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
STELLANTIS N.V SHS N82405106 14,313,411 1,417,347 SH SOLE 1,417,347 0 0
ADVANCED MICRO DEVICES INC COM 007903107 19,866,000 140,000 SH SOLE 140,000 0 0
AMAZON COM INC COM 023135106 35,760,570 163,000 SH SOLE 163,000 0 0
AMERICAN EXPRESS CO COM 025816109 6,417,240 20,118 SH SOLE 20,118 0 0
AMGEN INC COM 031162100 5,617,147 20,118 SH SOLE 20,118 0 0
BOEING CO COM 097023105 4,215,325 20,118 SH SOLE 20,118 0 0
CATERPILLAR INC COM 149123101 9,751,059 25,118 SH SOLE 25,118 0 0
CITIGROUP INC COM NEW 172967424 5,524,288 64,900 SH SOLE 64,900 0 0
CROCS INC COM 227046109 18,534,240 183,000 SH SOLE 183,000 0 0
META PLATFORMS INC CL A 30303M102 36,904,500 50,000 SH SOLE 50,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 14,238,514 20,118 SH SOLE 20,118 0 0
HALLIBURTON CO COM 406216101 4,483,600 220,000 SH SOLE 220,000 0 0
HONEYWELL INTL INC COM 438516106 4,685,080 20,118 SH SOLE 20,118 0 0
INTEL CORP COM 458140100 8,825,600 394,000 SH SOLE 394,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 5,930,384 20,118 SH SOLE 20,118 0 0
MCDONALDS CORP COM 580135101 5,877,876 20,118 SH SOLE 20,118 0 0
MICROSOFT CORP COM 594918104 26,918,834 54,118 SH SOLE 54,118 0 0
MICRON TECHNOLOGY INC COM 595112103 24,033,750 195,000 SH SOLE 195,000 0 0
NEWMONT CORP COM 651639106 4,434,984 76,124 SH SOLE 76,124 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 17,721,600 130,000 SH SOLE 130,000 0 0
ROBLOX CORP CL A 771049103 44,710,000 425,000 SH SOLE 425,000 0 0
SALESFORCE INC COM 79466L302 27,269,000 100,000 SH SOLE 100,000 0 0
SENTINELONE INC CL A 81730H109 19,435,716 1,063,223 SH SOLE 1,063,223 0 0
SERVICENOW INC COM 81762P102 26,730,080 26,000 SH SOLE 26,000 0 0
SNOWFLAKE INC CL A 833445109 29,224,362 130,600 SH SOLE 130,600 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 24,357,855 100,300 SH SOLE 100,300 0 0
TRAVELERS COMPANIES INC COM 89417E109 5,382,370 20,118 SH SOLE 20,118 0 0
VISA INC COM CL A 92826C839 17,794,396 50,118 SH SOLE 50,118 0 0
WESCO INTL INC COM 95082P105 15,312,151 82,679 SH SOLE 82,679 0 0