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

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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   20,994,709 150,295 SH   SOLE   150,295 0 0
ALPHABET INC CAP STK CL A 02079K305   55,876,000 400,000 SH Call SOLE   400,000 0 0
AMAZON COM INC COM 023135106   22,169,262 145,908 SH   SOLE   145,908 0 0
AMAZON COM INC COM 023135106   30,388,000 200,000 SH Call SOLE   200,000 0 0
APPLE INC COM 037833100   15,142,484 78,650 SH   SOLE   78,650 0 0
BARRICK GOLD CORP COM 067901108   10,854,000 600,000 SH Call SOLE   600,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   15,559,988 270,844 SH   SOLE   270,844 0 0
MICROSOFT CORP COM 594918104   22,041,585 58,615 SH   SOLE   58,615 0 0
NEWMONT CORP COM 651639106   16,556,000 400,000 SH Call SOLE   400,000 0 0
NVIDIA CORPORATION COM 67066G104   38,660,835 78,068 SH   SOLE   78,068 0 0
NVIDIA CORPORATION COM 67066G104   49,522,000 100,000 SH Call SOLE   100,000 0 0
SALESFORCE INC COM 79466L302   18,122,715 68,871 SH   SOLE   68,871 0 0
SERVICENOW INC COM 81762P102   20,078,446 28,420 SH   SOLE   28,420 0 0
SNOWFLAKE INC CL A 833445109   18,740,626 94,174 SH   SOLE   94,174 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   17,252,679 38,658 SH   SOLE   38,658 0 0