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
ABBVIE INC COM 00287Y109 22,648 90 SH SOLE 90 0 0
ADVANCED MICRO DEVICES INC COM 007903107 56,703,787 97,612 SH SOLE 97,612 0 0
AERCAP HOLDINGS NV SHS N00985106 37,174 255 SH SOLE 255 0 0
AIRBNB INC COM CL A 009066101 22,181 155 SH SOLE 155 0 0
ALPHABET INC CAP STK CL C 02079K107 23,673 67 SH SOLE 67 0 0
ALPHABET INC CAP STK CL A 02079K305 51,360,144 143,717 SH SOLE 143,717 0 0
AMAZON COM INC COM 023135106 51,892,815 217,726 SH SOLE 217,726 0 0
AMERICAN TOWER CORP COM 03027X100 606,845 3,710 SH SOLE 3,710 0 0
AMGEN INC COM 031162100 17,744 49 SH SOLE 49 0 0
ANGLOGOLD ASHANTI PLC COM SHS G0378L100 38,342 474 SH SOLE 474 0 0
APPLE INC COM 037833100 53,039,688 183,300 SH SOLE 183,300 0 0
APPLOVIN CORP COM CL A 03831W108 9,789 19 SH SOLE 19 0 0
ARISTA NETWORKS INC COM SHS 040413205 9,174 54 SH SOLE 54 0 0
BAKER HUGHES COMPANY CL A 05722G100 547,452 9,864 SH SOLE 9,864 0 0
BIOGEN INC COM 09062X103 11,667 54 SH SOLE 54 0 0
BLOOM ENERGY CORP COM CL A 093712107 1,038,564 3,431 SH SOLE 3,431 0 0
BROADCOM INC COM 11135F101 50,782,821 134,435 SH SOLE 134,435 0 0
BWX TECHNOLOGIES INC COM 05605H100 403,120 2,071 SH SOLE 2,071 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 10,509 28 SH SOLE 28 0 0
CAMECO CORP COM 13321L108 516,328 5,069 SH SOLE 5,069 0 0
CARNIVAL CORP LTD COMMON SHARES G2004J103 27,741 971 SH SOLE 971 0 0
CHENIERE ENERGY INC COM NEW 16411R208 23,901 100 SH SOLE 100 0 0
COHERENT CORP COM 19247G107 776,711 1,969 SH SOLE 1,969 0 0
CONOCOPHILLIPS COM 20825C104 19,441 187 SH SOLE 187 0 0
CONSTELLATION ENERGY CORP COM 21037T109 600,062 2,416 SH SOLE 2,416 0 0
COREWEAVE INC COM CL A 21873S108 23,563,109 236,720 SH SOLE 236,720 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 39,626,045 51,925 SH SOLE 51,925 0 0
DATADOG INC CL A COM 23804L103 32,793,383 125,954 SH SOLE 125,954 0 0
DELTA AIR LINES INC COM NEW 247361702 115,108 1,229 SH SOLE 1,229 0 0
DIAMONDBACK ENERGY INC COM 25278X109 18,633 106 SH SOLE 106 0 0
DIGITAL RLTY TR INC COM 253868103 598,001 3,330 SH SOLE 3,330 0 0
DOMINION ENERGY INC COM 25746U109 645,272 9,449 SH SOLE 9,449 0 0
EATON CORP PLC SHS G29183103 781,930 1,835 SH SOLE 1,835 0 0
ELI LILLY & CO COM 532457108 14,393 12 SH SOLE 12 0 0
EOG RES INC COM 26875P101 31,395 242 SH SOLE 242 0 0
EQT CORP COM 26884L109 30,679 577 SH SOLE 577 0 0
EQUINIX INC COM 29444U700 708,825 680 SH SOLE 680 0 0
FIRST SOLAR INC COM 336433107 11,798 50 SH SOLE 50 0 0
FREEPORT MCMORAN INC CL B 35671D857 15,597 248 SH SOLE 248 0 0
GE VERNOVA INC COM 36828A101 49,945,648 42,512 SH SOLE 42,512 0 0
GILEAD SCIENCES INC COM 375558103 12,002 95 SH SOLE 95 0 0
HALLIBURTON CO COM 406216101 8,352 246 SH SOLE 246 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 15,201 46 SH SOLE 46 0 0
HUBBELL INC COM 443510607 498,086 952 SH SOLE 952 0 0
INNODATA INC COM NEW 457642205 9,815,877 129,874 SH SOLE 129,874 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 40,701,492 144,737 SH SOLE 144,737 0 0
INTUIT COM 461202103 13,833 53 SH SOLE 53 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 10,340 26 SH SOLE 26 0 0
IREN LIMITED ORDINARY SHARES Q4982L109 15,862,045 346,863 SH SOLE 346,863 0 0
JOHNSON CONTROLS INTERNATION SHS G51502105 690,954 4,729 SH SOLE 4,729 0 0
KINDER MORGAN INC DEL COM 49456B101 610,979 19,111 SH SOLE 19,111 0 0
MERCADOLIBRE INC COM 58733R102 28,856 17 SH SOLE 17 0 0
