ADOBE INC COM 00724F101 512550 2500 SH SOLE 512550 0 0 ADVANCED MICRO DEVICES INC COM 007903107 3485460 6000 SH SOLE 3485460 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 767840 8000 SH SOLE 767840 0 0 AMAZON COM INC COM 023135106 3932610 16500 SH SOLE 3932610 0 0 ANTERO RESOURCES CORP COM 03674X106 1229900 35000 SH SOLE 1229900 0 0 APPLE INC COM 037833100 1953180 6750 SH SOLE 1953180 0 0 AT&T INC COM 00206R102 828000 40000 SH SOLE 828000 0 0 BANK OF AMER CORP COM 060505104 2279200 40000 SH SOLE 2279200 0 0 BIOGEN INC COM 09062X103 108030 500 SH SOLE 108030 0 0 BJS WHSL CLUB HLDGS INC COM 05550J101 87220 1000 SH SOLE 87220 0 0 BOSTON SCIENTIFIC CORP COM 101137107 3145516 73700 SH SOLE 3145516 0 0 BROADCOM INC COM 11135F101 1511000 4000 SH SOLE 1511000 0 0 CHARTER COMMUNICATIONS INC CL A 16119P108 3519698 24750 SH SOLE 3519698 0 0 CHEWY INC CL A 16679L109 2623275 133500 SH SOLE 2623275 0 0 CITIGROUP INC COM NEW 172967424 979720 7000 SH SOLE 979720 0 0 COCA COLA CO COM 191216100 1072764 13200 SH SOLE 1072764 0 0 CONOCOPHILLIPS COM 20825C104 1767320 17000 SH SOLE 1767320 0 0 CRISPR THERAPEUTICS AG NAMEN AKT H17182108 1666579 30557 SH SOLE 1666579 0 0 CYTOKINETICS INC COM NEW 23282W605 1084554 12731 SH SOLE 1084554 0 0 DEVON ENERGY CORP NEW COM 25179M103 413200 10000 SH SOLE 413200 0 0 DIAMONDBACK ENERGY INC COM 25278X109 1230460 7000 SH SOLE 1230460 0 0 D-WAVE QUANTUM INC COM 26740W109 719700 30000 SH SOLE 719700 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 2944480 154000 SH SOLE 2944480 0 0 EQT CORP COM 26884L109 1488760 28000 SH SOLE 1488760 0 0 GE VERNOVA INC COM 36828A101 1174860 1000 SH SOLE 1174860 0 0 HONEYWELL AEROSPACE INC COM 43849R105 265296 1200 SH SOLE 265296 0 0 HONEYWELL INTL INC COM 438516205 268680 1200 SH SOLE 268680 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 2024712 7200 SH SOLE 2024712 0 0 IONQ INC COM 46222L108 665750 12500 SH SOLE 665750 0 0 MARVELL TECHNOLOGY INC COM 573874104 3127845 10500 SH SOLE 3127845 0 0 MASTERCARD INCORPORATED CL A 57636Q104 2054400 4000 SH SOLE 2054400 0 0 META PLATFORMS INC CL A 30303M102 4365498 7750 SH SOLE 4365498 0 0 MICROSOFT CORP COM 594918104 5315535 14250 SH SOLE 5315535 0 0 MODERNA INC COM 60770K107 70030 1000 SH SOLE 70030 0 0 MONDELEZ INTL INC CL A 609207105 578400 10000 SH SOLE 578400 0 0 NATERA INC COM 632307104 1628700 6000 SH SOLE 1628700 0 0 NVIDIA CORPORATION COM 67066G104 4101845 20500 SH SOLE 4101845 0 0 OKTA INC CL A 679295105 3438540 25200 SH SOLE 3438540 0 0 OVINTIV INC COM 69047Q102 737100 14000 SH SOLE 737100 0 0 PALO ALTO NETWORKS INC COM 697435105 5115300 15000 SH SOLE 5115300 0 0 QUALCOMM INC COM 747525103 3608949 19530 SH SOLE 3608949 0 0 REGENERON PHARMACEUTICALS COM 75886F107 3148877 5050 SH SOLE 3148877 0 0 RIGETTI COMPUTING INC COMMON STOCK 76655K103 938952 48600 SH SOLE 938952 0 0 ROYALTY PHARMA PLC SHS CLASS A G7709Q104 112140 2000 SH SOLE 112140 0 0 SALESFORCE INC COM 79466L302 3524850 22500 SH SOLE 3524850 0 0 SERVICENOW INC COM 81762P102 3127320 31500 SH SOLE 3127320 0 0 STATE STR CORP COM 857477103 2374400 14000 SH SOLE 2374400 0 0 TARGA RES CORP COM 87612G101 536280 2000 SH SOLE 536280 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 3810336 7600 SH SOLE 3810336 0 0 T-MOBILE US INC COM 872590104 1509570 9000 SH SOLE 1509570 0 0 VISA INC COM CL A 92826C839 2058540 6000 SH SOLE 2058540 0 0 WALMART INC COM 931142103 113260 1000 SH SOLE 113260 0 0 ZOETIS INC CL A 98978V103 2730680 38000 SH SOLE 2730680 0 0