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
FERRARI N V COM N3167Y103 67,012 180,000 SH SOLE 180,000 0 0
META PLATFORMS INC CL A 30303M102 56,329 100,000 SH SOLE 100,000 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 47,971 550,000 SH SOLE 550,000 0 0
AMAZON COM INC COM 023135106 47,668 200,000 SH SOLE 200,000 0 0
INTEL CORP COM 458140100 47,474 340,000 SH SOLE 340,000 0 0
BANK OF AMER CORP COM 060505104 45,584 800,000 SH SOLE 800,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 43,568 75,000 SH SOLE 75,000 0 0
APPLIED MATLS INC COM 038222105 43,380 60,000 SH SOLE 60,000 0 0
CATERPILLAR INC COM 149123101 42,596 40,000 SH SOLE 40,000 0 0
ELI LILLY & CO COM 532457108 41,980 35,000 SH SOLE 35,000 0 0
VISA INC CL A 92826C839 41,171 120,000 SH SOLE 120,000 0 0
NVIDIA CORPORATION COM 67066G104 40,018 200,000 SH SOLE 200,000 0 0
QUALCOMM INC COM 747525103 38,806 210,000 SH SOLE 210,000 0 0
MICROSOFT CORP COM 594918104 37,302 100,000 SH SOLE 100,000 0 0
ALPHABET INC CL C 02079K107 35,333 100,000 SH SOLE 100,000 0 0
APPLE INC COM 037833100 34,723 120,000 SH SOLE 120,000 0 0
MICRON TECHNOLOGY INC COM 595112103 34,629 30,000 SH SOLE 30,000 0 0
ARM HOLDINGS PLC COM 042068205 31,911 90,000 SH SOLE 90,000 0 0
WESTERN DIGITAL CORP COM 958102105 30,659 48,000 SH SOLE 48,000 0 0
EQT CORP COM 26884L109 29,244 550,000 SH SOLE 550,000 0 0
TESLA INC COM 88160R101 27,339 65,000 SH SOLE 65,000 0 0
PEPSICO INC COM 713448108 27,080 200,000 SH SOLE 200,000 0 0
NETFLIX INC. COM 64110L106 26,775 375,000 SH SOLE 375,000 0 0
JOBY AVIATION INC COM G65163100 26,760 3,000,000 SH SOLE 3,000,000 0 0
BIRKENSTOCK HOLDING PLC COM M2029K104 25,818 600,000 SH SOLE 600,000 0 0
SNOWFLAKE INC CL A 833445109 25,450 100,000 SH SOLE 100,000 0 0
CLOUDFLARE INC CL A 18915M107 24,528 100,000 SH SOLE 100,000 0 0
SEAGATE TECHNOLOGY HLDNGS PL COM G7997R103 24,125 25,000 SH SOLE 25,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 23,262 23,000 SH SOLE 23,000 0 0
ASML HLDG NV SPONSORED ADR N07059210 23,078 11,600 SH SOLE 11,600 0 0
YPF SOCIEDAD ANONIMA SPONSORED ADR 984245100 22,735 500,000 SH SOLE 500,000 0 0
KLA CORP COM 482480100 21,723 72,000 SH SOLE 72,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 21,648 300,000 SH SOLE 300,000 0 0
DISNEY WALT CO COM 254687106 21,175 220,000 SH SOLE 220,000 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 20,758 270,000 SH SOLE 270,000 0 0
Lam Research Corp. COM 512807108 20,583 47,500 SH SOLE 47,500 0 0
BOEING CO COM 097023105 20,565 95,000 SH SOLE 95,000 0 0
CISCO SYS INC COM 17275R102 19,968 170,000 SH SOLE 170,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 19,079 25,000 SH SOLE 25,000 0 0
BAKER HUGHES COMPANY CL A 05722G100 18,870 340,000 SH SOLE 340,000 0 0
MERCADOLIBRE INC COM 58733R102 18,671 11,000 SH SOLE 11,000 0 0
