The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| EXXON MOBIL CORP | COM | 30231G102 | 7,246,160 | 53,000 | SH | SOLE | 0 | 53,000 | 0 | ||
| APPLE INC | COM | 037833100 | 38,181,052 | 131,950 | SH | SOLE | 0 | 131,950 | 0 | ||
| ABBVIE INC | COM | 00287Y109 | 10,465,708 | 41,590 | SH | SOLE | 0 | 41,590 | 0 | ||
| AXCELIS TECHNOLOGIES INC | COM NEW | 054540208 | 2,027,115 | 10,700 | SH | SOLE | 0 | 10,700 | 0 | ||
| ISHARES TR | MSCI ACWI ETF | 464288257 | 167,958 | 1,070 | SH | SOLE | 0 | 1,070 | 0 | ||
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 2,956,140 | 13,200 | SH | SOLE | 0 | 13,200 | 0 | ||
| ASTERA LABS INC | COM | 04626A103 | 3,308,687 | 6,850 | SH | SOLE | 0 | 6,850 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 7,794,663 | 10,781 | SH | SOLE | 0 | 10,781 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 13,599,104 | 23,410 | SH | SOLE | 0 | 23,410 | 0 | ||
| AMGEN INC | COM | 031162100 | 1,991,660 | 5,500 | SH | SOLE | 0 | 5,500 | 0 | ||
| AMKOR TECHNOLOGY INC | COM | 031652100 | 3,588,893 | 41,620 | SH | SOLE | 0 | 41,620 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 21,209,877 | 88,990 | SH | SOLE | 0 | 88,990 | 0 | ||
| ARISTA NETWORKS INC | COM SHS | 040413205 | 4,484,832 | 26,400 | SH | SOLE | 0 | 26,400 | 0 | ||
| AMPHENOL CORP | CL A | 032095101 | 6,994,438 | 39,669 | SH | SOLE | 0 | 39,669 | 0 | ||
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | 2,375,619 | 6,700 | SH | SOLE | 0 | 6,700 | 0 | ||
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | 3,978,880 | 2,000 | SH | SOLE | 0 | 2,000 | 0 | ||
| ASE TECHNOLOGY HLDG CO LTD | SPONSORED ADS | 00215W100 | 135,360 | 3,000 | SH | SOLE | 0 | 3,000 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 10,184,140 | 26,960 | SH | SOLE | 0 | 26,960 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 4,990,960 | 52,000 | SH | SOLE | 0 | 52,000 | 0 | ||
| BANK OF AMER CORP | COM | 060505104 | 6,296,290 | 110,500 | SH | SOLE | 0 | 110,500 | 0 | ||
| J P MORGAN EXCHANGE TRADED F | BETA CDA ETF NEW | 46641Q225 | 11,000,598 | 110,670 | SH | SOLE | 0 | 110,670 | 0 | ||
| BLOOM ENERGY CORP | COM CL A | 093712107 | 45,405 | 150 | SH | SOLE | 0 | 150 | 0 | ||
| BHP BILLITON LIMITED | SPONSORED ADS | 088606108 | 45,821 | 550 | SH | SOLE | 0 | 550 | 0 | ||
| BILIBILI INC | SPONS ADS REP Z | 090040106 | 1,106,950 | 65,000 | SH | SOLE | 0 | 65,000 | 0 | ||
| BLACKROCK INC | COM | 09290D101 | 1,250,028 | 1,300 | SH | SOLE | 0 | 1,300 | 0 | ||
| BANK OF NY MELLON CORP | COM | 064058100 | 3,827,827 | 26,470 | SH | SOLE | 0 | 26,470 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 13,160,257 | 26,300 | SH | SOLE | 0 | 26,300 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 2,834,190 | 20,250 | SH | SOLE | 0 | 20,250 | 0 | ||
| CATERPILLAR INC | COM | 149123101 | 8,529,849 | 8,010 | SH | SOLE | 0 | 8,010 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 2,037,200 | 20,000 | SH | SOLE | 0 | 20,000 | 0 | ||
| CONSTELLATION ENERGY CORP | COM | 21037T109 | 124,185 | 500 | SH | SOLE | 0 | 500 | 0 | ||
| COHERENT CORP | COM | 19247G107 | 39,447 | 100 | SH | SOLE | 0 | 100 | 0 | ||
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | 2,432,222 | 2,600 | SH | SOLE | 0 | 2,600 | 0 | ||
| CIRCLE INTERNET GROUP INC | COM CL A | 172573107 | 1,665,958 | 26,600 | SH | SOLE | 0 | 26,600 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 3,090,717 | 4,050 | SH | SOLE | 0 | 4,050 | 0 | ||
