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
ADVANCED MICRO DEVICES.. COM 007903107 1,468,224 2,400 SH SOLE 2,400 0 0
AERCAP HOLDINGS NV SHS N00985106 13,199,965 91,973 SH SOLE 91,973 0 0
AGNICO-EAGLE MINES - LTD COM 008474108 4,771,289 26,059 SH SOLE 26,059 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 467,940 4,400 SH SOLE 4,400 0 0
ALPHABET INC-CL A....... CAP STK CL A 02079K305 2,752,640 8,000 SH SOLE 8,000 0 0
AMAZON.COM INC-.. COM 023135106 18,299,818 73,449 SH SOLE 73,449 0 0
AMERICAS GOLD AND SILVER ORD COM NEW 03062D803 388,438 88,600 SH SOLE 88,600 0 0
ANALOG DEVICES ORD.... COM 032654105 1,031,446 2,600 SH SOLE 2,600 0 0
APPLIED MATERIALS INC.. COM 038222105 715,932 1,400 SH SOLE 1,400 0 0
ARM HOLD SPONSORED ADS 042068205 1,737,960 6,000 SH SOLE 6,000 0 0
AXON ENTERPRISE.. COM 05464C101 1,843,032 4,362 SH SOLE 4,362 0 0
BANK OF NEW YORK MELLON - ORD COM 064058100 6,965,670 48,162 SH SOLE 48,162 0 0
BOOKING HOLDINGS.. COM 09857L108 3,323,364 20,400 SH SOLE 20,400 0 0
BROADCOM ORD........ COM 11135F101 702,380 2,000 SH SOLE 2,000 0 0
CONSTELLATION ENERGY ORD COM 21037T109 2,387,788 9,400 SH SOLE 9,400 0 0
CROWDSTRIKE HLDS.. CL A 22788C105 1,164,900 4,400 SH SOLE 4,400 0 0
DATADOG INC-A CL A COM 23804L103 1,150,170 4,200 SH SOLE 4,200 0 0
DECKERS OUTDOOR- CORP COM 243537107 1,515,916 18,400 SH SOLE 18,400 0 0
DEUTSCHE BANK - AG.... NAMEN AKT D18190898 4,116,110 114,000 SH SOLE 114,000 0 0
EQUINOX GOLD ORD COM 29446Y502 3,312,527 298,400 SH SOLE 298,400 0 0
FACTSET RESEARCH SYSTEMS ORD COM 303075105 2,159,600 8,000 SH SOLE 8,000 0 0
GOLDMAN SACHS GROUP COM 38141G104 4,951,980 5,500 SH SOLE 5,500 0 0
HALOZYME THERAPEUTICS ORD.. COM 40637H109 1,987,200 18,000 SH SOLE 18,000 0 0
HUBBELL INC.... COM 443510607 1,632,960 3,600 SH SOLE 3,600 0 0
INTUITIVE SURGICAL ORD COM NEW 46120E602 1,008,442 2,480 SH SOLE 2,480 0 0
IREN LTD ORDINARY SHARES Q4982L109 408,800 10,000 SH SOLE 10,000 0 0
JPMORGAN CHASE & CO COM 46625H100 2,117,312 6,400 SH SOLE 6,400 0 0
KLA ORD COM NEW 482480100 5,380,068 27,600 SH SOLE 27,600 0 0
LAM RESEARCH CORP COM NEW 512807306 8,543,560 26,007 SH SOLE 26,007 0 0
LINDE PLC SHS G54950103 2,194,361 4,600 SH SOLE 4,600 0 0
LUMENTUM HOLDINGS INC COM 55024U109 1,359,764 1,400 SH SOLE 1,400 0 0
MARRIOTT INTERNATIONAL CL A ORD CL A 571903202 711,340 2,000 SH SOLE 2,000 0 0
MCEWEN COM NEW 58039P305 142,800 8,000 SH SOLE 8,000 0 0
MCKESSON ORD COM 58155Q103 3,415,240 4,000 SH SOLE 4,000 0 0
META PLATFORMS INC CL A 30303M102 3,625,900 5,000 SH SOLE 5,000 0 0
MICROSOFT ORD. COM 594918104 7,180,600 14,000 SH SOLE 14,000 0 0
NEW FOUND GOLD ORD COM 64440N103 220,305 134,000 SH SOLE 134,000 0 0
NVIDIA - CORP COM 67066G104 28,958,584 126,800 SH SOLE 126,800 0 0
PALANTIR TECHN-A CL A 69608A108 748,200 4,000 SH SOLE 4,000 0 0
POOL ORD COM 73278L105 550,358 3,400 SH SOLE 3,400 0 0
PROGRESSIVE ORD COM 743315103 1,948,714 9,400 SH SOLE 9,400 0 0
ROYAL BANK OF CANADA COM 780087102 3,245,479 16,501 SH SOLE 16,501 0 0
ROYAL GOLD ORD COM 780287108 4,248,000 18,000 SH SOLE 18,000 0 0
SALESFORCE INC COM 79466L302 4,048,467 17,635 SH SOLE 17,635 0 0
SANMINA -CORP COM 801056102 1,117,532 5,200 SH SOLE 5,200 0 0
SERVICENOW - INC COM 81762P102 3,350,250 25,000 SH SOLE 25,000 0 0
SK TELECOM SPONSORED ADR 78440P306 1,675,680 48,000 SH SOLE 48,000 0 0
SNOWFLAKE INC. A ORD COM SHS 833445109 882,856 2,600 SH SOLE 2,600 0 0
SUNBELT RENTALS HOLDINGS ORD SHS 866966104 4,294,300 58,000 SH SOLE 58,000 0 0
SYNOPSYS ORD COM 871607107 1,308,300 3,008 SH SOLE 3,008 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPONSORED ADS 874039100 13,840,348 30,339 SH SOLE 30,339 0 0
TALEN ENERGY COM 87422Q109 2,030,609 6,494 SH SOLE 6,494 0 0
THOMSON REUTERS ORD COM 884903881 1,190,794 12,239 SH SOLE 12,239 0 0
TOAST INC CL A 888787108 637,780 22,000 SH SOLE 22,000 0 0
TOWER SEMICONDUCTOR - LTD SHS NEW M87915274 636,804 2,800 SH SOLE 2,800 0 0
UBER TECHNOLOGIES INC COM 90353T100 3,726,944 54,400 SH SOLE 54,400 0 0
UNITED STA UNITS 91232N207 582,640 4,000 SH SOLE 4,000 0 0
VENTURE GLOBAL CL A ORD COM CL A 92333F101 5,056,000 400,000 SH SOLE 400,000 0 0
VISA INC-CLASS A SHRS.. COM CL A 92826C839 862,392 2,400 SH SOLE 2,400 0 0
VISTRA ENERGY CORP COM 92840M102 4,128,364 29,840 SH SOLE 29,840 0 0