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 COM 007903107   10,985,220 54,000 SH   SOLE   54,000 0 0
AIRBNB INC COM CL A 009066101   7,435,997 58,885 SH   SOLE   58,885 0 0
ALIBABA GRP HLDG LTD ADR SPONSORED ADS 01609W102   614,754 4,900 SH   SOLE   4,900 0 0
ALIGN TECH INC COM 016255101   7,701,492 44,925 SH   SOLE   44,925 0 0
ALLISON TRANSMISSION COM 01973R101   4,950,467 42,290 SH   SOLE   42,290 0 0
ALPHABET INC VOTING CAP STK CL A 02079K305   28,727,244 99,900 SH   SOLE   99,900 0 0
AMAZON COM INC COM 023135106   6,217,900 29,855 SH   SOLE   29,855 0 0
APPLIED MATERIALS INC COM 038222105   30,158,182 88,236 SH   SOLE   88,236 0 0
BANK OF AMERICA CORP COM 060505104   5,728,125 117,500 SH   SOLE   117,500 0 0
BERKSHIRE HATHAWAY INC CL B NEW 084670702   1,612,028 3,364 SH   SOLE   3,364 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   3,069,675 52,500 SH   SOLE   52,500 0 0
CHARTER COMMUNICATIONS CL A 16119P108   5,347,779 24,772 SH   SOLE   24,772 0 0
COMFORT SYS USA INC COM 199908104   12,024,792 8,720 SH   SOLE   8,720 0 0
CREDIT ACCEPTANCE CORP COM 225310101   516,621 1,220 SH   SOLE   1,220 0 0
DIGITALOCEAN HOLDINGS COM 25402D102   7,514,328 87,600 SH   SOLE   87,600 0 0
DUPONT DE NEMOURS COM 26614N102   2,470,452 53,940 SH   SOLE   53,940 0 0
EXPEDIA INC COM 30212P303   2,749,438 11,908 SH   SOLE   11,908 0 0
EXXON MOBIL CORP COM 30231G102   27,281,328 160,800 SH   SOLE   160,800 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   19,626,968 23,200 SH   SOLE   23,200 0 0
HALOZYME THERAPEUTICS COM 40637H109   1,958,289 30,300 SH   SOLE   30,300 0 0
ISHARES BITCOIN TR ETF SHS BEN INT 46438F101   1,728,900 45,000 SH   SOLE   45,000 0 0
ISHARES ETHEREUM TR ETF SHS 46438R105   3,053,607 192,900 SH   SOLE   192,900 0 0
ISHARES RUSSELL 2000 ETF Russell 2000 ETF 464287655   7,366,840 29,705 SH   SOLE   29,705 0 0
JPMORGAN CHASE & CO COM 46625H100   1,288,420 4,380 SH   SOLE   4,380 0 0
LITHIA MTRS INC COM 536797103   2,686,737 10,759 SH   SOLE   10,759 0 0
MARVELL TECHNOLOGY INC COM 573874104   12,955,740 130,800 SH   SOLE   130,800 0 0
META PLATFORMS INC CL A 30303M102   11,099,322 19,400 SH   SOLE   19,400 0 0
MICRON TECHNOLOGY INC COM 595112103   27,729,907 82,080 SH   SOLE   82,080 0 0
NETFLIX INC COM 64110L106   2,547,975 26,500 SH   SOLE   26,500 0 0
ON HOLDING AG NAMEN AKT A H5919C104   2,861,082 84,100 SH   SOLE   84,100 0 0
QNITY ELECTRONICS COM 74743L100   3,111,798 26,970 SH   SOLE   26,970 0 0
SLB LTD COM 806857108   6,629,310 129,000 SH   SOLE   129,000 0 0
TAIWAN SEMICONDUCTOR Sponsored ADS 874039100   12,352,072 36,550 SH   SOLE   36,550 0 0
THE CIGNA GROUP COM 125523100   8,191,892 30,710 SH   SOLE   30,710 0 0
TWILIO INC CL A 90138F102   5,536,080 44,000 SH   SOLE   44,000 0 0
UNITEDHEALTH GROUP COM 91324P102   673,498 2,489 SH   SOLE   2,489 0 0
VAIL RESORTS INC COM 91879Q109   3,042,210 23,708 SH   SOLE   23,708 0 0
WELLS FARGO & CO NEW COM 949746101   8,470,504 106,400 SH   SOLE   106,400 0 0
ZETA GLOBAL HOLDINGS CL A 98956A105   4,030,354 253,163 SH   SOLE   253,163 0 0