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
Expires: July 31, 2015
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
ADVANCED MICRO DEVICES INC COM 007903107 1,522,019 10,726 SH SOLE 0 0 10,726
AGNICO EAGLE MINES LTD COM 008474108 2,818,403 23,698 SH SOLE 0 0 23,698
AMAZON COM INC COM 023135106 2,127,864 9,699 SH SOLE 0 0 9,699
APPLE INC COM 037833100 921,897 4,493 SH SOLE 0 0 4,493
ARISTA NETWORKS INC COM SHS 040413205 3,279,854 32,058 SH SOLE 0 0 32,058
ASML HOLDING N V N Y REGISTRY SHS N07059210 1,702,418 2,124 SH SOLE 0 0 2,124
BITWISE BITCOIN ETF TR SHS BEN INT 09174C104 230,610 3,936 SH SOLE 0 0 3,936
BOOKING HOLDINGS INC COM 09857L108 3,849,899 665 SH SOLE 0 0 665
BRAINSTORM CELL THERAPEUTICS COM 10501E300 29,064 25,950 SH SOLE 0 0 25,950
BROADCOM INC COM 11135F101 5,256,662 19,070 SH SOLE 0 0 19,070
BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 1,464,325 57,402 SH SOLE 0 0 57,402
CAMECO CORP COM 13321L108 1,317,731 17,752 SH SOLE 0 0 17,752
CELESTICA INC COM 15101Q207 3,116,736 19,965 SH SOLE 0 0 19,965
CONSTELLATION ENERGY CORP COM 21037T109 6,544,356 20,276 SH SOLE 0 0 20,276
COSTCO WHSL CORP NEW COM 22160K105 391,847 396 SH SOLE 0 0 396
CROWDSTRIKE HLDGS INC CL A 22788C105 7,885,647 15,483 SH SOLE 0 0 15,483
DOORDASH INC CL A 25809K105 3,147,933 12,770 SH SOLE 0 0 12,770
EATON CORP PLC SHS G29183103 260,603 730 SH SOLE 0 0 730
ELI LILLY & CO COM 532457108 2,107,324 2,703 SH SOLE 0 0 2,703
EMCOR GROUP INC COM 29084Q100 2,662,682 4,978 SH SOLE 0 0 4,978
FLUTTER ENTMT PLC SHS G3643J108 4,471,001 15,646 SH SOLE 0 0 15,646
FORTINET INC COM 34959E109 2,569,736 24,307 SH SOLE 0 0 24,307
GOLDMAN SACHS GROUP INC COM 38141G104 14,471,364 20,447 SH SOLE 0 0 20,447
HOWMET AEROSPACE INC COM 443201108 4,070,663 21,870 SH SOLE 0 0 21,870
HSBC HLDGS PLC SPON ADR NEW 404280406 10,219,711 168,115 SH SOLE 0 0 168,115
ICECURE MEDICAL LTD CAESAREA SHS NEW M53071136 19,910 20,000 SH SOLE 0 0 20,000
ISHARES GOLD TR ISHARES NEW 464285204 3,920,511 62,869 SH SOLE 0 0 62,869
LANDBRIDGE COMPANY LLC CL A 514952100 2,736,585 40,494 SH SOLE 0 0 40,494
META PLATFORMS INC CL A 30303M102 13,747,051 18,625 SH SOLE 0 0 18,625
MICROSOFT CORP COM 594918104 3,124,163 6,281 SH SOLE 0 0 6,281
NETFLIX INC COM 64110L106 15,003,613 11,204 SH SOLE 0 0 11,204
NEW GOLD INC CDA COM 644535106 169,874 34,318 SH SOLE 0 0 34,318
NVIDIA CORPORATION COM 67066G104 21,301,751 134,830 SH SOLE 0 0 134,830
PALANTIR TECHNOLOGIES INC CL A 69608A108 9,450,520 69,326 SH SOLE 0 0 69,326
PDD HOLDINGS INC SPONSORED ADS 722304102 203,459 1,944 SH SOLE 0 0 1,944
ROBINHOOD MKTS INC COM CL A 770700102 10,606,781 113,284 SH SOLE 0 0 113,284
SERVICENOW INC COM 81762P102 5,882,674 5,722 SH SOLE 0 0 5,722
SNOWFLAKE INC CL A 833445109 2,819,950 12,602 SH SOLE 0 0 12,602
SPDR GOLD TR GOLD SHS 78463V107 8,173,102 26,812 SH SOLE 0 0 26,812
SPOTIFY TECHNOLOGY S A SHS L8681T102 9,778,214 12,743 SH SOLE 0 0 12,743
T-MOBILE US INC COM 872590104 9,866,108 41,409 SH SOLE 0 0 41,409
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 7,250,171 32,011 SH SOLE 0 0 32,011
TALEN ENERGY CORP COM 87422Q109 3,048,142 10,483 SH SOLE 0 0 10,483
TEXAS PACIFIC LAND CORPORATI COM 88262P102 6,578,141 6,227 SH SOLE 0 0 6,227
TRADEWEB MKTS INC CL A 892672106 4,571,779 31,228 SH SOLE 0 0 31,228
UBER TECHNOLOGIES INC COM 90353T100 7,577,453 81,216 SH SOLE 0 0 81,216
VISTRA CORP COM 92840M102 6,952,230 35,871 SH SOLE 0 0 35,871