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
ADTRAN HOLDINGS INC COM 00486H105 1,716,105 123,465 SH SOLE 123,465 0 0
AEVA TECHNOLOGIES INC COM NEW 00835Q202 4,575,697 159,323 SH SOLE 159,323 0 0
ALPHABET INC CAP STK CL C 02079K107 36,006,321 101,906 SH SOLE 101,906 0 0
AMAZON COM INC COM 023135106 29,102,805 122,107 SH SOLE 122,107 0 0
AMBIQ MICRO INC COMMON STOCK 023193105 2,609,594 29,554 SH SOLE 29,554 0 0
ANALOG DEVICES INC COM 032654105 2,781,469 7,003 SH SOLE 7,003 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 1,834,265 922 SH SOLE 922 0 0
BANCO MACRO S A SPON ADR B 05961W105 1,244,613 13,443 SH SOLE 13,443 0 0
BROADCOM INC COM 11135F101 24,448,182 64,721 SH SOLE 64,721 0 0
CAMECO CORP COM 13321L108 3,858,558 37,881 SH SOLE 37,881 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 1,199,753 13,847 SH SOLE 13,847 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 7,811,485 12,664 SH SOLE 12,664 0 0
CIENA CORP COM NEW 171779309 39,449,117 80,417 SH SOLE 80,417 0 0
COHERENT CORP COM 19247G107 5,769,463 14,626 SH SOLE 14,626 0 0
DENISON MINES CORP COM 248356107 5,415,402 1,769,758 SH SOLE 1,769,758 0 0
EVERPURE INC CL A 74624M102 14,312,065 181,650 SH SOLE 181,650 0 0
FAIR ISAAC CORP COM 303250104 9,704,018 8,122 SH SOLE 8,122 0 0
FIRST CTZNS BANCSHARES INC D CL A 31946M103 4,448,077 2,138 SH SOLE 2,138 0 0
FREEPORT MCMORAN INC CL B 35671D857 15,267,468 242,766 SH SOLE 242,766 0 0
GE AEROSPACE COM NEW 369604301 8,025,484 21,474 SH SOLE 21,474 0 0
GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 2,077,635 20,743 SH SOLE 20,743 0 0
GRUPO SUPERVIELLE S.A. SPONSORED ADR 40054A108 947,573 98,097 SH SOLE 98,097 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 2,608,028 170,018 SH SOLE 170,018 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 18,838,559 565,894 SH SOLE 565,894 0 0
ISHARES TR CORE S&P500 ETF 464287200 88,220,769 117,802 SH SOLE 117,802 0 0
ISHARES TR CORE S&P SCP ETF 464287804 16,916,835 114,064 SH SOLE 114,064 0 0
ISHARES ETHEREUM TR SHS 46438R105 14,506,515 1,220,065 SH SOLE 1,220,065 0 0
ISHARES TR JPMORGAN USD EMG 464288281 1,808,722 18,755 SH SOLE 18,755 0 0
ISHARES INC MSCI JAPAN ETF 46434G822 2,452,814 26,298 SH SOLE 26,298 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306 1,621,536 66,268 SH SOLE 66,268 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 15,539,671 101,594 SH SOLE 101,594 0 0
LUMENTUM HLDGS INC COM 55024U109 17,544,615 20,447 SH SOLE 20,447 0 0
MASTERCARD INCORPORATED CL A 57636Q104 25,756,694 50,150 SH SOLE 50,150 0 0
MERCADOLIBRE INC COM 58733R102 1,351,303 796 SH SOLE 796 0 0
META PLATFORMS INC CL A 30303M102 23,555,518 41,818 SH SOLE 41,818 0 0
MICRON TECHNOLOGY INC COM 595112103 33,768,498 29,255 SH SOLE 29,255 0 0
MICROSOFT CORP COM 594918104 27,456,651 73,607 SH SOLE 73,607 0 0
MOODYS CORP COM 615369105 5,171,247 11,418 SH SOLE 11,418 0 0
NEXGEN ENERGY LTD COM 65340P106 4,216,175 449,013 SH SOLE 449,013 0 0
NOKIA CORP SPONSORED ADR 654902204 1,488,565 112,094 SH SOLE 112,094 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 2,267,017 169,690 SH SOLE 169,690 0 0
NVIDIA CORPORATION COM 67066G104 40,639,339 203,106 SH SOLE 203,106 0 0
OKTA INC CL A 679295105 1,473,567 10,800 SH SOLE 10,800 0 0
PAMPA ENERGIA SA SPONS ADR LVL I 697660207 1,142,409 13,910 SH SOLE 13,910 0 0
PENGUIN SOLUTIONS INC COM 706915105 2,437,398 32,068 SH SOLE 32,068 0 0
RTX CORPORATION COM 75513E101 6,630,457 34,947 SH SOLE 34,947 0 0
S&P GLOBAL INC COM 78409V104 23,698,235 58,190 SH SOLE 58,190 0 0
SCHWAB CHARLES CORP COM 808513105 26,332,273 285,384 SH SOLE 285,384 0 0
SERVICENOW INC COM 81762P102 5,377,410 54,165 SH SOLE 54,165 0 0
SPDR GOLD TR GOLD SHS 78463V107 2,917,860 7,921 SH SOLE 7,921 0 0
SPROTT FDS TR URANI MINER ETF 85208P303 1,469,310 27,940 SH SOLE 27,940 0 0
SS&C TECH HLDGS COM 78467J100 935,555 15,078 SH SOLE 15,078 0 0
TEXAS INSTRS INC COM 882508104 14,829,079 49,751 SH SOLE 49,751 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 14,757,559 29,435 SH SOLE 29,435 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 2,166,256 8,311 SH SOLE 8,311 0 0
TRANSDIGM GROUP INC COM 893641100 28,415,658 21,333 SH SOLE 21,333 0 0
UBER TECHNOLOGIES INC COM 90353T100 19,837,237 274,908 SH SOLE 274,908 0 0
URANIUM ENERGY CORP COM 916896103 25,320,334 2,375,276 SH SOLE 2,375,276 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 1,445,386 19,157 SH SOLE 19,157 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 3,017,984 30,718 SH SOLE 30,718 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 13,006,599 217,903 SH SOLE 217,903 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 3,909,809 47,306 SH SOLE 47,306 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 4,232,682 84,266 SH SOLE 84,266 0 0
VIAVI SOLUTIONS INC COM 925550105 4,257,359 89,161 SH SOLE 89,161 0 0
VISA INC COM CL A 92826C839 2,620,820 7,639 SH SOLE 7,639 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 1,984,189 31,101 SH SOLE 31,101 0 0
XOMETRY INC CLASS A COM 98423F109 3,112,921 32,252 SH SOLE 32,252 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 1,127,358 24,794 SH SOLE 24,794 0 0