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 INC COM 00724F101 5,279,455 21,719 SH SOLE 21,719 0 0
ADVANCED MICRO DEVICES INC COM 007903107 18,136,395 89,153 SH SOLE 89,153 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,095,893 261,176 SH SOLE 261,176 0 0
ALPHABET INC CAP STK CL C 02079K107 22,277,261 77,659 SH SOLE 0 0 77,659
ALPHABET INC CAP STK CL A 02079K305 4,309,662 14,987 SH SOLE 14,987 0 0
AMAZON COM INC COM 023135106 15,284,727 73,389 SH SOLE 73,389 0 0
APPLE INC COM 037833100 10,429,754 41,096 SH SOLE 41,096 0 0
BARRICK MNG CORP COM SHS 06849F108 983,134 24,108 SH SOLE 24,108 0 0
BROADCOM INC COM 11135F101 26,720,308 86,331 SH SOLE 86,331 0 0
CERUS CORP COM 157085101 35,477 19,493 SH SOLE 19,493 0 0
ELI LILLY & CO COM 532457108 758,810 825 SH SOLE 825 0 0
ENPHASE ENERGY INC COM 29355A107 1,813,292 47,958 SH SOLE 47,958 0 0
HUDBAY MINERALS INC COM 443628102 3,653,045 174,821 SH SOLE 174,821 0 0
INTEL CORP COM 458140100 1,939,469 43,949 SH SOLE 43,949 0 0
INTUIT COM 461202103 1,586,835 3,670 SH SOLE 3,670 0 0
MARVELL TECHNOLOGY INC COM 573874104 5,036,098 50,844 SH SOLE 50,844 0 0
MERCADOLIBRE INC COM 58733R102 3,404,440 1,969 SH SOLE 1,969 0 0
META PLATFORMS INC CL A 30303M102 26,324,273 46,011 SH SOLE 46,011 0 0
MICRON TECHNOLOGY INC COM 595112103 1,717,579 5,084 SH SOLE 5,084 0 0
MICROSOFT CORP COM 594918104 65,579,317 178,622 SH SOLE 178,622 0 0
MONGODB INC CL A 60937P106 2,374,269 9,700 SH SOLE 9,700 0 0
NETFLIX INC. COM 64110L106 4,695,774 48,838 SH SOLE 48,838 0 0
NVIDIA CORPORATION COM 67066G104 39,160,648 224,545 SH SOLE 224,545 0 0
ORACLE CORP COM 68389X105 1,724,423 11,722 SH SOLE 11,722 0 0
PALO ALTO NETWORKS INC COM 697435105 3,055,218 19,057 SH SOLE 19,057 0 0
QUALCOMM INC COM 747525103 2,816,805 21,873 SH SOLE 21,873 0 0
ROCKET LAB CORP COM 773121108 1,992,426 31,025 SH SOLE 31,025 0 0
SALESFORCE INC COM 79466L302 5,083,771 27,234 SH SOLE 27,234 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 1,162,476 9,800 SH SOLE 9,800 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 2,098,332 31,045 SH SOLE 31,045 0 0
TEXAS INSTRS INC COM 882508104 1,701,055 8,762 SH SOLE 8,762 0 0
VISA INC COM CL A 92826C839 5,172,233 17,113 SH SOLE 17,113 0 0
DISNEY WALT CO COM 254687106 3,632,466 37,689 SH SOLE 37,689 0 0