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
AMAZON COM INC COM Stock 023135106 2,740,650 11,000 SH SOLE CMA 11,000 0 0
MCKESSON CORP COM Stock 58155Q103 2,177,216 2,550 SH SOLE CMA 2,550 0 0
MARVELL TECHNOLOGY INC COM Stock 573874104 581,262 2,200 SH SOLE CMA 2,200 0 0
ALPHABET INC CAP STK CL A Stock 02079K305 4,128,960 12,000 SH SOLE CMA 12,000 0 0
MICROSOFT CORP COM Stock 594918104 2,820,950 5,500 SH SOLE CMA 5,500 0 0
SLB LIMITED COM STK Stock 806857108 828,240 17,000 SH SOLE CMA 17,000 0 0
CVS HEALTH CORP COM Stock 126650100 771,210 9,000 SH SOLE CMA 9,000 0 0
BLOOM ENERGY CORP COM CL A Stock 093712107 4,487,076 16,200 SH SOLE CMA 16,200 0 0
TESLA INC COM Stock 88160R101 1,419,240 4,000 SH SOLE CMA 4,000 0 0
LINDE PLC SHS Stock G54950103 1,186,625 2,500 SH SOLE CMA 2,500 0 0
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF ETF 81369Y605 1,174,800 22,000 SH SOLE CMA 22,000 0 0
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 46137V357 1,560,150 7,500 SH SOLE CMA 7,500 0 0
ELI LILLY & CO COM Stock 532457108 3,008,408 2,600 SH SOLE CMA 2,600 0 0
APOLLO GLOBAL MGMT INC COM Stock 03769M106 696,360 6,000 SH SOLE CMA 6,000 0 0
MICRON TECHNOLOGY INC COM Stock 595112103 585,811 550 SH SOLE CMA 550 0 0
FREEPORT MCMORAN INC CL B Stock 35671D857 1,750,000 25,000 SH SOLE CMA 25,000 0 0
QUANTA SVCS INC COM Stock 74762E102 3,598,056 5,600 SH SOLE CMA 5,600 0 0
GLOBAL X SILVER MINERS ETF ETF 37954Y848 602,070 7,000 SH SOLE CMA 7,000 0 0
CHENIERE ENERGY INC COM NEW Stock 16411R208 941,605 3,500 SH SOLE CMA 3,500 0 0
CONSTELLATION ENERGY CORP COM Stock 21037T109 1,397,110 5,500 SH SOLE CMA 5,500 0 0
ASML HLDG NV N Y REGISTRY SHS ADR N07059210 2,309,879 1,275 SH SOLE CMA 1,275 0 0
PALO ALTO NETWORKS INC COM Stock 697435105 3,973,100 10,000 SH SOLE CMA 10,000 0 0
BROADCOM INC COM Stock 11135F101 351,190 1,000 SH SOLE CMA 1,000 0 0
CELESTICA INC COM Stock 15101Q207 1,301,148 3,600 SH SOLE CMA 3,600 0 0
NVIDIA CORPORATION COM Stock 67066G104 4,430,572 19,400 SH SOLE CMA 19,400 0 0
STATE STREET SPDR S&P BIOTECH ETF ETF 78464A870 946,080 6,000 SH SOLE CMA 6,000 0 0
STATE STREET SPDR S&P METALS & MINING ETF ETF 78464A755 724,920 7,000 SH SOLE CMA 7,000 0 0
CURTISS WRIGHT CORP COM Stock 231561101 1,359,550 2,500 SH SOLE CMA 2,500 0 0
BLACKSTONE INC COM Stock 09260D107 672,540 6,000 SH SOLE CMA 6,000 0 0
ISHARES BITCOIN TRUST ETF ETF 46438F101 426,060 9,000 SH SOLE CMA 9,000 0 0
GE VERNOVA INC COM Stock 36828A101 2,186,127 2,300 SH SOLE CMA 2,300 0 0
ISHARES BIOTECHNOLOGY ETF ETF 464287556 1,473,710 7,000 SH SOLE CMA 7,000 0 0
ISHARES ETHEREUM TRUST ETF ETF 46438R204 402,400 20,000 SH SOLE CMA 20,000 0 0
ROSS STORES INC COM Stock 778296103 1,400,400 6,000 SH SOLE CMA 6,000 0 0
THERMO FISHER SCIENTIFIC INC COM Stock 883556102 1,417,605 2,100 SH SOLE CMA 2,100 0 0
JPMORGAN CHASE & CO COM Stock 46625H100 2,812,055 8,500 SH SOLE CMA 8,500 0 0
BANK OF AMER CORP COM Stock 060505104 653,160 12,000 SH SOLE CMA 12,000 0 0
WALMART INC COM Stock 931142103 1,579,584 15,200 SH SOLE CMA 15,200 0 0
INTERNATIONAL BUSINESS MACHS COM Stock 459200101 1,539,510 7,000 SH SOLE CMA 7,000 0 0
APPLIED MATLS INC COM Stock 038222105 1,981,598 3,875 SH SOLE CMA 3,875 0 0
BITWISE SOLANA STAKING ETF ETF 091948109 403,750 25,000 SH SOLE CMA 25,000 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK Stock 84615Q103 1,101,278 7,300 SH SOLE CMA 7,300 0 0
EXXONMOBIL HOLDINGS CORP COM SHS Stock 30233Q108 2,091,663 12,852 SH SOLE CMA 12,852 0 0
BLACKROCK INC COM Stock 09290D101 2,010,751 1,900 SH SOLE CMA 1,900 0 0
APPLE INC COM Stock 037833100 1,964,818 5,900 SH SOLE CMA 5,900 0 0