The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 62,014,680 | 182,000 | SH | SOLE | 182,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 274,189,575 | 1,100,500 | SH | SOLE | 1,100,500 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 163,845,840 | 492,000 | SH | SOLE | 492,000 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 4,346,730 | 8,500 | SH | SOLE | 8,500 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 197,935,125 | 397,500 | SH | SOLE | 397,500 | 0 | 0 | ||
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | 3,895,800 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 290,816,280 | 323,000 | SH | SOLE | 323,000 | 0 | 0 | ||
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 26,648,818 | 128,107 | SH | SOLE | 128,107 | 0 | 0 | ||
| ISHARES INC | MSCI STH KOR ETF | 464286772 | 6,338,445 | 34,678 | SH | SOLE | 34,678 | 0 | 0 | ||
| ISHARES INC | MSCI BRAZIL ETF | 464286400 | 123,959,135 | 3,327,762 | SH | SOLE | 3,327,762 | 0 | 0 | ||
| ISHARES INC | MSCI BRAZIL ETF | 464286400 | 24,510,500 | 658,000 | SH | Call | SOLE | 658,000 | 0 | 0 | |
| ISHARES TR | CORE S&P500 ETF | 464287200 | 634,411,760 | 828,376 | SH | SOLE | 828,376 | 0 | 0 | ||
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | 63,584,080 | 952,000 | SH | SOLE | 952,000 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 24,492,267 | 92,700 | SH | Call | SOLE | 92,700 | 0 | 0 | |
| META PLATFORMS INC | CL A | 30303M102 | 66,934,114 | 92,300 | SH | SOLE | 92,300 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 5,229,902 | 22,900 | SH | SOLE | 22,900 | 0 | 0 | ||
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | 934,132,320 | 10,407,000 | SH | SOLE | 10,407,000 | 0 | 0 | ||
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 57,860,200 | 659,000 | SH | SOLE | 659,000 | 0 | 0 | ||
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | 28,170,513 | 46,257 | SH | SOLE | 46,257 | 0 | 0 | ||
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | 64,310,400 | 105,600 | SH | Put | SOLE | 105,600 | 0 | 0 | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 228,167,500 | 2,750,000 | SH | SOLE | 2,750,000 | 0 | 0 | ||
| VICTORY PORTFOLIOS II | SHS FR CA FL ETF | 92647X830 | 28,753,423 | 561,700 | SH | SOLE | 561,700 | 0 | 0 | ||
| WALMART INC | COM | 931142103 | 61,226,546 | 589,170 | SH | SOLE | 589,170 | 0 | 0 | ||