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
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
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
AMAZON COM INC COM 023135106 53,585,569 244,248 SH SOLE 244,248 0 0
AMAZON COM INC COM 023135106 82,271,250 375,000 SH Call SOLE 375,000 0 0
NVIDIA CORPORATION COM 67066G104 60,875,759 385,314 SH SOLE 385,314 0 0
TESLA INC COM 88160R101 192,184,300 605,000 SH Put SOLE 605,000 0 0
META PLATFORMS INC CL A 30303M102 6,945,427 9,410 SH SOLE 9,410 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 2,207,386 6,298 SH SOLE 6,298 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 7,926,463 58,146 SH SOLE 58,146 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 36,352,964 392,623 SH SOLE 392,623 0 0
VISTRA CORP COM 92840M102 17,627,213 90,951 SH SOLE 90,951 0 0
VISTRA CORP COM 92840M102 19,381,000 100,000 SH Call SOLE 100,000 0 0
MICRON TECHNOLOGY INC COM 595112103 1,233 10 SH SOLE 10 0 0
MICRON TECHNOLOGY INC COM 595112103 24,650,000 200,000 SH Put SOLE 200,000 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 36,196,773 1,408,983 SH SOLE 1,408,983 0 0
APPLE INC COM 037833100 128,231,250 625,000 SH Put SOLE 625,000 0 0
AGORA INC ADS 00851L103 11,410,950 2,995,000 SH SOLE 2,995,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 11,722,279 23,016 SH SOLE 23,016 0 0
CENTRUS ENERGY CORP CL A 15643U104 51,844,886 283,027 SH SOLE 283,027 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 66,196,800 120,000 SH Put SOLE 120,000 0 0
NUSCALE PWR CORP CL A COM 67079K100 17,011,710 430,023 SH SOLE 430,023 0 0
ENERGY FUELS INC COM NEW 292671708 594,705 103,427 SH SOLE 103,427 0 0
CELESTICA INC COM 15101Q207 72,327,324 463,310 SH SOLE 463,310 0 0
COREWEAVE INC COM CL A 21873S108 4,141,724 25,400 SH SOLE 25,400 0 0
INTEL CORP COM 458140100 47,243,526 2,109,086 SH SOLE 2,109,086 0 0
INTEL CORP COM 458140100 36,960,000 1,650,000 SH Put SOLE 1,650,000 0 0
ISHARES TR ISHARES SEMICDTR 464287523 71,610,000 300,000 SH Put SOLE 300,000 0 0
OKLO INC COM CL A 02156V109 2,917,135 52,101 SH SOLE 52,101 0 0
ORACLE CORP COM 68389X105 12,571,225 57,500 SH SOLE 57,500 0 0
ROBINHOOD MKTS INC COM CL A 770700102 13,202,766 141,010 SH SOLE 141,010 0 0
TELADOC HEALTH INC COM 87918A105 286,733 32,920 SH SOLE 32,920 0 0
TEMPUS AI INC CL A 88023B103 988,682 15,560 SH SOLE 15,560 0 0
ADVANCED MICRO DEVICES INC COM 007903107 59,214,870 417,300 SH SOLE 417,300 0 0
ALPHABET INC CAP STK CL A 02079K305 125,299,530 711,000 SH SOLE 711,000 0 0
ALPHABET INC CAP STK CL C 02079K107 65,634,300 370,000 SH Call SOLE 370,000 0 0
AMPHENOL CORP NEW CL A 032095101 4,088,250 41,400 SH SOLE 41,400 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 3,545,988 21,924 SH SOLE 21,924 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 29,921,900 185,000 SH Call SOLE 185,000 0 0
BROADCOM INC COM 11135F101 31,209,920 113,223 SH SOLE 113,223 0 0
BROADCOM INC COM 11135F101 75,114,625 272,500 SH Call SOLE 272,500 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107 18,312,103 101,010 SH SOLE 101,010 0 0
COUPANG INC CL A 22266T109 22,470,000 750,000 SH Put SOLE 750,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 11,026,448 27,100 SH SOLE 27,100 0 0
DIREXION SHS ETF TR DLY SCOND 3XBU 25459W458 22,676,841 903,100 SH SOLE 903,100 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 42,405,000 500,000 SH Put SOLE 500,000 0 0
ENTEGRIS INC COM 29362U104 1,278,303 15,850 SH SOLE 15,850 0 0
IREN LIMITED ORDINARY SHARES Q4982L109 3,059,700 210,000 SH SOLE 210,000 0 0
LUMENTUM HLDGS INC COM 55024U109 16,958,704 178,400 SH SOLE 178,400 0 0
LUMENTUM HLDGS INC COM 55024U109 23,765,000 250,000 SH Call SOLE 250,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 774 10 SH SOLE 10 0 0
MARVELL TECHNOLOGY INC COM 573874104 20,317,500 262,500 SH Call SOLE 262,500 0 0
ROCKET LAB CORP COM 773121108 4,042,010 113,000 SH SOLE 113,000 0 0
SERVICENOW INC COM 81762P102 10,280,800 10,000 SH SOLE 10,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 2,419,515 32,468 SH SOLE 32,468 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 132,837,750 215,000 SH Put SOLE 215,000 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302 12,779,848 260,760 SH SOLE 260,760 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 27,178,800 120,000 SH Call SOLE 120,000 0 0
TTM TECHNOLOGIES INC COM 87305R109 16,913,849 414,352 SH SOLE 414,352 0 0
UBER TECHNOLOGIES INC COM 90353T100 27,990,000 300,000 SH Put SOLE 300,000 0 0
WESTERN DIGITAL CORP COM 958102105 25,596,000 400,000 SH Put SOLE 400,000 0 0