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
ASP ISOTOPES INC COM 00218A105 16,148,000 2,200,000 SH SOLE 0 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 79,413,390 1,793,437 SH SOLE 0 0 0
BILIBILI INC SPONS ADS REP Z 090040106 2,145,000 100,000 SH SOLE 100,000 0 0
BOEING CO COM 097023105 129,230,650 617,000 SH SOLE 617,000 0 0
BOOKING HOLDINGS INC COM 09857L108 14,446,800 2,500 SH SOLE 2,500 0 0
BURFORD CAP LTD ORD SHS G17977110 6,743,099 575,000 SH SOLE 575,000 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106 8,480,000 250,000 SH SOLE 250,000 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 18,832,600 340,000 SH SOLE 340,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 4,593,750 125,000 SH SOLE 125,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 19,423,800 90,000 SH SOLE 90,000 0 0
KE HLDGS INC SPONSORED ADS 482497104 9,751,500 550,000 SH SOLE 550,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 5,148,000 150,000 SH SOLE 150,000 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 82,315,328 1,773,655 SH SOLE 0 0 0
UBER TECHNOLOGIES INC COM 90353T100 6,994,500 75,000 SH SOLE 75,000 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 6,882,500 250,000 SH SOLE 250,000 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 96,222,966 1,740,647 SH SOLE 0 0 0
GALAXY DIGITAL INC. CL A 36317J209 33,612,056 1,536,200 SH SOLE 0 0 0