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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,064,062 18,200 SH SOLE 18,200 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 8,447,452 10,541 SH SOLE 10,541 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106 6,021,552 48,722 SH SOLE 48,722 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 1,592,031 75,025 SH SOLE 75,025 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 10,879,930 103,955 SH SOLE 103,955 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 762,927 45,037 SH SOLE 45,037 0 0
SAP SE SPON ADR 803054204 3,214,945 10,572 SH SOLE 10,572 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 281,545,416 1,243,081 SH SOLE 1,243,081 0 0
XPENG INC ADS 98422D105 393,360 22,000 SH SOLE 22,000 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 779,917 43,939 SH SOLE 43,939 0 0
ADVANCED MICRO DEVICES INC COM 007903107 1,447,380 10,200 SH SOLE 10,200 0 0
AIRBNB INC COM CL A 009066101 845,388 6,388 SH SOLE 6,388 0 0
ALBEMARLE CORP COM 012653101 23,438,329 373,996 SH SOLE 373,996 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 4,397,650 13,486 SH SOLE 13,486 0 0
ALPHABET INC CAP STK CL A 02079K305 19,936,019 113,125 SH SOLE 113,125 0 0
AMAZON COM INC COM 023135106 137,056,224 624,715 SH SOLE 624,715 0 0
APPLE INC COM 037833100 117,668,893 573,519 SH SOLE 573,519 0 0
APPLIED MATLS INC COM 038222105 8,730,425 47,689 SH SOLE 47,689 0 0
ARISTA NETWORKS INC COM SHS 040413205 1,053,588 10,298 SH SOLE 10,298 0 0
BOEING CO COM 097023105 439,803 2,099 SH SOLE 2,099 0 0
BROADCOM INC COM 11135F101 64,983,109 235,745 SH SOLE 235,745 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107 996,551 5,497 SH SOLE 5,497 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 2,625,871 7,492 SH SOLE 7,492 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 4,042,957 83,120 SH SOLE 83,120 0 0
D R HORTON INC COM 23331A109 8,352,727 64,790 SH SOLE 64,790 0 0
DOORDASH INC CL A 25809K105 15,362,257 62,319 SH SOLE 62,319 0 0
HIMS & HERS HEALTH INC COM CL A 433000106 746,354 14,972 SH SOLE 14,972 0 0
INTELLIA THERAPEUTICS INC COM 45826J105 6,841,969 729,421 SH SOLE 729,421 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 3,917,875 70,707 SH SOLE 70,707 0 0
KLA CORP COM NEW 482480100 17,696,239 19,756 SH SOLE 19,756 0 0
LAM RESEARCH CORP COM NEW 512807306 8,376,204 86,051 SH SOLE 86,051 0 0
META PLATFORMS INC CL A 30303M102 9,192,911 12,455 SH SOLE 12,455 0 0
MICRON TECHNOLOGY INC COM 595112103 6,652,049 53,972 SH SOLE 53,972 0 0
MICROSOFT CORP COM 594918104 50,201,104 100,925 SH SOLE 100,925 0 0
MODERNA INC COM 60770K107 868,312 31,472 SH SOLE 31,472 0 0
MONDAY COM LTD SHS M7S64H106 2,148,842 6,833 SH SOLE 6,833 0 0
NATERA INC COM 632307104 244,963 1,450 SH SOLE 1,450 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 7,195,943 130,055 SH SOLE 130,055 0 0
NVIDIA CORPORATION COM 67066G104 254,650,020 1,611,811 SH SOLE 1,611,811 0 0
QUALCOMM INC COM 747525103 6,041,687 37,936 SH SOLE 37,936 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 509,846 75,870 SH SOLE 75,870 0 0
ROKU INC COM CL A 77543R102 842,514 9,586 SH SOLE 9,586 0 0
SANDISK CORP COM 80004C200 475,495 10,485 SH SOLE 10,485 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 1,865,898 12,928 SH SOLE 12,928 0 0
SEMPRA COM 816851109 2,046,699 27,012 SH SOLE 27,012 0 0
SERVICENOW INC COM 81762P102 1,229,584 1,196 SH SOLE 1,196 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 1,017,272 8,819 SH SOLE 8,819 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302 1,817,732 37,089 SH SOLE 37,089 0 0
SYNOPSYS INC COM 871607107 12,546,305 24,472 SH SOLE 24,472 0 0
TELADOC HEALTH INC COM 87918A105 1,435,835 164,849 SH SOLE 164,849 0 0
TEMPUS AI INC CL A 88023B103 1,880,848 29,601 SH SOLE 29,601 0 0
TESLA INC COM 88160R101 34,000,103 107,033 SH SOLE 107,033 0 0
UNITEDHEALTH GROUP INC COM 91324P102 9,683,861 31,041 SH SOLE 31,041 0 0
VEEVA SYS INC CL A COM 922475108 2,470,292 8,578 SH SOLE 8,578 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 3,139,753 24,451 SH SOLE 24,451 0 0
ISHARES TR 20 YR TR BD ETF 464287432 51,374,649 582,149 SH SOLE 582,149 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 31,526,700 515,058 SH SOLE 515,058 0 0
ISHARES TR CHINA LG-CAP ETF 464287184 2,761,117 75,112 SH SOLE 75,112 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2,956,079 21,931 SH SOLE 21,931 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1,992,504 24,400 SH SOLE 24,400 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870 12,560,163 151,455 SH SOLE 151,455 0 0