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
10X GENOMICS INC CL A COM 88025U109   522,019 12,655 SH   SOLE   12,655 0 0
ADOBE INC COM 00724F101   8,944,156 17,541 SH   SOLE   17,541 0 0
ALPHABET INC CAP STK CL A 02079K305   17,483,943 133,608 SH   SOLE   133,608 0 0
AMAZON COM INC COM 023135106   299,749 2,358 SH   SOLE   2,358 0 0
BAIDU INC SPON ADR REP A 056752108   416,888 3,103 SH   SOLE   3,103 0 0
BIONTECH SE SPONSORED ADS 09075V102   2,787,920 25,662 SH   SOLE   25,662 0 0
BOOKING HOLDINGS INC COM 09857L108   2,652,197 860 SH   SOLE   860 0 0
CRITEO S A SPONS ADS 226718104   1,662,122 56,922 SH   SOLE   56,922 0 0
CVS HEALTH CORP COM 126650100   11,109,130 159,111 SH   SOLE   159,111 0 0
ELEVANCE HEALTH INC COM 036752103   7,157,434 16,438 SH   SOLE   16,438 0 0
EXXON MOBIL CORP COM 30231G102   476,552 4,053 SH   SOLE   4,053 0 0
HUMANA INC COM 444859102   5,192,628 10,673 SH   SOLE   10,673 0 0
INTEL CORP COM 458140100   7,730,063 217,442 SH   SOLE   217,442 0 0
META PLATFORMS INC CL A 30303M102   15,741,211 52,434 SH   SOLE   52,434 0 0
MICRON TECHNOLOGY INC COM 595112103   307,155 4,515 SH   SOLE   4,515 0 0
MICROSOFT CORP COM 594918104   14,209,382 45,002 SH   SOLE   45,002 0 0
MODERNA INC COM 60770K107   2,829,526 27,394 SH   SOLE   27,394 0 0
NVIDIA CORPORATION COM 67066G104   17,586,211 40,429 SH   SOLE   40,429 0 0
OCCIDENTAL PETE CORP COM 674599105   5,222,321 80,492 SH   SOLE   80,492 0 0
ORACLE CORP COM 68389X105   8,373,188 79,052 SH   SOLE   79,052 0 0
SOUTHWEST AIRLS CO COM 844741108   8,605,282 317,890 SH   SOLE   317,890 0 0
SYNCHRONY FINANCIAL COM 87165B103   865,253 28,304 SH   SOLE   28,304 0 0
TESLA INC COM 88160R101   3,209,072 12,825 SH   SOLE   12,825 0 0
THE CIGNA GROUP COM 125523100   6,222,595 21,752 SH   SOLE   21,752 0 0
TRIP COM GROUP LTD ADS 89677Q107   4,062,360 116,167 SH   SOLE   116,167 0 0
VISA INC COM CL A 92826C839   6,803,006 29,577 SH   SOLE   29,577 0 0