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
FLUTTER ENTMT PLC SHS G3643J108 363,000 1,269 SH SOLE 0 0 1,269
NU HLDGS LTD ORD SHS CL A G6683N103 341,000 24,875 SH SOLE 20,302 0 4,573
CHUBB LIMITED COM H1467J104 226,000 780 SH SOLE 0 0 780
SPOTIFY TECHNOLOGY S A SHS L8681T102 5,116,000 6,667 SH SOLE 5,325 0 1,342
ASML HOLDING N V N Y REGISTRY SHS N07059210 219,000 273 SH SOLE 0 0 273
FERRARI N V COM N3167Y103 288,000 586 SH SOLE 0 0 586
ROYAL CARIBBEAN GROUP COM V7780T103 851,000 2,718 SH SOLE 1,098 0 1,620
ABBVIE INC COM 00287Y109 761,000 4,099 SH SOLE 1,058 0 3,041
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 277,000 2,443 SH SOLE 1,936 0 507
ALPHABET INC CAP STK CL A 02079K305 1,186,000 6,729 SH SOLE 124 0 6,605
ALTRIA GROUP INC COM 02209S103 359,000 6,116 SH SOLE 0 0 6,116
AMAZON COM INC COM 023135106 7,083,000 32,286 SH SOLE 21,623 0 10,663
AMERICAN EXPRESS CO COM 025816109 283,000 886 SH SOLE 0 0 886
AMERICAN TOWER CORP NEW COM 03027X100 2,644,000 11,963 SH SOLE 11,696 0 267
APOLLO COML REAL EST FIN INC COM 03762U105 109,000 11,215 SH SOLE 1,448 0 9,767
APOLLO GLOBAL MGMT INC COM 03769M106 4,664,000 32,876 SH SOLE 27,149 0 5,727
APPLE INC COM 037833100 4,408,000 21,485 SH SOLE 0 0 21,485
APPLOVIN CORP COM CL A 03831W108 419,000 1,198 SH SOLE 0 0 1,198
ASTRAZENECA PLC SPONSORED ADR 046353108 206,000 2,945 SH SOLE 0 0 2,945
AUTOZONE INC COM 053332102 212,000 57 SH SOLE 56 0 1
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,424,000 2,932 SH SOLE 409 0 2,523
BLACKSTONE INC COM 09260D107 3,813,000 25,489 SH SOLE 22,045 0 3,444
BOOKING HOLDINGS INC COM 09857L108 920,000 159 SH SOLE 47 0 112
BROOKFIELD CORP CL A LTD VT SH 11271J107 1,957,000 31,644 SH SOLE 25,500 0 6,144
CBRE GROUP INC CL A 12504L109 353,000 2,520 SH SOLE 0 0 2,520
CHENIERE ENERGY INC COM NEW 16411R208 273,000 1,120 SH SOLE 976 0 144
CHEVRON CORP NEW COM 166764100 228,000 1,595 SH SOLE 1,408 0 187
COCA COLA CO COM 191216100 4,047,000 57,198 SH SOLE 40,229 0 16,969
COINBASE GLOBAL INC COM CL A 19260Q107 211,000 602 SH SOLE 0 0 602
COLGATE PALMOLIVE CO COM 194162103 512,000 5,634 SH SOLE 0 0 5,634
COSTCO WHSL CORP NEW COM 22160K105 5,343,000 5,397 SH SOLE 3,658 0 1,739
DARDEN RESTAURANTS INC COM 237194105 235,000 1,076 SH SOLE 1,044 0 32
DOORDASH INC CL A 25809K105 302,000 1,224 SH SOLE 1,186 0 38
DRAFTKINGS INC NEW COM CL A 26142V105 223,000 5,206 SH SOLE 0 0 5,206
EXXON MOBIL CORP COM 30231G102 234,000 2,174 SH SOLE 1,917 0 257
META PLATFORMS INC CL A 30303M102 5,330,000 7,222 SH SOLE 5,472 0 1,750
GOLDMAN SACHS GROUP INC COM 38141G104 655,000 926 SH SOLE 0 0 926
HERSHEY CO COM 427866108 231,000 1,390 SH SOLE 1,213 0 177
HUBSPOT INC COM 443573100 417,000 750 SH SOLE 750 0 0
