The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| APPLE INC | COM | 037833100 | 163,100 | 700 | SH | SOLE | 700 | 0 | 0 | |||
| ADOBE INC | COM | 00724F101 | 258,890 | 500 | SH | SOLE | 500 | 0 | 0 | |||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 1,250,454 | 7,621 | SH | SOLE | 7,621 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 15,659,360 | 84,041 | SH | SOLE | 84,041 | 0 | 0 | |||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | 8,893,592 | 71,200 | SH | SOLE | 71,200 | 0 | 0 | |||
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | 9,731,831 | 68,050 | SH | SOLE | 68,050 | 0 | 0 | |||
| BROADCOM INC | COM | 11135F101 | 20,898,375 | 121,150 | SH | SOLE | 121,150 | 0 | 0 | |||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 6,536,992 | 61,600 | SH | SOLE | 61,600 | 0 | 0 | |||
| CAMECO CORP | COM | 13321L108 | 8,806,944 | 184,400 | SH | SOLE | 184,400 | 0 | 0 | |||
| CONSTELLATION ENERGY CORP | COM | 21037T109 | 17,863,374 | 68,700 | SH | SOLE | 68,700 | 0 | 0 | |||
| COHERENT CORP | COM | 19247G107 | 2,649,518 | 29,800 | SH | SOLE | 29,800 | 0 | 0 | |||
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | 11,231,837 | 63,040 | SH | SOLE | 63,040 | 0 | 0 | |||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 443,260 | 500 | SH | SOLE | 500 | 0 | 0 | |||
| COUPANG INC | CL A | 22266T109 | 36,825 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | |||
| COREBRIDGE FINL INC | COM | 21871X109 | 3,265,920 | 112,000 | SH | SOLE | 112,000 | 0 | 0 | |||
| CARVANA CO | CL A | 146869102 | 104,466 | 600 | SH | SOLE | 600 | 0 | 0 | |||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 770,748 | 6,502 | SH | SOLE | 6,502 | 0 | 0 | |||
| EATON CORP PLC | SHS | G29183103 | 8,279,371 | 24,980 | SH | SOLE | 24,980 | 0 | 0 | |||
| ISHARES INC | MSCI TAIWAN ETF | 46434G772 | 86,192 | 1,600 | SH | SOLE | 1,600 | 0 | 0 | |||
| FUTU HLDGS LTD | SPON ADS CL A | 36118L106 | 707,810 | 7,400 | SH | SOLE | 7,400 | 0 | 0 | |||
| GE AEROSPACE | COM NEW | 369604301 | 707,175 | 3,750 | SH | SOLE | 3,750 | 0 | 0 | |||
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | 5,490,225 | 58,500 | SH | SOLE | 58,500 | 0 | 0 | |||
| GE VERNOVA INC | COM | 36828A101 | 6,425,496 | 25,200 | SH | SOLE | 25,200 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL C | 02079K107 | 727,277 | 4,350 | SH | SOLE | 4,350 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 5,108,180 | 30,800 | SH | SOLE | 30,800 | 0 | 0 | |||
| HOME DEPOT INC | COM | 437076102 | 202,600 | 500 | SH | SOLE | 500 | 0 | 0 | |||
| H WORLD GROUP LTD | SPONSORED ADS | 44332N106 | 93,000 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | |||
| HOWMET AEROSPACE INC | COM | 443201108 | 250,625 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | |||
| ISHARES TR | MSCI INDIA ETF | 46429B598 | 76,089 | 1,300 | SH | SOLE | 1,300 | 0 | 0 | |||
| JPMORGAN CHASE & CO. | COM | 46625H100 | 210,860 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | |||
| KB FINL GROUP INC | SPONSORED ADR | 48241A105 | 24,700 | 400 | SH | SOLE | 400 | 0 | 0 | |||
| KRANESHARES TRUST | CSI CHI INTERNET | 500767306 | 1,037,610 | 30,500 | SH | SOLE | 30,500 | 0 | 0 | |||
| ELI LILLY & CO | COM | 532457108 | 10,542,686 | 11,900 | SH | SOLE | 11,900 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 18,960,930 | 33,123 | SH | SOLE | 33,123 | 0 | 0 | |||
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | 96,585 | 300 | SH | SOLE | 300 | 0 | 0 | |||
| MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 27,885 | 300 | SH | SOLE | 300 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 14,522,625 | 33,750 | SH | SOLE | 33,750 | 0 | 0 | |||
| MICRON TECHNOLOGY INC | COM | 595112103 | 1,040,108 | 10,029 | SH | SOLE | 10,029 | 0 | 0 | |||
| NEXTERA ENERGY INC | COM | 65339F101 | 7,523,170 | 89,000 | SH | SOLE | 89,000 | 0 | 0 | |||
| NRG ENERGY INC | COM NEW | 629377508 | 15,824,070 | 173,700 | SH | SOLE | 173,700 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 51,029,088 | 420,200 | SH | SOLE | 420,200 | 0 | 0 | |||
| PALO ALTO NETWORKS INC | COM | 697435105 | 3,554,720 | 10,400 | SH | SOLE | 10,400 | 0 | 0 | |||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 5,648,539 | 41,900 | SH | SOLE | 41,900 | 0 | 0 | |||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 96,720 | 2,600 | SH | SOLE | 2,600 | 0 | 0 | |||
| SEA LTD | SPONSORD ADS | 81141R100 | 179,132 | 1,900 | SH | SOLE | 1,900 | 0 | 0 | |||
| SHOPIFY INC | CL A | 82509L107 | 7,132,460 | 89,000 | SH | SOLE | 89,000 | 0 | 0 | |||
| TRIP COM GROUP LTD | ADS | 89677Q107 | 416,010 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 24,680,765 | 142,113 | SH | SOLE | 142,113 | 0 | 0 | |||
| THE TRADE DESK INC | COM CL A | 88339J105 | 3,443,010 | 31,400 | SH | SOLE | 31,400 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 3,739,210 | 49,750 | SH | SOLE | 49,750 | 0 | 0 | |||
| VISA INC | COM CL A | 92826C839 | 274,950 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | |||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 8,347,211 | 83,900 | SH | SOLE | 83,900 | 0 | 0 | |||
| VISTRA CORP | COM | 92840M102 | 20,791,916 | 175,400 | SH | SOLE | 175,400 | 0 | 0 | |||