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
ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104   275,550 15,000 SH   SOLE   0 0 15,000
ADOBE SYSTEMS INCORPORATED COM 00724F101   1,575,037 3,221 SH   SOLE   0 0 3,221
ADVANCED MICRO DEVICES INC COM 007903107   6,883,923 60,433 SH   SOLE   0 0 60,433
AIRBNB INC COM CL A 009066101   5,246,101 40,934 SH   SOLE   0 0 40,934
ALPHABET INC CAP STK CL A 02079K305   4,909,496 41,015 SH   SOLE   0 0 41,015
AMAZON COM INC COM 023135106   4,746,017 36,407 SH   SOLE   0 0 36,407
APPLE INC COM 037833100   10,120,636 52,176 SH   SOLE   0 0 52,176
ARCH CAP GROUP LTD ORD G0450A105   1,559,724 20,838 SH   SOLE   0 0 20,838
ARISTA NETWORKS INC COM 040413106   1,385,289 8,548 SH   SOLE   0 0 8,548
ASML HOLDING N V N Y REGISTRY SHS N07059210   7,262,477 10,021 SH   SOLE   0 0 10,021
BAKER HUGHES COMPANY CL A 05722G100   2,489,256 78,749 SH   SOLE   0 0 78,749
BOEING CO COM 097023105   4,231,223 20,038 SH   SOLE   0 0 20,038
BOOKING HOLDINGS INC COM 09857L108   4,236,818 1,569 SH   SOLE   0 0 1,569
BROADCOM INC COM 11135F101   8,088,785 9,325 SH   SOLE   0 0 9,325
CARROLS RESTAURANT GROUP INC COM 14574X104   66,750 13,244 SH   SOLE   0 0 13,244
DECKERS OUTDOOR CORP COM 243537107   1,746,027 3,309 SH   SOLE   0 0 3,309
FORTINET INC COM 34959E109   1,480,279 19,583 SH   SOLE   0 0 19,583
HUBSPOT INC COM 443573100   1,936,808 3,640 SH   SOLE   0 0 3,640
INVESCO QQQ TR UNIT SER 1 46090E103   257,116 696 SH   SOLE   0 0 696
ISHARES TR US BR DEL SE ETF 464288794   213,535 2,353 SH   SOLE   0 0 2,353
ISHARES TR US AER DEF ETF 464288760   221,556 1,899 SH   SOLE   0 0 1,899
LAM RESEARCH CORP COM 512807108   4,042,304 6,288 SH   SOLE   0 0 6,288
MICROSOFT CORP COM 594918104   8,761,753 25,729 SH   SOLE   0 0 25,729
NOVO-NORDISK A S ADR 670100205   5,571,807 34,430 SH   SOLE   0 0 34,430
NVIDIA CORPORATION COM 67066G104   12,581,889 29,743 SH   SOLE   0 0 29,743
ORACLE CORP COM 68389X105   2,484,456 20,862 SH   SOLE   0 0 20,862
OSCAR HEALTH INC CL A 687793109   1,537,058 190,702 SH   SOLE   0 0 190,702
PALO ALTO NETWORKS INC COM 697435105   5,193,496 20,326 SH   SOLE   0 0 20,326
PULTE GROUP INC COM 745867101   2,415,615 31,097 SH   SOLE   0 0 31,097
RAYTHEON TECHNOLOGIES CORP COM 75513E101   5,052,973 51,582 SH   SOLE   0 0 51,582
RESTAURANT BRANDS INTL INC COM 76131D103   7,579,208 97,771 SH   SOLE   0 0 97,771
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   398,835 2,294 SH   SOLE   0 0 2,294
SERVICENOW INC COM 81762P102   6,531,215 11,622 SH   SOLE   0 0 11,622
SPDR GOLD TR GOLD SHS 78463V107   468,672 2,629 SH   SOLE   0 0 2,629
SPROTT PHYSICAL SILVER TR TR UNIT 85207K107   194,750 25,000 SH   SOLE   0 0 25,000
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   6,329,601 62,719 SH   SOLE   0 0 62,719
TESLA INC COM 88160R101   6,955,491 26,571 SH   SOLE   0 0 26,571
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405   1,208,937 153,224 SH   SOLE   0 0 153,224
VALERO ENERGY CORP COM 91913Y100   3,988,787 34,005 SH   SOLE   0 0 34,005
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844   597,742 3,680 SH   SOLE   0 0 3,680
WISDOMTREE TR US LARGECAP DIVD 97717W307   480,053 7,548 SH   SOLE   0 0 7,548
ZEDGE INC CL B 98923T104   35,840 16,000 SH   SOLE   0 0 16,000