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   3,303,784 162,508 SH   SOLE   162,508 0 0
ADOBE INC COM 00724F101   11,715,874 22,627 SH   SOLE   22,627 0 0
ADVANCED MICRO DEVICES INC COM 007903107   18,759,839 114,333 SH   SOLE   114,333 0 0
ALCON AG ORD SHS H01301128   26,665,237 266,466 SH   SOLE   266,466 0 0
ALPHABET INC CAP STK CL C 02079K107   24,898,836 148,925 SH   SOLE   148,925 0 0
AMAZON COM INC COM 023135106   37,225,798 199,784 SH   SOLE   199,784 0 0
ANALOG DEVICES INC COM 032654105   1,496,741 6,503 SH   SOLE   6,503 0 0
APPLE INC COM 037833100   21,589,875 92,660 SH   SOLE   92,660 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,202,977 1,444 SH   SOLE   1,444 0 0
BLOCK INC CL A 852234103   10,910,403 162,526 SH   SOLE   162,526 0 0
CAMECO CORP COM 13321L108   2,467,521 51,665 SH   SOLE   51,665 0 0
CANADIAN NATL RY CO COM 136375102   1,920,826 16,396 SH   SOLE   16,396 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   5,124,184 59,904 SH   SOLE   59,904 0 0
CONFLUENT INC CLASS A COM 20717M103   2,462,582 120,833 SH   SOLE   120,833 0 0
DENISON MINES CORP COM 248356107   4,603,499 2,515,573 SH   SOLE   2,515,573 0 0
ELASTIC N V ORD SHS N14506104   2,992,906 38,990 SH   SOLE   38,990 0 0
EXXON MOBIL CORP COM 30231G102   14,174,875 120,925 SH   SOLE   120,925 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   4,188,737 2,275 SH   SOLE   2,275 0 0
GE AEROSPACE COM NEW 369604301   6,069,981 32,188 SH   SOLE   32,188 0 0
GOLDMAN SACHS ETF TR ACCES TREASURY 381430529   314,160 3,133 SH   SOLE   3,133 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   3,439,211 116,229 SH   SOLE   116,229 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   1,392,738 22,262 SH   SOLE   22,262 0 0
IQVIA HLDGS INC COM 46266C105   4,126,982 17,416 SH   SOLE   17,416 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   55,755,613 1,543,194 SH   SOLE   1,543,194 0 0
ISHARES TR CORE S&P500 ETF 464287200   32,291,604 55,982 SH   SOLE   55,982 0 0
ISHARES TR JPMORGAN USD EMG 464288281   799,718 8,546 SH   SOLE   8,546 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   2,191,142 30,628 SH   SOLE   30,628 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   2,193,789 64,485 SH   SOLE   64,485 0 0
MARVELL TECHNOLOGY INC COM 573874104   1,923,074 26,665 SH   SOLE   26,665 0 0
MASTERCARD INCORPORATED CL A 57636Q104   28,526,654 57,770 SH   SOLE   57,770 0 0
MERCADOLIBRE INC COM 58733R102   3,262,291 1,590 SH   SOLE   1,590 0 0
META PLATFORMS INC CL A 30303M102   24,591,260 42,959 SH   SOLE   42,959 0 0
MICROSOFT CORP COM 594918104   30,274,006 70,356 SH   SOLE   70,356 0 0
MOODYS CORP COM 615369105   7,573,888 15,959 SH   SOLE   15,959 0 0
NEXGEN ENERGY LTD COM 65340P106   4,190,078 641,666 SH   SOLE   641,666 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   2,576,200 188,733 SH   SOLE   188,733 0 0
NVIDIA CORPORATION COM 67066G104   27,095,982 223,122 SH   SOLE   223,122 0 0
OKTA INC CL A 679295105   3,694,932 49,703 SH   SOLE   49,703 0 0
ORACLE CORP COM 68389X105   2,186,837 12,834 SH   SOLE   12,834 0 0
RTX CORPORATION COM 75513E101   4,711,111 38,883 SH   SOLE   38,883 0 0
S&P GLOBAL INC COM 78409V104   26,833,161 51,940 SH   SOLE   51,940 0 0
SCHWAB CHARLES CORP COM 808513105   18,984,722 292,929 SH   SOLE   292,929 0 0
SERVICENOW INC COM 81762P102   19,376,392 21,664 SH   SOLE   21,664 0 0
SPDR GOLD TR GOLD SHS 78463V107   1,747,801 7,191 SH   SOLE   7,191 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303   749,318 16,332 SH   SOLE   16,332 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   3,247,830 43,765 SH   SOLE   43,765 0 0
SUNCOR ENERGY INC NEW COM 867224107   793,854 21,502 SH   SOLE   21,502 0 0
T-MOBILE US INC COM 872590104   16,343,915 79,201 SH   SOLE   79,201 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   23,516,490 38,018 SH   SOLE   38,018 0 0
TRANSDIGM GROUP INC COM 893641100   33,237,250 23,290 SH   SOLE   23,290 0 0
UBER TECHNOLOGIES INC COM 90353T100   22,406,060 298,112 SH   SOLE   298,112 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   2,131,649 43,672 SH   SOLE   43,672 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   6,001,942 30,304 SH   SOLE   30,304 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   4,559,420 95,286 SH   SOLE   95,286 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   1,218,437 14,548 SH   SOLE   14,548 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   1,806,412 36,634 SH   SOLE   36,634 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   1,066,765 20,868 SH   SOLE   20,868 0 0
VEREN INC COM NEW 92340V107   580,075 94,321 SH   SOLE   94,321 0 0
VISA INC COM CL A 92826C839   2,505,606 9,113 SH   SOLE   9,113 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   2,482,181 56,183 SH   SOLE   56,183 0 0
WILLSCOT HLDGS CORP COM CL A 971378104   3,382,109 89,950 SH   SOLE   89,950 0 0
XPEL INC COM 98379L100   2,328,440 53,688 SH   SOLE   53,688 0 0