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
ADVANCED MICRO DEVICES INC COM 007903107   6,017,991 37,100 SH   SOLE   37,100 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   352,800 4,900 SH   SOLE   4,900 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   3,209,811 42,290 SH   SOLE   42,290 0 0
ALPHABET INC CAP STK CL A 02079K305   19,143,965 105,100 SH   SOLE   105,100 0 0
APPLIED MATLS INC COM 038222105   21,908,368 92,836 SH   SOLE   92,836 0 0
APPLOVIN CORP COM CL A 03831W108   1,025,354 12,321 SH   SOLE   12,321 0 0
BANK AMERICA CORP COM 060505104   4,672,975 117,500 SH   SOLE   117,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,368,475 3,364 SH   SOLE   3,364 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   5,515,184 132,800 SH   SOLE   132,800 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   1,623,825 52,500 SH   SOLE   52,500 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   3,778,854 12,640 SH   SOLE   12,640 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   3,678,210 239,000 SH   SOLE   239,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   2,230,332 32,799 SH   SOLE   32,799 0 0
CONSOL ENERGY INC NEW COM 20854L108   2,173,239 21,300 SH   SOLE   21,300 0 0
CREDIT ACCEP CORP MICH COM 225310101   627,910 1,220 SH   SOLE   1,220 0 0
DUPONT DE NEMOURS INC COM 26614N102   4,341,631 53,940 SH   SOLE   53,940 0 0
EVEREST GROUP LTD COM G3223R108   2,949,095 7,740 SH   SOLE   7,740 0 0
EXXON MOBIL CORP COM 30231G102   18,511,296 160,800 SH   SOLE   160,800 0 0
FIVERR INTL LTD ORD SHS M4R82T106   935,091 39,910 SH   SOLE   39,910 0 0
GLOBAL PMTS INC COM 37940X102   3,447,355 35,650 SH   SOLE   35,650 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   10,493,824 23,200 SH   SOLE   23,200 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   2,356,447 24,750 SH   SOLE   24,750 0 0
JPMORGAN CHASE & CO. COM 46625H100   885,899 4,380 SH   SOLE   4,380 0 0
LITHIA MTRS INC COM 536797103   2,716,110 10,759 SH   SOLE   10,759 0 0
MARVELL TECHNOLOGY INC COM 573874104   8,597,700 123,000 SH   SOLE   123,000 0 0
MATCH GROUP INC NEW COM 57667L107   2,081,030 68,500 SH   SOLE   68,500 0 0
META PLATFORMS INC CL A 30303M102   7,012,188 13,907 SH   SOLE   13,907 0 0
MICRON TECHNOLOGY INC COM 595112103   10,693,389 81,300 SH   SOLE   81,300 0 0
NETFLIX INC COM 64110L106   1,788,432 2,650 SH   SOLE   2,650 0 0
ON HLDG AG NAMEN AKT A H5919C104   3,922,680 101,100 SH   SOLE   101,100 0 0
OVINTIV INC COM 69047Q102   7,495,685 159,925 SH   SOLE   159,925 0 0
PAYPAL HLDGS INC COM 70450Y103   2,733,213 47,100 SH   SOLE   47,100 0 0
QUALCOMM INC COM 747525103   11,681,907 58,650 SH   SOLE   58,650 0 0
SCHLUMBERGER LTD COM STK 806857108   6,086,220 129,000 SH   SOLE   129,000 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   1,845,196 49,350 SH   SOLE   49,350 0 0
SHUTTERSTOCK INC COM 825690100   965,758 24,955 SH   SOLE   24,955 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   4,910,132 28,250 SH   SOLE   28,250 0 0
TERADYNE INC COM 880770102   2,817,510 19,000 SH   SOLE   19,000 0 0
THE CIGNA GROUP COM 125523100   10,151,805 30,710 SH   SOLE   30,710 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,267,548 2,489 SH   SOLE   2,489 0 0
VAIL RESORTS INC COM 91879Q109   2,126,975 11,808 SH   SOLE   11,808 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   7,165,450 173,750 SH   SOLE   173,750 0 0
WELLS FARGO CO NEW COM 949746101   6,319,096 106,400 SH   SOLE   106,400 0 0