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
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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
ADOBE INC COM 00724F101   1,642,898 3,222 SH   SOLE   0 0 3,222
ADVANCED MICRO DEVICES INC COM 007903107   6,438,177 62,616 SH   SOLE   0 0 62,616
AIRBNB INC COM CL A 009066101   5,753,901 41,935 SH   SOLE   0 0 41,935
ALPHABET INC CAP STK CL A 02079K305   5,347,332 40,863 SH   SOLE   0 0 40,863
AMAZON COM INC COM 023135106   4,616,617 36,317 SH   SOLE   0 0 36,317
APPLE INC COM 037833100   593,592 3,467 SH   SOLE   0 0 3,467
ARCH CAP GROUP LTD ORD G0450A105   1,793,794 22,504 SH   SOLE   0 0 22,504
ARISTA NETWORKS INC COM 040413106   1,501,972 8,166 SH   SOLE   0 0 8,166
ASML HOLDING N V N Y REGISTRY SHS N07059210   6,422,672 10,911 SH   SOLE   0 0 10,911
BAKER HUGHES COMPANY CL A 05722G100   2,687,746 76,097 SH   SOLE   0 0 76,097
BOEING CO COM 097023105   3,710,925 19,360 SH   SOLE   0 0 19,360
BOOKING HOLDINGS INC COM 09857L108   4,780,123 1,550 SH   SOLE   0 0 1,550
BROADCOM INC COM 11135F101   5,614,721 6,760 SH   SOLE   0 0 6,760
CARROLS RESTAURANT GROUP INC COM 14574X104   79,106 12,004 SH   SOLE   0 0 12,004
CONSTELLATION ENERGY CORP COM 21037T109   2,203,852 20,204 SH   SOLE   0 0 20,204
CROWDSTRIKE HLDGS INC CL A 22788C105   1,303,053 7,785 SH   SOLE   0 0 7,785
DECKERS OUTDOOR CORP COM 243537107   1,721,173 3,348 SH   SOLE   0 0 3,348
E L F BEAUTY INC COM 26856L103   1,141,793 10,396 SH   SOLE   0 0 10,396
ELI LILLY & CO COM 532457108   6,086,220 11,331 SH   SOLE   0 0 11,331
EOG RES INC COM 26875P101   1,783,767 14,072 SH   SOLE   0 0 14,072
FORTINET INC COM 34959E109   1,094,147 18,646 SH   SOLE   0 0 18,646
GOLD ROYALTY CORP COMMON SHARES 38071H106   23,154 18,089 SH   SOLE   0 0 18,089
HALLIBURTON CO COM 406216101   2,273,670 56,140 SH   SOLE   0 0 56,140
HUBSPOT INC COM 443573100   1,213,028 2,463 SH   SOLE   0 0 2,463
INVESCO QQQ TR UNIT SER 1 46090E103   248,639 694 SH   SOLE   0 0 694
ISHARES TR US BR DEL SE ETF 464288794   210,188 2,309 SH   SOLE   0 0 2,309
LAM RESEARCH CORP COM 512807108   2,691,350 4,294 SH   SOLE   0 0 4,294
META PLATFORMS INC CL A 30303M102   4,537,374 15,114 SH   SOLE   0 0 15,114
MICROSOFT CORP COM 594918104   7,799,551 24,702 SH   SOLE   0 0 24,702
NOVO-NORDISK A S ADR 670100205   6,134,631 67,458 SH   SOLE   0 0 67,458
NVIDIA CORPORATION COM 67066G104   8,835,087 20,311 SH   SOLE   0 0 20,311
ORACLE CORP COM 68389X105   2,118,188 19,998 SH   SOLE   0 0 19,998
OSCAR HEALTH INC CL A 687793109   1,010,821 181,476 SH   SOLE   0 0 181,476
PALO ALTO NETWORKS INC COM 697435105   4,717,871 20,124 SH   SOLE   0 0 20,124
PULTE GROUP INC COM 745867101   2,216,391 29,931 SH   SOLE   0 0 29,931
RESTAURANT BRANDS INTL INC COM 76131D103   6,420,969 96,382 SH   SOLE   0 0 96,382
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   358,515 2,187 SH   SOLE   0 0 2,187
SELECT SECTOR SPDR TR ENERGY 81369Y506   424,833 4,700 SH   SOLE   0 0 4,700
SERVICENOW INC COM 81762P102   6,241,906 11,167 SH   SOLE   0 0 11,167
SPDR GOLD TR GOLD SHS 78463V107   438,912 2,560 SH   SOLE   0 0 2,560
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107   94,758 12,501 SH   SOLE   0 0 12,501
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   5,198,995 59,827 SH   SOLE   0 0 59,827
TESLA INC COM 88160R101   6,378,108 25,490 SH   SOLE   0 0 25,490
VALERO ENERGY CORP COM 91913Y100   6,208,882 43,814 SH   SOLE   0 0 43,814
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   310,760 2,000 SH   SOLE   0 0 2,000
VERTIV HOLDINGS CO COM CL A 92537N108   1,639,627 44,076 SH   SOLE   0 0 44,076
VISTRA CORP COM 92840M102   2,446,196 73,725 SH   SOLE   0 0 73,725
WISDOMTREE TR US LARGECAP DIVD 97717W307   462,282 7,518 SH   SOLE   0 0 7,518
ZEDGE INC CL B 98923T104   35,040 16,000 SH   SOLE   0 0 16,000