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
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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   31,369,140 54,000 SH   SOLE   54,000 0 0
AIRBNB INC COM CL A 009066101   8,426,444 58,885 SH   SOLE   58,885 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   470,302 4,900 SH   SOLE   4,900 0 0
ALIGN TECHNOLOGY INC COM 016255101   7,577,051 44,925 SH   SOLE   44,925 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   4,767,775 42,290 SH   SOLE   42,290 0 0
ALPHABET INC CAP STK CL A 02079K305   35,701,263 99,900 SH   SOLE   99,900 0 0
AMAZON COM INC COM 023135106   7,115,641 29,855 SH   SOLE   29,855 0 0
APPLIED MATLS INC COM 038222105   63,794,628 88,236 SH   SOLE   88,236 0 0
BANK OF AMER CORP COM 060505104   6,695,150 117,500 SH   SOLE   117,500 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   3,242,400 52,500 SH   SOLE   52,500 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108   1,304,208 9,171 SH   SOLE   9,171 0 0
COMFORT SYS USA INC COM 199908104   17,282,604 8,720 SH   SOLE   8,720 0 0
DIGITALOCEAN HLDGS INC COM 25402D102   13,755,828 87,600 SH   SOLE   87,600 0 0
DUPONT DE NEMOURS INC COMMON STOCK 26614N201   2,438,807 17,980 SH   SOLE   17,980 0 0
EXXON MOBIL CORP COM 30231G102   21,984,576 160,800 SH   SOLE   160,800 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   23,463,784 23,200 SH   SOLE   23,200 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   8,924,867 29,705 SH   SOLE   29,705 0 0
JPMORGAN CHASE & CO COM 46625H100   1,433,705 4,380 SH   SOLE   4,380 0 0
LITHIA MTRS INC COM 536797103   3,125,382 10,759 SH   SOLE   10,759 0 0
MAPLEBEAR INC COM 565394103   2,805,014 59,240 SH   SOLE   59,240 0 0
MARVELL TECHNOLOGY INC COM 573874104   38,964,012 130,800 SH   SOLE   130,800 0 0
META PLATFORMS INC CL A 30303M102   10,927,826 19,400 SH   SOLE   19,400 0 0
MICRON TECHNOLOGY INC COM 595112103   82,679,484 71,628 SH   SOLE   71,628 0 0
NETFLIX INC. COM 64110L106   1,892,100 26,500 SH   SOLE   26,500 0 0
ON HLDG AG NAMEN AKT A H5919C104   2,978,822 84,100 SH   SOLE   84,100 0 0
QNITY ELECTRONICS INC COMMON STOCK 74743L100   4,404,471 26,970 SH   SOLE   26,970 0 0
SLB LIMITED COM STK 806857108   5,997,210 129,000 SH   SOLE   129,000 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100   17,455,184 36,550 SH   SOLE   36,550 0 0
THE CIGNA GROUP COM 125523100   8,466,133 30,710 SH   SOLE   30,710 0 0
TWILIO INC CL A 90138F102   9,078,520 44,000 SH   SOLE   44,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   5,580,133 77,330 SH   SOLE   77,330 0 0
VAIL RESORTS INC COM 91879Q109   3,227,844 23,708 SH   SOLE   23,708 0 0
WELLS FARGO & CO COM 949746101   8,792,896 106,400 SH   SOLE   106,400 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105   4,982,248 253,163 SH   SOLE   253,163 0 0