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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107 11,564,640 54,000 SH SOLE 54,000 0 0
AIRBNB INC COM CL A 009066101 6,883,040 50,715 SH SOLE 50,715 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 718,242 4,900 SH SOLE 4,900 0 0
ALIGN TECHNOLOGY INC COM 016255101 7,015,039 44,925 SH SOLE 44,925 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 4,140,191 42,290 SH SOLE 42,290 0 0
ALPHABET INC CAP STK CL A 02079K305 32,896,300 105,100 SH SOLE 105,100 0 0
APPLIED MATLS INC COM 038222105 23,857,924 92,836 SH SOLE 92,836 0 0
BANCORP INC DEL COM 05969A105 1,667,812 24,701 SH SOLE 24,701 0 0
BANK AMERICA CORP COM 060505104 6,462,500 117,500 SH SOLE 117,500 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,690,915 3,364 SH SOLE 3,364 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 2,972,550 52,500 SH SOLE 52,500 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 2,584,743 12,382 SH SOLE 12,382 0 0
COMFORT SYS USA INC COM 199908104 8,138,289 8,720 SH SOLE 8,720 0 0
CORE NATURAL RESOURCES INC COM SHS 218937100 2,495,982 28,200 SH SOLE 28,200 0 0
CREDIT ACCEP CORP MICH COM 225310101 541,021 1,220 SH SOLE 1,220 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 4,215,312 87,600 SH SOLE 87,600 0 0
DUPONT DE NEMOURS INC COM 26614N102 2,168,388 53,940 SH SOLE 53,940 0 0
EMCOR GROUP INC COM 29084Q100 2,904,779 4,748 SH SOLE 4,748 0 0
EVEREST GROUP LTD COM G3223R108 2,626,569 7,740 SH SOLE 7,740 0 0
EXXON MOBIL CORP COM 30231G102 19,350,672 160,800 SH SOLE 160,800 0 0
FIVERR INTL LTD ORD SHS M4R82T106 1,573,094 79,610 SH SOLE 79,610 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 20,392,800 23,200 SH SOLE 23,200 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 2,234,250 45,000 SH SOLE 45,000 0 0
ISHARES ETHEREUM TR SHS 46438R105 4,326,747 192,900 SH SOLE 192,900 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 7,312,183 29,705 SH SOLE 29,705 0 0
JPMORGAN CHASE & CO. COM 46625H100 1,411,324 4,380 SH SOLE 4,380 0 0
LEIDOS HOLDINGS INC COM 525327102 3,469,272 19,231 SH SOLE 19,231 0 0
LITHIA MTRS INC COM 536797103 3,575,538 10,759 SH SOLE 10,759 0 0
MARVELL TECHNOLOGY INC COM 573874104 11,115,384 130,800 SH SOLE 130,800 0 0
META PLATFORMS INC CL A 30303M102 11,989,875 18,164 SH SOLE 18,164 0 0
MICRON TECHNOLOGY INC COM 595112103 24,659,424 86,400 SH SOLE 86,400 0 0
NETFLIX INC COM 64110L106 2,484,640 26,500 SH SOLE 26,500 0 0
ON HLDG AG NAMEN AKT A H5919C104 2,932,888 63,100 SH SOLE 63,100 0 0
PAYPAL HLDGS INC COM 70450Y103 3,243,009 55,550 SH SOLE 55,550 0 0
QNITY ELECTRONICS INC COMMON STOCK 74743L100 2,202,101 26,970 SH SOLE 26,970 0 0
QUALCOMM INC COM 747525103 10,032,083 58,650 SH SOLE 58,650 0 0
SLB LIMITED COM STK 806857108 4,951,020 129,000 SH SOLE 129,000 0 0
STRIDE INC COM 86333M108 289,263 4,455 SH SOLE 4,455 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 11,107,180 36,550 SH SOLE 36,550 0 0
THE CIGNA GROUP COM 125523100 8,452,313 30,710 SH SOLE 30,710 0 0
TWILIO INC CL A 90138F102 6,258,560 44,000 SH SOLE 44,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 821,644 2,489 SH SOLE 2,489 0 0
VAIL RESORTS INC COM 91879Q109 3,148,422 23,708 SH SOLE 23,708 0 0
WELLS FARGO CO NEW COM 949746101 9,916,480 106,400 SH SOLE 106,400 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105 5,151,867 253,163 SH SOLE 253,163 0 0