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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 | 8,907,864 | 48,904 | SH | SOLE | NONE | 8,907,864 | 0 | 0 | ||
| BRASILAGRO COMPANHIA BRASILE | SPONSORED ADR | 10554B104 | 326,131 | 70,898 | SH | SOLE | NONE | 326,131 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 1,899,120 | 38,600 | SH | SOLE | NONE | 1,899,120 | 0 | 0 | ||
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | 2,890,257 | 36,711 | SH | SOLE | NONE | 2,890,257 | 0 | 0 | ||
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | 702,247 | 3,160 | SH | SOLE | NONE | 702,247 | 0 | 0 | ||
| CONOCOPHILLIPS | COM | 20825C104 | 1,197,559 | 10,470 | SH | SOLE | NONE | 1,197,559 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 1,878,413 | 17,268 | SH | SOLE | NONE | 1,878,413 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 1,328,485 | 11,540 | SH | SOLE | NONE | 1,328,485 | 0 | 0 | ||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 1,367,118 | 28,130 | SH | SOLE | NONE | 1,367,118 | 0 | 0 | ||
| GENERAL ELECTRIC CO | COM NEW | 369604301 | 5,650,430 | 35,544 | SH | SOLE | NONE | 5,650,430 | 0 | 0 | ||
| GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 | 9,046,875 | 312,500 | SH | SOLE | NONE | 9,046,875 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 204,209 | 405 | SH | SOLE | NONE | 204,209 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 3,371,344 | 7,543 | SH | SOLE | NONE | 3,371,344 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 3,944,956 | 9,372 | SH | SOLE | NONE | 3,944,956 | 0 | 0 | ||
| MOSAIC CO NEW | COM | 61945C103 | 761,226 | 26,340 | SH | SOLE | NONE | 761,226 | 0 | 0 | ||
| NEUMORA THERAPEUTICS INC. | COM | 640979100 | 256,769 | 26,121 | SH | SOLE | NONE | 256,769 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 339,735 | 2,750 | SH | SOLE | NONE | 339,735 | 0 | 0 | ||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 6,934,265 | 273,757 | SH | SOLE | NONE | 6,934,265 | 0 | 0 | ||
| PRAXIS PRECISION MEDICINES I | COM NEW | 74006W207 | 217,884 | 5,268 | SH | SOLE | NONE | 217,884 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 2,993,106 | 6,711 | SH | SOLE | NONE | 2,993,106 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM STK | 806857108 | 1,088,914 | 23,080 | SH | SOLE | NONE | 1,088,914 | 0 | 0 | ||
| SPDR SER TR | SPDR S&P 500 ETF | 78468R796 | 176,827,315 | 3,964,738 | SH | SOLE | NONE | 176,827,315 | 0 | 0 | ||
| SPRINKLR INC | CL A | 85208T107 | 510,986 | 53,117 | SH | SOLE | NONE | 510,986 | 0 | 0 | ||
| UNITY SOFTWARE INC | COM | 91332U101 | 326,241 | 20,064 | SH | SOLE | NONE | 326,241 | 0 | 0 | ||
| VALE S A | SPONSORED ADS | 91912E105 | 816,862 | 73,130 | SH | SOLE | NONE | 816,862 | 0 | 0 | ||
| VICTORY CAP HLDGS INC | COM CL A | 92645B103 | 1,145,663 | 24,003 | SH | SOLE | NONE | 1,145,663 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 3,405,548 | 12,975 | SH | SOLE | NONE | 3,405,548 | 0 | 0 | ||