ADVANCED MICRO DEVICES INC COM 007903107 8736660 54000 SH SOLE 54000 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 875777 4900 SH SOLE 4900 0 0 ALIGN TECHNOLOGY INC COM 016255101 5166577 41260 SH SOLE 41260 0 0 ALLISON TRANSMISSION HLDGS I COM 01973R101 3589575 42290 SH SOLE 42290 0 0 ALPHABET INC CAP STK CL A 02079K305 25549810 105100 SH SOLE 105100 0 0 APPLIED MATLS INC COM 038222105 19007243 92836 SH SOLE 92836 0 0 BANCORP INC DEL COM 05969A105 1849858 24701 SH SOLE 24701 0 0 BANK AMERICA CORP COM 060505104 6061825 117500 SH SOLE 117500 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1691217 3364 SH SOLE 3364 0 0 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 2786700 52500 SH SOLE 52500 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 3406350 12382 SH SOLE 12382 0 0 COMFORT SYS USA INC COM 199908104 7195570 8720 SH SOLE 8720 0 0 CORE NATURAL RESOURCES INC COM SHS 218937100 2354136 28200 SH SOLE 28200 0 0 CREDIT ACCEP CORP MICH COM 225310101 569655 1220 SH SOLE 1220 0 0 DIGITALOCEAN HLDGS INC COM 25402D102 2992416 87600 SH SOLE 87600 0 0 DUPONT DE NEMOURS INC COM 26614N102 4201926 53940 SH SOLE 53940 0 0 EMCOR GROUP INC COM 29084Q100 3084016 4748 SH SOLE 4748 0 0 EVEREST GROUP LTD COM G3223R108 2710780 7740 SH SOLE 7740 0 0 EXXON MOBIL CORP COM 30231G102 18130200 160800 SH SOLE 160800 0 0 FIVERR INTL LTD ORD SHS M4R82T106 1943280 79610 SH SOLE 79610 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 18475320 23200 SH SOLE 23200 0 0 ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 2925000 45000 SH SOLE 45000 0 0 ISHARES ETHEREUM TR SHS 46438R105 6078279 192900 SH SOLE 192900 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 7187422 29705 SH SOLE 29705 0 0 ITRON INC COM 465741106 3356892 26950 SH SOLE 26950 0 0 JPMORGAN CHASE & CO. COM 46625H100 1381583 4380 SH SOLE 4380 0 0 LEIDOS HOLDINGS INC COM 525327102 3633890 19231 SH SOLE 19231 0 0 LITHIA MTRS INC COM 536797103 3399844 10759 SH SOLE 10759 0 0 MARVELL TECHNOLOGY INC COM 573874104 10996356 130800 SH SOLE 130800 0 0 META PLATFORMS INC CL A 30303M102 13027167 17739 SH SOLE 17739 0 0 MICRON TECHNOLOGY INC COM 595112103 14456448 86400 SH SOLE 86400 0 0 NETFLIX INC COM 64110L106 3177138 2650 SH SOLE 2650 0 0 ON HLDG AG NAMEN AKT A H5919C104 2672285 63100 SH SOLE 63100 0 0 PAYPAL HLDGS INC COM 70450Y103 3725183 55550 SH SOLE 55550 0 0 QUALCOMM INC COM 747525103 9757014 58650 SH SOLE 58650 0 0 SCHLUMBERGER LTD COM STK 806857108 4433730 129000 SH SOLE 129000 0 0 STRIDE INC COM 86333M108 2514852 16885 SH SOLE 16885 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 10208050 36550 SH SOLE 36550 0 0 THE CIGNA GROUP COM 125523100 8852158 30710 SH SOLE 30710 0 0 TWILIO INC CL A 90138F102 3623258 36200 SH SOLE 36200 0 0 UNITEDHEALTH GROUP INC COM 91324P102 859452 2489 SH SOLE 2489 0 0 VAIL RESORTS INC COM 91879Q109 3546006 23708 SH SOLE 23708 0 0 WELLS FARGO CO NEW COM 949746101 8918448 106400 SH SOLE 106400 0 0 ZETA GLOBAL HOLDINGS CORP CL A 98956A105 3997109 201163 SH SOLE 201163 0 0