The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 19,667,604 | 150,295 | SH | SOLE | 150,295 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 52,344,000 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 18,547,825 | 145,908 | SH | SOLE | 145,908 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 25,424,000 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 13,465,666 | 78,650 | SH | SOLE | 78,650 | 0 | 0 | |||
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | 14,950,589 | 270,844 | SH | SOLE | 270,844 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 18,507,686 | 58,615 | SH | SOLE | 58,615 | 0 | 0 | |||
| NEWMONT CORP | COM | 651639106 | 7,390,000 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 33,958,799 | 78,068 | SH | SOLE | 78,068 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 43,499,000 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 13,965,661 | 68,871 | SH | SOLE | 68,871 | 0 | 0 | |||
| SERVICENOW INC | COM | 81762P102 | 15,885,643 | 28,420 | SH | SOLE | 28,420 | 0 | 0 | |||
| SNOWFLAKE INC | CL A | 833445109 | 14,386,962 | 94,174 | SH | SOLE | 94,174 | 0 | 0 | |||
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 15,794,886 | 38,658 | SH | SOLE | 38,658 | 0 | 0 | |||