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
AES CORP COM 00130H105 169,080 12,000 SH SOLE 12,000 0 0
AMKOR TECHNOLOGY INC COM 031652100 1,612,434 35,808 SH SOLE 35,808 0 0
BOEING CO COM 097023105 2,033,535 17,336 SH SOLE 17,336 0 0
ISHARES INC MSCI BRAZIL ETF MSCI BRAZIL ETF 464286400 499,070 13,000 SH SOLE 13,000 0 0
ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 2,100,676 7,323 SH SOLE 7,323 0 0
ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 1,022,563 3,556 SH SOLE 3,556 0 0
INTEL CORP COM 458140100 18,698,058 423,704 SH SOLE 423,704 0 0
JOHNSON CTLS INTL PLC SHS G51502105 838,080 6,400 SH SOLE 6,400 0 0
LUMENTUM HLDGS INC COM 55024U109 3,015,543 4,291 SH SOLE 4,291 0 0
META PLATFORMS INC CL A CL A 30303M102 1,340,501 2,343 SH SOLE 2,343 0 0
MICRON TECHNOLOGY INC COM 595112103 3,894,957 11,529 SH SOLE 11,529 0 0
NIKE INC CL B CL B 654106103 562,533 10,650 SH SOLE 10,650 0 0
NRG ENERGY INC COM NEW COM NEW 629377508 1,951,700 13,355 SH SOLE 13,355 0 0
ORACLE CORP COM 68389X105 2,244,163 15,255 SH SOLE 15,255 0 0
PALO ALTO NETWORKS INC COM 697435105 2,498,267 15,583 SH SOLE 15,583 0 0
PFIZER INC COM 717081103 833,106 29,669 SH SOLE 29,669 0 0
PDD HOLDINGS INC SPONSORED ADS SPONSORED ADS 722304102 4,278,072 41,868 SH SOLE 41,868 0 0
SYNOPSYS INC COM 871607107 14,481,828 36,526 SH SOLE 36,526 0 0
AT&T INC COM 00206R102 481,234 16,600 SH SOLE 16,600 0 0
TESLA INC COM 88160R101 5,207,846 14,009 SH SOLE 14,009 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS STATE STREET CON 81369Y308 1,598,610 19,500 SH SOLE 19,500 0 0
DBX ETF TR XTRACK HRVST CSI XTRACK HRVST CSI 233051879 993,888 30,450 SH SOLE 30,450 0 0
BARCLAYS BANK PLC IPATH S&P 500 SH IPATH S&P 500 SH 06748M196 3,163,163 88,604 SH SOLE 88,604 0 0
ISHARES INC MSCI STH KOR ETF MSCI STH KOR ETF 464286772 910,274 7,400 SH SOLE 7,400 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 346,028 10,810 SH SOLE 10,810 0 0
COHERENT CORP COM 19247G107 2,388,770 10,028 SH SOLE 10,028 0 0
SUMMIT THERAPEUTICS INC COM 86627T108 438,848 23,146 SH SOLE 23,146 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,224,496 41,209 SH SOLE 41,209 0 0
PROCTER AND GAMBLE CO COM 742718109 216,660 1,500 SH SOLE 1,500 0 0
DUTCH BROS INC CL A CL A 26701L100 587,352 11,594 SH SOLE 11,594 0 0
AMER SPORTS INC COM SHS COM SHS G0260P102 1,007,253 30,597 SH SOLE 30,597 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 584,647 1,767 SH SOLE 1,767 0 0
COREWEAVE INC COM CL A COM CL A 21873S108 1,398,334 18,050 SH SOLE 18,050 0 0
SANDISK CORP COM 80004C200 3,977,864 6,261 SH SOLE 6,261 0 0
SEA LTD SPONSORD ADS SPONSORD ADS 81141R100 1,611,648 19,462 SH SOLE 19,462 0 0
NOVO-NORDISK A S ADR ADR 670100205 934,700 25,434 SH SOLE 25,434 0 0
WAVE LIFE SCIENCES LTD SHS Y95308105 1,044,210 144,029 SH SOLE 144,029 0 0
RAMBUS INC DEL COM 750917106 2,006,736 23,326 SH SOLE 23,326 0 0
IONIS PHARMACEUTICALS INC COM 462222100 832,425 21,447 SH SOLE 21,447 0 0
ARROWHEAD PHARMACEUTICALS INC COM 04280A100 986,898 15,740 SH SOLE 15,740 0 0
CLEARWAY ENERGY INC CL C CL C 18539C204 204,308 5,200 SH SOLE 5,200 0 0
CONAGRA BRANDS INC COM 205887102 172,920 11,000 SH SOLE 11,000 0 0
DIREXION SHS ETF TR DAILY S&P BIOTEC DAILY S&P BIOTEC 25461H853 1,635,281 100,324 SH SOLE 100,324 0 0
ISHARES TR US HOME CONS ETF US HOME CONS ETF 464288752 278,351 3,074 SH SOLE 3,074 0 0
PROSHARES TR ULTRAPRO SRT DOW ULTRAPRO SRT DOW 74347G135 435,865 12,379 SH SOLE 12,379 0 0
ISHARES INC MSCI CDA ETF MSCI CDA ETF 464286509 493,110 9,000 SH SOLE 9,000 0 0
ADOBE INC COM 00724F101 444,107 1,827 SH SOLE 1,827 0 0
APPLE INC COM 037833100 262,926 1,036 SH SOLE 1,036 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 447,597 7,380 SH SOLE 7,380 0 0
COLGATE PALMOLIVE CO COM 194162103 438,849 5,149 SH SOLE 5,149 0 0
ELECTRONIC ARTS INC COM 285512109 442,602 2,171 SH SOLE 2,171 0 0