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
ADVANCED MICRO DEVICES INC COM 007903107   8,921,066 91,022 SH   SOLE   91,022 0 0
APPLE INC COM 037833100   32,462,709 196,863 SH   SOLE   196,863 0 0
CHESAPEAKE ENERGY CORP COM 165167735   50,999,876 670,698 SH   SOLE   670,698 0 0
COUPANG INC CL A 22266T109   2,597,088 162,318 SH   SOLE   162,318 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   21,387,304 155,816 SH   SOLE   155,816 0 0
DATADOG INC CL A COM 23804L103   15,607,223 214,798 SH   SOLE   214,798 0 0
EXPENSIFY INC COM CL A 30219Q106   3,785,382 464,464 SH   SOLE   464,464 0 0
HALLIBURTON CO COM 406216101   6,503,127 205,535 SH   SOLE   205,535 0 0
INTEL CORP COM 458140100   10,808,837 330,849 SH   SOLE   330,849 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   10,991,855 352,416 SH   SOLE   352,416 0 0
LAUDER ESTEE COS INC CL A 518439104   19,587,409 79,475 SH   SOLE   79,475 0 0
MARVELL TECHNOLOGY INC COM 573874104   30,296,707 699,693 SH   SOLE   699,693 0 0
META PLATFORMS INC CL A 30303M102   6,516,095 30,745 SH   SOLE   30,745 0 0
MICROSOFT CORP COM 594918104   80,240,233 278,322 SH   SOLE   278,322 0 0
NEXTRACKER INC CLASS A COM 65290E101   2,282,023 62,935 SH   SOLE   62,935 0 0
NIKE INC CL B 654106103   4,230,835 34,498 SH   SOLE   34,498 0 0
PALO ALTO NETWORKS INC COM 697435105   7,749,313 38,797 SH   SOLE   38,797 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   11,400,863 150,209 SH   SOLE   150,209 0 0
SCHLUMBERGER LTD COM STK 806857108   41,673,576 848,749 SH   SOLE   848,749 0 0
SERVICENOW INC COM 81762P102   10,915,808 23,489 SH   SOLE   23,489 0 0
SNOWFLAKE INC CL A 833445109   20,690,598 134,102 SH   SOLE   134,102 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   11,057,215 27,009 SH   SOLE   27,009 0 0
STARBUCKS CORP COM 855244109   3,366,106 32,326 SH   SOLE   32,326 0 0
TERADYNE INC COM 880770102   33,412,710 310,787 SH   SOLE   310,787 0 0
VISA INC COM CL A 92826C839   52,421,254 232,508 SH   SOLE   232,508 0 0