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
Estimated average burden
hours per response: 23.8
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
ABRDN PALLADIUM ETF TRUST PHYSICAL PALLADM 003262102   2,264 22,500 SH   SOLE   22,500 0 0
ADOBE INC COM 00724F101   2,089 5,400 SH   SOLE   5,400 0 0
ADVANCED MICRO DEVICES INC COM 007903107   11,042 77,812 SH   SOLE   77,812 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   35,705 314,835 SH   SOLE   314,835 0 0
ALPHABET INC CAP STK CL A 02079K305   11,918 67,625 SH   SOLE   67,625 0 0
AMAZON COM INC COM 023135106   24,236 110,472 SH   SOLE   110,472 0 0
AMKOR TECHNOLOGY INC COM 031652100   5,111 243,500 SH   SOLE   243,500 0 0
APA CORPORATION COM 03743Q108   1,597 87,300 SH   SOLE   87,300 0 0
APPLE INC COM 037833100   9,859 48,051 SH   SOLE   48,051 0 0
APPLIED MATLS INC COM 038222105   3,552 19,400 SH   SOLE   19,400 0 0
ATLASSIAN CORPORATION CL A 049468101   3,615 17,800 SH   SOLE   17,800 0 0
AUTOZONE INC COM 053332102   984 265 SH   SOLE   265 0 0
BAIDU INC SPON ADR REP A 056752108   369 4,300 SH   SOLE   4,300 0 0
BILL HOLDINGS INC COM 090043100   2,544 55,000 SH   SOLE   55,000 0 0
BOEING CO COM 097023105   1,587 7,575 SH   SOLE   7,575 0 0
BRINKER INTL INC COM 109641100   956 5,300 SH   SOLE   5,300 0 0
BROADCOM INC COM 11135F101   3,134 11,368 SH   SOLE   11,368 0 0
CALAVO GROWERS INC COM 128246105   505 19,000 SH   SOLE   19,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   451 25,500 SH   SOLE   25,500 0 0
CARMAX INC COM 143130102   807 12,000 SH   SOLE   12,000 0 0
CHARLES RIV LABS INTL INC COM 159864107   809 5,331 SH   SOLE   5,331 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   1,067 19,000 SH   SOLE   19,000 0 0
CISCO SYS INC COM 17275R102   3,164 45,611 SH   SOLE   45,611 0 0
COHERENT CORP COM 19247G107   9,478 106,240 SH   SOLE   106,240 0 0
CONFLUENT INC CLASS A COM 20717M103   1,926 77,266 SH   SOLE   77,266 0 0
CORNING INC COM 219350105   110 2,100 SH   SOLE   2,100 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   447 878 SH   SOLE   878 0 0
DELL TECHNOLOGIES INC CL C 24703L202   4,328 35,300 SH   SOLE   35,300 0 0
ELASTIC N V ORD SHS N14506104   2,258 26,775 SH   SOLE   26,775 0 0
ENPHASE ENERGY INC COM 29355A107   2,082 52,500 SH   SOLE   52,500 0 0
EPAM SYS INC COM 29414B104   2,549 14,415 SH   SOLE   14,415 0 0
EXXON MOBIL CORP COM 30231G102   1,552 14,400 SH   SOLE   14,400 0 0
FERRARI N V COM N3167Y103   4,943 10,072 SH   SOLE   10,072 0 0
FIRST SOLAR INC COM 336433107   11,033 66,650 SH   SOLE   66,650 0 0
GRANITESHARES ETF TR 2X SHORT NVDA DA 38747R629   1,593 126,000 SH   SOLE   126,000 0 0
GRUPO AEROPORTUARIO DEL CENT SPON ADR 400501102   2,627 24,900 SH   SOLE   24,900 0 0
HALLIBURTON CO COM 406216101   1,600 78,525 SH   SOLE   78,525 0 0
HOWMET AEROSPACE INC COM 443201108   2,941 15,800 SH   SOLE   15,800 0 0
HUBSPOT INC COM 443573100   612 1,100 SH   SOLE   1,100 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   1,179 4,000 SH   SOLE   4,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   3,049 5,610 SH   SOLE   5,610 0 0
INVESCO DB US DLR INDEX TR BULLISH FD 46141D203   4,279 159,200 SH   SOLE   159,200 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   6,785 12,300 SH   SOLE   12,300 0 0
INVESCO QQQ TR CALL 46090E903   11,272 1,130,000 SH   SOLE   1,130,000 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718   100,133 994,470 SH   SOLE   994,470 0 0
ISHARES TR EXPANDED TECH 464287515   22,951 209,600 SH   SOLE   209,600 0 0
ISHARES TR 20 YR TR BD ETF 464287432   24,794 280,950 SH   SOLE   280,950 0 0
ISHARES TR ISHARES SEMICDTR 464287523   4,440 18,600 SH   SOLE   18,600 0 0
JD.COM INC SPON ADS CL A 47215P106   9,107 279,020 SH   SOLE   279,020 0 0
KRAFT HEINZ CO COM 500754106   2,536 98,200 SH   SOLE   98,200 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   1,373 40,000 SH   SOLE   40,000 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207   429 9,230 SH   SOLE   9,230 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   2,017 8,040 SH   SOLE   8,040 0 0
