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
Arch Capital Group Ltd ORD G0450A105   5,389,252 58,300 SH   SOLE   58,300 0 0
Advanced Micro Devices Inc COM 007903107   10,997,256 60,930 SH   SOLE   60,930 0 0
Amazon Com Inc COM 023135106   7,936,720 44,000 SH   SOLE   44,000 0 0
Arista Networks Inc COM 040413106   9,627,336 33,200 SH   SOLE   33,200 0 0
Apollo Global Mgmt Inc COM 03769M106   5,318,885 47,300 SH   SOLE   47,300 0 0
DBX ETF TR XTRACK HRVST CSI 233051879   9,628 400 SH   SOLE   400 0 0
ASML Holding N V N Y REGISTRY SHS N07059210   8,443,089 8,700 SH   SOLE   8,700 0 0
ASE Technology Hldg Co Ltd SPONSORED ADS 00215W100   8,792 800 SH   SOLE   800 0 0
Booking Holdings Inc COM 09857L108   5,586,935 1,540 SH   SOLE   1,540 0 0
Builders FirstSource Inc COM 12008R107   3,733,045 17,900 SH   SOLE   17,900 0 0
Constellation Energy Corp COM 21037T109   7,985,520 43,200 SH   SOLE   43,200 0 0
Costco Whsl Corp New COM 22160K105   439,578 600 SH   SOLE   600 0 0
Coupang Inc CL A 22266T109   10,674 600 SH   SOLE   600 0 0
Salesforce Inc COM 79466L302   451,770 1,500 SH   SOLE   1,500 0 0
Crowdstrike Hldgs Inc CL A 22788C105   6,315,623 19,700 SH   SOLE   19,700 0 0
Dell Technologies Inc CL C 24703L202   15,977,682 140,020 SH   SOLE   140,020 0 0
Disney Walt Co COM 254687106   611,800 5,000 SH   SOLE   5,000 0 0
E L F Beauty Inc COM 26856L103   11,565,770 59,000 SH   SOLE   59,000 0 0
Eaton Corp PLC SHS G29183103   109,438 350 SH   SOLE   350 0 0
iShares Inc MSCI TAIWAN ETF 46434G772   7,302 150 SH   SOLE   150 0 0
iShares Inc MSCI MEXICO ETF 464286822   485,170 7,000 SH   SOLE   7,000 0 0
iShares Inc MSCI STH KOR ETF 464286772   16,778 250 SH   SOLE   250 0 0
Futu Hldgs Ltd SPON ADS CL A 36118L106   324,900 6,000 SH   SOLE   6,000 0 0
Alphabet Inc CAP STK CL C 02079K107   6,120,852 40,200 SH   SOLE   40,200 0 0
Home Depot Inc COM 437076102   383,600 1,000 SH   SOLE   1,000 0 0
H World Group Ltd SPONSORED ADS 44332N106   131,580 3,400 SH   SOLE   3,400 0 0
ICICI Bank Limited ADR 45104G104   89,794 3,400 SH   SOLE   3,400 0 0
iShares TR MSCI INDIA ETF 46429B598   87,703 1,700 SH   SOLE   1,700 0 0
Johnson & Johnson COM 478160104   316,380 2,000 SH   SOLE   2,000 0 0
JPMorgan Chase & Co COM 46625H100   200,300 1,000 SH   SOLE   1,000 0 0
Korea Elec Pwr Corp SPONSORED ADR 500631106   14,994 1,800 SH   SOLE   1,800 0 0
KeyCorp COM 493267108   158,100 10,000 SH   SOLE   10,000 0 0
KraneShares Trust CSI CHI INTERNET 500767306   210,000 8,000 SH   SOLE   8,000 0 0
Eli Lilly & Co COM 532457108   9,296,622 11,950 SH   SOLE   11,950 0 0
Marriott Intl Inc New CL A 571903202   4,352,348 17,250 SH   SOLE   17,250 0 0
MongoDB Inc CL A 60937P106   4,267,816 11,900 SH   SOLE   11,900 0 0
Meta Platforms Inc CL A 30303M102   16,524,287 34,030 SH   SOLE   34,030 0 0
Vanguard World FD MEGA GRWTH IND 921910816   716,525 2,500 SH   SOLE   2,500 0 0
Microsoft Corp COM 594918104   8,708,904 20,700 SH   SOLE   20,700 0 0
Micron Technology Inc COM 595112103   2,917,778 24,750 SH   SOLE   24,750 0 0
NIKE Inc CL B 654106103   281,940 3,000 SH   SOLE   3,000 0 0
Nomura Hldgs Inc SPONSORED ADR 65535H208   154,080 24,000 SH   SOLE   24,000 0 0
ServiceNow Inc COM 81762P102   6,015,336 7,890 SH   SOLE   7,890 0 0
NetApp Inc COM 64110D104   2,519,280 24,000 SH   SOLE   24,000 0 0
NVIDIA Corporation COM 67066G104   36,192,096 40,055 SH   SOLE   40,055 0 0
Onto Innovation Inc COM 683344105   4,291,596 23,700 SH   SOLE   23,700 0 0
Palo Alto Networks Inc COM 697435105   13,240,458 46,600 SH   SOLE   46,600 0 0
PDD Holdings Inc SPONSORED ADS 722304102   174,375 1,500 SH   SOLE   1,500 0 0
Sea Ltd SPONSORD ADS 81141R100   10,742 200 SH   SOLE   200 0 0
Shopify Inc CL A 82509L107   5,147,239 66,700 SH   SOLE   66,700 0 0
Super Micro Computer Inc COM 86800U104   8,110,541 8,030 SH   SOLE   8,030 0 0
Stellantis N.V SHS N82405106   79,240 2,800 SH   SOLE   2,800 0 0
Trip Com Group Ltd ADS 89677Q107   307,230 7,000 SH   SOLE   7,000 0 0
Toyota Motor Corp ADS 892331307   3,231,571 12,840 SH   SOLE   12,840 0 0
Taiwan Semiconductor Mfg Ltd SPONSORED ADS 874039100   1,065,272 7,830 SH   SOLE   7,830 0 0
Uber Technologies Inc COM 90353T100   8,280,275 107,550 SH   SOLE   107,550 0 0
US Bancorp Del COM NEW 902973304   5,811,000 130,000 SH   SOLE   130,000 0 0
Visa Inc COM CL A 92826C839   418,620 1,500 SH   SOLE   1,500 0 0
Vertiv Holdings Co COM CL A 92537N108   21,209,699 259,700 SH   SOLE   259,700 0 0
Vistra Corp COM 92840M102   13,943,930 200,200 SH   SOLE   200,200 0 0