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
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 4,934,440 28,000 SH   SOLE   28,000 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1,170,774 6,600 SH   SOLE   6,600 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 4,497,495 20,500 SH   SOLE   20,500 0 0
AMCOR PLC ORD G0250X107 BBG00LNJRQ18 179,205 19,500 SH   SOLE   19,500 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 237,329 850 SH   SOLE   850 0 0
APPLE INC COM 037833100 BBG001S5N8V8 430,857 2,100 SH   SOLE   2,100 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 567,840 12,000 SH   SOLE   12,000 0 0
BLOOM ENERGY CORP COM CL A 093712107 BBG001T53509 837,200 35,000 SH   SOLE   35,000 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 BBG001SB6KF5 249,470 2,600 SH   SOLE   2,600 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 BBG001S5PL01 421,800 15,000 SH   SOLE   15,000 0 0
CF INDS HLDGS INC COM 125269100 BBG001SJ8KV8 4,140,000 45,000 SH   SOLE   45,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7799 700,980 2,000 SH   SOLE   2,000 0 0
COPART INC COM 217204106 BBG001S7MTB1 245,350 5,000 SH   SOLE   5,000 0 0
ELEVANCE HEALTH INC COM 036752103 BBG001S6KBQ8 291,720 750 SH   SOLE   750 0 0
EPAM SYS INC COM 29414B104 BBG001SKDJH8 406,686 2,300 SH   SOLE   2,300 0 0
EQT CORP COM 26884L109 BBG001S5QXJ4 233,280 4,000 SH   SOLE   4,000 0 0
ERIE INDTY CO CL A 29530P102 BBG001S5QXV0 260,093 750 SH   SOLE   750 0 0
FAIR ISAAC CORP COM 303250104 BBG001S8ZT61 548,388 300 SH   SOLE   300 0 0
FIRST SOLAR INC COM 336433107 BBG001S991Z7 4,212,993 25,450 SH   SOLE   25,450 0 0
FLUENCE ENERGY INC COM CL A 34379V103 BBG012QSDTD2 335,500 50,000 SH   SOLE   50,000 0 0
GE VERNOVA INC COM 36828A101 BBG013G17W77 264,575 500 SH   SOLE   500 0 0
GILEAD SCIENCES INC COM 375558103 BBG001S6Y1X7 255,001 2,300 SH   SOLE   2,300 0 0
INSULET CORP COM 45784P101 BBG001SRF439 251,344 800 SH   SOLE   800 0 0
LUMEN TECHNOLOGIES INC COM 550241103 BBG001S5Q8G2 657,000 150,000 SH   SOLE   150,000 0 0
MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 284,232 1,300 SH   SOLE   1,300 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 4,037,352 5,470 SH   SOLE   5,470 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 7,247,223 58,801 SH   SOLE   58,801 0 0
NRG ENERGY INC COM NEW 629377508 BBG001SDD8F0 256,928 1,600 SH   SOLE   1,600 0 0
NUTRIEN LTD COM 67077M108 BBG00JM9SM69 2,912,000 50,000 SH   SOLE   50,000 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 789,950 5,000 SH   SOLE   5,000 0 0
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 286,776 1,800 SH   SOLE   1,800 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 2,978,162 18,700 SH   SOLE   18,700 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 12,094,566 53,400 SH   SOLE   53,400 0 0
TRONOX HOLDINGS PLC SHS G9087Q102 BBG00MRH2W29 380,250 75,000 SH   SOLE   75,000 0 0
UBS GROUP AG SHS H42097107 BBG007936GX0 1,014,600 30,000 SH   SOLE   30,000 0 0
VENTAS INC COM 92276F100 BBG001S9T7M6 284,175 4,500 SH   SOLE   4,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 5,940,971 137,300 SH   SOLE   137,300 0 0
VISTRA CORP COM 92840M102 BBG00DXDL6R0 290,715 1,500 SH   SOLE   1,500 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 5,784,011 504,713 SH   SOLE   504,713 0 0
XPLR INFRASTRUCTURE LP COM UNIT PART IN 65341B106 BBG006JNW312 328,000 40,000 SH   SOLE   40,000 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 BBG0042V6JN7 233,940 3,000 SH   SOLE   3,000 0 0