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 INC COM 007903107 37,195,008 60,800 SH SOLE 60,800 0 0
ALPHABET INC CAP STK CL A 02079K305 38,722,763 112,540 SH SOLE 112,540 0 0
AMAZON COM INC COM 023135106 27,406,500 110,000 SH SOLE 110,000 0 0
APPLE INC COM 037833100 23,977,440 72,000 SH SOLE 72,000 0 0
ARVINAS INC COM 04335A105 444,762 57,500 SH SOLE 57,500 0 0
BAKER HUGHES COMPANY CL A 05722G100 11,803,500 215,000 SH SOLE 215,000 0 0
BARRICK MNG CORP COM SHS 06849F108 13,301,284 325,000 SH SOLE 325,000 0 0
C4 THERAPEUTICS INC COM STK 12529R107 283,050 85,000 SH SOLE 85,000 0 0
CONOCOPHILLIPS COM 20825C104 4,755,700 38,000 SH SOLE 38,000 0 0
DECKERS OUTDOOR CORP COM 243537107 3,993,735 51,110 SH SOLE 51,110 0 0
DOORDASH INC CL A 25809K105 9,197,690 50,110 SH SOLE 50,110 0 0
FREEPORT MCMORAN INC CL B 35671D857 12,480,300 178,290 SH SOLE 178,290 0 0
LOGITECH INTL S A SHS H50430232 1,103,929 10,887 SH SOLE 10,887 0 0
MARVELL TECHNOLOGY INC COM 573874104 30,384,150 115,000 SH SOLE 115,000 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 8,165,850 105,000 SH SOLE 105,000 0 0
MICRON TECHNOLOGY INC COM 595112103 41,006,735 38,500 SH SOLE 38,500 0 0
MICROSOFT CORP COM 594918104 47,827,925 93,250 SH SOLE 93,250 0 0
MSCI INC COM 55354G100 6,016,832 11,170 SH SOLE 11,170 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 4,311,936 30,400 SH SOLE 30,400 0 0
NURIX THERAPEUTICS INC COM 67080M103 2,015,350 85,000 SH SOLE 85,000 0 0
NVIDIA CORPORATION COM 67066G104 44,305,720 194,000 SH SOLE 194,000 0 0
PAN AMERN SILVER CORP COM 697900108 13,102,650 286,327 SH SOLE 286,327 0 0
PAYMENTUS HOLDINGS INC COM CL A 70439P108 16,058,669 524,108 SH SOLE 524,108 0 0
SALESFORCE INC COM 79466L302 16,299,470 71,000 SH SOLE 71,000 0 0
SERVICENOW INC COM 81762P102 10,787,805 80,500 SH SOLE 80,500 0 0
SNOWFLAKE INC COM SHS 833445109 20,781,072 61,200 SH SOLE 61,200 0 0
STELLANTIS N.V SHS N82405106 1,787,543 400,000 SH SOLE 400,000 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105 3,760,000 200,000 SH SOLE 200,000 0 0
TIDEWATER INC NEW COM 88642R109 788,860 9,727 SH SOLE 9,727 0 0
UBER TECHNOLOGIES INC COM 90353T100 13,702,000 200,000 SH SOLE 200,000 0 0