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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   290,988 1,180 SH   SOLE N/A 1,180 0 0
ADVANCED MICRO DEVICES INC COM 007903107   242,685 1,500 SH   SOLE N/A 1,500 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   682,176 1,496 SH   SOLE N/A 1,496 0 0
ALPHABET INC CAP STK CL C 02079K107   557,242 2,288 SH   SOLE N/A 2,288 0 0
AMAZON COM INC COM 023135106   511,598 2,330 SH   SOLE N/A 2,330 0 0
AMERICAN EXPRESS CO COM 025816109   963,264 2,900 SH   SOLE N/A 2,900 0 0
AMERIPRISE FINL INC COM 03076C106   692,663 1,410 SH   SOLE N/A 1,410 0 0
APPLIED MATLS INC COM 038222105   426,678 2,084 SH   SOLE N/A 2,084 0 0
ASTERA LABS INC COM 04626A103   388,663 1,985 SH   SOLE N/A 1,985 0 0
BLACKROCK INC COM 09290D101   233,174 200 SH   SOLE N/A 200 0 0
BROADCOM INC COM 11135F101   527,196 1,598 SH   SOLE N/A 1,598 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   334,048 951 SH   SOLE N/A 951 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107   490,546 3,700 SH   SOLE N/A 3,700 0 0
CISCO SYS INC COM 17275R102   389,994 5,700 SH   SOLE N/A 5,700 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   2,203,135 6,528 SH   SOLE N/A 6,528 0 0
COMFORT SYS USA INC COM 199908104   669,221 811 SH   SOLE N/A 811 0 0
COSTCO WHSL CORP NEW COM 22160K105   522,981 565 SH   SOLE N/A 565 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   776,101 5,330 SH   SOLE N/A 5,330 0 0
DOVER CORP COM 260003108   567,222 3,400 SH   SOLE N/A 3,400 0 0
ECHOSTAR CORP CL A 278768106   450,524 5,900 SH   SOLE N/A 5,900 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   629,937 8,100 SH   SOLE N/A 8,100 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   219,526 10,900 SH   SOLE N/A 10,900 0 0
EMCOR GROUP INC COM 29084Q100   389,724 600 SH   SOLE N/A 600 0 0
EOG RES INC COM 26875P101   549,388 4,900 SH   SOLE N/A 4,900 0 0
EXXON MOBIL CORP COM 30231G102   496,100 4,400 SH   SOLE N/A 4,400 0 0
F5 INC COM 315616102   581,742 1,800 SH   SOLE N/A 1,800 0 0
FERROVIAL SE ORD SHS N3168P101   562,560 9,600 SH   SOLE N/A 9,600 0 0
FISERV INC COM 337738108   283,646 2,200 SH   SOLE N/A 2,200 0 0
FLEX LTD ORD Y2573F102   751,929 12,971 SH   SOLE N/A 12,971 0 0
FTAI AVIATION LTD SHS G3730V105   263,639 1,580 SH   SOLE N/A 1,580 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   286,686 360 SH   SOLE N/A 360 0 0
HONEYWELL INTL INC COM 438516106   263,757 1,253 SH   SOLE N/A 1,253 0 0
INGERSOLL RAND INC COM 45687V106   235,137 2,846 SH   SOLE N/A 2,846 0 0
INSMED INC COM PAR $.01 457669307   410,429 2,850 SH   SOLE N/A 2,850 0 0
INTEL CORP COM 458140100   281,820 8,400 SH   SOLE N/A 8,400 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   630,389 1,050 SH   SOLE N/A 1,050 0 0
ISHARES TR ISHARES SEMICDTR 464287523   1,789,392 6,600 SH   SOLE N/A 6,600 0 0
JOHNSON & JOHNSON COM 478160104   326,413 121,150 SH   SOLE N/A 121,150 0 0
JPMORGAN CHASE & CO. COM 46625H100   869,325 2,756 SH   SOLE N/A 2,756 0 0
KIMBERLY-CLARK CORP COM 494368103   944,984 7,600 SH   SOLE N/A 7,600 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   802,391 19,100 SH   SOLE N/A 19,100 0 0
LAM RESEARCH CORP COM NEW 512807306   388,310 2,900 SH   SOLE N/A 2,900 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 531229722   213,334 2,200 SH   SOLE N/A 2,200 0 0
LINDE PLC SHS G54950103   344,375 725 SH   SOLE N/A 725 0 0
MANNKIND CORP COM NEW 56400P706   88,068 16,400 SH   SOLE N/A 16,400 0 0
MARQETA INC CLASS A COM 57142B104   54,912 10,400 SH   SOLE N/A 10,400 0 0
META PLATFORMS INC CL A 30303M102   237,939 324 SH   SOLE N/A 324 0 0
MIZUHO FINANCIAL GROUP INC SPONSORED ADR 60687Y109   2,040,185 60,500 SH   SOLE N/A 60,500 0 0
MONOLITHIC PWR SYS INC COM 609839105   896,703 974 SH   SOLE N/A 974 0 0
MOODYS CORP COM 615369105   571,776 1,200 SH   SOLE N/A 1,200 0 0
MORGAN STANLEY COM NEW 617446448   254,336 1,600 SH   SOLE N/A 1,600 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   482,761 4,300 SH   SOLE N/A 4,300 0 0
NVIDIA CORPORATION COM 67066G104   3,669,842 19,669 SH   SOLE N/A 19,669 0 0
ORIX CORP SPONSORED ADR 686330101   894,948 34,100 SH   SOLE N/A 34,100 0 0
PEPSICO INC COM 713448108   966,368 6,881 SH   SOLE N/A 6,881 0 0
QUALCOMM INC COM 747525103   530,356 3,188 SH   SOLE N/A 3,188 0 0
RAYMOND JAMES FINL INC COM 754730109   621,360 3,600 SH   SOLE N/A 3,600 0 0
REGENERON PHARMACEUTICALS COM 75886F107   306,999 546 SH   SOLE N/A 546 0 0
RESMED INC COM 761152107   574,833 2,100 SH   SOLE N/A 2,100 0 0
SANDSTORM GOLD LTD COM NEW 80013R206   200,320 16,000 SH   SOLE N/A 16,000 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   637,362 2,700 SH   SOLE N/A 2,700 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   2,755,627 17,867 SH   SOLE N/A 17,867 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   2,005,177 47,595 SH   SOLE N/A 47,595 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   1,350,315 17,230 SH   SOLE N/A 17,230 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   3,055,477 21,955 SH   SOLE N/A 21,955 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   1,978,810 22,080 SH   SOLE N/A 22,080 0 0
SIMON PPTY GROUP INC NEW COM 828806109   375,340 2,000 SH   SOLE N/A 2,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,099,197 1,650 SH   SOLE N/A 1,650 0 0
STONECO LTD COM CL A G85158106   569,664 30,125 SH   SOLE N/A 30,125 0 0
STRATEGY INC CL A NEW 594972408   1,930,682 5,992 SH   SOLE N/A 5,992 0 0
SYNOPSYS INC COM 871607107   232,387 471 SH   SOLE N/A 471 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   284,865 1,403 SH   SOLE N/A 1,403 0 0
TESLA INC COM 88160R101   8,266,455 18,588 SH   SOLE N/A 18,588 0 0
VISA INC COM CL A 92826C839   249,549 731 SH   SOLE N/A 731 0 0
WELLS FARGO CO NEW COM 949746101   419,100 5,000 SH   SOLE N/A 5,000 0 0