ICICI BANK LIMITED ADR 45104G104 224,000 6,660 SH SOLE 143 0 6,517
IRON MTN INC DEL COM 46284V101 410,000 4,000 SH SOLE 0 0 4,000
JPMORGAN CHASE & CO. COM 46625H100 2,044,000 7,052 SH SOLE 920 0 6,132
JOHNSON & JOHNSON COM 478160104 229,000 1,499 SH SOLE 1,311 0 188
KKR & CO INC COM 48251W104 4,263,000 32,049 SH SOLE 27,208 0 4,841
LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 153,000 22,455 SH SOLE 0 0 22,455
ELI LILLY & CO COM 532457108 2,962,000 3,800 SH SOLE 2,335 0 1,465
LIVE NATION ENTERTAINMENT IN COM 538034109 4,170,000 27,562 SH SOLE 23,526 0 4,036
MERCADOLIBRE INC COM 58733R102 3,967,000 1,518 SH SOLE 1,105 0 413
MERCK & CO INC COM 58933Y105 218,000 2,753 SH SOLE 2,430 0 323
MICROSOFT CORP COM 594918104 6,253,000 12,572 SH SOLE 8,582 0 3,990
MICROSTRATEGY INC CL A NEW 594972408 29,022,000 71,795 SH SOLE 0 0 71,795
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 190,000 13,868 SH SOLE 0 0 13,868
NIO INC SPON ADS 62914V106 298,000 86,739 SH SOLE 0 0 86,739
NETFLIX INC COM 64110L106 5,031,000 3,757 SH SOLE 3,146 0 611
NOVO-NORDISK A S ADR 670100205 468,000 6,784 SH SOLE 3,100 0 3,684
NVIDIA CORPORATION COM 67066G104 1,133,000 7,173 SH SOLE 2,081 0 5,092
OREILLY AUTOMOTIVE INC COM 67103H107 2,241,000 24,860 SH SOLE 21,343 0 3,517
PALANTIR TECHNOLOGIES INC CL A 69608A108 1,232,000 9,035 SH SOLE 0 0 9,035
PDD HOLDINGS INC SPONSORED ADS 722304102 235,000 2,243 SH SOLE 1,973 0 270
PROGRESSIVE CORP COM 743315103 3,962,000 14,846 SH SOLE 12,773 0 2,073
ROBINHOOD MKTS INC COM CL A 770700102 696,000 7,435 SH SOLE 0 0 7,435
SAP SE SPON ADR 803054204 713,000 2,345 SH SOLE 0 0 2,345
SEMLER SCIENTIFIC INC COM 81684M104 1,613,000 41,629 SH SOLE 0 0 41,629
SERVICENOW INC COM 81762P102 1,620,000 1,576 SH SOLE 1,020 0 556
SHOPIFY INC CL A SUB VTG SHS 82509L107 508,000 4,410 SH SOLE 0 0 4,410
SIMON PPTY GROUP INC NEW COM 828806109 250,000 1,556 SH SOLE 1,376 0 180
SOFI TECHNOLOGIES INC COM 83406F102 376,000 20,665 SH SOLE 0 0 20,665
SONY GROUP CORP SPONSORED ADR 835699307 650,000 24,982 SH SOLE 9,290 0 15,692
TJX COS INC NEW COM 872540109 4,300,000 34,824 SH SOLE 27,604 0 7,220
T-MOBILE US INC COM 872590104 2,985,000 12,528 SH SOLE 9,299 0 3,229
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 480,000 2,121 SH SOLE 30 0 2,091
TARGET CORP COM 87612E106 246,000 2,371 SH SOLE 2,090 0 281
UBER TECHNOLOGIES INC COM 90353T100 3,339,000 35,792 SH SOLE 29,127 0 6,665
UNILEVER PLC SPON ADR NEW 904767704 212,000 3,458 SH SOLE 0 0 3,458
UNITED PARCEL SERVICE INC CL B 911312106 263,000 2,604 SH SOLE 2,065 0 539
VERIZON COMMUNICATIONS INC COM 92343V104 324,000 7,493 SH SOLE 4,635 0 2,858
VISA INC COM CL A 92826C839 4,497,000 12,667 SH SOLE 6,653 0 6,014
WALMART INC COM 931142103 5,215,000 53,335 SH SOLE 35,480 0 17,855