The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 225,000 | 2,180 | SH | SOLE | 2,180 | 0 | 0 | ||
| ARGENX SE | SPONSORED ADR | 04016X101 | BBG00GHB88Y8 | 375,830 | 1,015 | SH | SOLE | 1,015 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | BBG001T51KQ0 | 1,299,920 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| ASCENDIS PHARMA A/S | SPONSORED ADR | 04351P101 | BBG007R7VP72 | 217,120 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 2,408,250 | 3,800 | SH | SOLE | 3,800 | 0 | 0 | ||
| CHART INDS INC | COM | 16115Q308 | BBG001SQV7W4 | 816,000 | 6,510 | SH | SOLE | 6,510 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | BBG001SP50B3 | 957,000 | 560 | SH | SOLE | 560 | 0 | 0 | ||
| COSTCO WHSL CORP NEW | COM | 22160K105 | BBG001S9KRQ7 | 916,664 | 1,865 | SH | SOLE | 1,865 | 0 | 0 | ||
| FIRST SOLAR INC | COM | 336433107 | BBG001S991Z7 | 1,066,600 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| GILEAD SCIENCES INC | COM | 375558103 | BBG001S6Y1X7 | 977,000 | 11,770 | SH | SOLE | 11,770 | 0 | 0 | ||
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | BBG001SJB7J7 | 726,880 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| HESS CORP | COM | 42809H107 | BBG001S5NHS2 | 949,000 | 7,170 | SH | SOLE | 7,170 | 0 | 0 | ||
| ICICI BANK LIMITED | ADR | 45104G104 | BBG001SCD3Z1 | 882,840 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
| ISHARES GOLD TR | ISHARES NEW | 464285204 | BBG001SJK6D5 | 1,239,000 | 33,152 | SH | SOLE | 33,152 | 0 | 0 | ||
| ISHARES TR | ISHS 5-10YR INVT | 464288638 | BBG001SSD849 | 680,000 | 13,255 | SH | SOLE | 13,255 | 0 | 0 | ||
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | BBG001SK77D5 | 1,719,780 | 39,320 | SH | SOLE | 39,320 | 0 | 0 | ||
| ISHARES TR | US AER DEF ETF | 464288760 | BBG001SC08P5 | 1,155,800 | 10,100 | SH | SOLE | 10,100 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | BBG001SKNNS6 | 412,000 | 1,135 | SH | SOLE | 1,135 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 1,143,120 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 2,659,390 | 9,279 | SH | SOLE | 9,279 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 1,436,745 | 5,195 | SH | SOLE | 5,195 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | BBG001S5SJG6 | 1,086,120 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 588,000 | 3,955 | SH | SOLE | 3,955 | 0 | 0 | ||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | BBG001S6PX49 | 555,000 | 675 | SH | SOLE | 675 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | BBG001SDLP09 | 2,251,600 | 11,365 | SH | SOLE | 11,365 | 0 | 0 | ||
| SAREPTA THERAPEUTICS INC | COM | 803607100 | BBG001S6KJC6 | 408,090 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | BBG007DHGNK2 | 852,660 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | BBG001SCPX28 | 1,079,000 | 5,890 | SH | SOLE | 5,890 | 0 | 0 | ||
| SPDR SER TR | PORTFOLIO SH TSR | 78468R101 | BBG0029J2KF1 | 873,000 | 29,880 | SH | SOLE | 29,880 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 1,590,240 | 8,135 | SH | SOLE | 8,135 | 0 | 0 | ||