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
AGNICO EAGLE MINES LTD COM 008474108 5,967,612 29,400 SH SOLE 29,400 0 0
AMAZON COM INC COM 023135106 14,053,018 67,475 SH SOLE 67,475 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 5,672,633 621,318 SH SOLE 621,318 0 0
MASTERCARD INCORPORATED CL A 57636Q104 13,216,007 26,450 SH SOLE 26,450 0 0
META PLATFORMS INC CL A 30303M102 10,412,766 18,200 SH SOLE 18,200 0 0
MICRON TECHNOLOGY INC COM 595112103 11,013,584 32,600 SH SOLE 32,600 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 6,322,800 440,000 SH SOLE 440,000 0 0
S&P GLOBAL INC COM 78409V104 13,685,315 32,175 SH SOLE 32,175 0 0
TAIWAN SEMICONDUCTOR MFG SPONSORED ADS 874039100 14,035,739 41,532 SH SOLE 41,532 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 5,151,783 27,300 SH SOLE 27,300 0 0
VISA INC COM CL A 92826C839 7,223,536 23,900 SH SOLE 23,900 0 0