| COREWEAVE INC | COM CL A | 21873S108 | 40,015 | 402 | SH | SOLE | 0 | 402 | 0 | ||
| CISCO SYS INC | COM | 17275R102 | 1,526,980 | 13,000 | SH | SOLE | 0 | 13,000 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 3,292,814 | 31,830 | SH | SOLE | 0 | 31,830 | 0 | ||
| CHEVRON CORPORATION | COM | 166764100 | 3,232,320 | 19,500 | SH | SOLE | 0 | 19,500 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 3,540,896 | 13,600 | SH | SOLE | 0 | 13,600 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 1,251,250 | 13,000 | SH | SOLE | 0 | 13,000 | 0 | ||
| ISHARES TR | MSCI INDONIA ETF | 46429B309 | 11,310 | 1,000 | SH | SOLE | 0 | 1,000 | 0 | ||
| EOG RES INC | COM | 26875P101 | 843,245 | 6,500 | SH | SOLE | 0 | 6,500 | 0 | ||
| ISHARES TR | MSCI PHILIPS ETF | 46429B408 | 28,992 | 1,200 | SH | SOLE | 0 | 1,200 | 0 | ||
| ERASCA INC | COM | 29479A108 | 183,200 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | ||
| ISHARES INC | MSCI AUST ETF | 464286103 | 9,274,496 | 329,350 | SH | SOLE | 0 | 329,350 | 0 | ||
| ISHARES INC | MSCI JAPAN ETF | 46434G822 | 181,877 | 1,950 | SH | SOLE | 0 | 1,950 | 0 | ||
| ISHARES INC | MSCI MLY ETF NEW | 46434G814 | 21,560 | 800 | SH | SOLE | 0 | 800 | 0 | ||
| ISHARES INC | MSCI SINGPOR ETF | 46434G780 | 59,220 | 2,000 | SH | SOLE | 0 | 2,000 | 0 | ||
| ISHARES INC | MSCI TAIWAN ETF | 46434G772 | 434,440 | 4,000 | SH | SOLE | 0 | 4,000 | 0 | ||
| ISHARES INC | MSCI STH KOR ETF | 464286772 | 222,090 | 1,100 | SH | SOLE | 0 | 1,100 | 0 | ||
| ISHARES INC | MSCI BRAZIL ETF | 464286400 | 1,196,115 | 34,670 | SH | SOLE | 0 | 34,670 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 68,064 | 266 | SH | SOLE | 0 | 266 | 0 | ||
| FIGMA INC | CLASS A COM STK | 316841105 | 114,944 | 6,354 | SH | SOLE | 0 | 6,354 | 0 | ||
| FRANKLIN TEMPLETON ETF TR | FTSE SOUTH KOREA | 35473P710 | 118,944 | 1,800 | SH | SOLE | 0 | 1,800 | 0 | ||
| FRANKLIN TEMPLETON ETF TR | FTSE TAIWAN | 35473P686 | 28,145,906 | 266,710 | SH | SOLE | 0 | 266,710 | 0 | ||
| FUTU HLDGS LTD | SPON ADS CL A | 36118L106 | 1,224,526 | 13,063 | SH | SOLE | 0 | 13,063 | 0 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 2,501,532 | 19,800 | SH | SOLE | 0 | 19,800 | 0 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 33,154 | 90 | SH | SOLE | 0 | 90 | 0 | ||
| CORNING INC | COM | 219350105 | 3,014,074 | 11,800 | SH | SOLE | 0 | 11,800 | 0 | ||
| SPDR INDEX SHS FDS | ST STR NAT ETF | 78463X541 | 141,351 | 2,100 | SH | SOLE | 0 | 2,100 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 389,369 | 1,102 | SH | SOLE | 0 | 1,102 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 32,020,352 | 89,600 | SH | SOLE | 0 | 89,600 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 8,085,903 | 7,995 | SH | SOLE | 0 | 7,995 | 0 | ||
| FLEXSHARES TR | MORNSTAR UPSTR | 33939L407 | 54,208 | 1,100 | SH | SOLE | 0 | 1,100 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 3,315,192 | 9,400 | SH | SOLE | 0 | 9,400 | 0 | ||
| ROBINHOOD MKTS INC | COM CL A | 770700102 | 15,405,816 | 153,628 | SH | SOLE | 0 | 153,628 | 0 | ||
| HUT 8 CORP | COM | 44812J104 | 23,090 | 200 | SH | SOLE | 0 | 200 | 0 | ||
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 2,052,833 | 7,300 | SH | SOLE | 0 | 7,300 | 0 | ||
| INTEL CORP | COM | 458140100 | 13,271,832 | 95,050 | SH | SOLE | 0 | 95,050 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 2,584,920 | 6,500 | SH | SOLE | 0 | 6,500 | 0 | ||
