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
Estimated average burden
hours per response: 23.8
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
STELLANTIS N.V SHS N82405106   20,109,853 1,417,347 SH   SOLE   1,417,347 0 0
AMAZON COM INC COM 023135106   11,738,790 63,000 SH   SOLE   63,000 0 0
AMERICAN EXPRESS CO COM 025816109   5,456,002 20,118 SH   SOLE   20,118 0 0
AMGEN INC COM 031162100   6,482,221 20,118 SH   SOLE   20,118 0 0
BOEING CO COM 097023105   3,058,741 20,118 SH   SOLE   20,118 0 0
CATERPILLAR INC COM 149123101   9,824,152 25,118 SH   SOLE   25,118 0 0
CITIGROUP INC COM NEW 172967424   4,062,740 64,900 SH   SOLE   64,900 0 0
CROCS INC COM 227046109   26,500,230 183,000 SH   SOLE   183,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   9,960,623 20,118 SH   SOLE   20,118 0 0
HALLIBURTON CO COM 406216101   6,391,000 220,000 SH   SOLE   220,000 0 0
HONEYWELL INTL INC COM 438516106   4,158,592 20,118 SH   SOLE   20,118 0 0
INTEL CORP COM 458140100   9,243,240 394,000 SH   SOLE   394,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   4,447,687 20,118 SH   SOLE   20,118 0 0
MCDONALDS CORP COM 580135101   6,126,132 20,118 SH   SOLE   20,118 0 0
MICROSOFT CORP COM 594918104   23,286,975 54,118 SH   SOLE   54,118 0 0
NEWMONT CORP COM 651639106   4,068,828 76,124 SH   SOLE   76,124 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   39,707,094 1,067,395 SH   SOLE   1,067,395 0 0
ROBLOX CORP CL A 771049103   18,810,500 425,000 SH   SOLE   425,000 0 0
SALESFORCE INC COM 79466L302   5,506,498 20,118 SH   SOLE   20,118 0 0
SENTINELONE INC CL A 81730H109   25,432,294 1,063,223 SH   SOLE   1,063,223 0 0
SNOWFLAKE INC CL A 833445109   13,852,116 120,600 SH   SOLE   120,600 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   15,417,113 100,300 SH   SOLE   100,300 0 0
TRAVELERS COMPANIES INC COM 89417E109   4,710,026 20,118 SH   SOLE   20,118 0 0
VISA INC COM CL A 92826C839   5,531,444 20,118 SH   SOLE   20,118 0 0
WESCO INTL INC COM 95082P105   13,888,418 82,679 SH   SOLE   82,679 0 0