UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AEVA TECHNOLOGIES INC | COM NEW | 00835Q202 | 2,499,592 | 66,146 | SH | SOLE | 66,146 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 12,424,721 | 70,043 | SH | SOLE | 70,043 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 25,282,601 | 115,241 | SH | SOLE | 115,241 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 904,199 | 3,799 | SH | SOLE | 3,799 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 732,909 | 915 | SH | SOLE | 915 | 0 | 0 | ||
| BANCO MACRO SA | SPON ADR B | 05961W105 | 587,504 | 8,368 | SH | SOLE | 8,368 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 17,595,955 | 63,835 | SH | SOLE | 63,835 | 0 | 0 | ||
| CAMECO CORP | COM | 13321L108 | 2,751,065 | 37,062 | SH | SOLE | 37,062 | 0 | 0 | ||
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | 4,716,763 | 59,503 | SH | SOLE | 59,503 | 0 | 0 | ||
| CARPENTER TECHNOLOGY CORP | COM | 144285103 | 2,823,054 | 10,215 | SH | SOLE | 10,215 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 17,272,894 | 212,382 | SH | SOLE | 212,382 | 0 | 0 | ||
| DENISON MINES CORP | COM | 248356107 | 3,570,268 | 1,961,719 | SH | SOLE | 1,961,719 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 2,337,050 | 27,714 | SH | SOLE | 27,714 | 0 | 0 | ||
| FAIR ISAAC CORP | COM | 303250104 | 10,612,169 | 5,806 | SH | SOLE | 5,806 | 0 | 0 | ||
| FIRST CTZNS BANCSHARES INC N | CL A | 31946M103 | 4,277,445 | 2,186 | SH | SOLE | 2,186 | 0 | 0 | ||
| GE AEROSPACE | COM NEW | 369604301 | 7,339,668 | 28,516 | SH | SOLE | 28,516 | 0 | 0 | ||
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 | 515,647 | 5,149 | SH | SOLE | 5,149 | 0 | 0 | ||
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 2,086,132 | 99,012 | SH | SOLE | 99,012 | 0 | 0 | ||
| GRUPO SUPERVIELLE S.A. | SPONSORED ADR | 40054A108 | 572,324 | 54,048 | SH | SOLE | 54,048 | 0 | 0 | ||
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | 37,658,371 | 615,233 | SH | SOLE | 615,233 | 0 | 0 | ||
| ISHARES TR | CORE S&P500 ETF | 464287200 | 44,723,639 | 72,030 | SH | SOLE | 72,030 | 0 | 0 | ||
| ISHARES ETHEREUM TR | SHS | 46438R105 | 25,121,262 | 1,317,322 | SH | SOLE | 1,317,322 | 0 | 0 | ||
| ISHARES TR | JPMORGAN USD EMG | 464288281 | 980,281 | 10,584 | SH | SOLE | 10,584 | 0 | 0 | ||
| ISHARES INC | MSCI JPN ETF NEW | 46434G822 | 2,515,617 | 33,556 | SH | SOLE | 33,556 | 0 | 0 | ||
| KRANESHARES TRUST | CSI CHI INTERNET | 500767306 | 2,295,277 | 66,861 | SH | SOLE | 66,861 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 33,051,515 | 58,817 | SH | SOLE | 58,817 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 2,699,423 | 1,033 | SH | SOLE | 1,033 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 31,073,592 | 42,100 | SH | SOLE | 42,100 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 12,992,545 | 105,417 | SH | SOLE | 105,417 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 33,946,446 | 68,247 | SH | SOLE | 68,247 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 5,790,877 | 11,545 | SH | SOLE | 11,545 | 0 | 0 | ||
| NEXGEN ENERGY LTD | COM | 65340P106 | 3,614,784 | 520,871 | SH | SOLE | 520,871 | 0 | 0 | ||
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 1,856,192 | 135,294 | SH | SOLE | 135,294 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 33,144,404 | 209,789 | SH | SOLE | 209,789 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 3,234,505 | 32,355 | SH | SOLE | 32,355 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | 891,151 | 4,076 | SH | SOLE | 4,076 | 0 | 0 | ||
| PAMPA ENERGIA S A | SPONS ADR LVL I | 697660207 | 643,433 | 9,275 | SH | SOLE | 9,275 | 0 | 0 | ||
| RTX CORPORATION | COM | 75513E101 | 6,313,051 | 43,235 | SH | SOLE | 43,235 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 31,907,356 | 60,512 | SH | SOLE | 60,512 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 27,123,996 | 297,283 | SH | SOLE | 297,283 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 22,302,480 | 21,693 | SH | SOLE | 21,693 | 0 | 0 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 4,699,572 | 15,417 | SH | SOLE | 15,417 | 0 | 0 | ||
| SPROTT FDS TR | URANIUM MINERS E | 85208P303 | 944,146 | 19,699 | SH | SOLE | 19,699 | 0 | 0 | ||
| SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 3,289,948 | 39,734 | SH | SOLE | 39,734 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 16,629,091 | 69,794 | SH | SOLE | 69,794 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 14,138,474 | 34,871 | SH | SOLE | 34,871 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 33,378,792 | 21,951 | SH | SOLE | 21,951 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 25,701,186 | 275,470 | SH | SOLE | 275,470 | 0 | 0 | ||
| URANIUM ENERGY CORP | COM | 916896103 | 21,877,681 | 3,217,324 | SH | SOLE | 3,217,324 | 0 | 0 | ||
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 1,537,908 | 29,542 | SH | SOLE | 29,542 | 0 | 0 | ||
| VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 | 3,383,890 | 50,066 | SH | SOLE | 50,066 | 0 | 0 | ||
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 9,668,545 | 47,240 | SH | SOLE | 47,240 | 0 | 0 | ||
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 4,991,884 | 100,928 | SH | SOLE | 100,928 | 0 | 0 | ||
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 1,656,960 | 19,983 | SH | SOLE | 19,983 | 0 | 0 | ||
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 2,254,718 | 44,853 | SH | SOLE | 44,853 | 0 | 0 | ||
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 1,036,798 | 21,146 | SH | SOLE | 21,146 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 3,353,498 | 9,445 | SH | SOLE | 9,445 | 0 | 0 | ||
| VISTA ENERGY S.A.B. DE C.V. | SPONSORED ADS | 92837L109 | 2,092,181 | 43,761 | SH | SOLE | 43,761 | 0 | 0 | ||
| YPF SOCIEDAD ANONIMA | SPON ADR CL D | 984245100 | 638,629 | 20,308 | SH | SOLE | 20,308 | 0 | 0 | ||