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

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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107   109,514 1,117,374 SH   SOLE   109,514 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   42,152 412,526 SH   SOLE   42,152 0 0
ALPHABET INC CAP STK CL C 02079K107   87,256 838,998 SH   SOLE   87,256 0 0
AMAZON COM INC COM 023135106   51,542 499,000 SH   SOLE   51,542 0 0
APPLE INC COM 037833100   55,474 336,410 SH   SOLE   55,474 0 0
CVS HEALTH CORP COM 126650100   6,391 86,000 SH   SOLE   6,391 0 0
ELEVANCE HEALTH INC COM 036752103   54,685 118,929 SH   SOLE   54,685 0 0
FREEPORT-MCMORAN INC CL B 35671D857   14,219 347,572 SH   SOLE   14,219 0 0
JD.COM INC SPON ADR CL A 47215P106   6,584 150,000 SH   SOLE   6,584 0 0
MARRIOTT INTL INC NEW CL A 571903202   97,334 586,209 SH   SOLE   97,334 0 0
MICROSOFT CORP COM 594918104   19,914 69,073 SH   SOLE   19,914 0 0
THE CIGNA GROUP COM 125523100   6,388 25,000 SH   SOLE   6,388 0 0
UNITEDHEALTH GROUP INC COM 91324P102   123,251 260,800 SH   SOLE   123,251 0 0
DISNEY WALT CO COM 254687106   16,021 160,000 SH   SOLE   16,021 0 0