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
ADVANCED MICRO DEVICES.. COM 007903107   14,174,204 24,400 SH   SOLE   24,400 0 0
ADVANCED MICRO DEVICES INC COM 007903107   11,618,200 20,000 SH Put SOLE   0 0 20,000
AERCAP HOLDINGS NV SHS N00985106   10,846,032 70,400 SH   SOLE   70,400 0 0
AFFILIATED MANAGERS GROUP ORD COM 008252108   609,120 1,800 SH   SOLE   1,800 0 0
AGNICO-EAGLE MINES - LTD COM 008474108   4,184,450 26,957 SH   SOLE   26,957 0 0
ALPHABET INC CAP STK CL A 02079K305   4,288,440 12,000 SH Put SOLE   0 0 12,000
ALPHABET INC-CL A....... CAP STK CL A 02079K305   8,576,880 24,000 SH   SOLE   24,000 0 0
AMAZON.COM INC-.. COM 023135106   19,208,298 80,592 SH   SOLE   80,592 0 0
AMERICAS GOLD AND SILVER ORD COM NEW 03062D803   418,784 88,600 SH   SOLE   88,600 0 0
APPLIED MATERIALS INC.. COM 038222105   1,012,200 1,400 SH   SOLE   1,400 0 0
ARISTA NETWORKS INC COM SHS 040413205   679,520 4,000 SH   SOLE   4,000 0 0
ARM HOLD SPONSORED ADS 042068205   2,127,420 7,418 SH   SOLE   7,418 0 0
AXON ENTERPRISE.. COM 05464C101   2,758,201 4,920 SH   SOLE   4,920 0 0
BANK OF NEW YORK MELLON - ORD COM 064058100   4,593,103 31,762 SH   SOLE   31,762 0 0
BOOKING HOLDINGS.. COM 09857L108   2,138,880 12,000 SH   SOLE   12,000 0 0
BROADCOM ORD........ COM 11135F101   1,057,700 2,800 SH   SOLE   2,800 0 0
CADENCE DESIGN SYSTEMS ORD COM 127387108   525,448 1,400 SH   SOLE   1,400 0 0
CF INDUSTRIES HOLDINGS INC COM 125269100   3,464,320 32,000 SH   SOLE   32,000 0 0
CONSTELLATION ENERGY ORD COM 21037T109   2,334,678 9,400 SH   SOLE   9,400 0 0
CROWDSTRIKE HLDS.. CL A 22788C105   1,068,396 1,400 SH   SOLE   1,400 0 0
DATADOG INC-A CL A COM 23804L103   1,093,512 4,200 SH   SOLE   4,200 0 0
DECKERS OUTDOOR- CORP COM 243537107   1,727,646 17,400 SH   SOLE   17,400 0 0
DEUTSCHE BANK - AG.... NAMEN AKT D18190898   3,384,064 100,000 SH   SOLE   100,000 0 0
EBAY INC COM 278642103   1,229,250 11,000 SH   SOLE   11,000 0 0
EQUINOX GOLD ORD COM 29446Y502   2,603,176 267,400 SH   SOLE   267,400 0 0
FACTSET RESEARCH SYSTEMS ORD COM 303075105   2,392,832 10,400 SH   SOLE   10,400 0 0
GOLDMAN SACHS GROUP COM 38141G104   3,236,384 3,200 SH   SOLE   3,200 0 0
HALOZYME THERAPEUTICS ORD.. COM 40637H109   2,661,180 34,000 SH   SOLE   34,000 0 0
HUBBELL INC.... COM 443510607   1,883,520 3,600 SH   SOLE   3,600 0 0
INTUITIVE SURGICAL ORD COM NEW 46120E602   986,246 2,480 SH   SOLE   2,480 0 0
IREN LTD ORDINARY SHARES Q4982L109   365,840 6,000 SH   SOLE   6,000 0 0
JPMORGAN CHASE & CO COM 46625H100   1,767,582 5,400 SH   SOLE   5,400 0 0
