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
ADOBE INC COM 00724F101   2,265,654 4,490 SH   SOLE   4,490 0 0
ADVANCED MICRO DEVICES INC COM 007903107   4,653,032 25,780 SH   SOLE   25,780 0 0
ARM HOLDINGS PLC SPONSORED ADR 042068205   9,717,348 77,745 SH   SOLE   77,745 0 0
BROADCOM INC COM 11135F101   21,071,368 15,898 SH   SOLE   15,898 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   13,834,528 44,444 SH   SOLE   44,444 0 0
CATERPILLAR INC COM 149123101   16,362,932 44,655 SH   SOLE   44,655 0 0
CHESAPEAKE ENERGY CORP COM 165167735   4,998,286 56,268 SH   SOLE   56,268 0 0
CLOUDFLARE INC CL A COM 18915M107   1,001,513 10,343 SH   SOLE   10,343 0 0
EATON CORP PLC SHS G29183103   15,649,321 50,049 SH   SOLE   50,049 0 0
ELI LILLY & CO COM 532457108   9,528,454 12,248 SH   SOLE   12,248 0 0
ETF SER SOLUTIONS US GLB JETS 26922A842   1,012,052 48,170 SH   SOLE   48,170 0 0
GITLAB INC CLASS A COM 37637K108   5,357,159 91,858 SH   SOLE   91,858 0 0
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100   2,808,106 27,647 SH   SOLE   27,647 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL ENR 46137V365   2,720,122 32,741 SH   SOLE   32,741 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   1,067,031 6,300 SH   SOLE   6,300 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   9,723,293 403,959 SH   SOLE   403,959 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   12,213,994 465,295 SH   SOLE   465,295 0 0
META PLATFORMS INC CL A 30303M102   9,900,491 20,389 SH   SOLE   20,389 0 0
MICROSOFT CORP COM 594918104   47,972,598 114,025 SH   SOLE   114,025 0 0
NETEASE INC SPONSORED ADS 64110W102   13,716,707 132,567 SH   SOLE   132,567 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   7,037,976 81,064 SH   SOLE   81,064 0 0
NVIDIA CORPORATION COM 67066G104   8,870,249 9,817 SH   SOLE   9,817 0 0
ORACLE CORP COM 68389X105   22,234,352 177,011 SH   SOLE   177,011 0 0
PACCAR INC COM 693718108   10,114,008 81,637 SH   SOLE   81,637 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   17,244,060 148,336 SH   SOLE   148,336 0 0
RAMBUS INC DEL COM 750917106   5,742,582 92,907 SH   SOLE   92,907 0 0
ROBINHOOD MKTS INC COM CL A 770700102   1,994,259 99,069 SH   SOLE   99,069 0 0
SALESFORCE INC COM 79466L302   19,303,831 64,094 SH   SOLE   64,094 0 0
SCORPIO TANKERS INC SHS Y7542C130   20,328,571 284,117 SH   SOLE   284,117 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   1,777,925 14,115 SH   SOLE   14,115 0 0
SERVICENOW INC COM 81762P102   1,292,268 1,695 SH   SOLE   1,695 0 0
SNOWFLAKE INC CL A 833445109   13,248,938 81,986 SH   SOLE   81,986 0 0
SOUTHERN COPPER CORP COM 84265V105   5,065,772 47,557 SH   SOLE   47,557 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   5,061,718 32,671 SH   SOLE   32,671 0 0
SYNOPSYS INC COM 871607107   5,795,582 10,141 SH   SOLE   10,141 0 0
TERADYNE INC COM 880770102   3,691,685 32,719 SH   SOLE   32,719 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   4,904,332 21,798 SH   SOLE   21,798 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   8,980,188 109,957 SH   SOLE   109,957 0 0