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
ADVANCED MICRO DEVICES INC COM 007903107 2,296 21,000 SH   SOLE   21,000 0 0
AIRBNB INC COM CL A 009066101 344 2,000 SH   SOLE   2,000 0 0
ALBEMARLE CORP COM 012653101 257 1,161 SH   SOLE   1,161 0 0
ALCOA CORP COM 013872106 243 2,700 SH   SOLE   2,700 0 0
ALPHABET INC CAP STK CL A 02079K305 13,523 4,862 SH   SOLE   4,862 0 0
AMAZON COM INC COM 023135106 293 90 SH   SOLE   90 0 0
AMERCO COM 023586100 5,790 9,700 SH   SOLE   9,700 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102 5,552 689,676 SH   SOLE   689,676 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23,292 66,000 SH   SOLE   66,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 591 10,200 SH   SOLE   10,200 0 0
BLEND LABS INC CL A 09352U108 70 12,359 SH   SOLE   12,359 0 0
BLOCK INC CL A 852234103 651 4,800 SH   SOLE   4,800 0 0
BOXED INC COM 103174108 11,021 1,085,858 SH   SOLE   1,085,858 0 0
BP PLC SPONSORED ADR 055622104 13,524 460,000 SH   SOLE   460,000 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 16,316 387,000 SH   SOLE   387,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 16,366 30,000 SH   SOLE   30,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 222 1,600 SH   SOLE   1,600 0 0
CLOUDFLARE INC CL A COM 18915M107 8,571 71,600 SH   SOLE   71,600 0 0
CONFLUENT INC CLASS A COM 20717M103 283 6,914 SH   SOLE   6,914 0 0
COSTAR GROUP INC COM 22160N109 7,993 120,000 SH   SOLE   120,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 19,579 34,000 SH   SOLE   34,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 8,175 36,000 SH   SOLE   36,000 0 0
DATADOG INC CL A COM 23804L103 1,030 6,800 SH   SOLE   6,800 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 2,893 50,000 SH   SOLE   50,000 0 0
DISNEY WALT CO COM 254687106 8,230 60,000 SH   SOLE   60,000 0 0
EATON CORP PLC SHS G29183103 988 6,508 SH   SOLE   6,508 0 0
EBAY INC. COM 278642103 8,016 140,000 SH   SOLE   140,000 0 0
ELASTIC N V ORD SHS N14506104 285 3,200 SH   SOLE   3,200 0 0
FASTENAL CO COM 311900104 11,162 187,914 SH   SOLE   187,914 0 0
FIGURE ACQUISITION CORP I UNIT 99/99/9999 302438205 501 50,000 SH   SOLE   50,000 0 0
GENERAL MTRS CO COM 37045V100 530 12,112 SH   SOLE   12,112 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 543 16,686 SH   SOLE   16,686 0 0
HEICO CORP NEW CL A 422806208 7,102 56,000 SH   SOLE   56,000 0 0
ISHARES TR 10-20 YR TRS ETF 464288653 406 3,016 SH   SOLE   3,016 0 0
ISHARES TR US AER DEF ETF 464288760 296 2,673 SH   SOLE   2,673 0 0
ISHARES TR US HLTHCARE ETF 464287762 202 698 SH   SOLE   698 0 0
ISHARES TR US TREAS BD ETF 46429B267 302 12,132 SH   SOLE   12,132 0 0
JOHNSON CTLS INTL PLC SHS G51502105 894 13,638 SH   SOLE   13,638 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106 575 23,082 SH   SOLE   23,082 0 0
KAR AUCTION SVCS INC COM 48238T109 304 16,836 SH   SOLE   16,836 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 39,696 6,539,654 SH   SOLE   6,539,654 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 508 10,072 SH   SOLE   10,072 0 0
LAUDER ESTEE COS INC CL A 518439104 9,804 36,000 SH   SOLE   36,000 0 0
LITHIA MTRS INC COM 536797103 540 1,800 SH   SOLE   1,800 0 0
LOCKHEED MARTIN CORP COM 539830109 238 540 SH   SOLE   540 0 0
LUFAX HOLDING LTD ADS REP SHS CL A 54975P102 114,076 20,480,482 SH   SOLE   20,480,482 0 0
