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
Apple Inc COM 037833100   7,245,328 34,400 SH   SOLE   34,400 0 0
Adobe Inc COM 00724F101   277,770 500 SH   SOLE   500 0 0
APPLIED MATLS INC COM 038222105   235,990 1,000 SH   SOLE   1,000 0 0
Advanced Micro Devices Inc COM 007903107   243,315 1,500 SH   SOLE   1,500 0 0
AMAZON COM INC COM 023135106   11,227,825 58,100 SH   SOLE   58,100 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   4,250,520 36,000 SH   SOLE   36,000 0 0
ARM Holdings PLC SPONSORED ADS 042068205   16,685,968 101,980 SH   SOLE   101,980 0 0
Broadcom Inc COM 11135F101   7,610,212 4,740 SH   SOLE   4,740 0 0
Booking Holdings Inc COM 09857L108   6,338,400 1,600 SH   SOLE   1,600 0 0
Constellation Energy Corp COM 21037T109   14,940,142 74,600 SH   SOLE   74,600 0 0
COSTCO WHSL CORP NEW COM 22160K105   620,493 730 SH   SOLE   730 0 0
Coupang Inc CL A 22266T109   25,140 1,200 SH   SOLE   1,200 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   7,548,843 19,700 SH   SOLE   19,700 0 0
Dell Technologies Inc CL C 24703L202   4,421,395 32,060 SH   SOLE   32,060 0 0
DISNEY WALT CO COM 254687106   198,580 2,000 SH   SOLE   2,000 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851   282,050 2,500 SH   SOLE   2,500 0 0
E L F Beauty Inc COM 26856L103   7,743,960 36,750 SH   SOLE   36,750 0 0
EMCOR Group Inc COM 29084Q100   6,900,012 18,900 SH   SOLE   18,900 0 0
Eaton Corp PLC SHS G29183103   9,845,470 31,400 SH   SOLE   31,400 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772   254,693 4,700 SH   SOLE   4,700 0 0
ISHARES INC MSCI MEXICO ETF 464286822   396,270 7,000 SH   SOLE   7,000 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   393,660 6,000 SH   SOLE   6,000 0 0
GE Vernova Inc COM 36828A101   7,838,007 45,700 SH   SOLE   45,700 0 0
Alphabet Inc CAP STK CL C 02079K107   9,207,684 50,200 SH   SOLE   50,200 0 0
HOME DEPOT INC COM 437076102   172,120 500 SH   SOLE   500 0 0
H World Group Ltd SPONSORED ADS 44332N106   83,300 2,500 SH   SOLE   2,500 0 0
ICICI BANK LIMITED ADR 45104G104   20,167 700 SH   SOLE   700 0 0
ISHARES TR MSCI INDIA ETF 46429B598   462,974 8,300 SH   SOLE   8,300 0 0
JPMorgan Chase & Co COM 46625H100   202,260 1,000 SH   SOLE   1,000 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   216,160 8,000 SH   SOLE   8,000 0 0
Eli Lilly & Co COM 532457108   13,625,969 15,050 SH   SOLE   15,050 0 0
MARRIOTT INTL INC NEW CL A 571903202   7,083,861 29,300 SH   SOLE   29,300 0 0
Meta Platforms Inc CL A 30303M102   18,383,861 36,460 SH   SOLE   36,460 0 0
VANGUARD WORLD FD MEGA GRWTH IND 921910816   471,315 1,500 SH   SOLE   1,500 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   50,460 600 SH   SOLE   600 0 0
MARATHON PETE CORP COM 56585A102   520,440 3,000 SH   SOLE   3,000 0 0
Microsoft Corp COM 594918104   11,522,371 25,780 SH   SOLE   25,780 0 0
Micron Technology Inc COM 595112103   17,019,982 129,400 SH   SOLE   129,400 0 0
NIKE Inc CL B 654106103   226,110 3,000 SH   SOLE   3,000 0 0
NVIDIA CORPORATION COM 67066G104   55,030,893 445,450 SH   SOLE   445,450 0 0
nVent Electric PLC SHS G6700G107   4,726,837 61,700 SH   SOLE   61,700 0 0
PDD Holdings Inc SPONSORED ADS 722304102   159,540 1,200 SH   SOLE   1,200 0 0
QUANTA SVCS INC COM 74762E102   6,174,387 24,300 SH   SOLE   24,300 0 0
Sea Ltd SPONSORD ADS 81141R100   35,710 500 SH   SOLE   500 0 0
Shinhan Financial Group Co L SPN ADR RESTRD 824596100   41,772 1,200 SH   SOLE   1,200 0 0
Super Micro Computer Inc COM 86800U104   5,186,486 6,330 SH   SOLE   6,330 0 0
Trip com Group Ltd ADS 89677Q107   329,000 7,000 SH   SOLE   7,000 0 0
Tesla Inc COM 88160R101   375,972 1,900 SH   SOLE   1,900 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,439,147 8,280 SH   SOLE   8,280 0 0
Uber Technologies Inc COM 90353T100   218,040 3,000 SH   SOLE   3,000 0 0
Visa Inc COM CL A 92826C839   393,705 1,500 SH   SOLE   1,500 0 0
Vertiv Holdings Co COM CL A 92537N108   21,079,795 243,500 SH   SOLE   243,500 0 0
Vistra Corp COM 92840M102   15,717,144 182,800 SH   SOLE   182,800 0 0
SPDR SER TR S&P BIOTECH 78464A870   129,794 1,400 SH   SOLE   1,400 0 0