| ISHARES TR | US HOME CONS ETF | 464288752 | 36,568 | 350 | SH | SOLE | 0 | 350 | 0 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 3,883,202 | 15,290 | SH | SOLE | 0 | 15,290 | 0 | ||
| JPMORGAN CHASE & CO. | COM | 46625H100 | 11,031,021 | 33,700 | SH | SOLE | 0 | 33,700 | 0 | ||
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 25,205 | 72 | SH | SOLE | 0 | 72 | 0 | ||
| COCA COLA CO | COM | 191216100 | 5,363,820 | 66,000 | SH | SOLE | 0 | 66,000 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 52,342 | 61 | SH | SOLE | 0 | 61 | 0 | ||
| ELI LILLY & CO | COM | 532457108 | 7,928,232 | 6,610 | SH | SOLE | 0 | 6,610 | 0 | ||
| ALLIANT ENERGY CORP | COM | 018802108 | 4,958,850 | 65,000 | SH | SOLE | 0 | 65,000 | 0 | ||
| LAM RESEARCH CORP | COM NEW | 512807306 | 6,954,947 | 16,050 | SH | SOLE | 0 | 16,050 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 2,003,040 | 3,900 | SH | SOLE | 0 | 3,900 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 18,530 | 50 | SH | SOLE | 0 | 50 | 0 | ||
| ISHARES TR | MSCI CHINA ETF | 46429B671 | 3,265,920 | 64,000 | SH | SOLE | 0 | 64,000 | 0 | ||
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 20,885 | 229 | SH | SOLE | 0 | 229 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 6,684,410 | 19,900 | SH | SOLE | 0 | 19,900 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 12,138,900 | 21,550 | SH | SOLE | 0 | 21,550 | 0 | ||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 21,316 | 400 | SH | SOLE | 0 | 400 | 0 | ||
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 3,239,244 | 33,700 | SH | SOLE | 0 | 33,700 | 0 | ||
| MERCK & CO INC | COM | 58933Y105 | 5,700,260 | 44,360 | SH | SOLE | 0 | 44,360 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 3,984,279 | 13,375 | SH | SOLE | 0 | 13,375 | 0 | ||
| MORGAN STANLEY | COM NEW | 617446448 | 8,319,792 | 39,800 | SH | SOLE | 0 | 39,800 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 36,937,932 | 99,024 | SH | SOLE | 0 | 99,024 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 18,633,704 | 16,143 | SH | SOLE | 0 | 16,143 | 0 | ||
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | 33,140 | 120 | SH | SOLE | 0 | 120 | 0 | ||
| NEXTERA ENERGY INC | COM | 65339F101 | 2,369,790 | 27,000 | SH | SOLE | 0 | 27,000 | 0 | ||
| NEWMONT CORP | COM | 651639106 | 1,214,200 | 13,000 | SH | SOLE | 0 | 13,000 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 4,881,072 | 19,900 | SH | SOLE | 0 | 19,900 | 0 | ||
| NOKIA CORP | SPONSORED ADR | 654902204 | 132,800 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 3,992,049 | 40,210 | SH | SOLE | 0 | 40,210 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 42,052,716 | 210,169 | SH | SOLE | 0 | 210,169 | 0 | ||
| NVENT ELEC PLC | SHS | G6700G107 | 25,442 | 150 | SH | SOLE | 0 | 150 | 0 | ||
| OKTA INC | CL A | 679295105 | 7,245,496 | 53,100 | SH | SOLE | 0 | 53,100 | 0 | ||
| ONTO INNOVATION INC | COM | 683344105 | 5,355,068 | 14,150 | SH | SOLE | 0 | 14,150 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 5,839,724 | 39,848 | SH | SOLE | 0 | 39,848 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 2,762,262 | 8,100 | SH | SOLE | 0 | 8,100 | 0 | ||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 15,256 | 200 | SH | SOLE | 0 | 200 | 0 | ||
| PEPSICO INC | COM | 713448108 | 1,760,200 | 13,000 | SH | SOLE | 0 | 13,000 | 0 | ||
