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
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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 A 02079K305 32,048,643 93,143 SH SOLE 93,143 0 0
Amazon.com Inc COM 023135106 122,341,121 491,034 SH SOLE 491,034 0 0
Applied Materials Inc COM 038222105 4,857,087 9,498 SH SOLE 9,498 0 0
Cerebras Systems Inc COM CL A 15675D103 2,584,452 14,548 SH SOLE 14,548 0 0
Lam Research Corporation COM NEW 512807306 2,165,209 6,591 SH SOLE 6,591 0 0
MercadoLibre, Inc. COM 58733R102 46,279,662 26,774 SH SOLE 26,774 0 0
Meta Platforms, Inc. CL A 30303M102 10,376,601 14,309 SH SOLE 14,309 0 0
Micron Technology, Inc. COM 595112103 1,297,304 1,218 SH SOLE 1,218 0 0
Microsoft Corporation COM 594918104 56,385,149 109,934 SH SOLE 109,934 0 0
Nu Holdings Ltd. ORD SHS CL A G6683N103 24,243,558 1,914,973 SH SOLE 1,914,973 0 0
NVIDIA Corporation COM 67066G104 75,607,940 331,062 SH SOLE 331,062 0 0
Sherwin-Williams Co COM 824348106 29,286,646 90,595 SH SOLE 90,595 0 0
SK hynix Inc. AMERICAN DEPOSIT 78392B206 9,736,195 52,871 SH SOLE 52,871 0 0
Space Exploration Technologies Corp CLASS A COM STK 84615Q103 20,160,176 133,635 SH SOLE 133,635 0 0
SPDR S&P 500 ETF Trust TR UNIT 78462F103 159,017,507 208,512 SH SOLE 208,512 0 0
Taiwan Semiconductor Manufacturing Company Limited SPONSORED ADS 874039100 39,591,818 86,788 SH SOLE 86,788 0 0
iShares Bitcoin Trust ETF SHS BEN INT 46438F101 18,939,740 400,079 SH SOLE 400,079 0 0
ISHARES TR 20 YR TR BD ETF 464287432 70,002,000 900,000 SH Call SOLE 900,000 0 0