APPLE INC COM 037833100 30277148 119300 SH SOLE 119300 0 0 GLOBAL X FDS ARTIFICIAL ETF 37954Y632 2053480 44000 SH SOLE 44000 0 0 APPLIED MATLS INC COM 038222105 1644010 4810 SH SOLE 4810 0 0 ADVANCED MICRO DEVICES INC COM 007903107 3247151 15962 SH SOLE 15962 0 0 AMAZON COM INC COM 023135106 17471146 83887 SH SOLE 83887 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 2228400 20000 SH SOLE 20000 0 0 ARM HOLDINGS PLC SPONSORED ADS 042068205 8048096 53200 SH SOLE 53200 0 0 ASML HLDG NV N Y REGISTRY SHS N07059210 3566241 2700 SH SOLE 2700 0 0 BROADCOM INC COM 11135F101 10414083 33647 SH SOLE 33647 0 0 BANK AMERICA CORP COM 060505104 3168750 65000 SH SOLE 65000 0 0 J P MORGAN EXCHANGE TRADED F BETABUILDERS CDA 46641Q225 10409620 110670 SH SOLE 110670 0 0 BECTON DICKINSON & CO COM 075887109 3065985 19500 SH SOLE 19500 0 0 BANK NEW YORK MELLON CORP COM 064058100 3084380 26000 SH SOLE 26000 0 0 BLACKROCK INC COM 09290D101 5000892 5200 SH SOLE 5200 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 3214450 53000 SH SOLE 53000 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9631920 20100 SH SOLE 20100 0 0 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 17541 300 SH SOLE 300 0 0 CATERPILLAR INC COM 149123101 2791332 3940 SH SOLE 3940 0 0 CROWN CASTLE INC COM 22822V101 2114060 26000 SH SOLE 26000 0 0 CAMECO CORP COM 13321L108 2929212 26970 SH SOLE 26970 0 0 COLGATE PALMOLIVE CO COM 194162103 553995 6500 SH SOLE 6500 0 0 COHERENT CORP COM 19247G107 17866 75 SH SOLE 75 0 0 COINBASE GLOBAL INC COM CL A 19260Q107 2444540 14000 SH SOLE 14000 0 0 CONOCOPHILLIPS COM 20825C104 5253600 39800 SH SOLE 39800 0 0 COSTCO WHOLESALE CORPORATION COM 22160K105 10562158 10600 SH SOLE 10600 0 0 CIRCLE INTERNET GROUP INC COM CL A 172573107 3864105 40500 SH SOLE 40500 0 0 SALESFORCE INC COM 79466L302 728013 3900 SH SOLE 3900 0 0 CISCO SYS INC COM 17275R102 2017340 26000 SH SOLE 26000 0 0 CHEVRON CORPORATION COM 166764100 6724250 32500 SH SOLE 32500 0 0 DISNEY WALT CO COM 254687106 3220730 33417 SH SOLE 33417 0 0 ISHARES TR MSCI INDONIA ETF 46429B309 15790 1000 SH SOLE 1000 0 0 EOG RES INC COM 26875P101 11493315 79500 SH SOLE 79500 0 0 ISHARES TR MSCI PHILIPS ETF 46429B408 29796 1200 SH SOLE 1200 0 0 EQT CORP COM 26884L109 4263880 67000 SH SOLE 67000 0 0 EATON CORP PLC SHS G29183103 71534 200 SH SOLE 200 0 0 ISHARES INC MSCI AUST ETF 464286103 9198276 331350 SH SOLE 331350 0 0 ISHARES INC MSCI MLY ETF NEW 46434G814 22728 800 SH SOLE 800 0 0 ISHARES INC MSCI SINGPOR ETF 46434G780 87482 3100 SH SOLE 3100 0 0 ISHARES INC MSCI TAIWAN ETF 46434G772 148932 2100 SH SOLE 2100 0 0 ISHARES INC MSCI STH KOR ETF 464286772 67656 550 SH SOLE 550 0 0 ISHARES INC MSCI BRAZIL ETF 464286400 1330981 34670 SH SOLE 34670 0 0 EXPEDIA GROUP INC COM NEW 30212P303 61417 266 SH SOLE 266 0 0 FRANKLIN TEMPLETON ETF TR FTSE TAIWAN 35473P686 21710744 318760 SH SOLE 318760 0 0 FUTU HLDGS LTD SPON ADS CL A 36118L106 2434739 17803 SH SOLE 17803 0 0 GRACO INC COM 384109104 5502250 65000 SH SOLE 65000 0 0 CORNING INC COM 219350105 27194 200 SH SOLE 200 0 0 GALAXY DIGITAL INC. CL A 36317J209 18450 1000 SH SOLE 1000 0 0 ALPHABET INC CAP STK CL C 02079K107 694775 2422 SH SOLE 2422 0 0 ALPHABET INC CAP STK CL A 02079K305 22915656 79690 SH SOLE 79690 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 5685053 6720 SH SOLE 6720 0 0 HALLIBURTON CO COM 406216101 2612330 67000 SH SOLE 67000 0 0 HOME DEPOT INC COM 437076102 5229351 15900 SH SOLE 15900 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 19904 800 SH SOLE 800 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 2098152 6900 SH SOLE 6900 0 0 ROBINHOOD MKTS INC COM CL A 770700102 5307895 76593 SH SOLE 76593 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 630214 2600 SH SOLE 2600 0 0 INTEL CORP COM 458140100 214031 4850 SH SOLE 4850 0 0 IREN LIMITED ORDINARY SHARES Q4982L109 