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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | AMAZON COM INC | $208.3M | 1000000 | 14.55% |
| 2 | META PLATFORMS INC | $176.2M | 307981 | 12.31% |
| 3 | MASTERCARD INCORPORATED | $112.4M | 225000 | 7.85% |
| 4 | NVIDIA CORPORATION | $104.6M | 600000 | 7.31% |
| 5 | ALPHABET INC | $100.6M | 350000 | 7.03% |
| 6 | LUMENTUM HLDGS INC | $98.4M | 140000 | 6.87% |
| 7 | CARVANA CO | $94.3M | 300000 | 6.59% |
| 8 | VERTIV HOLDINGS CO | $87.7M | 350000 | 6.13% |
| 9 | AXON ENTERPRISE INC | $84.9M | 200000 | 5.93% |
| 10 | SPOTIFY TECHNOLOGY S A | $72.7M | 150000 | 5.08% |
| 11 | KEYSIGHT TECHNOLOGIES INC | $70.6M | 250000 | 4.93% |
| 12 | APPLIED MATLS INC | $68.4M | 200000 | 4.77% |
| 13 | CLOUDFLARE INC | $41.3M | 200000 | 2.88% |
| 14 | FABRINET | $39.1M | 75000 | 2.73% |
| 15 | SITIME CORP | $31.1M | 90000 | 2.17% |
| 16 | GUARDANT HEALTH INC | $27.7M | 300000 | 1.94% |
| 17 | MONGODB INC | $13.5M | 55000 | 0.94% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.