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 INC COM 00724F101   5,500,895 10,624 SH   SOLE   10,624 0 0
BROADCOM INC COM 11135F101   1,136,775 6,590 SH   SOLE   6,590 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   8,776,764 32,383 SH   SOLE   32,383 0 0
CLOUDFLARE INC CL A COM 18915M107   2,170,440 26,832 SH   SOLE   26,832 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   301,525 1,034 SH   SOLE   1,034 0 0
DATADOG INC CL A COM 23804L103   4,065,875 35,337 SH   SOLE   35,337 0 0
EATON CORP PLC SHS G29183103   6,359,339 19,187 SH   SOLE   19,187 0 0
EHANG HLDGS LTD ADS 26853E102   1,765,690 124,872 SH   SOLE   124,872 0 0
FLEX LTD ORD Y2573F102   14,489,431 433,426 SH   SOLE   433,426 0 0
FRONTLINE PLC COM M46528101   4,579,985 200,437 SH   SOLE   200,437 0 0
GITLAB INC CLASS A COM 37637K108   5,287,437 102,589 SH   SOLE   102,589 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   958,637 26,533 SH   SOLE   26,533 0 0
MICRON TECHNOLOGY INC COM 595112103   27,834,105 268,384 SH   SOLE   268,384 0 0
MICROSOFT CORP COM 594918104   43,354,016 100,753 SH   SOLE   100,753 0 0
NETEASE INC SPONSORED ADS 64110W102   13,189,773 141,052 SH   SOLE   141,052 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   9,642,146 127,138 SH   SOLE   127,138 0 0
NIKE INC CL B 654106103   1,033,838 11,695 SH   SOLE   11,695 0 0
NVIDIA CORPORATION COM 67066G104   26,400,206 217,393 SH   SOLE   217,393 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   14,330,707 106,303 SH   SOLE   106,303 0 0
POSCO HOLDINGS INC SPONSORED ADR 693483109   699,900 10,000 SH   SOLE   10,000 0 0
QUANTA SVCS INC COM 74762E102   3,486,268 11,693 SH   SOLE   11,693 0 0
ROBINHOOD MKTS INC COM CL A 770700102   43,208,097 1,844,923 SH   SOLE   1,844,923 0 0
SALESFORCE INC COM 79466L302   21,709,309 79,315 SH   SOLE   79,315 0 0
SCORPIO TANKERS INC SHS Y7542C130   20,683,702 290,094 SH   SOLE   290,094 0 0
SENTINELONE INC CL A 81730H109   5,465,648 228,497 SH   SOLE   228,497 0 0
SPDR GOLD TR GOLD SHS 78463V107   16,000,154 65,828 SH   SOLE   65,828 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303   12,415,082 270,599 SH   SOLE   270,599 0 0
TECK RESOURCES LTD CL B 878742204   4,046,040 77,451 SH   SOLE   77,451 0 0
TESLA INC COM 88160R101   5,041,610 19,270 SH   SOLE   19,270 0 0
VALERO ENERGY CORP COM 91913Y100   9,016,763 66,776 SH   SOLE   66,776 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   20,053,028 574,750 SH   SOLE   574,750 0 0
WESTERN DIGITAL CORP. COM 958102105   28,957,692 424,040 SH   SOLE   424,040 0 0