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
ADOBE SYSTEMS INCORPORATED COM 00724F101   1,682,650 5,000 SH   SOLE   5,000 0 0
ALPHABET INC CAP STK CL A 02079K305   882,300 10,000 SH   SOLE   10,000 0 0
AMAZON COM INC COM 023135106   1,176,000 14,000 SH   SOLE   14,000 0 0
ANTERO RESOURCES CORP COM 03674X106   619,800 20,000 SH   SOLE   20,000 0 0
APPLIED MATLS INC COM 038222105   1,460,700 15,000 SH   SOLE   15,000 0 0
BLEND LABS INC CL A 09352U108   396,000 275,000 SH   SOLE   275,000 0 0
CNH INDL N V SHS N20944109   6,022,500 375,000 SH   SOLE   375,000 0 0
CORNING INC COM 219350105   1,437,300 45,000 SH   SOLE   45,000 0 0
DEERE & CO COM 244199105   4,287,600 10,000 SH   SOLE   10,000 0 0
EXXON MOBIL CORP COM 30231G102   2,206,000 20,000 SH   SOLE   20,000 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   1,616,700 30,000 SH   SOLE   30,000 0 0
GREEN PLAINS INC COM 393222104   4,117,500 135,000 SH   SOLE   135,000 0 0
HALLIBURTON CO COM 406216101   1,377,250 35,000 SH   SOLE   35,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   3,487,200 20,000 SH   SOLE   20,000 0 0
KLA CORP COM NEW 482480100   1,131,090 3,000 SH   SOLE   3,000 0 0
LAM RESEARCH CORP COM 512807108   840,600 2,000 SH   SOLE   2,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   1,297,600 20,000 SH   SOLE   20,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   926,000 25,000 SH   SOLE   25,000 0 0
META PLATFORMS INC CL A 30303M102   2,767,820 23,000 SH   SOLE   23,000 0 0
MICROSOFT CORP COM 594918104   7,074,690 29,500 SH   SOLE   29,500 0 0
NETFLIX INC COM 64110L106   3,243,680 11,000 SH   SOLE   11,000 0 0
NORFOLK SOUTHN CORP COM 655844108   739,260 3,000 SH   SOLE   3,000 0 0
NVIDIA CORPORATION COM 67066G104   1,461,400 10,000 SH   SOLE   10,000 0 0
OKTA INC CL A 679295105   922,455 13,500 SH   SOLE   13,500 0 0
ORACLE CORP COM 68389X105   1,471,320 18,000 SH   SOLE   18,000 0 0
PINTEREST INC CL A 72352L106   2,670,800 110,000 SH   SOLE   110,000 0 0
PPG INDS INC COM 693506107   3,143,500 25,000 SH   SOLE   25,000 0 0
QUALCOMM INC COM 747525103   879,520 8,000 SH   SOLE   8,000 0 0
RINGCENTRAL INC CL A 76680R206   708,000 20,000 SH   SOLE   20,000 0 0
RISKIFIED LTD SHS CL A M8216R109   2,310,000 500,000 SH   SOLE   500,000 0 0
SALESFORCE INC COM 79466L302   2,651,800 20,000 SH   SOLE   20,000 0 0
SCHLUMBERGER LTD COM STK 806857108   2,940,300 55,000 SH   SOLE   55,000 0 0
SERVICENOW INC COM 81762P102   1,553,080 4,000 SH   SOLE   4,000 0 0
SMARTSHEET INC COM CL A 83200N103   393,600 10,000 SH   SOLE   10,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   15,297,200 40,000 SH   SOLE   40,000 0 0
TECK RESOURCES LTD CL B 878742204   5,122,000 100,000 SH   SOLE   100,000 0 0
TENABLE HLDGS INC COM 88025T102   1,907,500 50,000 SH   SOLE   50,000 0 0
UNION PAC CORP COM 907818108   1,035,350 5,000 SH   SOLE   5,000 0 0
VICOR CORP COM 925815102   268,750 5,000 SH   SOLE   5,000 0 0
WORKDAY INC CL A 98138H101   334,660 2,000 SH   SOLE   2,000 0 0