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
ADOBE ORD COM 00724F101 21,527,100 105,000 SH SOLE 105,000 0 0
ADVANCED MICRO DEVICES ORD COM 007903107 225,393,080 388,000 SH SOLE 388,000 0 0
ALIGN TECHNOLOGY ORD COM 016255101 45,200,880 268,000 SH SOLE 268,000 0 0
ALPHABET CL A ORD CAP STK CL A 02079K305 188,655,623 527,900 SH SOLE 527,900 0 0
ALPHABET CL C ORD CAP STK CL C 02079K107 35,333,000 100,000 SH SOLE 100,000 0 0
AMAZON COM ORD COM 023135106 316,753,860 1,329,000 SH SOLE 1,329,000 0 0
AMPLIFY JUNIOR SILVER MINERS ETF JR SILV MINE ETF 032108649 13,372,128 515,900 SH SOLE 515,900 0 0
AMPRIUS TECHNOLOGIES ORD COMMON STOCK 03214Q108 14,340,942 1,034,700 SH SOLE 1,034,700 0 0
AMYLYX PHARMACEUTICALS ORD COM 03237H101 7,633,000 425,000 SH SOLE 425,000 0 0
API GROUP ORD COM STK 00187Y100 13,297,900 314,000 SH SOLE 314,000 0 0
APPLE ORD COM 037833100 126,739,680 438,000 SH SOLE 438,000 0 0
ARCUTIS BIOTHERAPEUTICS ORD COM 03969K108 12,761,274 486,700 SH SOLE 486,700 0 0
ARISTA NETWORKS ORD COM SHS 040413205 54,191,720 319,000 SH SOLE 319,000 0 0
ATI ORD COM 01741R102 15,768,000 80,000 SH SOLE 80,000 0 0
AVEPOINT CL A ORD COM CL A 053604104 5,605,000 500,000 SH SOLE 500,000 0 0
AVIS BUDGET GROUP ORD COM 053774105 34,740,050 235,000 SH SOLE 235,000 0 0
BERKSHIRE HATHAWAY CL B ORD CL B NEW 084670702 44,034,320 88,000 SH SOLE 88,000 0 0
CAPITAL ONE FINANCIAL ORD COM 14040H105 72,704,688 362,400 SH SOLE 362,400 0 0
CELCUITY ORD COM 15102K100 104,620 1,000 SH SOLE 1,000 0 0
CEMEX ADR REP 10 PAR CRTFCT SPON ADR NEW 151290889 6,238,800 519,900 SH SOLE 519,900 0 0
CHART INDUSTRIES ORD COM 16115Q308 38,444,960 184,000 SH SOLE 184,000 0 0
CIENA ORD COM NEW 171779309 45,622,080 93,000 SH SOLE 93,000 0 0
CORE SCIENTIFIC ORD COM 21874A106 6,799,263 265,700 SH SOLE 265,700 0 0
CORECIVIC REIT ORD COM 21871N101 10,633,000 350,000 SH SOLE 350,000 0 0
DEXCOM ORD COM 252131107 84,187,500 1,250,000 SH SOLE 1,250,000 0 0
DYNATRACE ORD COM NEW 268150109 77,720,700 1,770,000 SH SOLE 1,770,000 0 0
EQUIFAX ORD COM 294429105 14,760,960 93,000 SH SOLE 93,000 0 0
EXXONMOBIL HOLDINGS ORD COM 30231G102 61,934,160 453,000 SH SOLE 453,000 0 0
FIVE BELOW ORD COM 33829M101 11,686,350 65,000 SH SOLE 65,000 0 0
FORTINET ORD COM 34959E109 33,642,780 219,000 SH SOLE 219,000 0 0
GENERAL MOTORS ORD COM 37045V100 30,832,000 400,000 SH SOLE 400,000 0 0
GEO GROUP ORD COM 36162J106 10,342,500 350,000 SH SOLE 350,000 0 0
GLOBAL X COPPER MINERS ETF GLOBAL X COPPER 37954Y830 38,485,000 500,000 SH SOLE 500,000 0 0
GLOBAL X URANIUM ETF GLOBAL X URANIUM 37954Y871 13,110,000 300,000 SH SOLE 300,000 0 0
