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
ALCOA CORP COM 013872106 696,436 23,600 SH SOLE 0 23,600 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 2,067,891 5,900 SH SOLE 0 5,900 0 0
GRAIL INC COM 384747101 1,079,820 21,000 SH SOLE 0 21,000 0 0
HONEYWELL INTERNATIONAL INC COM 438516106 6,706,944 28,800 SH SOLE 0 28,800 0 0
ITAU UNIBANCO H-SPON PRF ADR SPON ADR REP PFD 465562106 4,702,075 692,500 SH SOLE 0 692,500 0 0
META PLATFORMS INC-CLASS A CL A 30303M102 46,927,762 63,580 SH SOLE 0 63,580 0 0
MP MATERIALS CORP COM CL A 553368101 2,385,459 71,700 SH SOLE 0 71,700 0 0
CLOUDFLARE INC - CLASS A CL A COM 18915M107 46,460,472 237,249 SH SOLE 0 237,249 0 0
NVIDIA CORP COM 67066G104 17,536,890 111,000 SH SOLE 0 111,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 16,532,931 157,968 SH SOLE 0 157,968 0 0
PARKER HANNIFIN CORP COM 701094104 5,790,316 8,290 SH SOLE 0 8,290 0 0
PALANTIR TECHNOLOGIES INC-A CL A 69608A108 1,776,250 13,030 SH SOLE 0 13,030 0 0
RYDER SYSTEM INC COM 783549108 5,580,900 35,100 SH SOLE 0 35,100 0 0
ROCKWELL AUTOMATION INC COM 773903109 17,106,755 51,500 SH SOLE 0 51,500 0 0
TRIP.COM GROUP LTD-ADR ADS 89677Q107 15,161,372 258,550 SH SOLE 0 258,550 0 0
TESLA INC COM 88160R101 88,128,414 277,430 SH SOLE 0 277,430 0 0
UBER TECHNOLOGIES INC COM 90353T100 21,233,960 227,588 SH SOLE 0 227,588 0 0
VISHAY PRECISION GROUP COM 92835K103 1,111,439 39,553 SH SOLE 0 39,553 0 0