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
AFFIRM HLDGS INC COM CL A 00827B106 6,227,232 90,067 SH SOLE 90,067 0 0
ALPHABET INC CAP STK CL C 02079K107 17,739,000 100,000 SH SOLE 100,000 0 0
AMAZON COM INC COM 023135106 21,939,000 100,000 SH Put SOLE 100,000 0 0
AMAZON COM INC COM 023135106 31,811,550 145,000 SH SOLE 145,000 0 0
APPLOVIN CORP COM CL A 03831W108 10,502,400 30,000 SH SOLE 30,000 0 0
ASTERA LABS INC COM 04626A103 4,521,000 50,000 SH SOLE 50,000 0 0
ASTERA LABS INC COM 04626A103 4,521,000 50,000 SH Put SOLE 50,000 0 0
BROADCOM INC COM 11135F101 16,539,000 60,000 SH SOLE 60,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 17,524,500 50,000 SH Call SOLE 50,000 0 0
DAVE INC CLASS A COM NEW 23834J201 53,083,714 197,771 SH SOLE 197,771 0 0
DLOCAL LTD CLASS A COM G29018101 3,552,799 313,298 SH SOLE 313,298 0 0
DOCUSIGN INC COM 256163106 6,231,200 80,000 SH SOLE 80,000 0 0
DUOLINGO INC CL A COM 26603R106 1,096,804 2,675 SH SOLE 2,675 0 0
HIMS & HERS HEALTH INC COM CL A 433000106 22,929,853 459,977 SH SOLE 459,977 0 0
HIMS & HERS HEALTH INC COM CL A 433000106 24,925,000 500,000 SH Put SOLE 500,000 0 0
HINGE HEALTH INC CL A 433313103 2,070,000 40,000 SH SOLE 40,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 220,656,000 400,000 SH Put SOLE 400,000 0 0
IREN LIMITED ORDINARY SHARES Q4982L109 5,682,300 390,000 SH SOLE 390,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 43,158,000 200,000 SH Put SOLE 200,000 0 0
LYFT INC CL A COM 55087P104 3,637,408 230,800 SH SOLE 230,800 0 0
MERCADOLIBRE INC COM 58733R102 8,886,342 3,400 SH SOLE 3,400 0 0
META PLATFORMS INC CL A 30303M102 14,761,800 20,000 SH SOLE 20,000 0 0
MICROSOFT CORP COM 594918104 39,792,800 80,000 SH SOLE 80,000 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 5,533,000 100,000 SH Put SOLE 100,000 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 6,086,300 110,000 SH SOLE 110,000 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 5,798,264 422,614 SH SOLE 422,614 0 0
NVIDIA CORPORATION COM 67066G104 36,337,700 230,000 SH SOLE 230,000 0 0
ORACLE CORP COM 68389X105 9,838,350 45,000 SH SOLE 45,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102 28,089,000 300,000 SH Put SOLE 300,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102 27,930,204 298,304 SH SOLE 298,304 0 0
ROCKET LAB CORP COM 773121108 7,154,000 200,000 SH Put SOLE 200,000 0 0
ROCKET LAB CORP COM 773121108 7,155,789 200,050 SH SOLE 200,050 0 0
SALESFORCE INC COM 79466L302 4,772,075 17,500 SH SOLE 17,500 0 0
SEA LTD SPONSORD ADS 81141R100 7,997,000 50,000 SH Put SOLE 50,000 0 0
SEA LTD SPONSORD ADS 81141R100 7,997,000 50,000 SH SOLE 50,000 0 0
SNOWFLAKE INC CL A 833445109 8,950,800 40,000 SH SOLE 40,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 3,836,700 5,000 SH SOLE 5,000 0 0
TESLA INC COM 88160R101 6,353,200 20,000 SH SOLE 20,000 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105 851,950 55,000 SH SOLE 55,000 0 0
ZSCALER INC COM 98980G102 3,150,702 10,036 SH SOLE 10,036 0 0