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
ACV AUCTIONS INC COM CL A 00091G104   3,238,674 149,942 SH   SOLE   149,942 0 0
ADVANCED MICRO DEVICES INC COM 007903107   13,516,120 111,899 SH   SOLE   111,899 0 0
ALCON AG ORD SHS H01301128   14,805,851 174,414 SH   SOLE   174,414 0 0
ALPHABET INC CAP STK CL C 02079K107   27,650,200 145,192 SH   SOLE   145,192 0 0
AMAZON COM INC COM 023135106   42,609,605 194,219 SH   SOLE   194,219 0 0
ANALOG DEVICES INC COM 032654105   1,303,625 6,136 SH   SOLE   6,136 0 0
APPLE INC COM 037833100   22,612,362 90,298 SH   SOLE   90,298 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,097,615 1,584 SH   SOLE   1,584 0 0
BLOCK INC CL A 852234103   34,930,626 410,999 SH   SOLE   410,999 0 0
BROADCOM INC COM 11135F101   9,724,407 41,945 SH   SOLE   41,945 0 0
CAMECO CORP COM 13321L108   3,140,105 61,105 SH   SOLE   61,105 0 0
CANADIAN NATL RY CO COM 136375102   1,559,611 15,365 SH   SOLE   15,365 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   3,989,038 55,121 SH   SOLE   55,121 0 0
CONFLUENT INC CLASS A COM 20717M103   3,078,566 110,109 SH   SOLE   110,109 0 0
DENISON MINES CORP COM 248356107   4,929,620 2,738,718 SH   SOLE   2,738,718 0 0
ELASTIC N V ORD SHS N14506104   3,526,054 35,589 SH   SOLE   35,589 0 0
EXXON MOBIL CORP COM 30231G102   12,709,090 118,149 SH   SOLE   118,149 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   5,487,067 2,597 SH   SOLE   2,597 0 0
GE AEROSPACE COM NEW 369604301   4,921,307 29,506 SH   SOLE   29,506 0 0
GOLDMAN SACHS ETF TR ACCES TREASURY 381430529   332,209 3,325 SH   SOLE   3,325 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   2,898,608 106,726 SH   SOLE   106,726 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   1,343,223 21,035 SH   SOLE   21,035 0 0
IQVIA HLDGS INC COM 46266C105   3,160,649 16,084 SH   SOLE   16,084 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   37,901,881 714,457 SH   SOLE   714,457 0 0
ISHARES TR CORE S&P500 ETF 464287200   36,436,473 61,895 SH   SOLE   61,895 0 0
ISHARES TR CORE S&P SCP ETF 464287804   276,331 2,399 SH   SOLE   2,399 0 0
ISHARES ETHEREUM TR SHS 46438R105   33,311,842 1,317,198 SH   SOLE   1,317,198 0 0
ISHARES TR JPMORGAN USD EMG 464288281   789,520 8,867 SH   SOLE   8,867 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   1,920,250 28,619 SH   SOLE   28,619 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   1,754,350 60,000 SH   SOLE   60,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   3,297,011 29,851 SH   SOLE   29,851 0 0
MASTERCARD INCORPORATED CL A 57636Q104   25,669,387 48,749 SH   SOLE   48,749 0 0
MERCADOLIBRE INC COM 58733R102   2,795,145 1,644 SH   SOLE   1,644 0 0
META PLATFORMS INC CL A 30303M102   24,504,594 41,852 SH   SOLE   41,852 0 0
MICROSOFT CORP COM 594918104   28,969,613 68,730 SH   SOLE   68,730 0 0
MOODYS CORP COM 615369105   5,350,056 11,302 SH   SOLE   11,302 0 0
NEXGEN ENERGY LTD COM 65340P106   4,582,169 694,279 SH   SOLE   694,279 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   1,884,613 181,918 SH   SOLE   181,918 0 0
NVIDIA CORPORATION COM 67066G104   29,196,752 217,417 SH   SOLE   217,417 0 0
OKTA INC CL A 679295105   3,589,839 45,557 SH   SOLE   45,557 0 0
ORACLE CORP COM 68389X105   1,438,799 8,635 SH   SOLE   8,635 0 0
RTX CORPORATION COM 75513E101   4,129,916 35,690 SH   SOLE   35,690 0 0
S&P GLOBAL INC COM 78409V104   25,244,549 50,689 SH   SOLE   50,689 0 0
SCHWAB CHARLES CORP COM 808513105   21,090,779 284,974 SH   SOLE   284,974 0 0
SERVICENOW INC COM 81762P102   22,582,746 21,302 SH   SOLE   21,302 0 0
SPDR GOLD TR GOLD SHS 78463V107   1,728,779 7,140 SH   SOLE   7,140 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303   1,449,901 35,970 SH   SOLE   35,970 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   3,040,886 40,129 SH   SOLE   40,129 0 0
T-MOBILE US INC COM 872590104   17,001,621 77,025 SH   SOLE   77,025 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   19,324,243 37,146 SH   SOLE   37,146 0 0
TRANSDIGM GROUP INC COM 893641100   28,860,516 22,774 SH   SOLE   22,774 0 0
UBER TECHNOLOGIES INC COM 90353T100   20,593,736 341,411 SH   SOLE   341,411 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   1,718,761 40,207 SH   SOLE   40,207 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   6,510,876 33,248 SH   SOLE   33,248 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   4,698,068 106,678 SH   SOLE   106,678 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   1,251,288 15,589 SH   SOLE   15,589 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   1,851,901 38,247 SH   SOLE   38,247 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   1,073,458 21,414 SH   SOLE   21,414 0 0
VISA INC COM CL A 92826C839   2,694,493 8,526 SH   SOLE   8,526 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   3,451,018 63,779 SH   SOLE   63,779 0 0
WILLSCOT HLDGS CORP COM CL A 971378104   2,766,184 82,698 SH   SOLE   82,698 0 0
XPEL INC COM 98379L100   1,962,303 49,133 SH   SOLE   49,133 0 0