137120 4000 SH SOLE 4000 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 1198574 2600 SH SOLE 2600 0 0 ISHARES TR US HOME CONS ETF 464288752 31693 350 SH SOLE 350 0 0 JOHNSON & JOHNSON COM 478160104 4766580 19500 SH SOLE 19500 0 0 JPMORGAN CHASE & CO. COM 46625H100 5030136 17100 SH SOLE 17100 0 0 KINDER MORGAN INC DEL COM 49456B101 33530 1000 SH SOLE 1000 0 0 KROGER CO COM 501044101 3835080 53000 SH SOLE 53000 0 0 LENNAR CORP CL A 526057104 1194050 13750 SH SOLE 13750 0 0 ELI LILLY & CO COM 532457108 3679080 4000 SH SOLE 4000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 5717764 20150 SH SOLE 20150 0 0 ALLIANT ENERGY CORP COM 018802108 7463040 104000 SH SOLE 104000 0 0 LAM RESEARCH CORP COM NEW 512807306 1111032 5200 SH SOLE 5200 0 0 LAS VEGAS SANDS CORP COM 517834107 18858 350 SH SOLE 350 0 0 MASTERCARD INCORPORATED CL A 57636Q104 3247790 6500 SH SOLE 6500 0 0 MARRIOTT INTL INC NEW CL A 571903202 1484898 4540 SH SOLE 4540 0 0 META PLATFORMS INC CL A 30303M102 11528420 20150 SH SOLE 20150 0 0 ALTRIA GROUP INC COM 02209S103 18477 280 SH SOLE 280 0 0 MARATHON PETE CORP COM 56585A102 2637144 10800 SH SOLE 10800 0 0 MERCK & CO INC COM 58933Y105 1623915 13500 SH SOLE 13500 0 0 MARVELL TECHNOLOGY INC COM 573874104 2723875 27500 SH SOLE 27500 0 0 MORGAN STANLEY COM NEW 617446448 4377562 26600 SH SOLE 26600 0 0 MICROSOFT CORP COM 594918104 33403030 90237 SH SOLE 90237 0 0 MICRON TECHNOLOGY INC COM 595112103 1452712 4300 SH SOLE 4300 0 0 NEWMONT CORP COM 651639106 2814500 26000 SH SOLE 26000 0 0 NETFLIX INC COM 64110L106 3124875 32500 SH SOLE 32500 0 0 SERVICENOW INC COM 81762P102 5541150 53000 SH SOLE 53000 0 0 NVIDIA CORPORATION COM 67066G104 34733330 199159 SH SOLE 199159 0 0 REALTY INCOME CORP COM 756109104 1651860 27000 SH SOLE 27000 0 0 ORACLE CORP COM 68389X105 1147458 7800 SH SOLE 7800 0 0 OCCIDENTAL PETE CORP COM 674599105 4355000 67000 SH SOLE 67000 0 0 PDD HOLDINGS INC SPONSORED ADS 722304102 41894 410 SH SOLE 410 0 0 PEPSICO INC COM 713448108 77645 500 SH SOLE 500 0 0 PFIZER INC COM 717081103 3813264 135800 SH SOLE 135800 0 0 POWELL INDS INC COM 739128106 703404 1300 SH SOLE 1300 0 0 QUANTA SVCS INC COM 74762E102 51608 94 SH SOLE 94 0 0 QUALCOMM INC COM 747525103 1339312 10400 SH SOLE 10400 0 0 STARBUCKS CORP COM 855244109 6002530 67000 SH SOLE 67000 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 3200406 6600 SH SOLE 6600 0 0 TARGET CORP COM 87612E106 848400 7000 SH SOLE 7000 0 0 TARGA RES CORP COM 87612G101 3359782 13400 SH SOLE 13400 0 0 TESLA INC COM 88160R101 12453625 33500 SH SOLE 33500 0 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 9137154 27037 SH SOLE 27037 0 0 TEXAS INSTRS INC COM 882508104 2523820 13000 SH SOLE 13000 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1783188 6590 SH SOLE 6590 0 0 VISA INC COM CL A 92826C839 3929120 13000 SH SOLE 13000 0 0 VALERO ENERGY CORP COM 91913Y100 24708 100 SH SOLE 100 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 37587 150 SH SOLE 150 0 0 VISTRA CORP COM 92840M102 225495 1500 SH SOLE 1500 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 269373 5366 SH SOLE 5366 0 0 WASTE MGMT INC DEL COM 94106L109 3102165 13500 SH SOLE 13500 0 0 WALMART INC COM 931142103 4846920 39000 SH SOLE 39000 0 0 SELECT SECTOR SPDR TR STATE STREET ENE 81369Y506 122520 2000 SH SOLE 2000 0 0 SELECT SECTOR SPDR TR STATE STREET FIN 81369Y605 1974800 40000 SH SOLE 40000 0 0 SPDR SERIES TRUST STATE STREET SPD 78464A755 54005 500 SH SOLE 500 0 0 EXXON MOBIL CORP COM 30231G102 11282390 66500 SH SOLE 66500 0 0 ISHARES INC CORE MSCI EMKT 46434G103 78120 1120 SH SOLE 1120 0 0 ISHARES INC MSCI JAPAN ETF 46434G822 74307 880 SH SOLE 880 0 0 ISHARES TR MSCI UK ETF NEW 46435G334 71985 1580 SH SOLE 1580 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 60998 740 SH SOLE 740 0 0 SPDR GOLD TR GOLD SHS 78463V107 38726 90 SH SOLE 90 0 0