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
ADOBE INC COM 00724F101   1,948,496 3,266 SH   SOLE   0 0 3,266
ADVANCED MICRO DEVICES INC COM 007903107   7,393,643 50,157 SH   SOLE   0 0 50,157
ALPHABET INC CAP STK CL A 02079K305   5,742,097 41,106 SH   SOLE   0 0 41,106
AMAZON COM INC COM 023135106   5,482,603 36,084 SH   SOLE   0 0 36,084
APPLE INC COM 037833100   920,920 4,783 SH   SOLE   0 0 4,783
ARCH CAP GROUP LTD ORD G0450A105   2,364,460 31,836 SH   SOLE   0 0 31,836
ARISTA NETWORKS INC COM 040413106   2,283,505 9,696 SH   SOLE   0 0 9,696
ASML HOLDING N V N Y REGISTRY SHS N07059210   8,129,123 10,740 SH   SOLE   0 0 10,740
BOOKING HOLDINGS INC COM 09857L108   5,657,816 1,595 SH   SOLE   0 0 1,595
BROADCOM INC COM 11135F101   7,565,943 6,778 SH   SOLE   0 0 6,778
CARROLS RESTAURANT GROUP INC COM 14574X104   84,017 10,662 SH   SOLE   0 0 10,662
CONSTELLATION ENERGY CORP COM 21037T109   2,225,352 19,038 SH   SOLE   0 0 19,038
CROWDSTRIKE HLDGS INC CL A 22788C105   2,142,135 8,390 SH   SOLE   0 0 8,390
DECKERS OUTDOOR CORP COM 243537107   2,211,835 3,309 SH   SOLE   0 0 3,309
E L F BEAUTY INC COM 26856L103   2,158,749 14,956 SH   SOLE   0 0 14,956
ELI LILLY & CO COM 532457108   10,876,121 18,658 SH   SOLE   0 0 18,658
EOG RES INC COM 26875P101   1,659,071 13,717 SH   SOLE   0 0 13,717
GALLAGHER ARTHUR J & CO COM 363576109   2,080,140 9,250 SH   SOLE   0 0 9,250
GOLD ROYALTY CORP COMMON SHARES 38071H106   49,376 33,589 SH   SOLE   0 0 33,589
HILTON WORLDWIDE HLDGS INC COM 43300A203   7,550,726 41,467 SH   SOLE   0 0 41,467
HUBSPOT INC COM 443573100   1,429,289 2,462 SH   SOLE   0 0 2,462
INVESCO QQQ TR UNIT SER 1 46090E103   292,807 715 SH   SOLE   0 0 715
INVESTMENT MANAGERS SER TR I AXS SHORT INNOV 46144X628   884,976 34,090 SH   SOLE   0 0 34,090
LAM RESEARCH CORP COM 512807108   3,289,002 4,199 SH   SOLE   0 0 4,199
META PLATFORMS INC CL A 30303M102   5,431,162 15,344 SH   SOLE   0 0 15,344
MICROSOFT CORP COM 594918104   9,358,532 24,887 SH   SOLE   0 0 24,887
NOVO-NORDISK A S ADR 670100205   8,177,516 79,048 SH   SOLE   0 0 79,048
NVIDIA CORPORATION COM 67066G104   10,239,730 20,677 SH   SOLE   0 0 20,677
ORACLE CORP COM 68389X105   2,051,035 19,454 SH   SOLE   0 0 19,454
OSCAR HEALTH INC CL A 687793109   1,627,172 177,833 SH   SOLE   0 0 177,833
PALO ALTO NETWORKS INC COM 697435105   5,841,573 19,810 SH   SOLE   0 0 19,810
PROSHARES TR PSHS SHORT DOW30 74347B235   2,311,551 77,830 SH   SOLE   0 0 77,830
PROSHARES TR ULTRASHRT S&P500 74347G416   4,301,090 143,753 SH   SOLE   0 0 143,753
PROSHARES TR SHORT QQQ NEW 74347B714   5,063,818 534,158 SH   SOLE   0 0 534,158
RESTAURANT BRANDS INTL INC COM 76131D103   8,783,027 112,416 SH   SOLE   0 0 112,416
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797   356,790 4,687 SH   SOLE   0 0 4,687
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   511,722 2,659 SH   SOLE   0 0 2,659
SERVICENOW INC COM 81762P102   7,686,611 10,880 SH   SOLE   0 0 10,880
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107   54,305 10,001 SH   SOLE   0 0 10,001
SPDR GOLD TR GOLD SHS 78463V107   693,374 3,627 SH   SOLE   0 0 3,627
SPDR S&P 500 ETF TR TR UNIT 78462F103   207,918 437 SH   SOLE   0 0 437
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107   93,736 11,601 SH   SOLE   0 0 11,601
TESLA INC COM 88160R101   6,256,726 25,180 SH   SOLE   0 0 25,180
UNITEDHEALTH GROUP INC COM 91324P102   6,597,722 12,532 SH   SOLE   0 0 12,532
VERTIV HOLDINGS CO COM CL A 92537N108   2,101,079 43,745 SH   SOLE   0 0 43,745
VISTRA CORP COM 92840M102   2,794,973 72,559 SH   SOLE   0 0 72,559
ZEDGE INC CL B 98923T104   37,600 16,000 SH   SOLE   0 0 16,000