The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
Arch Capital Group Ltd | ORD | G0450A105 | 5,389,252 | 58,300 | SH | SOLE | 58,300 | 0 | 0 | |||
Advanced Micro Devices Inc | COM | 007903107 | 10,997,256 | 60,930 | SH | SOLE | 60,930 | 0 | 0 | |||
Amazon Com Inc | COM | 023135106 | 7,936,720 | 44,000 | SH | SOLE | 44,000 | 0 | 0 | |||
Arista Networks Inc | COM | 040413106 | 9,627,336 | 33,200 | SH | SOLE | 33,200 | 0 | 0 | |||
Apollo Global Mgmt Inc | COM | 03769M106 | 5,318,885 | 47,300 | SH | SOLE | 47,300 | 0 | 0 | |||
DBX ETF TR | XTRACK HRVST CSI | 233051879 | 9,628 | 400 | SH | SOLE | 400 | 0 | 0 | |||
ASML Holding N V | N Y REGISTRY SHS | N07059210 | 8,443,089 | 8,700 | SH | SOLE | 8,700 | 0 | 0 | |||
ASE Technology Hldg Co Ltd | SPONSORED ADS | 00215W100 | 8,792 | 800 | SH | SOLE | 800 | 0 | 0 | |||
Booking Holdings Inc | COM | 09857L108 | 5,586,935 | 1,540 | SH | SOLE | 1,540 | 0 | 0 | |||
Builders FirstSource Inc | COM | 12008R107 | 3,733,045 | 17,900 | SH | SOLE | 17,900 | 0 | 0 | |||
Constellation Energy Corp | COM | 21037T109 | 7,985,520 | 43,200 | SH | SOLE | 43,200 | 0 | 0 | |||
Costco Whsl Corp New | COM | 22160K105 | 439,578 | 600 | SH | SOLE | 600 | 0 | 0 | |||
Coupang Inc | CL A | 22266T109 | 10,674 | 600 | SH | SOLE | 600 | 0 | 0 | |||
Salesforce Inc | COM | 79466L302 | 451,770 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | |||
Crowdstrike Hldgs Inc | CL A | 22788C105 | 6,315,623 | 19,700 | SH | SOLE | 19,700 | 0 | 0 | |||
Dell Technologies Inc | CL C | 24703L202 | 15,977,682 | 140,020 | SH | SOLE | 140,020 | 0 | 0 | |||
Disney Walt Co | COM | 254687106 | 611,800 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | |||
E L F Beauty Inc | COM | 26856L103 | 11,565,770 | 59,000 | SH | SOLE | 59,000 | 0 | 0 | |||
Eaton Corp PLC | SHS | G29183103 | 109,438 | 350 | SH | SOLE | 350 | 0 | 0 | |||
iShares Inc | MSCI TAIWAN ETF | 46434G772 | 7,302 | 150 | SH | SOLE | 150 | 0 | 0 | |||
iShares Inc | MSCI MEXICO ETF | 464286822 | 485,170 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | |||
iShares Inc | MSCI STH KOR ETF | 464286772 | 16,778 | 250 | SH | SOLE | 250 | 0 | 0 | |||
Futu Hldgs Ltd | SPON ADS CL A | 36118L106 | 324,900 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | |||
Alphabet Inc | CAP STK CL C | 02079K107 | 6,120,852 | 40,200 | SH | SOLE | 40,200 | 0 | 0 | |||
Home Depot Inc | COM | 437076102 | 383,600 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | |||
H World Group Ltd | SPONSORED ADS | 44332N106 | 131,580 | 3,400 | SH | SOLE | 3,400 | 0 | 0 | |||
ICICI Bank Limited | ADR | 45104G104 | 89,794 | 3,400 | SH | SOLE | 3,400 | 0 | 0 | |||
iShares TR | MSCI INDIA ETF | 46429B598 | 87,703 | 1,700 | SH | SOLE | 1,700 | 0 | 0 | |||
Johnson & Johnson | COM | 478160104 | 316,380 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | |||
JPMorgan Chase & Co | COM | 46625H100 | 200,300 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | |||
