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 | 284,000 | 2,180 | SH | SOLE | 2,180 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | BBG001S5NMM7 | 655,000 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | ||
| BOSTON PROPERTIES INC | COM | 101121101 | BBG001S9TWV1 | 993,000 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 964,000 | 1,100 | SH | SOLE | 1,100 | 0 | 0 | ||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | BBG001SP50B3 | 1,091,000 | 510 | SH | SOLE | 510 | 0 | 0 | ||
| COSTCO WHSL CORP NEW | COM | 22160K105 | BBG001S9KRQ7 | 1,009,000 | 1,865 | SH | SOLE | 1,865 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | BBG003NJHZW5 | 983,000 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | BBG0134WCMB3 | 788,000 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | BBG001S723L9 | 1,017,000 | 15,300 | SH | SOLE | 15,300 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | BBG001S5R3M5 | 1,238,000 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| GILEAD SCIENCES INC | COM | 375558103 | BBG001S6Y1X7 | 873,000 | 11,325 | SH | SOLE | 11,325 | 0 | 0 | ||
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | BBG001SJB7J7 | 779,000 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| HESS CORP | COM | 42809H107 | BBG001S5NHS2 | 942,000 | 6,930 | SH | SOLE | 6,930 | 0 | 0 | ||
| ICICI BANK LIMITED | ADR | 45104G104 | BBG001SCD3Z1 | 982,000 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
| IMMUNOGEN INC | COM | 45253H101 | BBG001S6CTN1 | 1,469,000 | 78,000 | SH | SOLE | 78,000 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | BBG001S5SF65 | 1,009,000 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| ISHARES GOLD TR | ISHARES NEW | 464285204 | BBG001SJK6D5 | 1,166,000 | 32,029 | SH | SOLE | 32,029 | 0 | 0 | ||
| ISHARES TR | ISHS 5-10YR INVT | 464288638 | BBG001SSD849 | 626,000 | 12,375 | SH | SOLE | 12,375 | 0 | 0 | ||
| ISHARES TR | MSCI CHINA ETF | 46429B671 | BBG001S56D46 | 1,137,000 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | BBG001SK77D5 | 851,000 | 21,520 | SH | SOLE | 21,520 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | BBG001S8CRC3 | 1,771,000 | 12,080 | SH | SOLE | 12,080 | 0 | 0 | ||
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | BBG001S6C0G2 | 745,000 | 7,750 | SH | SOLE | 7,750 | 0 | 0 | ||
| LILLY ELI & CO | COM | 532457108 | BBG001S5STL8 | 1,154,000 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | BBG00ZXBJ162 | 483,000 | 8,085 | SH | SOLE | 8,085 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | BBG001SKNNS6 | 446,000 | 1,135 | SH | SOLE | 1,135 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | BBG001S6P675 | 639,000 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 1,816,000 | 5,334 | SH | SOLE | 5,334 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | BBG0022FDRZ7 | 494,000 | 1,200 | SH | SOLE | 1,200 | 0 | 0 | ||
| MONOLITHIC PWR SYS INC | COM | 609839105 | BBG001SDRGP6 | 380,000 | 700 | SH | SOLE | 700 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 2,711,000 | 6,400 | SH | SOLE | 6,400 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | BBG001S5SJG6 | 897,000 | 7,535 | SH | SOLE | 7,535 | 0 | 0 | ||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | BBG00LBLDFH8 | 356,000 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 571,000 | 3,760 | SH | SOLE | 3,760 | 0 | 0 | ||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | BBG001S6PX49 | 453,000 | 630 | SH | SOLE | 630 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | BBG001SDLP09 | 1,092,000 | 5,170 | SH | SOLE | 5,170 | 0 | 0 | ||
| SAREPTA THERAPEUTICS INC | COM | 803607100 | BBG001S6KJC6 | 454,000 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | BBG001T4JFC0 | 507,000 | 900 | SH | SOLE | 900 | 0 | 0 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | BBG001SCPX28 | 1,010,000 | 5,665 | SH | SOLE | 5,665 | 0 | 0 | ||
| SPDR SER TR | PORTFOLIO SH TSR | 78468R101 | BBG0029J2KF1 | 789,000 | 27,415 | SH | SOLE | 27,415 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | BBG001S5WWW4 | 995,000 | 9,660 | SH | SOLE | 9,660 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 2,274,000 | 8,135 | SH | SOLE | 8,135 | 0 | 0 | ||
| TWIST BIOSCIENCE CORP | COM | 90184D100 | BBG006KDCHK2 | 635,000 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | BBG002B04MW4 | 819,000 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||