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 |
| ALPHABET CL A ORD | ORDINARY SHARES | 02079K305 | 3,807,202 | 20,112 | SH | SOLE | 20,112 | 0 | 0 | ||
| AMAZON COM ORD | ORDINARY SHARES | 023135106 | 7,000,735 | 31,910 | SH | SOLE | 31,910 | 0 | 0 | ||
| AMERICAN EXPRESS ORD | ORDINARY SHARES | 025816109 | 1,669,741 | 5,626 | SH | SOLE | 5,626 | 0 | 0 | ||
| APOLLO GLOBAL MANAGEMENT ORD | ORDINARY SHARES | 03769M106 | 2,188,040 | 13,248 | SH | SOLE | 13,248 | 0 | 0 | ||
| ARISTA NETWORKS ORD | ORDINARY SHARES | 040413205 | 1,249,873 | 11,308 | SH | SOLE | 11,308 | 0 | 0 | ||
| ASML HOLDING ADR REP ORD | ORDINARY SHARES | N07059210 | 2,271,223 | 3,277 | SH | SOLE | 3,277 | 0 | 0 | ||
| BANK OF AMERICA ORD | ORDINARY SHARES | 060505104 | 1,544,359 | 35,139 | SH | SOLE | 35,139 | 0 | 0 | ||
| BLACKROCK ORD | ORDINARY SHARES | 09290D101 | 2,158,882 | 2,106 | SH | SOLE | 2,106 | 0 | 0 | ||
| BLOCK CL A ORD | ORDINARY SHARES | 852234103 | 2,044,434 | 24,055 | SH | SOLE | 24,055 | 0 | 0 | ||
| BROADCOM ORD | ORDINARY SHARES | 11135F101 | 3,353,334 | 14,464 | SH | SOLE | 14,464 | 0 | 0 | ||
| CAMECO ORD | ORDINARY SHARES | 13321L108 | 1,443,699 | 28,093 | SH | SOLE | 28,093 | 0 | 0 | ||
| CATERPILLAR ORD | ORDINARY SHARES | 149123101 | 1,539,191 | 4,243 | SH | SOLE | 4,243 | 0 | 0 | ||
| CHENIERE ENERGY ORD | ORDINARY SHARES | 16411R208 | 2,101,643 | 9,781 | SH | SOLE | 9,781 | 0 | 0 | ||
| CITIGROUP ORD | ORDINARY SHARES | 172967424 | 2,224,676 | 31,605 | SH | SOLE | 31,605 | 0 | 0 | ||
| CONSTELLATION ENERGY ORD | ORDINARY SHARES | 21037T109 | 1,538,230 | 6,876 | SH | SOLE | 6,876 | 0 | 0 | ||
| CSX ORD | ORDINARY SHARES | 126408103 | 1,510,849 | 46,819 | SH | SOLE | 46,819 | 0 | 0 | ||
| D R HORTON ORD | ORDINARY SHARES | 23331A109 | 2,774,588 | 19,844 | SH | SOLE | 19,844 | 0 | 0 | ||
| DELTA AIR LINES ORD | ORDINARY SHARES | 247361702 | 1,538,697 | 25,433 | SH | SOLE | 25,433 | 0 | 0 | ||
| EATON ORD | ORDINARY SHARES | G29183103 | 1,987,238 | 5,988 | SH | SOLE | 5,988 | 0 | 0 | ||
| FORTINET ORD | ORDINARY SHARES | 34959E109 | 1,102,676 | 11,671 | SH | SOLE | 11,671 | 0 | 0 | ||
| FREEPORT MCMORAN ORD | ORDINARY SHARES | 35671D857 | 1,880,467 | 49,382 | SH | SOLE | 49,382 | 0 | 0 | ||
| GE VERNOVA ORD | ORDINARY SHARES | 36828A101 | 1,035,143 | 3,147 | SH | SOLE | 3,147 | 0 | 0 | ||
| GOLDMAN SACHS GROUP ORD | ORDINARY SHARES | 38141G104 | 1,061,637 | 1,854 | SH | SOLE | 1,854 | 0 | 0 | ||
| INVSC QQQ TRUST SRS 1 ETF | ORDINARY SHARES | 46090E103 | 21,692,511 | 42,432 | SH | SOLE | 42,432 | 0 | 0 | ||
| IVANHOE MINES CL A ORD | ORDINARY SHARES | 46579R104 | 954,838 | 80,470 | SH | SOLE | 80,470 | 0 | 0 | ||
| JPMORGAN CHASE ORD | ORDINARY SHARES | 46625H100 | 1,074,380 | 4,482 | SH | SOLE | 4,482 | 0 | 0 | ||