Korea Elec Pwr Corp | SPONSORED ADR | 500631106 | 14,994 | 1,800 | SH | SOLE | 1,800 | 0 | 0 | |||
KeyCorp | COM | 493267108 | 158,100 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
KraneShares Trust | CSI CHI INTERNET | 500767306 | 210,000 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | |||
Eli Lilly & Co | COM | 532457108 | 9,296,622 | 11,950 | SH | SOLE | 11,950 | 0 | 0 | |||
Marriott Intl Inc New | CL A | 571903202 | 4,352,348 | 17,250 | SH | SOLE | 17,250 | 0 | 0 | |||
MongoDB Inc | CL A | 60937P106 | 4,267,816 | 11,900 | SH | SOLE | 11,900 | 0 | 0 | |||
Meta Platforms Inc | CL A | 30303M102 | 16,524,287 | 34,030 | SH | SOLE | 34,030 | 0 | 0 | |||
Vanguard World FD | MEGA GRWTH IND | 921910816 | 716,525 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | |||
Microsoft Corp | COM | 594918104 | 8,708,904 | 20,700 | SH | SOLE | 20,700 | 0 | 0 | |||
Micron Technology Inc | COM | 595112103 | 2,917,778 | 24,750 | SH | SOLE | 24,750 | 0 | 0 | |||
NIKE Inc | CL B | 654106103 | 281,940 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | |||
Nomura Hldgs Inc | SPONSORED ADR | 65535H208 | 154,080 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | |||
ServiceNow Inc | COM | 81762P102 | 6,015,336 | 7,890 | SH | SOLE | 7,890 | 0 | 0 | |||
NetApp Inc | COM | 64110D104 | 2,519,280 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | |||
NVIDIA Corporation | COM | 67066G104 | 36,192,096 | 40,055 | SH | SOLE | 40,055 | 0 | 0 | |||
Onto Innovation Inc | COM | 683344105 | 4,291,596 | 23,700 | SH | SOLE | 23,700 | 0 | 0 | |||
Palo Alto Networks Inc | COM | 697435105 | 13,240,458 | 46,600 | SH | SOLE | 46,600 | 0 | 0 | |||
PDD Holdings Inc | SPONSORED ADS | 722304102 | 174,375 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | |||
Sea Ltd | SPONSORD ADS | 81141R100 | 10,742 | 200 | SH | SOLE | 200 | 0 | 0 | |||
Shopify Inc | CL A | 82509L107 | 5,147,239 | 66,700 | SH | SOLE | 66,700 | 0 | 0 | |||
Super Micro Computer Inc | COM | 86800U104 | 8,110,541 | 8,030 | SH | SOLE | 8,030 | 0 | 0 | |||
Stellantis N.V | SHS | N82405106 | 79,240 | 2,800 | SH | SOLE | 2,800 | 0 | 0 | |||
Trip Com Group Ltd | ADS | 89677Q107 | 307,230 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | |||
Toyota Motor Corp | ADS | 892331307 | 3,231,571 | 12,840 | SH | SOLE | 12,840 | 0 | 0 | |||
Taiwan Semiconductor Mfg Ltd | SPONSORED ADS | 874039100 | 1,065,272 | 7,830 | SH | SOLE | 7,830 | 0 | 0 | |||
Uber Technologies Inc | COM | 90353T100 | 8,280,275 | 107,550 | SH | SOLE | 107,550 | 0 | 0 | |||
US Bancorp Del | COM NEW | 902973304 | 5,811,000 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | |||
Visa Inc | COM CL A | 92826C839 | 418,620 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | |||
Vertiv Holdings Co | COM CL A | 92537N108 | 21,209,699 | 259,700 | SH | SOLE | 259,700 | 0 | 0 | |||
Vistra Corp | COM | 92840M102 | 13,943,930 | 200,200 | SH | SOLE | 200,200 | 0 | 0 |