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
ALCOA CORP COM 013872106   961,085 24,160 SH   SOLE   24,160 0 0
CLOUDFLARE INC CL A COM 18915M107   1,731,644 20,906 SH   SOLE   20,906 0 0
CYBERARK SOFTWARE LTD NOTE 11/1 23248VAB1   282,716 1,034 SH   SOLE   1,034 0 0
DELL TECHNOLOGIES INC CL C 24703L202   12,761,502 92,535 SH   SOLE   92,535 0 0
EATON CORP PLC SHS G29183103   20,184,781 64,375 SH   SOLE   64,375 0 0
EHANG HLDGS LTD ADS 26853E102   1,617,419 119,103 SH   SOLE   119,103 0 0
ELI LILLY & CO COM 532457108   6,596,599 7,286 SH   SOLE   7,286 0 0
ETF SER SOLUTIONS US GLB JETS 26922A842   4,946,495 251,602 SH   SOLE   251,602 0 0
FLEX LTD ORD Y2573F102   16,768,663 568,622 SH   SOLE   568,622 0 0
FRONTLINE PLC COM M46528101   760,358 29,517 SH   SOLE   29,517 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   8,873,507 1,103,670 SH   SOLE   1,103,670 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   4,283,482 65,292 SH   SOLE   65,292 0 0
GE VERNOVA INC COM 36828A101   6,949,242 40,518 SH   SOLE   40,518 0 0
GITLAB INC CLASS A COM 37637K108   4,737,769 95,289 SH   SOLE   95,289 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   9,950,537 49,044 SH   SOLE   49,044 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   8,887,217 472,473 SH   SOLE   472,473 0 0
MARVELL TECHNOLOGY INC COM 573874104   20,914,360 299,204 SH   SOLE   299,204 0 0
MICRON TECHNOLOGY INC COM 595112103   13,649,789 103,777 SH   SOLE   103,777 0 0
MICROSOFT CORP COM 594918104   48,452,509 108,407 SH   SOLE   108,407 0 0
NETEASE INC SPONSORED ADS 64110W102   12,946,693 135,454 SH   SOLE   135,454 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   7,076,151 91,035 SH   SOLE   91,035 0 0
NVIDIA CORPORATION COM 67066G104   5,646,643 45,707 SH   SOLE   45,707 0 0
PACCAR INC COM 693718108   10,174,487 98,839 SH   SOLE   98,839 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   16,354,844 123,015 SH   SOLE   123,015 0 0
QUANTA SVCS INC COM 74762E102   3,206,108 12,618 SH   SOLE   12,618 0 0
ROBINHOOD MKTS INC COM CL A 770700102   50,925,812 2,242,440 SH   SOLE   2,242,440 0 0
SALESFORCE INC COM 79466L302   18,653,633 72,554 SH   SOLE   72,554 0 0
SCORPIO TANKERS INC SHS Y7542C130   22,498,633 276,770 SH   SOLE   276,770 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   495,309 5,434 SH   SOLE   5,434 0 0
SENTINELONE INC CL A 81730H109   2,876,146 136,634 SH   SOLE   136,634 0 0
SNOWFLAKE INC CL A 833445109   11,288,796 83,565 SH   SOLE   83,565 0 0
SPDR GOLD TR GOLD SHS 78463V107   15,555,113 72,346 SH   SOLE   72,346 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303   10,814,926 219,637 SH   SOLE   219,637 0 0
VALERO ENERGY CORP COM 91913Y100   10,411,686 66,418 SH   SOLE   66,418 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   920,555 27,131 SH   SOLE   27,131 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   253,260 801 SH   SOLE   801 0 0
WESTERN DIGITAL CORP. COM 958102105   28,087,863 370,699 SH   SOLE   370,699 0 0
ZEEKR INTELLIGENT TECHNOLOGY SPON ADS 98923K103   2,612,562 138,671 SH   SOLE   138,671 0 0