Alphabet Inc CAP STK CL A 02079K305 47447400 165000 SH SOLE 165000 0 0 Taiwan Semiconductor Mfg LTD Sponsored ADS 874039100 37174500 110000 SH SOLE 110000 0 0 Apple Inc COM 037833100 25379000 100000 SH SOLE 100000 0 0 Berkshire Hathaway Inc Del CL A 084670108 21544200 30 SH SOLE 30 0 0 UBER TECHNOLOGIES INC COM 90353T100 8991250 125000 SH SOLE 125000 0 0 PROGRESSIVE CORP COM 743315103 7929600 40000 SH SOLE 40000 0 0 MERCADOLIBRE INC COM 58733R102 7227304 4180 SH SOLE 4180 0 0 Berkley W R Corp COM 084423102 6628000 100000 SH SOLE 100000 0 0 CROCS INC COM 227046109 3445330 41500 SH SOLE 41500 0 0 Applied MATLS Inc COM 138222105 2050740 6000 SH SOLE 6000 0 0 INVESCO QQQ TR COM 46090E953 390800 200 SH Put SOLE 200 0 0