LEIDOS HOLDINGS INC COM 525327102   387 2,450 SH   SOLE   2,450 0 0
LEONARDO DRS INC COM 52661A108   401 8,620 SH   SOLE   8,620 0 0
LOCKHEED MARTIN CORP COM 539830109   3,812 8,230 SH   SOLE   8,230 0 0
LULULEMON ATHLETICA INC COM 550021109   8,790 37,000 SH   SOLE   37,000 0 0
LUMENTUM HLDGS INC COM 55024U109   2,601 27,360 SH   SOLE   27,360 0 0
LYFT INC CL A COM 55087P104   3,095 196,372 SH   SOLE   196,372 0 0
MARVELL TECHNOLOGY INC COM 573874104   6,269 81,000 SH   SOLE   81,000 0 0
MATCH GROUP INC NEW COM 57667L107   1,544 49,968 SH   SOLE   49,968 0 0
MERCADOLIBRE INC COM 58733R102   1,064 407 SH   SOLE   407 0 0
MERCURY SYS INC COM 589378108   402 7,460 SH   SOLE   7,460 0 0
META PLATFORMS INC CL A 30303M102   16,353 22,156 SH   SOLE   22,156 0 0
MICRON TECHNOLOGY INC COM 595112103   6,846 55,548 SH   SOLE   55,548 0 0
MICROSOFT CORP COM 594918104   20,542 41,297 SH   SOLE   41,297 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   3,912 70,700 SH   SOLE   70,700 0 0
NETFLIX INC COM 64110L106   670 500 SH   SOLE   500 0 0
NOKIA CORP SPONSORED ADR 654902204   1,955 377,500 SH   SOLE   377,500 0 0
OCCIDENTAL PETE CORP COM 674599105   1,657 39,450 SH   SOLE   39,450 0 0
ON SEMICONDUCTOR CORP COM 682189105   943 18,000 SH   SOLE   18,000 0 0
ORACLE CORP COM 68389X105   4,985 22,800 SH   SOLE   22,800 0 0
PALO ALTO NETWORKS INC COM 697435105   512 2,500 SH   SOLE   2,500 0 0
PARSONS CORP DEL COM 70202L102   386 5,385 SH   SOLE   5,385 0 0
PAYPAL HLDGS INC COM 70450Y103   7,771 104,555 SH   SOLE   104,555 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   5,233 50,000 SH   SOLE   50,000 0 0
QUALCOMM INC COM 747525103   1,814 11,390 SH   SOLE   11,390 0 0
RED CAT HLDGS INC COM 75644T100   98 13,500 SH   SOLE   13,500 0 0
REDWIRE CORPORATION COM 75776W103   373 22,900 SH   SOLE   22,900 0 0
ROCKET LAB CORP COM 773121108   376 10,520 SH   SOLE   10,520 0 0
RTX CORPORATION COM 75513E101   1,989 13,620 SH   SOLE   13,620 0 0
SALESFORCE INC COM 79466L302   8,811 32,310 SH   SOLE   32,310 0 0
SAREPTA THERAPEUTICS INC COM 803607100   342 20,000 SH   SOLE   20,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   2,417 28,500 SH   SOLE   28,500 0 0
SERVICENOW INC COM 81762P102   514 500 SH   SOLE   500 0 0
SHIFT4 PMTS INC CL A 82452J109   1,642 16,568 SH   SOLE   16,568 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   850 200,000 SH   SOLE   200,000 0 0
SNOWFLAKE INC CL A 833445109   799 3,570 SH   SOLE   3,570 0 0
SPDR GOLD TR GOLD SHS 78463V107   7,103 23,300 SH   SOLE   23,300 0 0
SPDR SER TR S&P BIOTECH 78464A870   514 6,200 SH   SOLE   6,200 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   7,395 9,637 SH   SOLE   9,637 0 0
SYNOPSYS INC COM 871607107   3,719 7,255 SH   SOLE   7,255 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   44,506 196,503 SH   SOLE   196,503 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   3,929 16,177 SH   SOLE   16,177 0 0
TESLA INC COM 88160R101   3,162 9,955 SH   SOLE   9,955 0 0
THE TRADE DESK INC COM CL A 88339J105   683 9,488 SH   SOLE   9,488 0 0
TRACTOR SUPPLY CO COM 892356106   2,005 38,000 SH   SOLE   38,000 0 0
TRIP COM GROUP LTD ADS 89677Q107   12,342 210,476 SH   SOLE   210,476 0 0
TTM TECHNOLOGIES INC COM 87305R109   390 9,560 SH   SOLE   9,560 0 0
UBER TECHNOLOGIES INC COM 90353T100   2,640 28,300 SH   SOLE   28,300 0 0
UNITEDHEALTH GROUP INC COM 91324P102   3,182 10,200 SH   SOLE   10,200 0 0
VALARIS LTD CL A G9460G101   3,537 84,000 SH   SOLE   84,000 0 0
VALE S A SPONSORED ADS 91912E105   39 4,000 SH   SOLE   4,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103   7,309 485,650 SH   SOLE   485,650 0 0
WHIRLPOOL CORP COM 963320106   3,160 31,159 SH   SOLE   31,159 0 0
XPO INC COM 983793100   2,639 20,900 SH   SOLE   20,900 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   2,162 23,700 SH   SOLE   23,700 0 0