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   9,246,503 51,230 SH   SOLE   0 0 51,230
AMAZON COM INC COM 023135106   7,897,036 43,780 SH   SOLE   0 0 43,780
AMERICAN EXPRESS CO COM 025816109   4,282,166 18,807 SH   SOLE   0 0 18,807
APPLE INC COM 037833100   747,214 4,357 SH   SOLE   0 0 4,357
ARCH CAP GROUP LTD ORD G0450A105   3,103,396 33,572 SH   SOLE   0 0 33,572
ARISTA NETWORKS INC COM 040413106   8,426,529 29,059 SH   SOLE   0 0 29,059
ASML HOLDING N V N Y REGISTRY SHS N07059210   10,037,318 10,343 SH   SOLE   0 0 10,343
BITWISE BITCOIN ETF TR SHS BEN INT 09174C104   296,944 7,671 SH   SOLE   0 0 7,671
BOOKING HOLDINGS INC COM 09857L108   5,949,723 1,640 SH   SOLE   0 0 1,640
CELSIUS HLDGS INC COM NEW 15118V207   3,704,617 44,677 SH   SOLE   0 0 44,677
CONSTELLATION ENERGY CORP COM 21037T109   3,260,015 17,636 SH   SOLE   0 0 17,636
DECKERS OUTDOOR CORP COM 243537107   2,260,907 2,402 SH   SOLE   0 0 2,402
DOORDASH INC CL A 25809K105   3,078,455 22,353 SH   SOLE   0 0 22,353
E L F BEAUTY INC COM 26856L103   3,369,168 17,187 SH   SOLE   0 0 17,187
EATON CORP PLC SHS G29183103   228,256 730 SH   SOLE   0 0 730
ELI LILLY & CO COM 532457108   15,485,294 19,905 SH   SOLE   0 0 19,905
GALLAGHER ARTHUR J & CO COM 363576109   3,525,814 14,101 SH   SOLE   0 0 14,101
GOLD ROYALTY CORP COMMON SHARES 38071H106   47,002 25,001 SH   SOLE   0 0 25,001
HILTON WORLDWIDE HLDGS INC COM 43300A203   9,694,513 45,448 SH   SOLE   0 0 45,448
HUBSPOT INC COM 443573100   1,526,927 2,437 SH   SOLE   0 0 2,437
INVESCO QQQ TR UNIT SER 1 46090E103   306,811 691 SH   SOLE   0 0 691
META PLATFORMS INC CL A 30303M102   10,166,588 20,937 SH   SOLE   0 0 20,937
MICROSOFT CORP COM 594918104   11,396,078 27,087 SH   SOLE   0 0 27,087
NETFLIX INC COM 64110L106   200,419 330 SH   SOLE   0 0 330
NOVO-NORDISK A S ADR 670100205   10,985,005 85,553 SH   SOLE   0 0 85,553
NVIDIA CORPORATION COM 67066G104   19,395,954 21,466 SH   SOLE   0 0 21,466
OSCAR HEALTH INC CL A 687793109   3,632,726 244,299 SH   SOLE   0 0 244,299
PROSHARES TR ULTSHRT QQQ 74347G739   2,558,833 285,584 SH   SOLE   0 0 285,584
PROSHARES TR ULTRASHRT S&P500 74347G416   9,063,558 364,584 SH   SOLE   0 0 364,584
PROSHARES TR SHORT QQQ NEW 74347B714   5,479,730 625,540 SH   SOLE   0 0 625,540
QUALCOMM INC COM 747525103   9,215,507 54,433 SH   SOLE   0 0 54,433
REGENERON PHARMACEUTICALS COM 75886F107   5,836,539 6,064 SH   SOLE   0 0 6,064
RESTAURANT BRANDS INTL INC COM 76131D103   11,263,671 141,771 SH   SOLE   0 0 141,771
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   515,113 2,473 SH   SOLE   0 0 2,473
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107   47,105 10,001 SH   SOLE   0 0 10,001
SPDR GOLD TR GOLD SHS 78463V107   676,407 3,288 SH   SOLE   0 0 3,288
STELLANTIS N.V SHS N82405106   2,641,805 93,350 SH   SOLE   0 0 93,350
SUPER MICRO COMPUTER INC COM 86800U104   3,353,300 3,320 SH   SOLE   0 0 3,320
UBER TECHNOLOGIES INC COM 90353T100   6,978,913 90,647 SH   SOLE   0 0 90,647
VISTRA CORP COM 92840M102   5,385,129 77,317 SH   SOLE   0 0 77,317
ZEDGE INC CL B 98923T104   44,320 16,000 SH   SOLE   0 0 16,000