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
ADVANCED MICRO DEVICES INC COM 007903107 46,472,800 80,000 SH SOLE 80,000 0 0
AMAZON COM INC COM 023135106 54,968,354 230,630 SH SOLE 230,630 0 0
AMERICAN EXPRESS CO COM 025816109 6,804,914 20,118 SH SOLE 20,118 0 0
ARCHER AVIATION INC COM CL A 03945R102 4,730,000 1,000,000 SH SOLE 1,000,000 0 0
BOEING CO COM 097023105 15,152,900 70,000 SH SOLE 70,000 0 0
CITIGROUP INC COM NEW 172967424 9,083,404 64,900 SH SOLE 64,900 0 0
DANAHER CORP DEL COM 235851102 17,333,680 91,000 SH SOLE 91,000 0 0
META PLATFORMS INC CL A 30303M102 28,164,500 50,000 SH SOLE 50,000 0 0
FREEPORT MCMORAN INC CL B 35671D857 56,110,458 892,200 SH SOLE 892,200 0 0
HONEYWELL AEROSPACE INC COM 43849R105 2,223,844 10,059 SH SOLE 10,059 0 0
HONEYWELL INTL INC COM 438516205 2,252,210 10,059 SH SOLE 10,059 0 0
MCDONALDS CORP COM 580135101 5,438,097 20,118 SH SOLE 20,118 0 0
MERCADOLIBRE INC COM 58733R102 25,630,589 15,100 SH SOLE 15,100 0 0
MICROSOFT CORP COM 594918104 50,693,418 135,900 SH SOLE 135,900 0 0
NVIDIA CORPORATION COM 67066G104 54,024,300 270,000 SH SOLE 270,000 0 0
ORACLE CORP COM 68389X105 14,655,000 100,000 SH SOLE 100,000 0 0
SALESFORCE INC COM 79466L302 22,841,028 145,800 SH SOLE 145,800 0 0
SENTINELONE INC CL A 81730H109 18,042,894 1,063,223 SH SOLE 1,063,223 0 0
SERVICENOW INC COM 81762P102 27,922,500 281,250 SH SOLE 281,250 0 0
SNOWFLAKE INC COM SHS 833445109 48,355,000 190,000 SH SOLE 190,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 25,072,994 100,300 SH SOLE 100,300 0 0
TRAVELERS COMPANIES INC COM 89417E109 6,641,354 20,118 SH SOLE 20,118 0 0
UNITEDHEALTH GROUP INC COM 91324P102 37,552,170 90,350 SH SOLE 90,350 0 0
VISA INC COM CL A 92826C839 22,341,335 65,118 SH SOLE 65,118 0 0
WESCO INTL INC COM 95082P105 28,559,807 82,679 SH SOLE 82,679 0 0