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 35,319,328 60,800 SH SOLE 60,800 0 0
ALPHABET INC CAP STK CL A 02079K305 40,218,420 112,540 SH SOLE 112,540 0 0
AMAZON COM INC COM 023135106 26,217,400 110,000 SH SOLE 110,000 0 0
APPLE INC COM 037833100 20,833,920 72,000 SH SOLE 72,000 0 0
ARVINAS INC COM 04335A105 477,825 57,500 SH SOLE 57,500 0 0
C4 THERAPEUTICS INC COM STK 12529R107 396,950 85,000 SH SOLE 85,000 0 0
CONOCOPHILLIPS COM 20825C104 3,950,480 38,000 SH SOLE 38,000 0 0
DECKERS OUTDOOR CORP COM 243537107 5,074,712 51,110 SH SOLE 51,110 0 0
DOORDASH INC CL A 25809K105 9,246,798 50,110 SH SOLE 50,110 0 0
FREEPORT MCMORAN INC CL B 35671D857 11,212,658 178,290 SH SOLE 178,290 0 0
LOGITECH INTL S A SHS H50430232 2,215,089 23,673 SH SOLE 23,673 0 0
MARVELL TECHNOLOGY INC COM 573874104 34,257,350 115,000 SH SOLE 115,000 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 9,576,000 105,000 SH SOLE 105,000 0 0
MICRON TECHNOLOGY INC COM 595112103 35,782,990 31,000 SH SOLE 31,000 0 0
MICROSOFT CORP COM 594918104 28,536,030 76,500 SH SOLE 76,500 0 0
MSCI INC COM 55354G100 6,255,647 11,170 SH SOLE 11,170 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 5,123,464 30,400 SH SOLE 30,400 0 0
NURIX THERAPEUTICS INC COM 67080M103 2,062,100 85,000 SH SOLE 85,000 0 0
NVIDIA CORPORATION COM 67066G104 31,614,220 158,000 SH SOLE 158,000 0 0
PAN AMERN SILVER CORP COM 697900108 12,767,761 286,327 SH SOLE 286,327 0 0
PAYMENTUS HOLDINGS INC COM CL A 70439P108 17,720,635 733,470 SH SOLE 733,470 0 0
SALESFORCE INC COM 79466L302 11,122,860 71,000 SH SOLE 71,000 0 0
SERVICENOW INC COM 81762P102 7,992,040 80,500 SH SOLE 80,500 0 0
SNOWFLAKE INC COM SHS 833445109 15,575,400 61,200 SH SOLE 61,200 0 0
STELLANTIS N.V SHS N82405106 2,255,569 400,000 SH SOLE 400,000 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105 4,372,000 200,000 SH SOLE 200,000 0 0
TIDEWATER INC NEW COM 88642R109 648,110 9,727 SH SOLE 9,727 0 0