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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ASML HOLDING N V N Y REGISTRY SHS N07059210 7,961 10,000 SH   SOLE   10,000 0 0
AMAZON COM INC COM 023135106 11,670 3,500 SH   SOLE   3,500 0 0
APPLE INC COM 037833100 12,536 70,600 SH   SOLE   70,600 0 0
VISA INC COM CL A 92826C839 9,080 41,900 SH   SOLE   41,900 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 21,843 503,300 SH   SOLE   503,300 0 0
NVIDIA CORPORATION COM 67066G104 15,882 54,000 SH   SOLE   54,000 0 0
MOSAIC CO NEW COM 61945C103 13,221 336,500 SH   SOLE   336,500 0 0
MORGAN STANLEY COM NEW 617446448 15,126 154,100 SH   SOLE   154,100 0 0
MICRON TECHNOLOGY INC COM 595112103 15,696 168,500 SH   SOLE   168,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104 8,803 24,500 SH   SOLE   24,500 0 0
LUMINAR TECHNOLOGIES INC COM CL A 550424105 3,548 209,800 SH   SOLE   209,800 0 0
JPMORGAN CHASE & CO COM 46625H100 15,170 95,800 SH   SOLE   95,800 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 25,363 66,300 SH   SOLE   66,300 0 0
META PLATFORMS INC CL A 30303M102 16,515 49,100 SH   SOLE   49,100 0 0
ENPHASE ENERGY INC COM 29355A107 5,506 30,100 SH   SOLE   30,100 0 0
CF INDS HLDGS INC COM 125269100 15,232 215,200 SH   SOLE   215,200 0 0
BROADCOM INC COM 11135F101 32,006 48,100 SH   SOLE   48,100 0 0
ALPHABET INC CAP STK CL C 02079K107 15,301 5,288 SH   SOLE   5,288 0 0