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
Adobe Inc COM 00724F101   24,823,333 41,608 SH   SOLE   41,608 0 0
Advanced Micro Devices Inc COM 007903107   7,124,620 48,332 SH   SOLE   48,332 0 0
Alphabet Inc CAP STK CL C 02079K107   27,391,296 194,361 SH   SOLE   194,361 0 0
Apple Inc COM 037833100   3,002,120 15,593 SH   SOLE   15,593 0 0
Berkshire Hathaway Inc CL B NEW 084670702   16,237,303 45,526 SH   SOLE   45,526 0 0
CrowdStrike Holdings Inc CL A 22788C105   28,735,500 112,547 SH   SOLE   112,547 0 0
Cytokinetics Inc COM NEW 23282W605   28,760,969 344,484 SH   SOLE   344,484 0 0
Dexcom Inc COM 252131107   18,762,408 151,200 SH   SOLE   151,200 0 0
Eli Lilly and Co COM 532457108   1,749 3 SH   SOLE   3 0 0
Fiserv Inc COM 337738108   17,136,360 129,000 SH   SOLE   129,000 0 0
Freeport-McMoRan Inc CL B 35671D857   23,630,309 555,093 SH   SOLE   555,093 0 0
General Motors Co COM 37045V100   1,996,865 55,592 SH   SOLE   55,592 0 0
Insulet Corp COM 45784P101   19,721,529 90,891 SH   SOLE   90,891 0 0
Johnson & Johnson COM 478160104   1,881 12 SH   SOLE   12 0 0
JPMorgan Chase & Co COM 46625H100   6,760,965 39,747 SH   SOLE   39,747 0 0
Karuna Therapeutics Inc COM 48576A100   15,952,104 50,400 SH   SOLE   50,400 0 0
MercadoLibre Inc COM 58733R102   11,242,797 7,154 SH   SOLE   7,154 0 0
Meta Platforms Inc CL A 30303M102   17,203,518 48,603 SH   SOLE   48,603 0 0
Microsoft Corp COM 594918104   10,762,265 28,620 SH   SOLE   28,620 0 0
MoonLake Immunotherapeutics CLASS A ORD 61559X104   13,828,827 228,992 SH   SOLE   228,992 0 0
Neurocrine Biosciences Inc COM 64125C109   7,829,838 59,425 SH   SOLE   59,425 0 0
Nike Inc CL B 654106103   13,914,765 128,164 SH   SOLE   128,164 0 0
NVIDIA Corp COM 67066G104   6,111,510 12,341 SH   SOLE   12,341 0 0
Parsons Corp COM 70202L102   7,070,991 112,757 SH   SOLE   112,757 0 0
Pfizer Inc COM 717081103   1,526 53 SH   SOLE   53 0 0
Southern Copper Corp COM 84265V105   50,661,146 588,604 SH   SOLE   588,604 0 0
TJX Companies Inc COM 872540109   30,673,243 326,972 SH   SOLE   326,972 0 0
Valero Energy Corp COM 91913Y100   10,842,910 83,407 SH   SOLE   83,407 0 0
Verizon Communications Inc COM 92343V104   11,476,634 304,420 SH   SOLE   304,420 0 0
Visa Inc COM CL A 92826C839   2,589,181 9,945 SH   SOLE   9,945 0 0
Walmart Inc COM 931142103   4,746,999 30,111 SH   SOLE   30,111 0 0