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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   2,064,062 18,200 SH   SOLE   18,200 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   8,447,452 10,541 SH   SOLE   10,541 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   6,021,552 48,722 SH   SOLE   48,722 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100   1,592,031 75,025 SH   SOLE   75,025 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   10,879,930 103,955 SH   SOLE   103,955 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106   762,927 45,037 SH   SOLE   45,037 0 0
SAP SE SPON ADR 803054204   3,214,945 10,572 SH   SOLE   10,572 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   281,545,416 1,243,081 SH   SOLE   1,243,081 0 0
XPENG INC ADS 98422D105   393,360 22,000 SH   SOLE   22,000 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105   779,917 43,939 SH   SOLE   43,939 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,447,380 10,200 SH   SOLE   10,200 0 0
AIRBNB INC COM CL A 009066101   845,388 6,388 SH   SOLE   6,388 0 0
ALBEMARLE CORP COM 012653101   23,438,329 373,996 SH   SOLE   373,996 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   4,397,650 13,486 SH   SOLE   13,486 0 0
ALPHABET INC CAP STK CL A 02079K305   19,936,019 113,125 SH   SOLE   113,125 0 0
AMAZON COM INC COM 023135106   137,056,224 624,715 SH   SOLE   624,715 0 0
APPLE INC COM 037833100   117,668,893 573,519 SH   SOLE   573,519 0 0
APPLIED MATLS INC COM 038222105   8,730,425 47,689 SH   SOLE   47,689 0 0
ARISTA NETWORKS INC COM SHS 040413205   1,053,588 10,298 SH   SOLE   10,298 0 0
BOEING CO COM 097023105   439,803 2,099 SH   SOLE   2,099 0 0
BROADCOM INC COM 11135F101   64,983,109 235,745 SH   SOLE   235,745 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107   996,551 5,497 SH   SOLE   5,497 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   2,625,871 7,492 SH   SOLE   7,492 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   4,042,957 83,120 SH   SOLE   83,120 0 0
D R HORTON INC COM 23331A109   8,352,727 64,790 SH   SOLE   64,790 0 0
DOORDASH INC CL A 25809K105   15,362,257 62,319 SH   SOLE   62,319 0 0
HIMS & HERS HEALTH INC COM CL A 433000106   746,354 14,972 SH   SOLE   14,972 0 0
INTELLIA THERAPEUTICS INC COM 45826J105   6,841,969 729,421 SH   SOLE   729,421 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   3,917,875 70,707 SH   SOLE   70,707 0 0
KLA CORP COM NEW 482480100   17,696,239 19,756 SH   SOLE   19,756 0 0
LAM RESEARCH CORP COM NEW 512807306   8,376,204 86,051 SH   SOLE   86,051 0 0
META PLATFORMS INC CL A 30303M102   9,192,911 12,455 SH   SOLE   12,455 0 0
MICRON TECHNOLOGY INC COM 595112103   6,652,049 53,972 SH   SOLE   53,972 0 0
MICROSOFT CORP COM 594918104   50,201,104 100,925 SH   SOLE   100,925 0 0
MODERNA INC COM 60770K107   868,312 31,472 SH   SOLE   31,472 0 0
MONDAY COM LTD SHS M7S64H106   2,148,842 6,833 SH   SOLE   6,833 0 0
NATERA INC COM 632307104   244,963 1,450 SH   SOLE   1,450 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   7,195,943 130,055 SH   SOLE   130,055 0 0
NVIDIA CORPORATION COM 67066G104   254,650,020 1,611,811 SH   SOLE   1,611,811 0 0
QUALCOMM INC COM 747525103   6,041,687 37,936 SH   SOLE   37,936 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   509,846 75,870 SH   SOLE   75,870 0 0
ROKU INC COM CL A 77543R102   842,514 9,586 SH   SOLE   9,586 0 0
SANDISK CORP COM 80004C200   475,495 10,485 SH   SOLE   10,485 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   1,865,898 12,928 SH   SOLE   12,928 0 0
SEMPRA COM 816851109   2,046,699 27,012 SH   SOLE   27,012 0 0
SERVICENOW INC COM 81762P102   1,229,584 1,196 SH   SOLE   1,196 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107   1,017,272 8,819 SH   SOLE   8,819 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302   1,817,732 37,089 SH   SOLE   37,089 0 0
SYNOPSYS INC COM 871607107   12,546,305 24,472 SH   SOLE   24,472 0 0
TELADOC HEALTH INC COM 87918A105   1,435,835 164,849 SH   SOLE   164,849 0 0
TEMPUS AI INC CL A 88023B103   1,880,848 29,601 SH   SOLE   29,601 0 0
TESLA INC COM 88160R101   34,000,103 107,033 SH   SOLE   107,033 0 0
UNITEDHEALTH GROUP INC COM 91324P102   9,683,861 31,041 SH   SOLE   31,041 0 0
VEEVA SYS INC CL A COM 922475108   2,470,292 8,578 SH   SOLE   8,578 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   3,139,753 24,451 SH   SOLE   24,451 0 0
ISHARES TR 20 YR TR BD ETF 464287432   51,374,649 582,149 SH   SOLE   582,149 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   31,526,700 515,058 SH   SOLE   515,058 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   2,761,117 75,112 SH   SOLE   75,112 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   2,956,079 21,931 SH   SOLE   21,931 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   1,992,504 24,400 SH   SOLE   24,400 0 0
SPDR SERIES TRUST S&P BIOTECH 78464A870   12,560,163 151,455 SH   SOLE   151,455 0 0