HILTON WORLDWIDE HOLDINGS ORD COM 43300A203 45,273,020 137,000 SH SOLE 137,000 0 0
HONEYWELL AEROSPACE ORD COM 43849R105 77,046,380 348,500 SH SOLE 348,500 0 0
HONEYWELL INTERNATIONAL ORD COM 438516205 78,029,150 348,500 SH SOLE 348,500 0 0
HUT 8 ORD COM 44812J104 134,089,368 1,161,500 SH SOLE 1,161,500 0 0
HYPERLIQUID STRATEGIES ORD COM 44916Y106 31,480,000 4,000,000 SH SOLE 4,000,000 0 0
INSULET ORD COM 45784P101 13,702,500 90,000 SH SOLE 90,000 0 0
INTUITIVE SURGICAL ORD COM NEW 46120E602 25,849,200 65,000 SH SOLE 65,000 0 0
ISHARES BITCOIN ETF SHS BEN INT 46438F101 29,228,620 878,000 SH SOLE 878,000 0 0
ISHARES CHINA LARGE CAP ETF CHINA LG-CAP ETF 464287184 122,474,430 3,877,000 SH SOLE 3,877,000 0 0
ISHARES CORE MSCI EMERGING ETF CORE MSCI EMKT 46434G103 103,566,568 1,250,200 SH SOLE 1,250,200 0 0
ISHARES CORE MSCI INTRL DVLP MKT ETF CORE MSCI INTL 46435G326 26,703,000 300,000 SH SOLE 300,000 0 0
ISHARES MSCI ACWI ETF MSCI ACWI ETF 464288257 67,795,343 431,900 SH SOLE 431,900 0 0
ISHARES MSCI BRAZIL ETF MSCI BRAZIL ETF 464286400 127,650,000 3,700,000 SH SOLE 3,700,000 0 0
ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 48,304,200 465,000 SH SOLE 465,000 0 0
ISHARES MSCI EMERGING MARKETS ETF MSCI EMG MKT ETF 464287234 47,887,000 700,000 SH SOLE 700,000 0 0
JPMORGAN ACTIVEBLD EMRG MRKT EQY ETF ACTIVEBLDRS EMER 46641Q266 1,788,640 28,000 SH SOLE 28,000 0 0
KANZHUN ADR REP 2 ORD SPONSORED ADS 48553T106 6,927,921 538,300 SH SOLE 538,300 0 0
KENVUE ORD COM 49177J102 13,678,938 715,800 SH SOLE 715,800 0 0
KEYSIGHT TECHNOLOGIES ORD COM 49338L103 29,405,880 84,000 SH SOLE 84,000 0 0
LIBERTY ENERGY CL A ORD COM CL A 53115L104 6,547,500 250,000 SH SOLE 250,000 0 0
MIAMI INTERNATIONAL HOLDINGS ORD COM 59356Q108 10,367,640 279,000 SH SOLE 279,000 0 0
MICROSOFT ORD COM 594918104 156,668,400 420,000 SH SOLE 420,000 0 0
MORGAN STANLEY ORD COM NEW 617446448 71,073,600 340,000 SH SOLE 340,000 0 0
NEKTAR THERAPEUTICS ORD COM NEW 640268306 18,255,315 261,500 SH SOLE 261,500 0 0
NEUROCRINE BIOSCIENCES ORD COM 64125C109 26,122,925 155,000 SH SOLE 155,000 0 0
NORFOLK SOUTHERN ORD COM 655844108 46,873,910 149,000 SH SOLE 149,000 0 0
NORWEGIAN CRUISE LINE HOLDINGS ORD SHS G66721104 199,806,150 9,465,000 SH SOLE 9,465,000 0 0
NVIDIA ORD COM 67066G104 170,876,860 854,000 SH SOLE 854,000 0 0
OKTA CL A ORD CL A 679295105 12,280,500 90,000 SH SOLE 90,000 0 0
PALANTIR TECHNOLOGIES CL A ORD CL A 69608A108 26,834,100 230,000 SH SOLE 230,000 0 0
PARKER HANNIFIN ORD COM 701094104 45,971,640 47,000 SH SOLE 47,000 0 0
PLANET FITNESS CL A ORD CL A 72703H101 7,825,500 150,000 SH SOLE 150,000 0 0
