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
ACUMEN PHARMACEUTICALS INC COM 00509G209 BBG0058YJ326 6,758,317 1,628,510 SH   SOLE   0 0 1,628,510
ADOBE INC COM 00724F101 BBG001S5NCQ5 1,178,379 2,311 SH   SOLE   0 0 2,311
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 1,363,188 13,258 SH   SOLE   0 0 13,258
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 2,179,032 15,881 SH   SOLE   0 0 15,881
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3,504,431 26,780 SH   SOLE   0 0 26,780
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 3,778,821 28,660 SH   SOLE   0 0 28,660
AMAZON COM INC COM 023135106 BBG001S5PQL7 14,143,371 111,260 SH   SOLE   0 0 111,260
AMERICAN TOWER CORP NEW COM 03027X100 BBG001S5NPQ6 994,758 6,049 SH   SOLE   0 0 6,049
APPLE INC COM 037833100 BBG001S5N8V8 4,379,723 25,581 SH   SOLE   0 0 25,581
APPLIED MATLS INC COM 038222105 BBG001S5NMM7 2,427,582 17,534 SH   SOLE   0 0 17,534
AZITRA INC COM 05479L104 BBG00GDC73V5 62,306 41,537 SH   SOLE   0 0 41,537
BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 1,594,431 3 SH   SOLE   0 0 3
BHP GROUP LTD SPONSORED ADS 088606108 BBG001S5P5K4 236,052 4,150 SH   SOLE   0 0 4,150
BOOKING HOLDINGS INC COM 09857L108 BBG001S89N72 1,495,716 485 SH   SOLE   0 0 485
CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 2,857,831 17,220 SH   SOLE   0 0 17,220
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 3,126,215 18,540 SH   SOLE   0 0 18,540
CROWDSTRIKE HLDGS INC CL A 22788C105 BBG00BLYKRZ7 2,383,156 14,238 SH   SOLE   0 0 14,238
CROWN CASTLE INC COM 22822V101 BBG001S7W5T3 1,212,311 13,173 SH   SOLE   0 0 13,173
DATADOG INC CL A COM 23804L103 BBG003NJHZW5 600,921 6,597 SH   SOLE   0 0 6,597
ELUTIA INC CL A COM 05479K106 BBG00BRBB847 84,316 58,962 SH   SOLE   0 0 58,962
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 3,788,100 270,000 SH   SOLE   0 0 270,000
ENTERPRISE PRODS PARTNERS L COM 293792107 BBG001S9P0Z1 5,198,521 189,935 SH   SOLE   0 0 189,935
EQT CORP COM 26884L109 BBG001S5QXJ4 1,988,420 49,000 SH   SOLE   0 0 49,000
EQUINIX INC COM 29444U700 BBG001SKBNS9 1,361,738 1,875 SH   SOLE   0 0 1,875
FRANKLIN TEMPLETON ETF TR FTSE TAIWAN 35473P686 BBG00J3PQ9W6 3,759,576 103,200 SH   SOLE   0 0 103,200
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 1,223,112 32,800 SH   SOLE   0 0 32,800
GLOBAL PMTS INC COM 37940X102 BBG001SGS2Z8 934,313 8,097 SH   SOLE   0 0 8,097
GOLAR LNG LTD SHS G9456A100 BBG001SHSF05 361,474 14,900 SH   SOLE   0 0 14,900
HESAI GROUP SPONSORED ADS 428050108 BBG01CCYDDZ3 2,271,920 227,192 SH   SOLE   0 0 227,192
HUBSPOT INC COM 443573100 BBG001T53670 1,270,650 2,580 SH   SOLE   0 0 2,580
HYPERFINE INC COM CL A 44916K106 BBG00YVTN9K0 41,000 20,000 SH   SOLE   0 0 20,000
INTUIT COM 461202103 BBG001S6TWR2 3,290,965 6,441 SH   SOLE   0 0 6,441
INVESCO DB COMMDY INDX TRCK UNIT 46138B103 BBG001SNZTS4 452,175 18,116 SH   SOLE   0 0 18,116
ISHARES GOLD TR ISHARES NEW 464285204 BBG001SJK6D5 1,499,356 42,851 SH   SOLE   0 0 42,851
ISHARES INC MSCI ISRAEL ETF 464286632 BBG001T13884 374,158 6,925 SH   SOLE   0 0 6,925
ISHARES INC MSCI MLY ETF NEW 46434G814 BBG001S8SYP7 350,030 17,000 SH   SOLE   0 0 17,000
ISHARES TR CHINA LG-CAP ETF 464287184 BBG001SMDNB1 7,515,949 283,300 SH   SOLE   0 0 283,300
ISHARES TR GL CLEAN ENE ETF 464288224 BBG001S7XDQ8 498,615 34,105 SH   SOLE   0 0 34,105
ISHARES TR IBONDS 25 TRM TS 46436E866 BBG00RYR2N19 990,132 42,900 SH   SOLE   0 0 42,900
ISHARES TR ISHARES BIOTECH 464287556 BBG001SGYSW7 1,471,638 12,034 SH   SOLE   0 0 12,034
ISHARES TR JPMORGAN USD EMG 464288281 BBG001SQS9Y2 342,458 4,150 SH   SOLE   0 0 4,150