| PFIZER INC | COM | 717081103 | 72,240 | 3,000 | SH | SOLE | 0 | 3,000 | 0 | ||
| PROCTER & GAMBLE CO | COM | 742718109 | 3,050,112 | 20,800 | SH | SOLE | 0 | 20,800 | 0 | ||
| POWELL INDS INC | COM | 739128106 | 1,918,612 | 6,700 | SH | SOLE | 0 | 6,700 | 0 | ||
| QUANTA SVCS INC | COM | 74762E102 | 115,206 | 160 | SH | SOLE | 0 | 160 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 2,125,085 | 11,500 | SH | SOLE | 0 | 11,500 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 143,598 | 195 | SH | SOLE | 0 | 195 | 0 | ||
| RUBRIK INC. | CL A | 781154109 | 24,084 | 300 | SH | SOLE | 0 | 300 | 0 | ||
| RIOT PLATFORMS INC | COM | 767292105 | 16,428 | 600 | SH | SOLE | 0 | 600 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 3,292,282 | 6,650 | SH | SOLE | 0 | 6,650 | 0 | ||
| SAP SE | SPON ADR | 803054204 | 3,920,559 | 25,440 | SH | SOLE | 0 | 25,440 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 30,378 | 317 | SH | SOLE | 0 | 317 | 0 | ||
| SNOWFLAKE INC | COM SHS | 833445109 | 8,570,288 | 33,675 | SH | SOLE | 0 | 33,675 | 0 | ||
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | 190,680 | 1,116 | SH | SOLE | 0 | 1,116 | 0 | ||
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 37,339 | 50 | SH | SOLE | 0 | 50 | 0 | ||
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | 38,600 | 40 | SH | SOLE | 0 | 40 | 0 | ||
| ATLASSIAN CORPORATION | CL A | 049468101 | 2,615,222 | 33,619 | SH | SOLE | 0 | 33,619 | 0 | ||
| TALEN ENERGY CORP | COM | 87422Q109 | 19,213 | 50 | SH | SOLE | 0 | 50 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 4,462,104 | 8,900 | SH | SOLE | 0 | 8,900 | 0 | ||
| TESLA INC | COM | 88160R101 | 11,357,462 | 27,003 | SH | SOLE | 0 | 27,003 | 0 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 6,287,210 | 13,165 | SH | SOLE | 0 | 13,165 | 0 | ||
| TTM TECHNOLOGIES INC | COM | 87305R109 | 111,464 | 596 | SH | SOLE | 0 | 596 | 0 | ||
| TEXAS INSTRS INC | COM | 882508104 | 1,937,455 | 6,500 | SH | SOLE | 0 | 6,500 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 8,302,210 | 19,975 | SH | SOLE | 0 | 19,975 | 0 | ||
| ENERGY FUELS INC | COM NEW | 292671708 | 72,500 | 5,000 | SH | SOLE | 0 | 5,000 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 4,460,170 | 13,000 | SH | SOLE | 0 | 13,000 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 355 | 2 | SH | SOLE | 0 | 2 | 0 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 220,981 | 660 | SH | SOLE | 0 | 660 | 0 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 57,836 | 1,366 | SH | SOLE | 0 | 1,366 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 102,195 | 160 | SH | SOLE | 0 | 160 | 0 | ||
| WALMART INC | COM | 931142103 | 1,472,380 | 13,000 | SH | SOLE | 0 | 13,000 | 0 | ||
| SELECT SECTOR SPDR TR | ST STR SVC ETF | 81369Y852 | 96,417 | 900 | SH | SOLE | 0 | 900 | 0 | ||
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | 71,699 | 1,350 | SH | SOLE | 0 | 1,350 | 0 | ||
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | 2,144,400 | 40,000 | SH | SOLE | 0 | 40,000 | 0 | ||
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | 75,944 | 410 | SH | SOLE | 0 | 410 | 0 | ||
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | 154,321 | 810 | SH | SOLE | 0 | 810 | 0 | ||
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | 3,243,011 | 20,440 | SH | SOLE | 0 | 20,440 | 0 | ||
| ZSCALER INC | COM | 98980G102 | 3,302,628 | 23,398 | SH | SOLE | 0 | 23,398 | 0 | ||