The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 22,845,900 | 161,000 | SH | SOLE | 161,000 | 0 | 0 | ||
| AEROVIRONMENT INC | COM | 008073108 | 1,766,690 | 6,200 | SH | SOLE | 6,200 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 682,951 | 3,850 | SH | SOLE | 3,850 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM SHS | 040413205 | 24,636,248 | 240,800 | SH | SOLE | 240,800 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 36,247,975 | 131,500 | SH | SOLE | 131,500 | 0 | 0 | ||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 11,863,775 | 38,500 | SH | SOLE | 38,500 | 0 | 0 | ||
| CELSIUS HLDGS INC | COM NEW | 15118V207 | 1,391,700 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | 257,340 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 10,641,680 | 86,800 | SH | SOLE | 86,800 | 0 | 0 | ||
| GRINDR INC | COM | 39854F101 | 259,915 | 11,450 | SH | SOLE | 11,450 | 0 | 0 | ||
| INTUITIVE SURGICAL INC C | COM NEW | 46120E602 | 9,645,528 | 17,750 | SH | SOLE | 17,750 | 0 | 0 | ||
| INTUIT | PUT | 461202953 | 34,000 | 40 | SH | Put | SOLE | 0 | 0 | 40 | |
| ISHARES INC | PUT | 46434G952 | 87,400 | 1,900 | SH | Put | SOLE | 0 | 0 | 1,900 | |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | 9,265,492 | 88,665 | SH | SOLE | 88,665 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 841,423 | 1,140 | SH | SOLE | 1,140 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 10,907,625 | 88,500 | SH | SOLE | 88,500 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 74,710,982 | 150,200 | SH | SOLE | 150,200 | 0 | 0 | ||
| MICROSOFT CORP | CALL | 594918904 | 262,025 | 235 | SH | Call | SOLE | 0 | 0 | 235 | |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 115,626 | 275 | SH | SOLE | 275 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 184,958,893 | 1,170,700 | SH | SOLE | 1,170,700 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 2,999,590 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| SYNOPSYS INC | COM | 871607107 | 22,839,894 | 44,550 | SH | SOLE | 44,550 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | PUT | 78462F953 | 417,972 | 1,713 | SH | Put | SOLE | 0 | 0 | 1,713 | |
| WORKDAY INC | CL A | 98138H101 | 4,249,200 | 17,705 | SH | SOLE | 17,705 | 0 | 0 | ||
| ROBINHOOD MKTS INC | COM CL A | 770700102 | 12,125,085 | 129,500 | SH | SOLE | 129,500 | 0 | 0 | ||