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   11,564,640 54,000 SH   SOLE   54,000 0 0
AIRBNB INC COM CL A 009066101   6,883,040 50,715 SH   SOLE   50,715 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   718,242 4,900 SH   SOLE   4,900 0 0
ALIGN TECHNOLOGY INC COM 016255101   7,015,039 44,925 SH   SOLE   44,925 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   4,140,191 42,290 SH   SOLE   42,290 0 0
ALPHABET INC CAP STK CL A 02079K305   32,896,300 105,100 SH   SOLE   105,100 0 0
APPLIED MATLS INC COM 038222105   23,857,924 92,836 SH   SOLE   92,836 0 0
BANCORP INC DEL COM 05969A105   1,667,812 24,701 SH   SOLE   24,701 0 0
BANK AMERICA CORP COM 060505104   6,462,500 117,500 SH   SOLE   117,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,690,915 3,364 SH   SOLE   3,364 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   2,972,550 52,500 SH   SOLE   52,500 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   2,584,743 12,382 SH   SOLE   12,382 0 0
COMFORT SYS USA INC COM 199908104   8,138,289 8,720 SH   SOLE   8,720 0 0
CORE NATURAL RESOURCES INC COM SHS 218937100   2,495,982 28,200 SH   SOLE   28,200 0 0
CREDIT ACCEP CORP MICH COM 225310101   541,021 1,220 SH   SOLE   1,220 0 0
DIGITALOCEAN HLDGS INC COM 25402D102   4,215,312 87,600 SH   SOLE   87,600 0 0
DUPONT DE NEMOURS INC COM 26614N102   2,168,388 53,940 SH   SOLE   53,940 0 0
EMCOR GROUP INC COM 29084Q100   2,904,779 4,748 SH   SOLE   4,748 0 0
EVEREST GROUP LTD COM G3223R108   2,626,569 7,740 SH   SOLE   7,740 0 0
EXXON MOBIL CORP COM 30231G102   19,350,672 160,800 SH   SOLE   160,800 0 0
FIVERR INTL LTD ORD SHS M4R82T106   1,573,094 79,610 SH   SOLE   79,610 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   20,392,800 23,200 SH   SOLE   23,200 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   2,234,250 45,000 SH   SOLE   45,000 0 0
ISHARES ETHEREUM TR SHS 46438R105   4,326,747 192,900 SH   SOLE   192,900 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   7,312,183 29,705 SH   SOLE   29,705 0 0
JPMORGAN CHASE & CO. COM 46625H100   1,411,324 4,380 SH   SOLE   4,380 0 0
LEIDOS HOLDINGS INC COM 525327102   3,469,272 19,231 SH   SOLE   19,231 0 0
LITHIA MTRS INC COM 536797103   3,575,538 10,759 SH   SOLE   10,759 0 0
MARVELL TECHNOLOGY INC COM 573874104   11,115,384 130,800 SH   SOLE   130,800 0 0
META PLATFORMS INC CL A 30303M102   11,989,875 18,164 SH   SOLE   18,164 0 0
MICRON TECHNOLOGY INC COM 595112103   24,659,424 86,400 SH   SOLE   86,400 0 0
NETFLIX INC COM 64110L106   2,484,640 26,500 SH   SOLE   26,500 0 0
ON HLDG AG NAMEN AKT A H5919C104   2,932,888 63,100 SH   SOLE   63,100 0 0
PAYPAL HLDGS INC COM 70450Y103   3,243,009 55,550 SH   SOLE   55,550 0 0
QNITY ELECTRONICS INC COMMON STOCK 74743L100   2,202,101 26,970 SH   SOLE   26,970 0 0
QUALCOMM INC COM 747525103   10,032,083 58,650 SH   SOLE   58,650 0 0
SLB LIMITED COM STK 806857108   4,951,020 129,000 SH   SOLE   129,000 0 0
STRIDE INC COM 86333M108   289,263 4,455 SH   SOLE   4,455 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   11,107,180 36,550 SH   SOLE   36,550 0 0
THE CIGNA GROUP COM 125523100   8,452,313 30,710 SH   SOLE   30,710 0 0
TWILIO INC CL A 90138F102   6,258,560 44,000 SH   SOLE   44,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   821,644 2,489 SH   SOLE   2,489 0 0
VAIL RESORTS INC COM 91879Q109   3,148,422 23,708 SH   SOLE   23,708 0 0
WELLS FARGO CO NEW COM 949746101   9,916,480 106,400 SH   SOLE   106,400 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105   5,151,867 253,163 SH   SOLE   253,163 0 0