The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 9,921 | 129,739 | SH | SOLE | 129,739 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 49,525 | 435,654 | SH | SOLE | 435,654 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 40,516 | 18,522 | SH | SOLE | 18,522 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 11,471 | 108,000 | SH | SOLE | 108,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 28,652 | 209,569 | SH | SOLE | 209,569 | 0 | 0 | ||
| ELEVANCE HEALTH INC | COM | 036752103 | 11,272 | 23,357 | SH | SOLE | 23,357 | 0 | 0 | ||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 4,108 | 140,392 | SH | SOLE | 140,392 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 106,309 | 632,563 | SH | SOLE | 632,563 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 104,300 | 766,852 | SH | SOLE | 766,852 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 2,967 | 18,400 | SH | SOLE | 18,400 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 34,787 | 135,446 | SH | SOLE | 135,446 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 5,096 | 29,139 | SH | SOLE | 29,139 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 7,958 | 52,500 | SH | SOLE | 52,500 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 14,535 | 288,900 | SH | SOLE | 288,900 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 5,069 | 62,000 | SH | SOLE | 62,000 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 7,711 | 11,450 | SH | SOLE | 11,450 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 18,469 | 391,040 | SH | SOLE | 391,040 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 29,328 | 57,100 | SH | SOLE | 57,100 | 0 | 0 | ||
| WALMART INC | COM | 931142103 | 5,666 | 46,600 | SH | SOLE | 46,600 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 9,988 | 254,985 | SH | SOLE | 254,985 | 0 | 0 | ||