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 BBG006G2JVL2 2,520,093 14,100 SH   SOLE   14,100 0 0
BROADCOM INC COM 11135F101 BBG00KHY5S69 25,683,494 77,850 SH   SOLE   77,850 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG000C13CD9 4,636,632 13,200 SH   SOLE   13,200 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7771 2,598,673 7,700 SH   SOLE   7,700 0 0
COUPANG INC CL A 22266T109 BBG00XMJRPQ8 949,900 29,500 SH   SOLE   29,500 0 0
FOX CORP CL A COM 35137L105 BBG00JHNJW99 1,830,758 29,032 SH   SOLE   29,032 0 0
GE VERNOVA INC COM 36828A101 BBG013G17W31 1,906,190 3,100 SH   SOLE   3,100 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG000C6CFJ5 9,237,660 11,600 SH   SOLE   11,600 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 BBG011768M53 5,752,712 955,600 SH   SOLE   955,600 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG000BSWKH7 46,825,858 77,995 SH   SOLE   77,995 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 BBG01KYQ6PV3 2,418,000 37,200 SH   SOLE   37,200 0 0
ISHARES ETHEREUM TR SHS 46438R105 BBG01NXX8H49 2,208,851 70,100 SH   SOLE   70,100 0 0
ISHARES SILVER TR ISHARES 46428Q109 BBG000NDCRW7 6,940,206 163,800 SH   SOLE   163,800 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 BBG000BPVKZ4 1,216,238 165,700 SH   SOLE   165,700 0 0
MERCADOLIBRE INC COM 58733R102 BBG000GQPB11 8,550,863 3,659 SH   SOLE   3,659 0 0
META PLATFORMS INC CL A 30303M102 BBG000MM2P62 16,920,115 23,040 SH   SOLE   23,040 0 0
MICROSOFT CORP COM 594918104 BBG000BPH459 28,776,784 55,559 SH   SOLE   55,559 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 BBG0136WM1M4 5,400,173 337,300 SH   SOLE   337,300 0 0
NVIDIA CORPORATION COM 67066G104 BBG000BBJQV0 12,762,072 68,400 SH   SOLE   68,400 0 0
ON HLDG AG NAMEN AKT A H5919C104 BBG00LQK89F6 8,855,893 209,112 SH   SOLE   209,112 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG000N7QR55 23,864,184 130,820 SH   SOLE   130,820 0 0
ROBINHOOD MKTS INC COM CL A 770700102 BBG008NMBXN8 22,092,674 154,300 SH   SOLE   154,300 0 0
ROCKET COS INC COM CL A 77311W101 BBG00VY1MYW7 8,186,112 422,400 SH   SOLE   422,400 0 0
SEA LTD SPONSORD ADS 81141R100 BBG00HTBWMG5 12,100,021 67,700 SH   SOLE   67,700 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG000BJ29X7 6,706,815 124,500 SH   SOLE   124,500 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG000BDTBL9 29,698,304 44,580 SH   SOLE   44,580 0 0
UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MT8 10,159,489 103,700 SH   SOLE   103,700 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG000BV7ZQ5 6,070,296 18,600 SH   SOLE   18,600 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8KW8 2,112,040 14,000 SH   SOLE   14,000 0 0
VISA INC COM CL A 92826C839 BBG000PSKYX7 5,991,219 17,550 SH   SOLE   17,550 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 BBG0042V6JM8 2,417,250 29,300 SH   SOLE   29,300 0 0