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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,683,276 19,406 SH   SOLE   0 0 19,406
ALPHABET INC CAP STK CL C 02079K107   205,686 1,560 SH   SOLE   0 0 1,560
AMAZON COM INC COM 023135106   1,809,172 14,232 SH   SOLE   0 0 14,232
CATERPILLAR INC COM 149123101   3,603,054 13,198 SH   SOLE   0 0 13,198
COSTCO WHSL CORP NEW COM 22160K105   3,775,095 6,682 SH   SOLE   0 0 6,682
META PLATFORMS INC CL A 30303M102   1,812,068 6,036 SH   SOLE   0 0 6,036
ISHARES TR SHORT TREAS BD 464288679   4,346,442 39,345 SH   SOLE   0 0 39,345
ISHARES TR RUS TP200 GR ETF 464289438   10,434,904 67,834 SH   SOLE   0 0 67,834
MARATHON PETE CORP COM 56585A102   1,823,950 12,052 SH   SOLE   0 0 12,052
MICROSOFT CORP COM 594918104   521,623 1,652 SH   SOLE   0 0 1,652
PAYPAL HLDGS INC COM 70450Y103   2,709,446 46,347 SH   SOLE   0 0 46,347
ROKU INC COM CL A 77543R102   1,670,936 23,671 SH   SOLE   0 0 23,671
SPDR SER TR BLOOMBERG SHT TE 78468R408   4,690,988 191,782 SH   SOLE   0 0 191,782
SHOPIFY INC CL A 82509L107   1,693,416 31,032 SH   SOLE   0 0 31,032
SOUTHERN COPPER CORP COM 84265V105   3,861,617 51,289 SH   SOLE   0 0 51,289
BLOCK INC CL A 852234103   1,676,790 37,885 SH   SOLE   0 0 37,885
VISA INC COM CL A 92826C839   3,508,832 15,255 SH   SOLE   0 0 15,255
EATON CORP PLC SHS G29183103   1,798,661 8,433 SH   SOLE   0 0 8,433