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
APA CORPORATION COM 03743Q108 1,027,320 42,000 SH SOLE 42,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 1,820,360 8,500 SH SOLE 8,500 0 0
ALBEMARLE CORP COM 012653101 1,697,280 12,000 SH SOLE 12,000 0 0
ALPHABET INC COM 02079K107 10,669,200 34,000 SH SOLE 34,000 0 0
AMAZON COM INC COM 023135106 10,733,130 46,500 SH SOLE 46,500 0 0
APPLOVIN CORP COM 03831W108 1,482,404 2,200 SH SOLE 2,200 0 0
APPLE INC COM 037833100 4,893,480 18,000 SH SOLE 18,000 0 0
BWX TECHNOLOGIES INC COM 05605H100 1,209,880 7,000 SH SOLE 7,000 0 0
BROADCOM INC COM 11135F101 2,561,140 7,400 SH SOLE 7,400 0 0
CARDINAL HEALTH INC COM 14149Y108 1,027,500 5,000 SH SOLE 5,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,332,000 36,000 SH SOLE 36,000 0 0
CISCO SYS INC COM 17275R102 1,078,420 14,000 SH SOLE 14,000 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 1,062,400 80,000 SH SOLE 80,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109 1,413,080 4,000 SH SOLE 4,000 0 0
CROWDSTRIKE HLDGS INC COM 22788C105 1,335,966 2,850 SH SOLE 2,850 0 0
DOORDASH INC COM 25809K105 1,019,160 4,500 SH SOLE 4,500 0 0
EPAM SYS INC COM 29414B104 1,106,352 5,400 SH SOLE 5,400 0 0
EXPEDIA GROUP INC COM 30212P303 1,416,550 5,000 SH SOLE 5,000 0 0
GE AEROSPACE COM 369604301 1,540,150 5,000 SH SOLE 5,000 0 0
GE VERNOVA INC COM 36828A101 1,045,712 1,600 SH SOLE 1,600 0 0
GILEAD SCIENCES INC COM 375558103 1,632,442 13,300 SH SOLE 13,300 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,318,500 1,500 SH SOLE 1,500 0 0
HALLIBURTON CO COM 406216101 1,073,880 38,000 SH SOLE 38,000 0 0
ILLUMINA INC COM 452327109 1,114,860 8,500 SH SOLE 8,500 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 1,286,200 20,000 SH SOLE 20,000 0 0
JPMORGAN CHASE & CO. COM 46625H100 5,799,960 18,000 SH SOLE 18,000 0 0
KRATOS DEFENSE & SEC SOLUTIO COM 50077B207 986,830 13,000 SH SOLE 13,000 0 0
MARATHON PETE CORP COM 56585A102 845,676 5,200 SH SOLE 5,200 0 0
MASTERCARD INCORPORATED COM 57636Q104 1,255,936 2,200 SH SOLE 2,200 0 0
META PLATFORMS INC COM 30303M102 4,092,558 6,200 SH SOLE 6,200 0 0
MICROSOFT CORP COM 594918104 5,561,630 11,500 SH SOLE 11,500 0 0
NVIDIA CORPORATION COM 67066G104 6,527,500 35,000 SH SOLE 35,000 0 0
NETFLIX INC COM 64110L106 2,015,840 21,500 SH SOLE 21,500 0 0
NUCOR CORP COM 670346105 1,712,655 10,500 SH SOLE 10,500 0 0
PALANTIR TECHNOLOGIES INC COM 69608A108 4,834,800 27,200 SH SOLE 27,200 0 0
PHILLIPS 66 COM 718546104 1,303,304 10,100 SH SOLE 10,100 0 0
QUALCOMM INC COM 747525103 1,317,085 7,700 SH SOLE 7,700 0 0
RTX CORPORATION COM 75513E101 1,650,600 9,000 SH SOLE 9,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,590,052 2,060 SH SOLE 2,060 0 0
ROBINHOOD MKTS INC COM 770700102 3,053,700 27,000 SH SOLE 27,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,089,396 2,800 SH SOLE 2,800 0 0
ROKU INC COM 77543R102 1,627,350 15,000 SH SOLE 15,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 1,059,896 3,800 SH SOLE 3,800 0 0
ROYALTY PHARMA PLC COM G7709Q104 1,159,200 30,000 SH SOLE 30,000 0 0
SHOPIFY INC COM 82509L107 1,545,312 9,600 SH SOLE 9,600 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 824,330 13,000 SH SOLE 13,000 0 0
SOFI TECHNOLOGIES INC COM 83406F102 837,760 32,000 SH SOLE 32,000 0 0
TJX COS INC NEW COM 872540109 1,382,490 9,000 SH SOLE 9,000 0 0
TESLA INC COM 88160R101 3,148,040 7,000 SH SOLE 7,000 0 0
DISNEY WALT CO COM 254687106 1,570,026 13,800 SH SOLE 13,800 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 1,043,010 1,800 SH SOLE 1,800 0 0
TOAST INC COM 888787108 994,280 28,000 SH SOLE 28,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,452,484 4,400 SH SOLE 4,400 0 0
WALMART INC COM 931142103 1,002,690 9,000 SH SOLE 9,000 0 0
LULULEMON ATHLETICA INC COM 550021109 1,039,050 5,000 SH SOLE 5,000 0 0
SPDR S&P 500 ETF TR ETF 78462F103 12,956,480 19,000 SH SOLE 19,000 0 0
VANGUARD INDEX FDS ETF 922908363 8,466,255 13,500 SH SOLE 13,500 0 0