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 |
| AMAZON COM INC | COM | 023135106 | 7,771,552 | 32,607 | SH | SOLE | N/A | 32,607 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,138,323 | 11,860 | SH | SOLE | N/A | 11,860 | 0 | 0 | |
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 7,581,246 | 251,201 | SH | SOLE | N/A | 251,201 | 0 | 0 | |
| ELI LILLY & CO | COM | 532457108 | 2,358,079 | 1,966 | SH | SOLE | N/A | 1,966 | 0 | 0 | |
| META PLATFORMS INC | CL A | 30303M102 | 8,044,908 | 14,282 | SH | SOLE | N/A | 14,282 | 0 | 0 | |
| CAPITAL ONE FINL CORP | COM | 14040H105 | 3,824,018 | 19,061 | SH | SOLE | N/A | 19,061 | 0 | 0 | |
| NVIDIA CORPORATION | COM | 67066G104 | 13,565,902 | 67,799 | SH | SOLE | N/A | 67,799 | 0 | 0 | |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 10,751,533 | 22,513 | SH | SOLE | N/A | 22,513 | 0 | 0 | |
| INTEL CORP | COM | 458140100 | 6,515,974 | 46,666 | SH | SOLE | N/A | 46,666 | 0 | 0 | |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 2,097,666 | 3,611 | SH | SOLE | N/A | 3,611 | 0 | 0 | |
| STUBHUB HLDGS INC | CL A | 86384P109 | 884,800 | 68,749 | SH | SOLE | N/A | 68,749 | 0 | 0 | |
| BROADCOM INC | COM | 11135F101 | 6,278,960 | 16,622 | SH | SOLE | N/A | 16,622 | 0 | 0 | |
| BLOCK INC | CL A | 852234103 | 2,628,840 | 34,590 | SH | SOLE | N/A | 34,590 | 0 | 0 | |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | 8,576,476 | 4,311 | SH | SOLE | N/A | 4,311 | 0 | 0 | |
| GRUPO FINANCIERO GALICIA S.A | SPONSORED ADR | 399909100 | 1,348,308 | 26,950 | SH | SOLE | N/A | 26,950 | 0 | 0 | |
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 1,534,612 | 33,750 | SH | SOLE | N/A | 33,750 | 0 | 0 | |
| VISTA ENERGY S.A.B. DE C.V. | SPONSORED ADS | 92837L109 | 1,642,850 | 25,750 | SH | SOLE | N/A | 25,750 | 0 | 0 | |
| BANCO BBVA ARGENTINA S A | SPONSORED ADS | 058934100 | 709,882 | 36,200 | SH | SOLE | N/A | 36,200 | 0 | 0 | |
| BANCO MACRO S A | SPON ADR B | 05961W105 | 1,400,424 | 15,125 | SH | SOLE | N/A | 15,125 | 0 | 0 | |
| IES HOLDINGS INC | COM | 44951W106 | 3,085,572 | 4,200 | SH | SOLE | N/A | 4,200 | 0 | 0 | |