KLA ORD COM NEW 482480100   6,637,620 22,000 SH   SOLE   22,000 0 0
LAM RESEARCH CORP COM NEW 512807306   5,099,861 11,769 SH   SOLE   11,769 0 0
LINDE PLC SHS G54950103   2,388,732 4,600 SH   SOLE   4,600 0 0
LUMENTUM HOLDINGS INC COM 55024U109   2,745,792 3,200 SH   SOLE   3,200 0 0
MARRIOTT INTERNATIONAL CL A ORD CL A 571903202   296,472 800 SH   SOLE   800 0 0
MCEWEN COM NEW 58039P305   145,040 8,000 SH   SOLE   8,000 0 0
MCKESSON ORD COM 58155Q103   649,816 860 SH   SOLE   860 0 0
META PLATFORMS INC CL A 30303M102   1,405,972 2,496 SH   SOLE   2,496 0 0
MICROSOFT ORD. COM 594918104   6,635,280 16,788 SH   SOLE   16,788 0 0
NEW FOUND GOLD ORD COM 64440N103   206,720 134,000 SH   SOLE   134,000 0 0
NVIDIA - CORP COM 67066G104   19,780,897 98,860 SH   SOLE   98,860 0 0
PALANTIR TECHN-A CL A 69608A108   524,198 4,493 SH   SOLE   4,493 0 0
POOL ORD COM 73278L105   730,660 3,400 SH   SOLE   3,400 0 0
PROGRESSIVE ORD COM 743315103   2,053,430 9,400 SH   SOLE   9,400 0 0
ROYAL BANK OF CANADA COM 780087102   3,392,753 16,400 SH   SOLE   16,400 0 0
ROYAL GOLD INC COM 780287108   3,329,495 16,680 SH   SOLE   16,680 0 0
SANMINA -CORP COM 801056102   708,624 2,800 SH   SOLE   2,800 0 0
SERVICENOW - INC COM 81762P102   2,283,440 23,000 SH   SOLE   23,000 0 0
SK TELECOM SPONSORED ADR 78440P306   2,508,480 68,000 SH   SOLE   68,000 0 0
SNOWFLAKE INC. A ORD COM SHS 833445109   661,700 2,600 SH   SOLE   2,600 0 0
SPACE EXPLORATION TECH CL A ORD CLASS A COM STK 84615Q103   1,058,649 8,196 SH   SOLE   8,196 0 0
SUNBELT RENTALS HOLDINGS ORD SHS 866966104   4,227,501 58,000 SH   SOLE   58,000 0 0
SYNOPSYS ORD COM 871607107   1,341,779 3,008 SH   SOLE   3,008 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPONSORED ADS 874039100   14,106,940 29,539 SH   SOLE   29,539 0 0
TALEN ENERGY COM 87422Q109   2,341,680 6,094 SH   SOLE   6,094 0 0
THOMSON REUTERS ORD COM 884903881   998,708 12,239 SH   SOLE   12,239 0 0
TOWER SEMICONDUCTOR - LTD SHS NEW M87915274   729,792 2,800 SH   SOLE   2,800 0 0
TRADE DESK CL A ORD COM CL A 88339J105   180,800 10,000 SH   SOLE   10,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   3,925,504 54,400 SH   SOLE   54,400 0 0
VEEVA SYSTEMS INC-CLASS - A CL A COM 922475108   709,880 4,000 SH   SOLE   4,000 0 0
VENTURE GLOBAL CL A ORD COM CL A 92333F101   3,829,009 344,026 SH   SOLE   344,026 0 0
VISA INC-CLASS A SHRS.. COM CL A 92826C839   823,416 2,400 SH   SOLE   2,400 0 0
VISTRA ENERGY CORP COM 92840M102   4,733,519 29,840 SH   SOLE   29,840 0 0