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
ACV AUCTIONS INC COM CL A 00091G104   3,149,497 172,575 SH   SOLE   172,575 0 0
ADOBE INC COM 00724F101   12,959,397 23,328 SH   SOLE   23,328 0 0
ADVANCED MICRO DEVICES INC COM 007903107   19,096,274 117,726 SH   SOLE   117,726 0 0
ALCON AG ORD SHS H01301128   24,461,129 274,597 SH   SOLE   274,597 0 0
ALPHABET INC CAP STK CL C 02079K107   28,074,886 153,063 SH   SOLE   153,063 0 0
AMAZON COM INC COM 023135106   39,790,792 205,903 SH   SOLE   205,903 0 0
ANALOG DEVICES INC COM 032654105   1,526,071 6,686 SH   SOLE   6,686 0 0
APPLE INC COM 037833100   20,141,386 95,629 SH   SOLE   95,629 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,513,269 1,480 SH   SOLE   1,480 0 0
BLOCK INC CL A 852234103   10,815,540 167,709 SH   SOLE   167,709 0 0
CAMECO CORP COM 13321L108   2,608,151 53,011 SH   SOLE   53,011 0 0
CANADIAN NATL RY CO COM 136375102   1,988,140 16,830 SH   SOLE   16,830 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   5,004,568 63,566 SH   SOLE   63,566 0 0
CONFLUENT INC CLASS A COM 20717M103   3,774,587 127,822 SH   SOLE   127,822 0 0
DENISON MINES CORP COM 248356107   5,288,986 2,657,782 SH   SOLE   2,657,782 0 0
ELASTIC N V ORD SHS N14506104   4,706,002 41,313 SH   SOLE   41,313 0 0
EXXON MOBIL CORP COM 30231G102   14,301,322 124,230 SH   SOLE   124,230 0 0
FIVE BELOW INC COM 33829M101   2,250,004 20,648 SH   SOLE   20,648 0 0
GE AEROSPACE COM NEW 369604301   5,451,896 34,295 SH   SOLE   34,295 0 0
GOLDMAN SACHS ETF TR ACCES TREASURY 381430529   271,847 2,716 SH   SOLE   2,716 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   3,240,154 123,623 SH   SOLE   123,623 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   2,007,301 31,203 SH   SOLE   31,203 0 0
IQVIA HLDGS INC COM 46266C105   3,910,202 18,493 SH   SOLE   18,493 0 0
ISHARES BITCOIN TR SHS 46438F101   54,171,651 1,586,750 SH   SOLE   1,586,750 0 0
ISHARES TR CORE S&P500 ETF 464287200   27,361,031 49,999 SH   SOLE   49,999 0 0
ISHARES TR CORE S&P SCP ETF 464287804   629,447 5,901 SH   SOLE   5,901 0 0
ISHARES TR JPMORGAN USD EMG 464288281   650,755 7,355 SH   SOLE   7,355 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   2,149,321 31,496 SH   SOLE   31,496 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   1,790,193 66,254 SH   SOLE   66,254 0 0
MARVELL TECHNOLOGY INC COM 573874104   1,545,517 22,110 SH   SOLE   22,110 0 0
MASTERCARD INCORPORATED CL A 57636Q104   26,240,539 59,481 SH   SOLE   59,481 0 0
MERCADOLIBRE INC COM 58733R102   2,697,872 1,642 SH   SOLE   1,642 0 0
META PLATFORMS INC CL A 30303M102   22,332,654 44,291 SH   SOLE   44,291 0 0
MICROSOFT CORP COM 594918104   32,344,773 72,368 SH   SOLE   72,368 0 0
MOODYS CORP COM 615369105   7,150,090 16,986 SH   SOLE   16,986 0 0
NEXGEN ENERGY LTD COM 65340P106   4,742,048 679,377 SH   SOLE   679,377 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   1,628,657 126,350 SH   SOLE   126,350 0 0
NVIDIA CORPORATION COM 67066G104   19,208,374 155,483 SH   SOLE   155,483 0 0
OKTA INC CL A 679295105   4,937,305 52,743 SH   SOLE   52,743 0 0
ORACLE CORP COM 68389X105   1,866,199 13,217 SH   SOLE   13,217 0 0
RTX CORPORATION COM 75513E101   3,403,474 33,903 SH   SOLE   33,903 0 0
S&P GLOBAL INC COM 78409V104   23,892,994 53,572 SH   SOLE   53,572 0 0
SCHWAB CHARLES CORP COM 808513105   22,205,384 301,335 SH   SOLE   301,335 0 0
SERVICENOW INC COM 81762P102   17,507,778 22,256 SH   SOLE   22,256 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303   825,424 16,763 SH   SOLE   16,763 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   2,919,431 46,584 SH   SOLE   46,584 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   965,588 24,582 SH   SOLE   24,582 0 0
SUNCOR ENERGY INC NEW COM 867224107   844,176 22,157 SH   SOLE   22,157 0 0
T-MOBILE US INC COM 872590104   14,380,892 81,626 SH   SOLE   81,626 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   21,633,446 39,120 SH   SOLE   39,120 0 0
TRANSDIGM GROUP INC COM 893641100   30,598,662 23,950 SH   SOLE   23,950 0 0
UBER TECHNOLOGIES INC COM 90353T100   22,402,377 308,233 SH   SOLE   308,233 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   4,225,555 23,147 SH   SOLE   23,147 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   3,655,039 83,525 SH   SOLE   83,525 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   989,267 12,377 SH   SOLE   12,377 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   1,529,962 31,520 SH   SOLE   31,520 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   887,572 17,712 SH   SOLE   17,712 0 0
VEREN INC COM NEW 92340V107   762,050 96,830 SH   SOLE   96,830 0 0
VISA INC COM CL A 92826C839   2,453,779 9,349 SH   SOLE   9,349 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   2,355,903 51,801 SH   SOLE   51,801 0 0
DISNEY WALT CO COM 254687106   15,720,125 158,325 SH   SOLE   158,325 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   3,591,763 95,424 SH   SOLE   95,424 0 0
XPEL INC COM 98379L100   2,034,536 57,214 SH   SOLE   57,214 0 0