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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADMA BIOLOGICS INC | COM | 000899104 | 857,500 | 50,000 | SH | SOLE | N/A | 50,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 3,729,630 | 17,000 | SH | SOLE | N/A | 17,000 | 0 | 0 | ||
| APPFOLIO INC | COM CL A | 03783C100 | 2,467,200 | 10,000 | SH | SOLE | N/A | 10,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 3,756,300 | 15,000 | SH | SOLE | N/A | 15,000 | 0 | 0 | ||
| ARS PHARMACEUTICALS INC | COM | 82835W108 | 1,793,500 | 170,000 | SH | SOLE | N/A | 170,000 | 0 | 0 | ||
| ASTERA LABS INC | COM | 04626A103 | 1,986,750 | 15,000 | SH | SOLE | N/A | 15,000 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 4,198,040 | 47,000 | SH | SOLE | N/A | 47,000 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 2,030,900 | 10,000 | SH | SOLE | N/A | 10,000 | 0 | 0 | ||
| DUOLINGO INC | CL A COM | 26603R106 | 2,593,840 | 8,000 | SH | SOLE | N/A | 8,000 | 0 | 0 | ||
| EMBRAER S.A. | SPONSORED ADS | 29082A107 | 1,834,000 | 50,000 | SH | SOLE | N/A | 50,000 | 0 | 0 | ||
| EMCOR GROUP INC | COM | 29084Q100 | 1,815,600 | 4,000 | SH | SOLE | N/A | 4,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 1,911,780 | 4,500 | SH | SOLE | N/A | 4,500 | 0 | 0 | ||
| FLUTTER ENTMT PLC | SHS | G3643J108 | 2,584,500 | 10,000 | SH | SOLE | N/A | 10,000 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 1,717,860 | 3,000 | SH | SOLE | N/A | 3,000 | 0 | 0 | ||
| JPMORGAN CHASE & CO. | COM | 46625H100 | 1,677,970 | 7,000 | SH | SOLE | N/A | 7,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 11,710,200 | 20,000 | SH | SOLE | N/A | 20,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 13,488,000 | 32,000 | SH | SOLE | N/A | 32,000 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 2,840,220 | 6,000 | SH | SOLE | N/A | 6,000 | 0 | 0 | ||
| NATERA INC | COM | 632307104 | 3,957,500 | 25,000 | SH | SOLE | N/A | 25,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 4,902,260 | 5,500 | SH | SOLE | N/A | 5,500 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 8,057,400 | 60,000 | SH | SOLE | N/A | 60,000 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 1,666,400 | 10,000 | SH | SOLE | N/A | 10,000 | 0 | 0 | ||
| PHILIP MORRIS INTL INC | COM | 718172109 | 3,610,500 | 30,000 | SH | SOLE | N/A | 30,000 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 2,019,200 | 5,000 | SH | SOLE | N/A | 5,000 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 1,900,920 | 1,500 | SH | SOLE | N/A | 1,500 | 0 | 0 | ||
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 2,550,600 | 60,000 | SH | SOLE | N/A | 60,000 | 0 | 0 | ||