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
BROADCOM INC COM 11135F101 BBG00KHY5S69 21,459,353 77,850 SH   SOLE   77,850 0 0
FOX CORP CL A COM 35137L105 BBG00JHNJW99 1,626,953 29,032 SH   SOLE   29,032 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG000C6CFJ5 8,209,900 11,600 SH   SOLE   11,600 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG000BSWKH7 43,025,162 77,995 SH   SOLE   77,995 0 0
MERCADOLIBRE INC COM 58733R102 BBG000GQPB11 9,563,272 3,659 SH   SOLE   3,659 0 0
META PLATFORMS INC CL A 30303M102 BBG000MM2P62 17,005,594 23,040 SH   SOLE   23,040 0 0
MICROSOFT CORP COM 594918104 BBG000BPH459 27,635,602 55,559 SH   SOLE   55,559 0 0
MONDAY COM LTD SHS M7S64H106 BBG00GF8K4W4 6,792,768 21,600 SH   SOLE   21,600 0 0
NVIDIA CORPORATION COM 67066G104 BBG000BBJQV0 6,193,208 39,200 SH   SOLE   39,200 0 0
ON HLDG AG NAMEN AKT A H5919C104 BBG00LQK89F6 10,884,280 209,112 SH   SOLE   209,112 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG000N7QR55 15,829,478 116,120 SH   SOLE   116,120 0 0
ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXN8 14,447,109 154,300 SH   SOLE   154,300 0 0
SEA LTD SPONSORD ADS 81141R100 BBG00HTBWMG5 10,827,938 67,700 SH   SOLE   67,700 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG000BJ29X7 6,520,065 124,500 SH   SOLE   124,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG000BDTBL9 27,543,753 44,580 SH   SOLE   44,580 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MT8 9,675,210 103,700 SH   SOLE   103,700 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG000BV7ZQ5 5,187,168 18,600 SH   SOLE   18,600 0 0
VISA INC COM CL A 92826C839 BBG000PSKYX7 6,231,128 17,550 SH   SOLE   17,550 0 0