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
AMPHENOL CORP COM 032095101   3,132,943 31,726 SH   SOLE   31,726 0 0
BROADCOM INC COM 11135F101   3,128,628 11,350 SH   SOLE   11,350 0 0
CARDINAL HEALTH INC COM 14149Y108   3,523,464 20,973 SH   SOLE   20,973 0 0
COSTCO WHOLESALE CORP COM 22160K105   3,051,985 3,083 SH   SOLE   3,083 0 0
CROWDSTRIKE HOLDINGS INC COM 22788C105   3,643,094 7,153 SH   SOLE   7,153 0 0
CISCO SYSTEMS INC COM 17275R102   6,674,564 96,203 SH   SOLE   96,203 0 0
EBAY INC COM 278642103   3,389,196 45,517 SH   SOLE   45,517 0 0
ISHARES MSCI POLAND ETF ETF 46429B606   3,341,491 103,580 SH   SOLE   103,580 0 0
ISHARES MSCI GERMANY ETF ETF 464286806   4,406,840 104,156 SH   SOLE   104,156 0 0
ISHARES MSCI JAPAN ETF ETF 46434G822   1,911,735 25,500 SH   SOLE   25,500 0 0
ISHARES MSCI SPAIN ETF ETF 464286764   111,836 2,540 SH   SOLE   2,540 0 0
ISHARES MSCI SINGAPORE ETF ETF 46434G780   110,155 4,240 SH   SOLE   4,240 0 0
GOLDMAN SACHS GROUP INC/THE COM 38141G104   5,015,117 7,086 SH   SOLE   7,086 0 0
INTERACTIVE BROKERS GROUP INC COM CL A 45841N107   5,005,739 90,340 SH   SOLE   90,340 0 0
INTERNATIONAL BUSINESS MACHINE COM 459200101   6,439,469 21,845 SH   SOLE   21,845 0 0
JPMORGAN CHASE & CO COM 46625H100   5,123,290 17,672 SH   SOLE   17,672 0 0
MORGAN STANLEY COM 617446448   4,787,972 33,991 SH   SOLE   33,991 0 0
NETFLIX INC COM 64110L106   3,121,512 2,331 SH   SOLE   2,331 0 0
NVIDIA CORP ADR 67066G104   6,543,630 41,418 SH   SOLE   41,418 0 0
ORACLE CORP COM 68389X105   6,699,260 30,642 SH   SOLE   30,642 0 0
O'REILLY AUTOMOTIVE INC COM 67103H107   2,926,070 32,465 SH   SOLE   32,465 0 0
PARKER-HANNIFIN CORP COM 701094104   2,790,388 3,995 SH   SOLE   3,995 0 0
INVESCO QQQ TRUST SERIES 1 ETF 46090E103   10,591,488 19,200 SH   SOLE   19,200 0 0
RTX CORP COM 75513E101   5,301,694 36,308 SH   SOLE   36,308 0 0
SAP SE SPONSORED ADR 803054204   3,005,116 9,882 SH   SOLE   9,882 0 0
CHARLES SCHWAB CORP/THE ETF 808513105   3,659,728 40,111 SH   SOLE   40,111 0 0
SEA LTD SPONSORED ADR 81141R100   1,887,292 11,800 SH   SOLE   11,800 0 0
SPDR S&P 500 ETF TRUST ETF 78462F103   399,131 646 SH   SOLE   646 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   2,826,981 6,463 SH   SOLE   6,463 0 0
ISHARES MSCI UAE ETF ETF 46434V761   953,784 50,950 SH   SOLE   50,950 0 0
VANECK VIETNAM ETF ETF 92189F817   74,663 5,430 SH   SOLE   5,430 0 0
WELLTOWER INC COM 95040Q104   3,050,157 19,841 SH   SOLE   19,841 0 0