QORVO ORD COM 74736K101 13,524,150 145,000 SH SOLE 145,000 0 0
RBC BEARINGS ORD COM 75524B104 6,466,362 10,040 SH SOLE 10,040 0 0
REVOLUTION MEDICINES ORD COM 76155X100 392,726,160 2,097,000 SH SOLE 2,097,000 0 0
ROIVANT SCIENCES ORD SHS G76279101 53,085,000 1,500,000 SH SOLE 1,500,000 0 0
ROSS STORES ORD COM 778296103 54,489,600 256,000 SH SOLE 256,000 0 0
ROUNDHILL MEMORY ETF MEMORY ETF 77926X320 36,925,000 500,000 SH SOLE 500,000 0 0
RTX ORD COM 75513E101 57,867,650 305,000 SH SOLE 305,000 0 0
SANDISK ORD COM 80004C200 250,110,300 110,000 SH SOLE 110,000 0 0
SERVICENOW ORD COM 81762P102 9,431,600 95,000 SH SOLE 95,000 0 0
SILICON LABORATORIES ORD COM 826919102 10,381,600 47,500 SH SOLE 47,500 0 0
SIX FLAGS ENTERTAINMENT ORD COM 83001C108 4,132,200 194,000 SH SOLE 194,000 0 0
SPHERE ENTERTAINMENT CL A ORD CL A 55826T102 39,658,476 229,200 SH SOLE 229,200 0 0
SUNOCOCORP UNT COM SHS LLC 86765Q106 18,609,250 275,000 SH SOLE 275,000 0 0
SYNOPSYS ORD COM 871607107 124,899,600 280,000 SH SOLE 280,000 0 0
TAKE TWO INTERACTIVE SOFTWARE ORD COM 874054109 12,499,000 50,000 SH SOLE 50,000 0 0
TAL EDUCATION GRP 3 ADR REP CL A ORD SPONSORED ADS 874080104 6,699,000 700,000 SH SOLE 700,000 0 0
TELEDYNE TECH ORD COM 879360105 16,672,500 25,000 SH SOLE 25,000 0 0
TERADYNE ORD COM 880770102 34,836,480 72,000 SH SOLE 72,000 0 0
TERAWULF ORD COM 88080T104 29,640,000 1,200,000 SH SOLE 1,200,000 0 0
TESLA ORD COM 88160R101 139,639,200 332,000 SH SOLE 332,000 0 0
TEXAS INSTRUMENTS ORD COM 882508104 87,930,650 295,000 SH SOLE 295,000 0 0
THERMO FISHER SCIENTIFIC ORD COM 883556102 37,100,640 74,000 SH SOLE 74,000 0 0
TRADE DESK CL A ORD COM CL A 88339J105 9,618,560 532,000 SH SOLE 532,000 0 0
TTM TECHNOLOGIES ORD COM 87305R109 26,538,138 141,900 SH SOLE 141,900 0 0
TXNM ENERGY ORD COM 69349H107 12,667,618 223,100 SH SOLE 223,100 0 0
UBER TECHNOLOGIES ORD COM 90353T100 157,380,960 2,181,000 SH SOLE 2,181,000 0 0
UNITED AIRLINES HOLDINGS ORD COM 910047109 47,732,490 351,000 SH SOLE 351,000 0 0
UNITEDHEALTH GRP ORD COM 91324P102 41,563,000 100,000 SH SOLE 100,000 0 0
UNITY SOFTWARE ORD COM 91332U101 82,338,980 2,881,000 SH SOLE 2,881,000 0 0
VANECK GOLD MINERS ETF GOLD MINERS ETF 92189F106 267,960,675 3,551,500 SH SOLE 3,551,500 0 0
VANECK JUNIOR GOLD MINERS ETF JUNIOR GOLD MINE 92189F791 44,212,500 450,000 SH SOLE 450,000 0 0
VEEVA SYSTEMS ORD CL A COM 922475108 16,859,650 95,000 SH SOLE 95,000 0 0
WEBSTER FINANCIAL ORD COM 947890109 59,454,760 778,000 SH SOLE 778,000 0 0
XPO ORD COM 983793100 30,793,500 150,000 SH SOLE 150,000 0 0