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
ASML HLDG NV COM N07059210 1,591,552 800 SH SOLE 800 0 0
ADVANCED MICRO DEVICES INC COM 007903107 4,937,735 8,500 SH SOLE 8,500 0 0
ALPHABET INC COM 02079K107 12,013,220 34,000 SH SOLE 34,000 0 0
AMAZON COM INC COM 023135106 11,082,810 46,500 SH SOLE 46,500 0 0
APPLE INC COM 037833100 5,208,480 18,000 SH SOLE 18,000 0 0
ARISTA NETWORKS INC COM 040413205 1,019,280 6,000 SH SOLE 6,000 0 0
ARM HOLDINGS PLC COM 042068205 1,240,995 3,500 SH SOLE 3,500 0 0
BROADCOM INC COM 11135F101 1,888,750 5,000 SH SOLE 5,000 0 0
CATERPILLAR INC COM 149123101 1,490,860 1,400 SH SOLE 1,400 0 0
CENTENE CORP DEL COM 15135B101 1,893,605 29,500 SH SOLE 29,500 0 0
CISCO SYS INC COM 17275R102 1,644,440 14,000 SH SOLE 14,000 0 0
COREWEAVE INC COM 21873S108 846,090 8,500 SH SOLE 8,500 0 0
CORNING INC COM 219350105 2,809,730 11,000 SH SOLE 11,000 0 0
CROWDSTRIKE HLDGS INC COM 22788C105 1,755,222 2,300 SH SOLE 2,300 0 0
DATADOG INC COM 23804L103 2,733,780 10,500 SH SOLE 10,500 0 0
DOLLAR TREE INC COM 256746108 1,028,075 8,500 SH SOLE 8,500 0 0
DOORDASH INC COM 25809K105 1,014,915 5,500 SH SOLE 5,500 0 0
FLEX LTD COM Y2573F102 1,053,455 6,500 SH SOLE 6,500 0 0
GE VERNOVA INC COM 36828A101 1,292,346 1,100 SH SOLE 1,100 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,517,055 1,500 SH SOLE 1,500 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 947,310 21,000 SH SOLE 21,000 0 0
ILLUMINA INC COM 452327109 1,494,555 8,500 SH SOLE 8,500 0 0
INTEL CORP COM 458140100 2,094,450 15,000 SH SOLE 15,000 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 1,740,800 20,000 SH SOLE 20,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 984,235 3,500 SH SOLE 3,500 0 0
IONQ INC COM 46222L108 1,011,940 19,000 SH SOLE 19,000 0 0
JPMORGAN CHASE & CO COM 46625H100 4,909,950 15,000 SH SOLE 15,000 0 0
JABIL INC COM 466313103 1,541,920 4,000 SH SOLE 4,000 0 0
LAM RESEARCH CORP COM 512807306 1,819,986 4,200 SH SOLE 4,200 0 0
MP MATERIALS CORP COM 553368101 1,120,200 20,000 SH SOLE 20,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 1,012,826 3,400 SH SOLE 3,400 0 0
META PLATFORMS INC COM 30303M102 2,929,108 5,200 SH SOLE 5,200 0 0
MICRON TECHNOLOGY INC COM 595112103 4,270,873 3,700 SH SOLE 3,700 0 0
MICROSOFT CORP COM 594918104 2,238,120 6,000 SH SOLE 6,000 0 0
NVIDIA CORPORATION COM 67066G104 6,002,700 30,000 SH SOLE 30,000 0 0
NETAPP INC COM 64110D104 1,392,840 9,000 SH SOLE 9,000 0 0
NETFLIX INC. COM 64110L106 2,213,400 31,000 SH SOLE 31,000 0 0
NUCOR CORP COM 670346105 2,338,875 10,500 SH SOLE 10,500 0 0
PALANTIR TECHNOLOGIES INC COM 69608A108 1,400,040 12,000 SH SOLE 12,000 0 0
QUALCOMM INC COM 747525103 868,513 4,700 SH SOLE 4,700 0 0
REDDIT INC COM 75734B100 1,041,480 6,000 SH SOLE 6,000 0 0
ROBINHOOD MKTS INC COM 770700102 2,777,756 27,700 SH SOLE 27,700 0 0
ROCKET LAB CORP COM 773121108 945,345 9,300 SH SOLE 9,300 0 0
ROCKWELL AUTOMATION INC COM 773903109 1,386,224 2,800 SH SOLE 2,800 0 0
ROKU INC COM 77543R102 2,072,100 15,000 SH SOLE 15,000 0 0
ROYALTY PHARMA PLC COM G7709Q104 1,682,100 30,000 SH SOLE 30,000 0 0
SHOPIFY INC COM 82509L107 1,644,192 14,400 SH SOLE 14,400 0 0
SOUTHWEST AIRLS CO COM 844741108 1,388,340 27,000 SH SOLE 27,000 0 0
SPACE EXPLORATION TECHN CORP COM 84615Q103 598,010 3,500 SH SOLE 3,500 0 0
STARBUCKS CORP COM 855244109 1,430,660 14,000 SH SOLE 14,000 0 0
TJX COS INC NEW COM 872540109 1,363,500 9,000 SH SOLE 9,000 0 0
TAIWAN SEMICONDUCTOR MANUFAC COM 874039100 1,480,467 3,100 SH SOLE 3,100 0 0
TARGET CORP COM 87612E106 1,110,185 8,500 SH SOLE 8,500 0 0
TEMPUS AI INC COM 88023B103 1,158,600 20,000 SH SOLE 20,000 0 0
TESLA INC COM 88160R101 2,944,200 7,000 SH SOLE 7,000 0 0
DISNEY WALT CO COM 254687106 1,328,250 13,800 SH SOLE 13,800 0 0
UBER TECHNOLOGIES INC COM 90353T100 938,080 13,000 SH SOLE 13,000 0 0
STATE STR SPDR S&P 500 ETF T ETF 78462F103 13,441,860 18,000 SH SOLE 18,000 0 0
VANGUARD INDEX FDS ETF 922908363 9,271,935 13,500 SH SOLE 13,500 0 0