Instuitional Investor - Point Break Capital Management, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Caesars Entertainment Inc.	CZR	1,033,441	$27,313,846	31.03%
2.	Capital One Financial Corp	COF	61,403	$11,201,749	12.72%
3.	Nvidia Corp	NVDA	59,294	$10,340,874	11.75%
4.	Meta Platforms Inc.	META	14,362	$8,216,931	9.33%
5.	Taiwan Semiconductor Manufacturing Co Ltd	TSM	21,287	$7,193,942	8.17%