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
ACM RESH INC COM CL A 00108J109   901,340 44,401 SH   SOLE   44,401 0 0
AES CORP COM 00130H105   1,316,558 65,631 SH   SOLE   65,631 0 0
ALAMOS GOLD INC NEW COM CL A 011532108   1,166,490 58,500 SH   SOLE   58,500 0 0
ALPHABET INC CAP STK CL A 02079K305   2,925,594 17,640 SH   SOLE   17,640 0 0
AMAZON COM INC COM 023135106   380,113 2,040 SH   SOLE   2,040 0 0
AMERICAN TOWER CORP NEW COM 03027X100   1,396,523 6,005 SH   SOLE   6,005 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107   654,000 75,000 SH   SOLE   75,000 0 0
AUTOZONE INC COM 053332102   2,088,477 663 SH   SOLE   663 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   555,534 1,207 SH   SOLE   1,207 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   2,073,540 3 SH   SOLE   3 0 0
CHIMERA INVT CORP COM SHS 16934Q802   554,050 35,000 SH   SOLE   35,000 0 0
DISNEY WALT CO COM 254687106   240,475 2,500 SH   SOLE   2,500 0 0
EHANG HLDGS LTD ADS 26853E102   1,187,265 83,965 SH   SOLE   83,965 0 0
ENDEAVOUR SILVER CORP COM 29258Y103   785,900 199,467 SH   SOLE   199,467 0 0
EQT CORP COM 26884L109   657,505 17,945 SH   SOLE   17,945 0 0
ETSY INC COM 29786A106   222,120 4,000 SH   SOLE   4,000 0 0
FIDELITY WISE ORIGIN BITCOIN SHS 315948109   3,609,450 65,000 SH   SOLE   65,000 0 0
FIRST SOLAR INC COM 336433107   1,300,580 5,214 SH   SOLE   5,214 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   314,593 3,289 SH   SOLE   3,289 0 0
GIGACLOUD TECHNOLOGY INC CLASS A ORD G38644103   809,677 35,234 SH   SOLE   35,234 0 0
GLOBAL X FDS 1-3 MONTH T-BILL 37960A438   653,250 6,500 SH   SOLE   6,500 0 0
GOLAR LNG LTD SHS G9456A100   304,226 8,276 SH   SOLE   8,276 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   500,480 8,000 SH   SOLE   8,000 0 0
ICICI BANK LIMITED ADR 45104G104   328,350 11,000 SH   SOLE   11,000 0 0
INNOVATIVE INDL PPTYS INC COM 45781V101   689,017 5,119 SH   SOLE   5,119 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   808,288 5,800 SH   SOLE   5,800 0 0
ISHARES TR 1 3 YR TREAS BD 464287457   623,625 7,500 SH   SOLE   7,500 0 0
ISHARES TR RUS 2000 VAL ETF 464287630   250,230 1,500 SH   SOLE   1,500 0 0
JD.COM INC SPON ADS CL A 47215P106   833,560 20,839 SH   SOLE   20,839 0 0
JOYY INC ADS REPSTG COM A 46591M109   765,099 21,112 SH   SOLE   21,112 0 0
KKR & CO INC COM 48251W104   628,743 4,815 SH   SOLE   4,815 0 0
LEAR CORP COM NEW 521865204   709,475 6,500 SH   SOLE   6,500 0 0
LSB INDS INC COM 502160104   321,600 40,000 SH   SOLE   40,000 0 0
MAG SILVER CORP COM 55903Q104   421,200 30,000 SH   SOLE   30,000 0 0
META PLATFORMS INC CL A 30303M102   3,323,014 5,805 SH   SOLE   5,805 0 0
MICRON TECHNOLOGY INC COM 595112103   854,052 8,235 SH   SOLE   8,235 0 0
MICROSOFT CORP COM 594918104   822,734 1,912 SH   SOLE   1,912 0 0
MICROSTRATEGY INC CL A NEW 594972408   10,116,000 60,000 SH   SOLE   60,000 0 0
MIDDLESEX WTR CO COM 596680108   473,381 7,256 SH   SOLE   7,256 0 0
NETEASE INC SPONSORED ADS 64110W102   1,140,822 12,200 SH   SOLE   12,200 0 0
NEWMONT CORP COM 651639106   1,004,860 18,800 SH   SOLE   18,800 0 0
NOAH HLDGS LTD SPON ADS 65487X102   636,228 51,600 SH   SOLE   51,600 0 0
PAYPAL HLDGS INC COM 70450Y103   544,649 6,980 SH   SOLE   6,980 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   4,650,945 34,500 SH   SOLE   34,500 0 0
PINTEREST INC CL A 72352L106   298,775 9,230 SH   SOLE   9,230 0 0
PULTE GROUP INC COM 745867101   650,621 4,533 SH   SOLE   4,533 0 0
QIFU TECHNOLOGY INC AMERICAN DEP 88557W101   229,030 7,683 SH   SOLE   7,683 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104   373,950 15,000 SH   SOLE   15,000 0 0
RIO TINTO PLC SPONSORED ADR 767204100   2,652,862 37,275 SH   SOLE   37,275 0 0
ROBLOX CORP CL A 771049103   303,181 6,850 SH   SOLE   6,850 0 0
S&P GLOBAL INC COM 78409V104   491,306 951 SH   SOLE   951 0 0
SCHWAB CHARLES CORP COM 808513105   670,459 10,345 SH   SOLE   10,345 0 0
SEA LTD SPONSORD ADS 81141R100   999,368 10,600 SH   SOLE   10,600 0 0
SEABRIDGE GOLD INC COM 811916105   419,750 25,000 SH   SOLE   25,000 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107   645,771 157,122 SH   SOLE   157,122 0 0
SILVERCREST METALS INC COM 828363101   564,972 61,078 SH   SOLE   61,078 0 0
SPDR GOLD TR GOLD SHS 78463V107   607,650 2,500 SH   SOLE   2,500 0 0
TESLA INC COM 88160R101   714,773 2,732 SH   SOLE   2,732 0 0
TOLL BROTHERS INC COM 889478103   658,436 4,262 SH   SOLE   4,262 0 0
UPWORK INC COM 91688F104   266,475 25,500 SH   SOLE   25,500 0 0
VALARIS LTD CL A G9460G101   432,063 7,750 SH   SOLE   7,750 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   244,050 5,000 SH   SOLE   5,000 0 0
VINCI PARTNERS INVTS LTD COM CL A G9451V109   496,500 50,000 SH   SOLE   50,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103   431,144 27,409 SH   SOLE   27,409 0 0
VOX ROYALTY CORP COM 92919F103   256,700 85,000 SH   SOLE   85,000 0 0