ISHARES TR MSCI INDIA ETF 46429B598 BBG002DMN4B6 3,574,082 80,825 SH   SOLE   0 0 80,825
ISHARES TR MSCI INDIA SM CP 46429B614 BBG002DMN5F9 315,600 5,000 SH   SOLE   0 0 5,000
ISHARES TR MSCI QATAR ETF 46434V779 BBG006F3G5H6 220,557 12,683 SH   SOLE   0 0 12,683
ISHARES TR MSCI SAUDI ARBIA 46434V423 BBG00B0943B2 1,004,993 25,942 SH   SOLE   0 0 25,942
ISHARES TR MSCI UAE ETF 46434V761 BBG006F3JCX0 330,845 21,638 SH   SOLE   0 0 21,638
KLA CORP COM NEW 482480100 BBG001S5SLM4 2,821,218 6,151 SH   SOLE   0 0 6,151
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 1,297,414 2,070 SH   SOLE   0 0 2,070
LYFT INC CL A COM 55087P104 BBG004M9ZHY4 5,982,241 567,575 SH   SOLE   0 0 567,575
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 579,462 10,705 SH   SOLE   0 0 10,705
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 2,424,949 6,125 SH   SOLE   0 0 6,125
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 8,989,188 29,943 SH   SOLE   0 0 29,943
MICROSOFT CORP COM 594918104 BBG001S5TD05 6,904,190 21,866 SH   SOLE   0 0 21,866
NETFLIX INC COM 64110L106 BBG001SF6L46 4,288,026 11,356 SH   SOLE   0 0 11,356
NEUBERGER BERMAN ENERGY INFR COM 64129H104 BBG003NBK4J2 530,558 77,116 SH   SOLE   0 0 77,116
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 12,605,575 28,979 SH   SOLE   0 0 28,979
OKTA INC CL A 679295105 BBG001YV1SN3 1,323,804 16,241 SH   SOLE   0 0 16,241
ONEOK INC NEW COM 682680103 BBG001S5TWK1 2,505,295 39,497 SH   SOLE   0 0 39,497
PAGERDUTY INC COM 69553P100 BBG0043BYPD6 899,600 40,000 SH   SOLE   0 0 40,000
PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 3,346,397 14,274 SH   SOLE   0 0 14,274
PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1,531,676 10,501 SH   SOLE   0 0 10,501
PROLOGIS INC. COM 74340W103 BBG001S5NMN6 1,356,956 12,093 SH   SOLE   0 0 12,093
QUANTUM SI INC COM CL A 74765K105 BBG00X8RS972 498,000 300,000 SH   SOLE   0 0 300,000
RIO TINTO PLC SPONSORED ADR 767204100 BBG001SB0LX9 251,378 3,950 SH   SOLE   0 0 3,950
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 2,834,485 7,757 SH   SOLE   0 0 7,757
SALESFORCE INC COM 79466L302 BBG001SDLP09 2,763,891 13,630 SH   SOLE   0 0 13,630
SBA COMMUNICATIONS CORP NEW CL A 78410G104 BBG001SCWNN9 2,330,579 11,643 SH   SOLE   0 0 11,643
SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 2,686,391 29,720 SH   SOLE   0 0 29,720
SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 976,289 9,630 SH   SOLE   0 0 9,630
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 2,424,174 18,830 SH   SOLE   0 0 18,830
SERVICENOW INC COM 81762P102 BBG001T4JFC0 8,645,993 15,468 SH   SOLE   0 0 15,468
SNOWFLAKE INC CL A 833445109 BBG007DHGNK2 1,093,680 7,159 SH   SOLE   0 0 7,159
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 9,533,820 55,607 SH   SOLE   0 0 55,607
SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 998,402 13,673 SH   SOLE   0 0 13,673
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 1,286,113 9,161 SH   SOLE   0 0 9,161
TARGA RES CORP COM 87612G101 BBG001TC94B9 3,943,120 46,000 SH   SOLE   0 0 46,000
TESLA INC COM 88160R101 BBG001SQKGD7 1,276,122 5,100 SH   SOLE   0 0 5,100
TOAST INC CL A 888787108 BBG00BTJVKB1 487,355 26,020 SH   SOLE   0 0 26,020
UNITED STS COMMODITY INDEX F CM REP COPP FD 911718104 BBG00280GFJ5 1,264,212 54,918 SH   SOLE   0 0 54,918
VALE S A SPONSORED ADS 91912E105 BBG001SB54S8 670,000 50,000 SH   SOLE   0 0 50,000
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 205,644 2,718 SH   SOLE   0 0 2,718
VISA INC COM CL A 92826C839 BBG001SRCFY3 5,578,893 24,255 SH   SOLE   0 0 24,255
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 BBG003M3V2V9 8,197,101 301,032 SH   SOLE   0 0 301,032