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 DEVICES INC COM 007903107   378,598 2,334 SH   SOLE 1 2,334 0 0
AIRBNB INC COM CL A 009066101   738,135 4,868 SH   SOLE 1 4,868 0 0
ALPHABET INC CAP STK CL C 02079K107   5,935,471 32,360 SH   SOLE 1 32,360 0 0
AMAZON COM INC COM 023135106   16,142,559 83,532 SH   SOLE 1 83,532 0 0
ELEVANCE HEALTH INC COM 036752103   12,124,659 22,376 SH   SOLE 1 22,376 0 0
ANTERO MIDSTREAM CORP COM 03676B102   30,792 2,089 SH   SOLE 1 2,089 0 0
APPLE INC COM 037833100   11,988,912 56,922 SH   SOLE 1 56,922 0 0
BANK AMERICA CORP COM 060505104   7,156,890 179,957 SH   SOLE 1 179,957 0 0
BARRICK GOLD CORP COM 067901108   7,381,083 442,511 SH   SOLE 1 442,511 0 0
BOOKING HOLDINGS INC COM 09857L108   760,608 192 SH   SOLE 1 192 0 0
BROADCOM INC COM 11135F101   4,933,794 3,073 SH   SOLE 1 3,073 0 0
COTERRA ENERGY INC COM 127097103   215,734 8,089 SH   SOLE 1 8,089 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   3,135,357 10,188 SH   SOLE 1 10,188 0 0
CHENIERE ENERGY INC COM NEW 16411R208   323,960 1,853 SH   SOLE 1 1,853 0 0
CHESAPEAKE ENERGY CORP COM 165167735   65,999 803 SH   SOLE 1 803 0 0
CITIGROUP INC COM NEW 172967424   6,515,311 102,668 SH   SOLE 1 102,668 0 0
COLGATE PALMOLIVE CO COM 194162103   4,531,574 46,698 SH   SOLE 1 46,698 0 0
CONSOL ENERGY INC NEW COM 20854L108   570,144 5,588 SH   SOLE 1 5,588 0 0
CORPAY INC COM SHS 219948106   374,040 1,404 SH   SOLE 1 1,404 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   732,276 1,911 SH   SOLE 1 1,911 0 0
DIGITAL RLTY TR INC COM 253868103   740,636 4,871 SH   SOLE 1 4,871 0 0
EOG RES INC COM 26875P101   1,048,119 8,327 SH   SOLE 1 8,327 0 0
EQT CORP COM 26884L109   286,743 7,754 SH   SOLE 1 7,754 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   8,039,265 495,639 SH   SOLE 1 495,639 0 0
ENPHASE ENERGY INC COM 29355A107   353,173 3,542 SH   SOLE 1 3,542 0 0
EQUINIX INC COM 29444U700   902,624 1,193 SH   SOLE 1 1,193 0 0
EQUITABLE HLDGS INC COM 29452E101   332,437 8,136 SH   SOLE 1 8,136 0 0
EURONET WORLDWIDE INC COM 298736109   733,815 7,090 SH   SOLE 1 7,090 0 0
EVERCORE INC CLASS A 29977A105   324,526 1,557 SH   SOLE 1 1,557 0 0
EXXON MOBIL CORP COM 30231G102   2,267,288 19,695 SH   SOLE 1 19,695 0 0
META PLATFORMS INC CL A 30303M102   9,778,338 19,393 SH   SOLE 1 19,393 0 0
FREEPORT-MCMORAN INC CL B 35671D857   8,592,626 176,803 SH   SOLE 1 176,803 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   995,416 19,011 SH   SOLE 1 19,011 0 0
HESS MIDSTREAM LP CL A SHS 428103105   227,823 6,252 SH   SOLE 1 6,252 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   6,190,713 45,224 SH   SOLE 1 45,224 0 0
INTERDIGITAL INC COM 45867G101   111,082 953 SH   SOLE 1 953 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   7,327,124 16,471 SH   SOLE 1 16,471 0 0
ISHARES BITCOIN TR SHS 46438F101   892,215 26,134 SH   SOLE 1 26,134 0 0
JPMORGAN CHASE & CO. COM 46625H100   9,303,151 45,996 SH   SOLE 1 45,996 0 0
KLA CORP COM NEW 482480100   188,813 229 SH   SOLE 1 229 0 0
LPL FINL HLDGS INC COM 50212V100   879,795 3,150 SH   SOLE 1 3,150 0 0
LAM RESEARCH CORP COM 512807108   1,144,714 1,075 SH   SOLE 1 1,075 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   233,711 9,223 SH   SOLE 1 9,223 0 0
MANHATTAN ASSOCIATES INC COM 562750109   374,707 1,519 SH   SOLE 1 1,519 0 0
MARATHON OIL CORP COM 565849106   230,937 8,055 SH   SOLE 1 8,055 0 0
MARATHON PETE CORP COM 56585A102   310,182 1,788 SH   SOLE 1 1,788 0 0
MASTERCARD INCORPORATED CL A 57636Q104   5,269,656 11,945 SH   SOLE 1 11,945 0 0
MERCADOLIBRE INC COM 58733R102   2,271,179 1,382 SH   SOLE 1 1,382 0 0
MERCK & CO INC COM 58933Y105   6,718,007 54,265 SH   SOLE 1 54,265 0 0
MICROSOFT CORP COM 594918104   16,033,884 35,874 SH   SOLE 1 35,874 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   734,653 1,903 SH   SOLE 1 1,903 0 0
NETAPP INC COM 64110D104   740,471 5,749 SH   SOLE 1 5,749 0 0
NETFLIX INC COM 64110L106   5,789,796 8,579 SH   SOLE 1 8,579 0 0
NEWMONT CORP COM 651639106   9,743,568 232,710 SH   SOLE 1 232,710 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   357,586 2,154 SH   SOLE 1 2,154 0 0
NVIDIA CORPORATION COM 67066G104   13,505,022 109,317 SH   SOLE 1 109,317 0 0
PEABODY ENERGY CORP COM 704551100   843,369 38,127 SH   SOLE 1 38,127 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   6,193,077 46,582 SH   SOLE 1 46,582 0 0
RANGE RES CORP COM 75281A109   143,441 4,278 SH   SOLE 1 4,278 0 0
REGENERON PHARMACEUTICALS COM 75886F107   2,094,703 1,993 SH   SOLE 1 1,993 0 0
SERVICENOW INC COM 81762P102   10,594,085 13,467 SH   SOLE 1 13,467 0 0
SOUTHERN COPPER CORP COM 84265V105   602,051 5,588 SH   SOLE 1 5,588 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   1,133,247 10,494 SH   SOLE 1 10,494 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   7,932,341 45,638 SH   SOLE 1 45,638 0 0
TESLA INC COM 88160R101   740,269 3,741 SH   SOLE 1 3,741 0 0
3M CO COM 88579Y101   2,359,874 23,093 SH   SOLE 1 23,093 0 0
TRIP COM GROUP LTD ADS 89677Q107   5,551,217 118,111 SH   SOLE 1 118,111 0 0
UBER TECHNOLOGIES INC COM 90353T100   6,071,615 83,539 SH   SOLE 1 83,539 0 0
VISA INC COM CL A 92826C839   1,078,227 4,108 SH   SOLE 1 4,108 0 0
VISTRA CORP COM 92840M102   164,996 1,919 SH   SOLE 1 1,919 0 0
WELLS FARGO CO NEW COM 949746101   2,347,390 39,525 SH   SOLE 1 39,525 0 0