303250104 | 3,221,325 | 1,618 | SH | SOLE | 0 | 0 | 1,618 | ||
| GALLAGHER ARTHUR J & CO | COM | 363576109 | 3,740,884 | 13,179 | SH | SOLE | 0 | 0 | 13,179 | ||
| HOULIHAN LOKEY INC | CL A | 441593100 | 5,132,695 | 29,556 | SH | SOLE | 0 | 0 | 29,556 | ||
| MERCURY GENL CORP NEW | COM | 589400100 | 3,992,722 | 60,059 | SH | SOLE | 0 | 0 | 60,059 | ||
| META PLATFORMS INC | CL A | 30303M102 | 13,435,186 | 22,946 | SH | SOLE | 0 | 0 | 22,946 | ||
| MICROSOFT CORP | COM | 594918104 | 9,436,738 | 22,388 | SH | SOLE | 0 | 0 | 22,388 | ||
| NETFLIX INC | COM | 64110L106 | 10,874,995 | 12,201 | SH | SOLE | 0 | 0 | 12,201 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 16,437,322 | 122,402 | SH | SOLE | 0 | 0 | 122,402 | ||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 11,855,986 | 156,763 | SH | SOLE | 0 | 0 | 156,763 | ||
| SALESFORCE INC | COM | 79466L302 | 4,009,285 | 11,992 | SH | SOLE | 0 | 0 | 11,992 | ||
| SERVICENOW INC | COM | 81762P102 | 7,481,267 | 7,057 | SH | SOLE | 0 | 0 | 7,057 | ||
| SHOPIFY INC | CL A | 82509L107 | 6,719,418 | 63,194 | SH | SOLE | 0 | 0 | 63,194 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 1,274,572 | 5,264 | SH | SOLE | 0 | 0 | 5,264 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 11,255,186 | 25,158 | SH | SOLE | 0 | 0 | 25,158 | ||
| TESLA INC | COM | 88160R101 | 9,021,382 | 22,339 | SH | SOLE | 0 | 0 | 22,339 | ||
| TPG INC | COM CL A | 872657101 | 1,815,008 | 28,883 | SH | SOLE | 0 | 0 | 28,883 | ||
| TRAVELERS COMPANIES INC | COM | 89417E109 | 3,817,143 | 15,846 | SH | SOLE | 0 | 0 | 15,846 | ||
| VISTRA CORP | COM | 92840M102 | 5,987,332 | 43,427 | SH | SOLE | 0 | 0 | 43,427 | ||
| ZEDGE INC | CL B | 98923T104 | 43,040 | 16,000 | SH | SOLE | 0 | 0 | 16,000 | ||