The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 5,136,338 | 14,540 | SH | SOLE | 14,540 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 486,112 | 2,040 | SH | SOLE | 2,040 | 0 | 0 | ||
| ATRENEW INC | SPONSORED ADS | 00138L108 | 482,202 | 124,600 | SH | SOLE | 124,600 | 0 | 0 | ||
| BAUSCH HEALTH COS INC | COM | 071734107 | 184,866 | 37,506 | SH | SOLE | 37,506 | 0 | 0 | ||
| BLACKROCK INC | COM | 09290D101 | 669,105 | 696 | SH | SOLE | 696 | 0 | 0 | ||
| BLOCK H & R INC | COM | 093671105 | 1,028,160 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
| BOSTON BEER INC | CL A | 100557107 | 814,338 | 4,600 | SH | SOLE | 4,600 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 845,700 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| DUOLINGO INC | CL A COM | 26603R106 | 897,846 | 7,806 | SH | SOLE | 7,806 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 853,679 | 2,190 | SH | SOLE | 2,190 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 1,440,145 | 4,358 | SH | SOLE | 4,358 | 0 | 0 | ||
| ISHARES INC | PUT | 464286952 | 311,500 | 350 | SH | Put | SOLE | 350 | 0 | 0 | |
| ISHARES TR | US AER DEF ETF | 464288760 | 4,986,822 | 20,571 | SH | SOLE | 20,571 | 0 | 0 | ||
| KANZHUN LIMITED | SPONSORED ADS | 48553T106 | 682,110 | 53,000 | SH | SOLE | 53,000 | 0 | 0 | ||
| KASPI KZ JSC | SPONSORED ADS | 48581R205 | 3,290,847 | 37,983 | SH | SOLE | 37,983 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 238,312 | 800 | SH | SOLE | 800 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 1,563,296 | 921 | SH | SOLE | 921 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 3,015,785 | 5,355 | SH | SOLE | 5,355 | 0 | 0 | ||
| NATURAL RESOURCE PARTNERS LP | COM UNIT LTD PAR | 63900P608 | 776,000 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| NOAH HLDGS LTD | SPON ADS | 65487X102 | 245,754 | 24,600 | SH | SOLE | 24,600 | 0 | 0 | ||
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 1,496,320 | 112,000 | SH | SOLE | 112,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 1,095,863 | 5,478 | SH | SOLE | 5,478 | 0 | 0 | ||
| ROBINHOOD MKTS INC | COM CL A | 770700102 | 1,090,645 | 10,876 | SH | SOLE | 10,876 | 0 | 0 | ||
| ROBLOX CORP | CL A | 771049103 | 372,425 | 6,850 | SH | SOLE | 6,850 | 0 | 0 | ||
| SANDISK CORP | COM | 80004C200 | 2,512,472 | 1,105 | SH | SOLE | 1,105 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | 2,421,697 | 13,074 | SH | SOLE | 13,074 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 685,032 | 6,900 | SH | SOLE | 6,900 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 2,533,509 | 5,305 | SH | SOLE | 5,305 | 0 | 0 | ||
| VALARIS LTD | CL A | G9460G101 | 820,380 | 11,300 | SH | SOLE | 11,300 | 0 | 0 | ||
| VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 | 1,399,571 | 14,245 | SH | SOLE | 14,245 | 0 | 0 | ||
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 5,185,700 | 7,552 | SH | SOLE | 7,552 | 0 | 0 | ||
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 2,832,697 | 48,682 | SH | SOLE | 48,682 | 0 | 0 | ||
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 5,317,900 | 62,218 | SH | SOLE | 62,218 | 0 | 0 | ||
| VOX ROYALTY CORP | COM | 92919F103 | 481,387 | 102,000 | SH | SOLE | 102,000 | 0 | 0 | ||