| KINDER MORGAN CL P ORD | ORDINARY SHARES | 49456B101 | 1,055,859 | 38,535 | SH | SOLE | 38,535 | 0 | 0 | ||
| LENNAR CL A ORD | ORDINARY SHARES | 526057104 | 2,186,557 | 16,034 | SH | SOLE | 16,034 | 0 | 0 | ||
| META PLATFORMS CL A ORD | ORDINARY SHARES | 30303M102 | 6,702,333 | 11,447 | SH | SOLE | 11,447 | 0 | 0 | ||
| MICRON TECHNOLOGY ORD | ORDINARY SHARES | 595112103 | 923,151 | 10,969 | SH | SOLE | 10,969 | 0 | 0 | ||
| MICROSOFT ORD | ORDINARY SHARES | 594918104 | 8,209,556 | 19,477 | SH | SOLE | 19,477 | 0 | 0 | ||
| MORGAN STANLEY ORD | ORDINARY SHARES | 617446448 | 1,030,150 | 8,194 | SH | SOLE | 8,194 | 0 | 0 | ||
| NEXTERA ENERGY ORD | ORDINARY SHARES | 65339F101 | 1,013,482 | 14,137 | SH | SOLE | 14,137 | 0 | 0 | ||
| NRG ENERGY ORD | ORDINARY SHARES | 629377508 | 1,029,952 | 11,416 | SH | SOLE | 11,416 | 0 | 0 | ||
| NVIDIA ORD | ORDINARY SHARES | 67066G104 | 5,462,649 | 40,678 | SH | SOLE | 40,678 | 0 | 0 | ||
| ORACLE ORD | ORDINARY SHARES | 68389X105 | 1,093,658 | 6,563 | SH | SOLE | 6,563 | 0 | 0 | ||
| PALO ALTO NETWORKS ORD | ORDINARY SHARES | 697435105 | 999,324 | 5,492 | SH | SOLE | 5,492 | 0 | 0 | ||
| PAYPAL HOLDINGS ORD | ORDINARY SHARES | 70450Y103 | 2,170,621 | 25,432 | SH | SOLE | 25,432 | 0 | 0 | ||
| PULTEGROUP ORD | ORDINARY SHARES | 745867101 | 2,293,870 | 21,064 | SH | SOLE | 21,064 | 0 | 0 | ||
| QUANTA SERVICES ORD | ORDINARY SHARES | 74762E102 | 1,282,847 | 4,059 | SH | SOLE | 4,059 | 0 | 0 | ||
| ROCKWELL AUTOMAT ORD | ORDINARY SHARES | 773903109 | 1,651,295 | 5,778 | SH | SOLE | 5,778 | 0 | 0 | ||
| SALESFORCE ORD | ORDINARY SHARES | 79466L302 | 1,833,131 | 5,483 | SH | SOLE | 5,483 | 0 | 0 | ||
| SPDR S&P 500 ETF | ORDINARY SHARES | 78462F103 | 21,808,037 | 37,210 | SH | SOLE | 37,210 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | ORDINARY SHARES | 874039100 | 2,732,669 | 13,837 | SH | SOLE | 13,837 | 0 | 0 | ||
| TESLA ORD | ORDINARY SHARES | 88160R101 | 3,185,086 | 7,887 | SH | SOLE | 7,887 | 0 | 0 | ||
| UNION PACIFIC ORD | ORDINARY SHARES | 907818108 | 1,580,545 | 6,931 | SH | SOLE | 6,931 | 0 | 0 | ||
| UNITED AIRLINES HOLDINGS ORD | ORDINARY SHARES | 910047109 | 1,660,604 | 17,102 | SH | SOLE | 17,102 | 0 | 0 | ||
| UNITED RENTAL ORD | ORDINARY SHARES | 911363109 | 1,157,395 | 1,643 | SH | SOLE | 1,643 | 0 | 0 | ||
| VERTIV HOLDINGS CL A ORD | ORDINARY SHARES | 92537N108 | 888,771 | 7,823 | SH | SOLE | 7,823 | 0 | 0 | ||
| VISTRA ORD | ORDINARY SHARES | 92840M102 | 962,195 | 6,979 | SH | SOLE | 6,979 | 0 | 0 | ||
| WELLS FARGO ORD | ORDINARY SHARES | 949746101 | 1,545,069 | 21,997 | SH | SOLE | 21,997 | 0 | 0 | ||
| WILLIAMS ORD | ORDINARY SHARES | 969457100 | 994,780 | 18,381 | SH | SOLE | 18,381 | 0 | 0 | ||
| WW GRAINGER ORD | ORDINARY SHARES | 384802104 | 965,510 | 916 | SH | SOLE | 916 | 0 | 0 | ||