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

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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