MARVELL TECHNOLOGY INC COM 573874104 932 13,000 SH   SOLE   13,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 10,007 28,000 SH   SOLE   28,000 0 0
MCCORMICK & CO INC COM NON VTG 579780206 9,980 100,000 SH   SOLE   100,000 0 0
META PLATFORMS INC CL A 30303M102 19,345 87,000 SH   SOLE   87,000 0 0
MICRON TECHNOLOGY INC COM 595112103 4,849 62,250 SH   SOLE   62,250 0 0
MICROSOFT CORP COM 594918104 1,110 3,600 SH   SOLE   3,600 0 0
MONGODB INC CL A 60937P106 621 1,400 SH   SOLE   1,400 0 0
NETFLIX INC COM 64110L106 281 750 SH   SOLE   750 0 0
NEXTERA ENERGY INC COM 65339F101 8,471 100,000 SH   SOLE   100,000 0 0
NORFOLK SOUTHN CORP COM 655844108 917 3,216 SH   SOLE   3,216 0 0
NVIDIA CORPORATION COM 67066G104 1,091 4,000 SH   SOLE   4,000 0 0
OSCAR HEALTH INC CL A 687793109 10,401 1,043,173 SH   SOLE   1,043,173 0 0
PACCAR INC COM 693718108 717 8,138 SH   SOLE   8,138 0 0
PARKER-HANNIFIN CORP COM 701094104 928 3,270 SH   SOLE   3,270 0 0
PAYPAL HLDGS INC COM 70450Y103 8,327 72,000 SH   SOLE   72,000 0 0
POSHMARK INC COM CL A 73739W104 6,836 540,000 SH   SOLE   540,000 0 0
QUALCOMM INC COM 747525103 608 3,976 SH   SOLE   3,976 0 0
RANI THERAPEUTICS HLDGS INC COM CL A 753018100 1,372 101,603 SH   SOLE   101,603 0 0
SEA LTD SPONSORD ADS 81141R100 910 7,600 SH   SOLE   7,600 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 202 2,644 SH   SOLE   2,644 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 153 2,000 SH Put SOLE   2,000 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 306 4,029 SH   SOLE   4,029 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 203 2,302 SH   SOLE   2,302 0 0
SEMRUSH HLDGS INC CL A COM 81686C104 3,463 290,000 SH   SOLE   290,000 0 0
SERVICENOW INC COM 81762P102 267 480 SH   SOLE   480 0 0
SHERWIN WILLIAMS CO COM 824348106 761 3,048 SH   SOLE   3,048 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 211 12,400 SH   SOLE   12,400 0 0
SMARTSHEET INC COM CL A 83200N103 7,395 135,000 SH   SOLE   135,000 0 0
SNOWFLAKE INC CL A 833445109 1,342 5,857 SH   SOLE   5,857 0 0
SPDR GOLD TR GOLD SHS 78463V107 1,210 6,698 SH   SOLE   6,698 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 12,059 26,700 SH   SOLE   26,700 0 0
SPLUNK INC COM 848637104 594 4,000 SH   SOLE   4,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 699 5,000 SH   SOLE   5,000 0 0
SYNAPTICS INC COM 87157D109 399 2,000 SH   SOLE   2,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,752 16,800 SH   SOLE   16,800 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102 18,930 14,000 SH   SOLE   14,000 0 0
TRANSDIGM GROUP INC COM 893641100 649 996 SH   SOLE   996 0 0
TWILIO INC CL A 90138F102 270 1,640 SH   SOLE   1,640 0 0
UBER TECHNOLOGIES INC COM 90353T100 214,080 6,000,000 SH   SOLE   6,000,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 3,568 100,000 SH Call SOLE   100,000 0 0
UPWORK INC COM 91688F104 7,716 332,000 SH   SOLE   332,000 0 0
VISA INC COM CL A 92826C839 599 2,700 SH   SOLE   2,700 0 0
WESCO INTL INC COM 95082P105 1,177 9,042 SH   SOLE   9,042 0 0
WESTLAKE CORPORATION COM 960413102 404 3,270 SH   SOLE   3,270 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 655 16,750 SH   SOLE   16,750 0 0
WIX COM LTD SHS M98068105 7,312 70,000 SH   SOLE   70,000 0 0
WORKDAY INC CL A 98138H101 263 1,100 SH   SOLE   1,100 0 0
ZENDESK INC COM 98936J101 1,126 9,363 SH   SOLE   9,363 0 0