META PLATFORMS INC CL A 30303M102 50,343,480 89,374 SH SOLE 89,374 0 0
MICRON TECHNOLOGY INC COM 595112103 59,339,740 51,408 SH SOLE 51,408 0 0
MICROSOFT CORP COM 594918104 50,042,125 134,154 SH SOLE 134,154 0 0
MONGODB INC CL A 60937P106 21,893,626 65,179 SH SOLE 65,179 0 0
MONOLITHIC PWR SYS INC COM 609839105 653,856 473 SH SOLE 473 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 17,857 43 SH SOLE 43 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 30,692,981 111,138 SH SOLE 111,138 0 0
NETFLIX INC. COM 64110L106 8,568 120 SH SOLE 120 0 0
NEWMONT CORP COM 651639106 14,664 157 SH SOLE 157 0 0
NEXTERA ENERGY INC COM 65339F101 689,346 7,854 SH SOLE 7,854 0 0
NRG ENERGY INC COM NEW 629377508 472,358 3,234 SH SOLE 3,234 0 0
NUSCALE PWR CORP CL A COM 67079K100 301,823 30,092 SH SOLE 30,092 0 0
NVENT ELEC PLC SHS G6700G107 616,532 3,635 SH SOLE 3,635 0 0
NVIDIA CORPORATION COM 67066G104 52,309,929 261,432 SH SOLE 261,432 0 0
OKLO INC COM CL A 02156V109 15,284,128 292,072 SH SOLE 292,072 0 0
ORACLE CORP COM 68389X105 33,045,560 225,490 SH SOLE 225,490 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 36,791,885 315,350 SH SOLE 315,350 0 0
PALO ALTO NETWORKS INC COM 697435105 46,567,304 136,553 SH SOLE 136,553 0 0
PEGASYSTEMS INC COM 705573103 11,832,066 394,797 SH SOLE 394,797 0 0
PG&E CORP COM 69331C108 23,464 1,395 SH SOLE 1,395 0 0
PHILIP MORRIS INTL INC COM 718172109 11,940 66 SH SOLE 66 0 0
QUANTA SVCS INC COM 74762E102 831,646 1,155 SH SOLE 1,155 0 0
RALPH LAUREN CORP CL A 751212101 11,239 28 SH SOLE 28 0 0
REGENERON PHARMACEUTICALS COM 75886F107 9,353 15 SH SOLE 15 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 36,833 116 SH SOLE 116 0 0
ROYAL GOLD INC COM 780287108 19,961 100 SH SOLE 100 0 0
S&P GLOBAL INC COM 78409V104 20,363 50 SH SOLE 50 0 0
SALESFORCE INC COM 79466L302 31,511,376 201,145 SH SOLE 201,145 0 0
SANDISK CORP COM 80004C200 11,369 5 SH SOLE 5 0 0
SERVICENOW INC COM 81762P102 30,608,322 308,303 SH SOLE 308,303 0 0
SNOWFLAKE INC COM SHS 833445109 32,027,044 125,843 SH SOLE 125,843 0 0
SOUTHERN CO COM 842587107 703,086 7,346 SH SOLE 7,346 0 0
SOUTHERN COPPER CORP COM 84265V105 407,246 2,337 SH SOLE 2,337 0 0
SYNCHRONY FINANCIAL COM 87165B103 9,658 127 SH SOLE 127 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 58,340,906 122,162 SH SOLE 122,162 0 0
TALEN ENERGY CORP COM 87422Q109 511,066 1,330 SH SOLE 1,330 0 0
TARGA RES CORP COM 87612G101 19,306 72 SH SOLE 72 0 0
TESLA INC COM 88160R101 52,333,155 124,425 SH SOLE 124,425 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 21,007 48 SH SOLE 48 0 0
UNITED AIRLS HLDGS INC COM 910047109 85,946 632 SH SOLE 632 0 0
UNITED RENTALS INC COM 911363109 20,392 18 SH SOLE 18 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 17,339 32 SH SOLE 32 0 0
VENTURE GLOBAL INC COM CL A 92333F101 9,127 820 SH SOLE 820 0 0
VERISK ANALYTICS INC COM 92345Y106 11,131 62 SH SOLE 62 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 28,314 57 SH SOLE 57 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 818,635 2,445 SH SOLE 2,445 0 0
VISTRA CORP COM 92840M102 620,243 3,910 SH SOLE 3,910 0 0
WILLDAN GROUP INC COM 96924N100 231,051 2,921 SH SOLE 2,921 0 0
WILLIAMS COS INC COM 969457100 695,005 9,349 SH SOLE 9,349 0 0
WOODWARD INC COM 980745103 12,338 29 SH SOLE 29 0 0
ZSCALER INC COM 98980G102 20,618,769 146,077 SH SOLE 146,077 0 0