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
APPLE INC ISIN 037833100   15,045,429 71,434 SH   SOLE   71,434 0 0
AMAZON.COM INC ISIN 023135106   2,686,175 13,900 SH   SOLE   13,900 0 0
ARM HOLDINGS PLC-ADR ISIN 042068205   621,756 3,800 SH   SOLE   3,800 0 0
ASML HOLDING NV-NY REG SHS ISIN N07059210   1,022,730 1,000 SH   SOLE   1,000 0 0
ATKORE INC ISIN 047649108   350,818 2,600 SH   SOLE   2,600 0 0
CELESTICA INC ISIN 15101Q207   636,363 11,100 SH   SOLE   11,100 0 0
COSTCO WHOLESALE CORP ISIN 22160K105   509,994 600 SH   SOLE   600 0 0
CRH PLC ISIN 12626K203   434,884 5,800 SH   SOLE   5,800 0 0
SALESFORCE INC ISIN 79466L302   241,160 938 SH   SOLE   938 0 0
ALPHABET INC-CL A ISIN 02079K305   8,342,470 45,800 SH   SOLE   45,800 0 0
HASHICORP INC-CL A ISIN 418100103   2,402,367 71,308 SH   SOLE   71,308 0 0
INTUITIVE SURGICAL INC ISIN 46120E602   8,719,060 19,600 SH   SOLE   19,600 0 0
MASTERCARD INC - A ISIN 57636Q104   441,160 1,000 SH   SOLE   1,000 0 0
MANHATTAN ASSOCIATES INC ISIN 562750109   493,360 2,000 SH   SOLE   2,000 0 0
META PLATFORMS INC-CLASS A ISIN 30303M102   403,376 800 SH   SOLE   800 0 0
MICROSOFT CORP ISIN 594918104   19,848,156 44,408 SH   SOLE   44,408 0 0
MICRON TECHNOLOGY INC ISIN 595112103   700,923 5,329 SH   SOLE   5,329 0 0
NETFLIX INC ISIN 64110L106   2,663,076 3,946 SH   SOLE   3,946 0 0
NVIDIA CORP ISIN 67066G104   37,872,422 306,560 SH   SOLE   306,560 0 0
PALANTIR TECHNOLOGIES INC-A ISIN 69608A108   1,038,530 41,000 SH   SOLE   41,000 0 0
QUALCOMM INC ISIN 747525103   3,302,006 16,578 SH   SOLE   16,578 0 0
FERRARI NV ISIN N3167Y103   285,859 700 SH   SOLE   700 0 0
SUPER MICRO COMPUTER INC ISIN 86800U104   901,285 1,100 SH   SOLE   1,100 0 0
SORRENTO THERAPEUTICS INC ISIN 83587F202   492 51,800 SH   SOLE   51,800 0 0
SYMBOTIC INC ISIN 87151X101   544,980 15,500 SH   SOLE   15,500 0 0
WEST PHARMACEUTICAL SERVICES ISIN 955306105   527,024 1,600 SH   SOLE   1,600 0 0
ZSCALER INC ISIN 98980G102   211,409 1,100 SH   SOLE   1,100 0 0
B 09/05/24 ISIN 912797GL5   3,744,143 3,782,000 SH   SOLE   3,782,000 0 0
B 10/31/24 ISIN 912797HE0   9,258,181 9,428,000 SH   SOLE   9,428,000 0 0
B 12/19/24 ISIN 912797LQ8   3,412,538 3,499,000 SH   SOLE   3,499,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,322,839,804 42,682 SH Put SOLE   42,682 0 0