The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| MICROSOFT CORP | COM | 594918104 | 13,303 | 51,800 | SH | SOLE | 0 | 13,303 | 0 | 0 | |
| ZOOM VIDEO COMMUNICATIONS INC-CL A | COM | 98980L101 | 10,888 | 100,850 | SH | SOLE | 0 | 10,888 | 0 | 0 | |
| CHEVRON CORP | COM | 166764100 | 7,963 | 55,000 | SH | SOLE | 0 | 7,963 | 0 | 0 | |
| ORACLE CORP | COM | 68389X105 | 6,987 | 100,000 | SH | SOLE | 0 | 6,987 | 0 | 0 | |
| OCCIDENTAL PETROLEUM CORP | COM | 674599105 | 4,593 | 78,000 | SH | SOLE | 0 | 4,593 | 0 | 0 | |
| BLACKSTONE INC | COM | 09253U108 | 4,562 | 50,000 | SH | SOLE | 0 | 4,562 | 0 | 0 | |
| CARRIER GLOBAL CORP | COM | 14448C104 | 4,458 | 125,000 | SH | SOLE | 0 | 4,458 | 0 | 0 | |
| FUTU HLDGS LTD-SPONSORED ADR | SPONSORED ADR | 36118L106 | 3,968 | 76,000 | SH | SOLE | 0 | 3,968 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 3,787 | 27,700 | SH | SOLE | 0 | 3,787 | 0 | 0 | |
| HP INC | COM | 40434L105 | 3,278 | 100,000 | SH | SOLE | 0 | 3,278 | 0 | 0 | |
| DEERE & CO | COM | 244199105 | 3,028 | 10,110 | SH | SOLE | 0 | 3,028 | 0 | 0 | |
| WEYERHAEUSER CO | COM | 962166104 | 2,721 | 82,169 | SH | SOLE | 0 | 2,721 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 2,378 | 5,000 | SH | SOLE | 0 | 2,378 | 0 | 0 | |
| CME GROUP INC-CL A | COM | 12572Q105 | 2,284 | 11,160 | SH | SOLE | 0 | 2,284 | 0 | 0 | |
| EOG RESOURCES INC | COM | 26875P101 | 2,209 | 20,000 | SH | SOLE | 0 | 2,209 | 0 | 0 | |
| ALPHABET INC-CL C | COM | 02079K107 | 2,187 | 1,000 | SH | SOLE | 0 | 2,187 | 0 | 0 | |
| TESLA INC | COM | 88160R101 | 1,763 | 2,618 | SH | SOLE | 0 | 1,763 | 0 | 0 | |
| HALLIBURTON CO | COM | 406216101 | 1,599 | 51,000 | SH | SOLE | 0 | 1,599 | 0 | 0 | |
| BLACKROCK INC | COM | 09247X101 | 1,571 | 2,580 | SH | SOLE | 0 | 1,571 | 0 | 0 | |
| SNOWFLAKE INC-CL A | COM | 833445109 | 1,418 | 10,200 | SH | SOLE | 0 | 1,418 | 0 | 0 | |
| OATLY GROUP AB | COM | 67421J108 | 1,384 | 400,000 | SH | SOLE | 0 | 1,384 | 0 | 0 | |
| COTERRA ENERCOTERRA ENERGY INC | COM | 127097103 | 1,289 | 50,000 | SH | SOLE | 0 | 1,289 | 0 | 0 | |
| ACCENTURE PLC-CL A | COM | G1151C101 | 1,111 | 4,000 | SH | SOLE | 0 | 1,111 | 0 | 0 | |
| ATLASSIAN CORP PLC | COM | G06242104 | 937 | 5,000 | SH | SOLE | 0 | 937 | 0 | 0 | |
| PIONEER NATURAL RESOURCES CO | COM | 723787107 | 892 | 4,000 | SH | SOLE | 0 | 892 | 0 | 0 | |
| CROWDSTRIKE HLDGS INC-CL A | COM | 22788C105 | 868 | 5,150 | SH | SOLE | 0 | 868 | 0 | 0 | |
| MONGODB INC | COM | 60937P106 | 519 | 2,000 | SH | SOLE | 0 | 519 | 0 | 0 | |
| ALPHABET INC-CL A | COM | 009066101 | 261 | 120 | SH | SOLE | 0 | 261 | 0 | 0 | |
| AMAZON.COM INC | COM | 023135106 | 235 | 2,210 | SH | SOLE | 0 | 235 | 0 | 0 | |