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

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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
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB30 2,481,339 8,650 SH   SOLE   8,650 0 0
FOX CORP CL A COM 35137L105 BBG00JHNJW99 1,695,469 29,032 SH   SOLE   29,032 0 0
GE VERNOVA INC COM 36828A101 BBG013G17W31 10,343,865 11,850 SH   SOLE   11,850 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 BBG000C6CFJ5 5,088,630 6,015 SH   SOLE   6,015 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG000BSWKH7 45,017,154 77,995 SH   SOLE   77,995 0 0
ISHARES INC MSCI STH KOR ETF 464286772 BBG000CDKWX8 7,429,189 60,395 SH   SOLE   60,395 0 0
ISHARES INC MSCI JAPAN ETF 46434G822 BBG000BK38F5 2,480,425 29,375 SH   SOLE   29,375 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 BBG000BPVKZ4 5,480,252 653,968 SH   SOLE   653,968 0 0
MERCADOLIBRE INC COM 58733R102 BBG000GQPB11 535,996 310 SH   SOLE   310 0 0
MORGAN STANLEY COM NEW 617446448 BBG000BLZRJ2 2,493,236 15,150 SH   SOLE   15,150 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 BBG0136WM1M4 2,569,356 178,800 SH   SOLE   178,800 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 BBG000N7QR55 9,499,423 64,940 SH   SOLE   64,940 0 0
ROCKET COS INC COM CL A 77311W101 BBG00VY1MYW7 256,500 18,000 SH   SOLE   18,000 0 0
SANDISK CORP COM 80004C200 BBG01R388JG1 1,270,680 2,000 SH   SOLE   2,000 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 BBG000BDTBL9 28,992,157 44,580 SH   SOLE   44,580 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG000BV7ZQ5 7,131,240 18,600 SH   SOLE   18,600 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8KW8 9,998,142 39,900 SH   SOLE   39,900 0 0
WAYFAIR INC CL A 94419L101 BBG001B17MV2 541,512 7,200 SH   SOLE   7,200 0 0