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   8,736,660 54,000 SH   SOLE   54,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   875,777 4,900 SH   SOLE   4,900 0 0
ALIGN TECHNOLOGY INC COM 016255101   5,166,577 41,260 SH   SOLE   41,260 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   3,589,575 42,290 SH   SOLE   42,290 0 0
ALPHABET INC CAP STK CL A 02079K305   25,549,810 105,100 SH   SOLE   105,100 0 0
APPLIED MATLS INC COM 038222105   19,007,243 92,836 SH   SOLE   92,836 0 0
BANCORP INC DEL COM 05969A105   1,849,858 24,701 SH   SOLE   24,701 0 0
BANK AMERICA CORP COM 060505104   6,061,825 117,500 SH   SOLE   117,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,691,217 3,364 SH   SOLE   3,364 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   2,786,700 52,500 SH   SOLE   52,500 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   3,406,350 12,382 SH   SOLE   12,382 0 0
COMFORT SYS USA INC COM 199908104   7,195,570 8,720 SH   SOLE   8,720 0 0
CORE NATURAL RESOURCES INC COM SHS 218937100   2,354,136 28,200 SH   SOLE   28,200 0 0
CREDIT ACCEP CORP MICH COM 225310101   569,655 1,220 SH   SOLE   1,220 0 0
DIGITALOCEAN HLDGS INC COM 25402D102   2,992,416 87,600 SH   SOLE   87,600 0 0
DUPONT DE NEMOURS INC COM 26614N102   4,201,926 53,940 SH   SOLE   53,940 0 0
EMCOR GROUP INC COM 29084Q100   3,084,016 4,748 SH   SOLE   4,748 0 0
EVEREST GROUP LTD COM G3223R108   2,710,780 7,740 SH   SOLE   7,740 0 0
EXXON MOBIL CORP COM 30231G102   18,130,200 160,800 SH   SOLE   160,800 0 0
FIVERR INTL LTD ORD SHS M4R82T106   1,943,280 79,610 SH   SOLE   79,610 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   18,475,320 23,200 SH   SOLE   23,200 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   2,925,000 45,000 SH   SOLE   45,000 0 0
ISHARES ETHEREUM TR SHS 46438R105   6,078,279 192,900 SH   SOLE   192,900 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   7,187,422 29,705 SH   SOLE   29,705 0 0
ITRON INC COM 465741106   3,356,892 26,950 SH   SOLE   26,950 0 0
JPMORGAN CHASE & CO. COM 46625H100   1,381,583 4,380 SH   SOLE   4,380 0 0
LEIDOS HOLDINGS INC COM 525327102   3,633,890 19,231 SH   SOLE   19,231 0 0
LITHIA MTRS INC COM 536797103   3,399,844 10,759 SH   SOLE   10,759 0 0
MARVELL TECHNOLOGY INC COM 573874104   10,996,356 130,800 SH   SOLE   130,800 0 0
META PLATFORMS INC CL A 30303M102   13,027,167 17,739 SH   SOLE   17,739 0 0
MICRON TECHNOLOGY INC COM 595112103   14,456,448 86,400 SH   SOLE   86,400 0 0
NETFLIX INC COM 64110L106   3,177,138 2,650 SH   SOLE   2,650 0 0
ON HLDG AG NAMEN AKT A H5919C104   2,672,285 63,100 SH   SOLE   63,100 0 0
PAYPAL HLDGS INC COM 70450Y103   3,725,183 55,550 SH   SOLE   55,550 0 0
QUALCOMM INC COM 747525103   9,757,014 58,650 SH   SOLE   58,650 0 0
SCHLUMBERGER LTD COM STK 806857108   4,433,730 129,000 SH   SOLE   129,000 0 0
STRIDE INC COM 86333M108   2,514,852 16,885 SH   SOLE   16,885 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   10,208,050 36,550 SH   SOLE   36,550 0 0
THE CIGNA GROUP COM 125523100   8,852,158 30,710 SH   SOLE   30,710 0 0
TWILIO INC CL A 90138F102   3,623,258 36,200 SH   SOLE   36,200 0 0
UNITEDHEALTH GROUP INC COM 91324P102   859,452 2,489 SH   SOLE   2,489 0 0
VAIL RESORTS INC COM 91879Q109   3,546,006 23,708 SH   SOLE   23,708 0 0
WELLS FARGO CO NEW COM 949746101   8,918,448 106,400 SH   SOLE   106,400 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105   3,997,109 201,163 SH   SOLE   201,163 0 0