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
LINDE PLC SHS G54950103   26,091,872 54,716 SH   SOLE   54,716 0 0
MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 61559X104   11,547,642 229,029 SH   SOLE   229,029 0 0
ABBVIE INC COM 00287Y109   25,476,500 129,008 SH   SOLE   129,008 0 0
ADOBE INC COM 00724F101   20,171,155 38,957 SH   SOLE   38,957 0 0
ADVANCED MICRO DEVICES INC COM 007903107   6,152,180 37,495 SH   SOLE   37,495 0 0
ALPHABET INC CAP STK CL C 02079K107   25,892,214 154,867 SH   SOLE   154,867 0 0
AMAZON COM INC COM 023135106   26,342,404 141,375 SH   SOLE   141,375 0 0
APPLE INC COM 037833100   2,867,298 12,306 SH   SOLE   12,306 0 0
APPLIED MATLS INC COM 038222105   40,446,369 200,180 SH   SOLE   200,180 0 0
BANK AMERICA COR COM 060505104   1,451,018 36,568 SH   SOLE   36,568 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   19,648,039 42,689 SH   SOLE   42,689 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   29,742,441 106,045 SH   SOLE   106,045 0 0
META PLATFORMS INC CL A 30303M102   8,408,571 14,689 SH   SOLE   14,689 0 0
FISERV INC COM 337738108   23,174,850 129,000 SH   SOLE   129,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   27,710,243 555,093 SH   SOLE   555,093 0 0
GENERAL MTRS CO COM 37045V100   2,492,745 55,592 SH   SOLE   55,592 0 0
INTEL CORP COM 458140100   9,121,107 388,794 SH   SOLE   388,794 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   29,608,680 404,656 SH   SOLE   404,656 0 0
JANUX THERAPEUTICS INC COM 47103J105   21,430,966 471,736 SH   SOLE   471,736 0 0
MARVELL TECHNOLOGY INC COM 573874104   8,577,809 118,938 SH   SOLE   118,938 0 0
MERCADOLIBRE INC COM 58733R102   21,412,203 10,435 SH   SOLE   10,435 0 0
MICROSOFT CORP COM 594918104   4,873,578 11,326 SH   SOLE   11,326 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   28,464,294 247,043 SH   SOLE   247,043 0 0
NVIDIA CORPORATION COM 67066G104   5,873,688 48,367 SH   SOLE   48,367 0 0
PARSONS CORP DEL COM 70202L102   12,020,763 115,941 SH   SOLE   115,941 0 0
PEPSICO INC COM 713448108   6,117,379 35,974 SH   SOLE   35,974 0 0
PFIZER INC COM 717081103   18,115,022 625,951 SH   SOLE   625,951 0 0
SENTINELONE INC CL A 81730H109   16,594,356 693,744 SH   SOLE   693,744 0 0
SOUTHERN COPPER CORP COM 84265V105   52,440,961 453,367 SH   SOLE   453,367 0 0
TJX COS INC NEW COM 872540109   17,004,747 144,672 SH   SOLE   144,672 0 0
TIDEWATER INC NEW COM 88642R109   14,558,797 202,797 SH   SOLE   202,797 0 0
VALERO ENERGY CORP COM 91913Y100   10,944,857 81,055 SH   SOLE   81,055 0 0
VARONIS SYS INC COM 922280102   22,303,206 394,747 SH   SOLE   394,747 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   15,228,891 339,098 SH   SOLE   339,098 0 0
VIKING THERAPEUTICS INC COM 92686J106   31,271,975 493,950 SH   SOLE   493,950 0 0
VIRIDIAN THERAPEUTICS INC COM 92790C104   14,402,797 633,090 SH   SOLE   633,090 0 0
WALMART INC COM 931142103   31,758,733 393,297 SH   SOLE   393,297 0 0
AT&T INC COM 00206R102   1,567,522 71,251 SH   SOLE   71,251 0 0
BROADCOM INC COM 11135F101   5,910,885 34,266 SH   SOLE   34,266 0 0
COCA COLA CO COM 191216100   7,314,558 101,789 SH   SOLE   101,789 0 0
JPMORGAN CHASE & CO COM 46625H100   520,824 2,470 SH   SOLE   2,470 0 0
JOHNSON & JOHNSON COM 478160104   3,630,630 22,403 SH   SOLE   22,403 0 0
ELI LILLY & CO COM 532457108   3,241,654 3,659 SH   SOLE   3,659 0 0
PROCTER AND GAMBLE CO COM 742718109   917,614 5,298 SH   SOLE   5,298 0 0
TESLA INC COM 88160R101   3,917,648 14,974 SH   SOLE   14,974 0 0
VISA INC COM CL A 92826C839   3,395,907 12,351 SH   SOLE   12,351 0 0
WELLS FARGO CO NEW COM 949746101   345,041 6,108 SH   SOLE   6,108 0 0
INSULET CORP COM 45784P101   32,352 139 SH   SOLE   139 0 0