ROBINHOOD MKTS INC CL A 770700102 17,549 175,000 SH SOLE 175,000 0 0
BROADCOM INC COM 11135F101 16,999 45,000 SH SOLE 45,000 0 0
HALLIBURTON CO COM 406216101 16,975 500,000 SH SOLE 500,000 0 0
JPMORGAN CHASE & CO COM 46625H100 16,367 50,000 SH SOLE 50,000 0 0
EQUINIX INC COM 29444U700 15,636 15,000 SH SOLE 15,000 0 0
LOCKHEED MARTIN CORP COM 539830109 15,284 30,000 SH SOLE 30,000 0 0
ABBVIE INC COM 00287Y109 15,098 60,000 SH SOLE 60,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 15,041 30,000 SH SOLE 30,000 0 0
CNH INDL N V CL A N20944109 14,599 1,300,000 SH SOLE 1,300,000 0 0
TERADYNE INC COM 880770102 14,515 30,000 SH SOLE 30,000 0 0
Brookfield Asset Management Inc. CL A 112585104 14,352 320,000 SH SOLE 320,000 0 0
AMERICAN EXPRESS CO COM 025816109 14,207 42,000 SH SOLE 42,000 0 0
MONGODB INC COM 60937P106 13,436 40,000 SH SOLE 40,000 0 0
PROCTER & GAMBLE CO COM 742718109 13,198 90,000 SH SOLE 90,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADR 01609W102 12,957 135,000 SH SOLE 135,000 0 0
ROSS STORES INC COM 778296103 12,771 60,000 SH SOLE 60,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 12,702 300,000 SH SOLE 300,000 0 0
XYLEM INC COM 98419M100 11,821 100,000 SH SOLE 100,000 0 0
BIONTECH SE SPONSORED ADR 09075V102 11,631 125,000 SH SOLE 125,000 0 0
TRANSDIGM GROUP INC COM 893641100 11,322 8,500 SH SOLE 8,500 0 0
AEROVIRONMENT INC COM 008073108 11,060 67,000 SH SOLE 67,000 0 0
HERSHEY CO COM 427866108 10,878 62,000 SH SOLE 62,000 0 0
BLACKSTONE INC COM 09260D107 10,590 90,000 SH SOLE 90,000 0 0
MP MATERIALS CORP COM 553368101 10,362 185,000 SH SOLE 185,000 0 0
CAPRI HOLDINGS LIMITED COM G1890L107 9,285 500,000 SH SOLE 500,000 0 0
CHURCHILL DOWNS INC COM 171484108 8,964 100,000 SH SOLE 100,000 0 0
CENTRUS ENERGY CORP CL A 15643U104 8,394 50,000 SH SOLE 50,000 0 0
XP INC CL A G98239109 8,130 500,000 SH SOLE 500,000 0 0
TECHNIPFMC PLC COM G87110105 7,956 120,000 SH SOLE 120,000 0 0
SOLSTICE ADVANCED MATLS INC COM 83443Q103 7,753 87,500 SH SOLE 87,500 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 7,096 13,215 SH SOLE 13,215 0 0
HONEYWELL INTL INC COM 438516205 5,598 25,000 SH SOLE 25,000 0 0
IDEAYA BIOSCIENCES INC COM 45166A102 5,591 150,000 SH SOLE 150,000 0 0
HONEYWELL AEROSPACE INC COM 43849R105 5,527 25,000 SH SOLE 25,000 0 0
SYNOPSYS INC COM 871607107 5,353 12,000 SH SOLE 12,000 0 0
DANAHER CORP DEL COM 235851102 5,238 27,500 SH SOLE 27,500 0 0
INSPIRE MED SYS INC COM 457730109 5,237 117,400 SH SOLE 117,400 0 0
ARES MANAGEMENT CORPORATION CL A 03990B101 5,232 47,000 SH SOLE 47,000 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 5,145 5,500 SH SOLE 5,500 0 0
DOLLAR GEN CORP COM 256677105 4,029 35,000 SH SOLE 35,000 0 0
ARCHER AVIATION INC CL A 03945R102 3,311 700,000 SH SOLE 700,000 0 0