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   7,662,600 54,000 SH   SOLE   54,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   555,709 4,900 SH   SOLE   4,900 0 0
ALIGN TECHNOLOGY INC COM 016255101   5,829,471 30,790 SH   SOLE   30,790 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   4,017,127 42,290 SH   SOLE   42,290 0 0
ALPHABET INC CAP STK CL A 02079K305   18,521,773 105,100 SH   SOLE   105,100 0 0
APPLIED MATLS INC COM 038222105   16,995,487 92,836 SH   SOLE   92,836 0 0
BANK AMERICA CORP COM 060505104   5,560,100 117,500 SH   SOLE   117,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,634,130 3,364 SH   SOLE   3,364 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   2,484,825 52,500 SH   SOLE   52,500 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   3,130,258 7,657 SH   SOLE   7,657 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   2,559,306 32,799 SH   SOLE   32,799 0 0
COMFORT SYS USA INC COM 199908104   4,675,751 8,720 SH   SOLE   8,720 0 0
CORE NATURAL RESOURCES INC COM SHS 218937100   1,966,668 28,200 SH   SOLE   28,200 0 0
CREDIT ACCEP CORP MICH COM 225310101   621,505 1,220 SH   SOLE   1,220 0 0
DIGITALOCEAN HLDGS INC COM 25402D102   1,930,656 67,600 SH   SOLE   67,600 0 0
DUPONT DE NEMOURS INC COM 26614N102   3,699,745 53,940 SH   SOLE   53,940 0 0
EMCOR GROUP INC COM 29084Q100   2,177,002 4,070 SH   SOLE   4,070 0 0
EVEREST GROUP LTD COM G3223R108   2,630,439 7,740 SH   SOLE   7,740 0 0
EXXON MOBIL CORP COM 30231G102   17,334,240 160,800 SH   SOLE   160,800 0 0
FIVERR INTL LTD ORD SHS M4R82T106   2,334,961 79,610 SH   SOLE   79,610 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   16,419,800 23,200 SH   SOLE   23,200 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   6,410,042 29,705 SH   SOLE   29,705 0 0
ITRON INC COM 465741106   3,547,428 26,950 SH   SOLE   26,950 0 0
JPMORGAN CHASE & CO. COM 46625H100   1,269,806 4,380 SH   SOLE   4,380 0 0
LEIDOS HOLDINGS INC COM 525327102   3,033,883 19,231 SH   SOLE   19,231 0 0
LITHIA MTRS INC COM 536797103   3,634,605 10,759 SH   SOLE   10,759 0 0
MARVELL TECHNOLOGY INC COM 573874104   10,123,920 130,800 SH   SOLE   130,800 0 0
META PLATFORMS INC CL A 30303M102   13,092,979 17,739 SH   SOLE   17,739 0 0
MICRON TECHNOLOGY INC COM 595112103   10,648,800 86,400 SH   SOLE   86,400 0 0
NETFLIX INC COM 64110L106   3,548,694 2,650 SH   SOLE   2,650 0 0
ON HLDG AG NAMEN AKT A H5919C104   3,284,355 63,100 SH   SOLE   63,100 0 0
PAYPAL HLDGS INC COM 70450Y103   4,128,476 55,550 SH   SOLE   55,550 0 0
QUALCOMM INC COM 747525103   9,340,599 58,650 SH   SOLE   58,650 0 0
SCHLUMBERGER LTD COM STK 806857108   4,360,200 129,000 SH   SOLE   129,000 0 0
STRIDE INC COM 86333M108   2,277,305 15,685 SH   SOLE   15,685 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   8,278,210 36,550 SH   SOLE   36,550 0 0
THE CIGNA GROUP COM 125523100   10,152,112 30,710 SH   SOLE   30,710 0 0
TWILIO INC CL A 90138F102   4,501,832 36,200 SH   SOLE   36,200 0 0
UNITEDHEALTH GROUP INC COM 91324P102   776,493 2,489 SH   SOLE   2,489 0 0
VAIL RESORTS INC COM 91879Q109   3,725,238 23,708 SH   SOLE   23,708 0 0
WELLS FARGO CO NEW COM 949746101   8,524,768 106,400 SH   SOLE   106,400 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105   3,116,015 201,163 SH   SOLE   201,163 0 0