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
ACV AUCTIONS INC COM CL A 00091G104   3,414,203 181,897 SH   SOLE   181,897 0 0
ADOBE INC COM 00724F101   11,894,693 23,573 SH   SOLE   23,573 0 0
ADVANCED MICRO DEVICES INC COM 007903107   21,423,044 118,694 SH   SOLE   118,694 0 0
ALCON AG ORD SHS H01301128   23,138,022 277,801 SH   SOLE   277,801 0 0
ALPHABET INC CAP STK CL C 02079K107   23,644,301 155,289 SH   SOLE   155,289 0 0
AMAZON COM INC COM 023135106   37,596,593 208,430 SH   SOLE   208,430 0 0
ANALOG DEVICES INC COM 032654105   1,336,380 6,757 SH   SOLE   6,757 0 0
APPLE INC COM 037833100   16,663,406 97,174 SH   SOLE   97,174 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,440,996 1,485 SH   SOLE   1,485 0 0
CAMECO CORP COM 13321L108   2,338,715 53,987 SH   SOLE   53,987 0 0
CANADIAN NATL RY CO COM 136375102   2,224,667 16,891 SH   SOLE   16,891 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   5,894,610 66,855 SH   SOLE   66,855 0 0
CONFLUENT INC CLASS A COM 20717M103   4,113,197 134,771 SH   SOLE   134,771 0 0
CRESCENT PT ENERGY CORP COM 22576C101   801,914 97,914 SH   SOLE   97,914 0 0
DENISON MINES CORP COM 248356107   5,465,139 2,802,635 SH   SOLE   2,802,635 0 0
ELASTIC N V ORD SHS N14506104   3,300,250 32,923 SH   SOLE   32,923 0 0
EXXON MOBIL CORP COM 30231G102   17,222,095 148,160 SH   SOLE   148,160 0 0
FIVE BELOW INC COM 33829M101   3,921,779 21,622 SH   SOLE   21,622 0 0
GENERAL ELECTRIC CO COM NEW 369604301   6,365,308 36,263 SH   SOLE   36,263 0 0
GOLDMAN SACHS ETF TR ACCES TREASURY 381430529   263,820 2,615 SH   SOLE   2,615 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101   3,798,526 130,176 SH   SOLE   130,176 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   1,763,505 31,508 SH   SOLE   31,508 0 0
IQVIA HLDGS INC COM 46266C105   4,915,540 19,437 SH   SOLE   19,437 0 0
ISHARES BITCOIN TR SHS 46438F101   65,558,395 1,619,926 SH   SOLE   1,619,926 0 0
ISHARES TR CORE S&P500 ETF 464287200   22,799,110 43,367 SH   SOLE   43,367 0 0
ISHARES TR CORE S&P SCP ETF 464287804   3,367,153 30,466 SH   SOLE   30,466 0 0
ISHARES TR JPMORGAN USD EMG 464288281   611,019 6,814 SH   SOLE   6,814 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   2,257,507 31,640 SH   SOLE   31,640 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   1,755,681 66,883 SH   SOLE   66,883 0 0
MARVELL TECHNOLOGY INC COM 573874104   1,583,299 22,338 SH   SOLE   22,338 0 0
MASTERCARD INCORPORATED CL A 57636Q104   28,922,847 60,059 SH   SOLE   60,059 0 0
MERCADOLIBRE INC COM 58733R102   2,496,364 1,651 SH   SOLE   1,651 0 0
META PLATFORMS INC CL A 30303M102   21,695,840 44,680 SH   SOLE   44,680 0 0
MICROSOFT CORP COM 594918104   30,755,498 73,102 SH   SOLE   73,102 0 0
MOODYS CORP COM 615369105   7,037,683 17,906 SH   SOLE   17,906 0 0
NEXGEN ENERGY LTD COM 65340P106   5,555,532 714,998 SH   SOLE   714,998 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   1,516,010 127,075 SH   SOLE   127,075 0 0
NVIDIA CORPORATION COM 67066G104   27,725,617 30,685 SH   SOLE   30,685 0 0
OKTA INC CL A 679295105   5,013,681 47,923 SH   SOLE   47,923 0 0
ORACLE CORP COM 68389X105   1,668,843 13,286 SH   SOLE   13,286 0 0
RTX CORPORATION COM 75513E101   3,465,697 35,535 SH   SOLE   35,535 0 0
S&P GLOBAL INC COM 78409V104   23,041,747 54,159 SH   SOLE   54,159 0 0
SCHWAB CHARLES CORP COM 808513105   22,103,900 305,556 SH   SOLE   305,556 0 0
SERVICENOW INC COM 81762P102   17,105,296 22,436 SH   SOLE   22,436 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303   836,889 16,979 SH   SOLE   16,979 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   3,158,497 49,068 SH   SOLE   49,068 0 0
STAGWELL INC COM CL A 85256A109   2,270,237 364,990 SH   SOLE   364,990 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   1,063,779 24,602 SH   SOLE   24,602 0 0
SUNCOR ENERGY INC NEW COM 867224107   827,325 22,415 SH   SOLE   22,415 0 0
T-MOBILE US INC COM 872590104   13,492,965 82,667 SH   SOLE   82,667 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   22,981,926 39,542 SH   SOLE   39,542 0 0
TRANSDIGM GROUP INC COM 893641100   29,824,167 24,216 SH   SOLE   24,216 0 0
UBER TECHNOLOGIES INC COM 90353T100   23,940,966 310,962 SH   SOLE   310,962 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   3,184,228 76,232 SH   SOLE   76,232 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   922,999 11,464 SH   SOLE   11,464 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   1,360,216 28,403 SH   SOLE   28,403 0 0
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746   828,733 16,378 SH   SOLE   16,378 0 0
VISA INC COM CL A 92826C839   2,613,937 9,366 SH   SOLE   9,366 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   2,173,886 52,535 SH   SOLE   52,535 0 0
DISNEY WALT CO COM 254687106   19,557,688 159,837 SH   SOLE   159,837 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   2,715,641 58,401 SH   SOLE   58,401 0 0
XPEL INC COM 98379L100   3,236,260 59,909 SH   SOLE   59,909 0 0