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
ANALOG DEVICES INC COM 032654105   1,208,909 5,995 SH   SOLE   5,995 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   634,792 958 SH   SOLE   958 0 0
BANCO MACRO SA SPON ADR B 05961W105   607,396 8,045 SH   SOLE   8,045 0 0
CAMECO CORP COM 13321L108   1,859,447 45,177 SH   SOLE   45,177 0 0
GRUPO SUPERVIELLE S.A. SPONSORED ADR 40054A108   670,411 51,337 SH   SOLE   51,337 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   1,921,886 28,033 SH   SOLE   28,033 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   2,045,166 58,585 SH   SOLE   58,585 0 0
MARVELL TECHNOLOGY INC COM 573874104   1,174,352 19,074 SH   SOLE   19,074 0 0
MERCADOLIBRE INC COM 58733R102   3,113,425 1,596 SH   SOLE   1,596 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   1,810,657 176,827 SH   SOLE   176,827 0 0
ORACLE CORP COM 68389X105   877,207 6,275 SH   SOLE   6,275 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207   772,092 10,002 SH   SOLE   10,002 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303   653,871 20,158 SH   SOLE   20,158 0 0
VISA INC COM CL A 92826C839   3,309,672 9,444 SH   SOLE   9,444 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   2,913,499 62,576 SH   SOLE   62,576 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100   716,734 20,456 SH   SOLE   20,456 0 0
ALPHABET INC CAP STK CL C 02079K107   19,573,737 125,289 SH   SOLE   125,289 0 0
AMAZON COM INC COM 023135106   20,253,929 106,455 SH   SOLE   106,455 0 0
BLOCK INC CL A 852234103   10,140,449 186,648 SH   SOLE   186,648 0 0
BROADCOM INC COM 11135F101   6,381,365 38,115 SH   SOLE   38,115 0 0
CIENA CORP COM NEW 171779309   6,671,034 110,395 SH   SOLE   110,395 0 0
MASTERCARD INCORPORATED CL A 57636Q104   29,744,825 54,267 SH   SOLE   54,267 0 0
META PLATFORMS INC CL A 30303M102   20,295,293 35,213 SH   SOLE   35,213 0 0
MICRON TECHNOLOGY INC COM 595112103   6,286,155 72,348 SH   SOLE   72,348 0 0
MICROSOFT CORP COM 594918104   21,267,872 56,656 SH   SOLE   56,656 0 0
NVIDIA CORPORATION COM 67066G104   13,048,018 120,393 SH   SOLE   120,393 0 0
S&P GLOBAL INC COM 78409V104   26,951,796 53,045 SH   SOLE   53,045 0 0
SCHWAB CHARLES CORP COM 808513105   18,535,950 236,792 SH   SOLE   236,792 0 0
SERVICENOW INC COM 81762P102   12,329,279 15,487 SH   SOLE   15,487 0 0
T-MOBILE US INC COM 872590104   19,849,688 74,425 SH   SOLE   74,425 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   18,253,294 36,683 SH   SOLE   36,683 0 0
TRANSDIGM GROUP INC COM 893641100   31,746,758 22,950 SH   SOLE   22,950 0 0
UBER TECHNOLOGIES INC COM 90353T100   18,905,240 259,476 SH   SOLE   259,476 0 0
URANIUM ENERGY CORP COM 916896103   6,891,226 1,441,711 SH   SOLE   1,441,711 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   3,688,341 52,534 SH   SOLE   52,534 0 0
DENISON MINES CORP COM 248356107   2,206,732 1,697,538 SH   SOLE   1,697,538 0 0
ELASTIC N V ORD SHS N14506104   2,238,452 25,124 SH   SOLE   25,124 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   3,392,822 1,830 SH   SOLE   1,830 0 0
GE AEROSPACE COM NEW 369604301   6,036,054 30,158 SH   SOLE   30,158 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   2,003,410 77,175 SH   SOLE   77,175 0 0
MOODYS CORP COM 615369105   4,925,984 10,578 SH   SOLE   10,578 0 0
NEXGEN ENERGY LTD COM 65340P106   1,831,854 408,000 SH   SOLE   408,000 0 0
OKTA INC CL A 679295105   2,736,759 26,010 SH   SOLE   26,010 0 0
RTX CORPORATION COM 75513E101   5,369,825 40,540 SH   SOLE   40,540 0 0
SPDR GOLD TR GOLD SHS 78463V107   4,471,030 15,517 SH   SOLE   15,517 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   2,637,942 31,582 SH   SOLE   31,582 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   3,787,595 66,218 SH   SOLE   66,218 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   30,727,411 656,430 SH   SOLE   656,430 0 0
ISHARES ETHEREUM TR SHS 46438R105   19,014,289 1,375,858 SH   SOLE   1,375,858 0 0
GOLDMAN SACHS ETF TR ACCES TREASURY 381430529   409,674 4,089 SH   SOLE   4,089 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   2,222,182 44,533 SH   SOLE   44,533 0 0
ISHARES TR JPMORGAN USD EMG 464288281   943,245 10,412 SH   SOLE   10,412 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   1,542,222 18,863 SH   SOLE   18,863 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   1,194,661 24,076 SH   SOLE   24,076 0 0
ISHARES TR CORE S&P500 ETF 464287200   39,053,876 69,503 SH   SOLE   69,503 0 0
ISHARES TR CORE S&P SCP ETF 464287804   548,413 5,245 SH   SOLE   5,245 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   5,573,973 123,155 SH   SOLE   123,155 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   7,180,685 37,016 SH   SOLE   37,016 0 0