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
APPLOVIN CORP COM CL A 03831W108 87,529,849 169,885 SH SOLE 87,529,849 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 39,667,444 19,939 SH SOLE 39,667,444 0 0
CANADIAN NAT RES LTD MED TER COM 136385101 19,209,877 486,326 SH SOLE 19,209,877 0 0
COREWEAVE INC COM CL A 21873S108 61,165,837 614,485 SH SOLE 61,165,837 0 0
DOLE PLC ORD SHS G27907107 23,554,276 1,716,784 SH SOLE 23,554,276 0 0
EQT CORP COM 26884L109 27,278,284 513,039 SH SOLE 27,278,284 0 0
FORMFACTOR INC COM 346375108 36,567,515 228,647 SH SOLE 36,567,515 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 37,270,174 97,984 SH SOLE 37,270,174 0 0
NOKIA CORP SPONSORED ADR 654902204 58,912,789 4,436,204 SH SOLE 58,912,789 0 0
NVIDIA CORPORATION COM 67066G104 51,562,593 257,697 SH SOLE 51,562,593 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 45,492,276 602,946 SH SOLE 45,492,276 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791 39,875,057 405,853 SH SOLE 39,875,057 0 0
VEON LTD SPONSORED ADS 91822M502 32,924,461 630,616 SH SOLE 32,924,461 0 0
WOLFSPEED INC COMMON STOCK 97785W106 6,952,101 144,085 SH SOLE 6,952,101 0 0