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
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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
ASML HOLDING N V N Y REGISTRY SHS N07059210   8,152,337 12,303 SH   SOLE   12,303 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203   1,653,697 91,314 SH   SOLE   91,314 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   2,868,461 28,026 SH   SOLE   28,026 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100   2,002,178 107,413 SH   SOLE   107,413 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   9,761,035 82,476 SH   SOLE   82,476 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106   940,554 63,680 SH   SOLE   63,680 0 0
SAP SE SPON ADR 803054204   2,975,389 11,084 SH   SOLE   11,084 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   224,462,212 1,352,182 SH   SOLE   1,352,182 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105   3,433,094 173,039 SH   SOLE   173,039 0 0
AIRBNB INC COM CL A 009066101   793,812 6,645 SH   SOLE   6,645 0 0
ALBEMARLE CORP COM 012653101   20,032,723 278,155 SH   SOLE   278,155 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   4,131,846 15,302 SH   SOLE   15,302 0 0
ALPHABET INC CAP STK CL A 02079K305   13,686,877 88,508 SH   SOLE   88,508 0 0
AMAZON COM INC COM 023135106   116,814,122 613,971 SH   SOLE   613,971 0 0
APPLE INC COM 037833100   142,732,297 642,562 SH   SOLE   642,562 0 0
APPLIED MATLS INC COM 038222105   7,446,978 51,316 SH   SOLE   51,316 0 0
ARISTA NETWORKS INC COM SHS 040413205   1,274,391 16,448 SH   SOLE   16,448 0 0
ASTERA LABS INC COM 04626A103   1,474,804 24,716 SH   SOLE   24,716 0 0
BOEING CO COM 097023105   470,718 2,760 SH   SOLE   2,760 0 0
BROADCOM INC COM 11135F101   40,345,105 240,967 SH   SOLE   240,967 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   4,885,934 19,211 SH   SOLE   19,211 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   2,293,242 13,315 SH   SOLE   13,315 0 0
CONFLUENT INC CLASS A COM 20717M103   906,987 38,694 SH   SOLE   38,694 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   3,184,323 93,574 SH   SOLE   93,574 0 0
D R HORTON INC COM 23331A109   8,580,004 67,490 SH   SOLE   67,490 0 0
DOORDASH INC CL A 25809K105   31,089,908 170,104 SH   SOLE   170,104 0 0
ELASTIC N V ORD SHS N14506104   1,003,355 11,261 SH   SOLE   11,261 0 0
HIMS & HERS HEALTH INC COM CL A 433000106   1,776,664 60,124 SH   SOLE   60,124 0 0
INTEL CORP COM 458140100   1,039,141 45,757 SH   SOLE   45,757 0 0
INTELLIA THERAPEUTICS INC COM 45826J105   5,351,526 752,676 SH   SOLE   752,676 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   3,570,617 21,563 SH   SOLE   21,563 0 0
KLA CORP COM NEW 482480100   14,581,710 21,450 SH   SOLE   21,450 0 0
LAM RESEARCH CORP COM NEW 512807306   7,846,584 107,931 SH   SOLE   107,931 0 0
MARVELL TECHNOLOGY INC COM 573874104   1,009,317 16,393 SH   SOLE   16,393 0 0
META PLATFORMS INC CL A 30303M102   8,010,828 13,899 SH   SOLE   13,899 0 0
MICRON TECHNOLOGY INC COM 595112103   5,868,637 67,541 SH   SOLE   67,541 0 0
MICROSOFT CORP COM 594918104   51,375,500 136,859 SH   SOLE   136,859 0 0
MODERNA INC COM 60770K107   957,153 33,762 SH   SOLE   33,762 0 0
MONDAY COM LTD SHS M7S64H106   2,728,742 11,222 SH   SOLE   11,222 0 0
NATERA INC COM 632307104   461,704 3,265 SH   SOLE   3,265 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   3,341,354 158,283 SH   SOLE   158,283 0 0
NVIDIA CORPORATION COM 67066G104   228,971,283 2,112,671 SH   SOLE   2,112,671 0 0
QUALCOMM INC COM 747525103   5,618,286 36,575 SH   SOLE   36,575 0 0
ROKU INC COM CL A 77543R102   1,971,756 27,992 SH   SOLE   27,992 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   1,703,842 20,057 SH   SOLE   20,057 0 0
SEMPRA COM 816851109   1,987,733 27,855 SH   SOLE   27,855 0 0
SERVICENOW INC COM 81762P102   1,144,849 1,438 SH   SOLE   1,438 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302   4,571,211 133,505 SH   SOLE   133,505 0 0
SYNOPSYS INC COM 871607107   12,753,570 29,739 SH   SOLE   29,739 0 0
TELADOC HEALTH INC COM 87918A105   1,724,017 216,585 SH   SOLE   216,585 0 0
TEMPUS AI INC CL A 88023B103   1,014,246 21,025 SH   SOLE   21,025 0 0
TESLA INC COM 88160R101   29,149,280 112,476 SH   SOLE   112,476 0 0
UNITEDHEALTH GROUP INC COM 91324P102   3,356,190 6,408 SH   SOLE   6,408 0 0
VEEVA SYS INC CL A COM 922475108   2,735,550 11,810 SH   SOLE   11,810 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   2,232,641 30,923 SH   SOLE   30,923 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105   364,805 26,903 SH   SOLE   26,903 0 0
ISHARES TR 20 YR TR BD ETF 464287432   68,623,057 753,851 SH   SOLE   753,851 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   22,716,846 485,299 SH   SOLE   485,299 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   4,707,261 131,341 SH   SOLE   131,341 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   10,058,027 127,559 SH   SOLE   127,559 0 0
UNITED STS OIL FD LP UNITS 91232N207   654,676 8,466 SH   SOLE   8,466 0 0