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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
NU HLDGS LTD ORD SHS CL A G6683N103   357,000 34,866 SH   SOLE   0 0 34,866
SPOTIFY TECHNOLOGY S A SHS L8681T102   3,917,000 7,121 SH   SOLE   0 0 7,121
ROYAL CARIBBEAN GROUP COM V7780T103   311,000 1,516 SH   SOLE   1,447 0 69
AT&T INC COM 00206R102   219,000 7,757 SH   SOLE   0 0 7,757
ABBVIE INC COM 00287Y109   1,213,000 5,789 SH   SOLE   1,845 0 3,944
ADVANCED MICRO DEVICES INC COM 007903107   257,000 2,500 SH   SOLE   0 0 2,500
AFFIRM HLDGS INC COM CL A 00827B106   245,000 5,431 SH   SOLE   5,377 0 54
ALPHABET INC CAP STK CL A 02079K305   3,637,000 23,516 SH   SOLE   0 0 23,516
ALTRIA GROUP INC COM 02209S103   367,000 6,116 SH   SOLE   0 0 6,116
AMAZON COM INC COM 023135106   10,789,000 56,707 SH   SOLE   0 0 56,707
APOLLO COML REAL EST FIN INC COM 03762U105   107,000 11,214 SH   SOLE   1,448 0 9,766
APOLLO GLOBAL MGMT INC COM 03769M106   3,364,000 24,567 SH   SOLE   0 0 24,567
APPLE INC COM 037833100   4,176,000 18,798 SH   SOLE   0 0 18,798
AUTOZONE INC COM 053332102   1,163,000 305 SH   SOLE   305 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,888,000 3,545 SH   SOLE   0 0 3,545
BLACKSTONE INC COM 09260D107   3,004,000 21,488 SH   SOLE   0 0 21,488
BOOKING HOLDINGS INC COM 09857L108   327,000 71 SH   SOLE   67 0 4
CBRE GROUP INC CL A 12504L109   338,000 2,581 SH   SOLE   2,556 0 25
CELSIUS HLDGS INC COM NEW 15118V207   485,000 13,627 SH   SOLE   12,178 0 1,449
CHENIERE ENERGY INC COM NEW 16411R208   413,000 1,784 SH   SOLE   1,506 0 278
CHEVRON CORP NEW COM 166764100   590,000 3,525 SH   SOLE   2,250 0 1,275
CHIPOTLE MEXICAN GRILL INC COM 169656105   1,082,000 21,546 SH   SOLE   0 0 21,546
COCA COLA CO COM 191216100   1,733,000 24,195 SH   SOLE   0 0 24,195
COINBASE GLOBAL INC COM CL A 19260Q107   306,000 1,775 SH   SOLE   0 0 1,775
COSTCO WHSL CORP NEW COM 22160K105   4,657,000 4,924 SH   SOLE   0 0 4,924
EXXON MOBIL CORP COM 30231G102   574,000 4,826 SH   SOLE   3,077 0 1,749
META PLATFORMS INC CL A 30303M102   3,829,000 6,643 SH   SOLE   0 0 6,643
GE AEROSPACE COM NEW 369604301   396,000 1,981 SH   SOLE   1,964 0 17
GENERAL MLS INC COM 370334104   488,000 8,163 SH   SOLE   5,193 0 2,970
INTUITIVE SURGICAL INC COM NEW 46120E602   763,000 1,540 SH   SOLE   0 0 1,540
IRON MTN INC DEL COM 46284V101   411,000 4,776 SH   SOLE   0 0 4,776
JPMORGAN CHASE & CO. COM 46625H100   1,517,000 6,184 SH   SOLE   0 0 6,184
JOHNSON & JOHNSON COM 478160104   1,029,000 6,203 SH   SOLE   2,284 0 3,919
KKR & CO INC COM 48251W104   2,647,000 22,898 SH   SOLE   0 0 22,898
LIVE NATION ENTERTAINMENT IN COM 538034109   2,563,000 19,627 SH   SOLE   0 0 19,627
MCDONALDS CORP COM 580135101   1,896,000 6,070 SH   SOLE   0 0 6,070
MERCADOLIBRE INC COM 58733R102   2,255,000 1,156 SH   SOLE   0 0 1,156
MICROSOFT CORP COM 594918104   3,537,000 9,422 SH   SOLE   0 0 9,422
MICROSTRATEGY INC CL A NEW 594972408   24,452,000 84,822 SH   SOLE   0 0 84,822
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104   145,000 10,660 SH   SOLE   0 0 10,660
NIO INC SPON ADS 62914V106   331,000 86,939 SH   SOLE   0 0 86,939
NETFLIX INC COM 64110L106   3,491,000 3,744 SH   SOLE   0 0 3,744
NEXTERA ENERGY INC COM 65339F101   3,081,000 43,459 SH   SOLE   0 0 43,459
NIKE INC CL B 654106103   317,000 4,991 SH   SOLE   0 0 4,991
NVIDIA CORPORATION COM 67066G104   605,000 5,579 SH   SOLE   0 0 5,579
OREILLY AUTOMOTIVE INC COM 67103H107   1,007,000 703 SH   SOLE   0 0 703
PALANTIR TECHNOLOGIES INC CL A 69608A108   757,000 8,972 SH   SOLE   0 0 8,972
PDD HOLDINGS INC SPONSORED ADS 722304102   421,000 3,558 SH   SOLE   3,412 0 146
PROGRESSIVE CORP COM 743315103   1,456,000 5,143 SH   SOLE   0 0 5,143
REDDIT INC CL A 75734B100   215,000 2,046 SH   SOLE   2,024 0 22
ROBINHOOD MKTS INC COM CL A 770700102   385,000 9,248 SH   SOLE   0 0 9,248
SHOPIFY INC CL A 82509L107   566,000 5,929 SH   SOLE   0 0 5,929
SIMON PPTY GROUP INC NEW COM 828806109   498,000 2,998 SH   SOLE   1,913 0 1,085
SOFI TECHNOLOGIES INC COM 83406F102   281,000 24,132 SH   SOLE   23,890 0 242
TJX COS INC NEW COM 872540109   3,807,000 31,256 SH   SOLE   0 0 31,256
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   228,000 1,371 SH   SOLE   0 0 1,371
TESLA INC COM 88160R101   231,000 890 SH   SOLE   878 0 12
UBER TECHNOLOGIES INC COM 90353T100   1,169,000 16,049 SH   SOLE   0 0 16,049
UNITED PARCEL SERVICE INC CL B 911312106   489,000 4,442 SH   SOLE   2,657 0 1,785
VAIL RESORTS INC COM 91879Q109   469,000 2,934 SH   SOLE   1,863 0 1,071
VERIZON COMMUNICATIONS INC COM 92343V104   581,000 12,807 SH   SOLE   8,196 0 4,611
VISA INC COM CL A 92826C839   1,346,000 3,842 SH   SOLE   0 0 3,842
WALMART INC COM 931142103   4,062,000 46,272 SH   SOLE   0 0 46,272
WARBY PARKER INC CL A COM 93403J106   244,000 13,406 SH   SOLE   13,264 0 142