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
AMAZON COM INC COM Stock 023135106 2,621,740 11,000 SH SOLE CMA 11,000 0 0
MCKESSON CORP COM Stock 58155Q103 1,548,980 2,050 SH SOLE CMA 2,050 0 0
MARVELL TECHNOLOGY INC COM Stock 573874104 893,670 3,000 SH SOLE CMA 3,000 0 0
ALPHABET INC CAP STK CL A Stock 02079K305 4,288,440 12,000 SH SOLE CMA 12,000 0 0
MICROSOFT CORP COM Stock 594918104 2,051,610 5,500 SH SOLE CMA 5,500 0 0
SLB LIMITED COM STK Stock 806857108 790,330 17,000 SH SOLE CMA 17,000 0 0
CVS HEALTH CORP COM Stock 126650100 931,050 9,000 SH SOLE CMA 9,000 0 0
BLOOM ENERGY CORP COM CL A Stock 093712107 5,418,330 17,900 SH SOLE CMA 17,900 0 0
NEXTERA ENERGY INC COM Stock 65339F101 965,470 11,000 SH SOLE CMA 11,000 0 0
TESLA INC COM Stock 88160R101 1,682,400 4,000 SH SOLE CMA 4,000 0 0
LINDE PLC SHS Stock G54950103 1,297,350 2,500 SH SOLE CMA 2,500 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357 1,595,775 7,500 SH SOLE CMA 7,500 0 0
VANECK GOLD MINERS ETF ETF 92189F106 1,810,800 24,000 SH SOLE CMA 24,000 0 0
MP MATERIALS CORP COM CL A Stock 553368101 1,008,180 18,000 SH SOLE CMA 18,000 0 0
ELI LILLY & CO COM Stock 532457108 3,118,518 2,600 SH SOLE CMA 2,600 0 0
APOLLO GLOBAL MGMT INC COM Stock 03769M106 709,860 6,000 SH SOLE CMA 6,000 0 0
MICRON TECHNOLOGY INC COM Stock 595112103 981,147 850 SH SOLE CMA 850 0 0
FREEPORT MCMORAN INC CL B Stock 35671D857 1,069,130 17,000 SH SOLE CMA 17,000 0 0
QUANTA SVCS INC COM Stock 74762E102 4,032,224 5,600 SH SOLE CMA 5,600 0 0
PALANTIR TECHNOLOGIES INC CL A Stock 69608A108 1,166,700 10,000 SH SOLE CMA 10,000 0 0
CHENIERE ENERGY INC COM NEW Stock 16411R208 836,535 3,500 SH SOLE CMA 3,500 0 0
CONSTELLATION ENERGY CORP COM Stock 21037T109 1,366,035 5,500 SH SOLE CMA 5,500 0 0
ASML HLDG NV N Y REGISTRY SHS ADR N07059210 2,536,536 1,275 SH SOLE CMA 1,275 0 0
PALO ALTO NETWORKS INC COM Stock 697435105 3,410,200 10,000 SH SOLE CMA 10,000 0 0
BROADCOM INC COM Stock 11135F101 377,750 1,000 SH SOLE CMA 1,000 0 0
CELESTICA INC COM Stock 15101Q207 1,021,440 2,800 SH SOLE CMA 2,800 0 0
NVIDIA CORPORATION COM Stock 67066G104 3,881,746 19,400 SH SOLE CMA 19,400 0 0
STATE STREET SPDR S&P BIOTECH ETF ETF 78464A870 949,500 6,000 SH SOLE CMA 6,000 0 0
STATE STREET SPDR S&P METALS & MINING ETF ETF 78464A755 748,510 7,000 SH SOLE CMA 7,000 0 0
CURTISS WRIGHT CORP COM Stock 231561101 2,273,280 3,000 SH SOLE CMA 3,000 0 0
BLACKSTONE INC COM Stock 09260D107 706,020 6,000 SH SOLE CMA 6,000 0 0
GLOBAL X URANIUM ETF ETF 37954Y871 546,250 12,500 SH SOLE CMA 12,500 0 0
GE VERNOVA INC COM Stock 36828A101 2,702,178 2,300 SH SOLE CMA 2,300 0 0
ISHARES BIOTECHNOLOGY ETF ETF 464287556 760,760 4,000 SH SOLE CMA 4,000 0 0
ROSS STORES INC COM Stock 778296103 1,277,100 6,000 SH SOLE CMA 6,000 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102 1,052,856 2,100 SH SOLE CMA 2,100 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 2,782,305 8,500 SH SOLE CMA 8,500 0 0
BANK OF AMER CORP COM Stock 060505104 113,960 2,000 SH SOLE CMA 2,000 0 0
WALMART INC COM Stock 931142103 2,514,372 22,200 SH SOLE CMA 22,200 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,968,470 7,000 SH SOLE CMA 7,000 0 0
APPLIED MATLS INC COM Stock 038222105 3,163,125 4,375 SH SOLE CMA 4,375 0 0
EXXONMOBIL HOLDINGS CORP COM SHS Stock 30233Q108 1,210,245 8,852 SH SOLE CMA 8,852 0 0
BLACKROCK INC COM Stock 09290D101 1,826,964 1,900 SH SOLE CMA 1,900 0 0
APPLE INC COM Stock 037833100 1,707,224 5,900 SH SOLE CMA 5,900 0 0