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
ADVANCED MICRO DEVICES INC COM 007903107 7,095,000 50,000 SH SOLE 50,000 0 0
AIRBNB INC COM CL A 009066101 5,955,300 45,000 SH SOLE 45,000 0 0
ALPHABET INC CAP STK CL A 02079K305 3,965,175 22,500 SH SOLE 22,500 0 0
ALPHABET INC CAP STK CL A 02079K305 12,336,100 70,000 SH Call SOLE 70,000 0 0
AMAZON COM INC COM 023135106 26,326,800 120,000 SH SOLE 120,000 0 0
AMRIZE LTD SHS H2927K103 8,919,000 180,000 SH SOLE 180,000 0 0
APPLE INC COM 037833100 7,180,950 35,000 SH SOLE 35,000 0 0
ARISTA NETWORKS INC COM SHS 040413205 6,138,600 60,000 SH SOLE 60,000 0 0
ATLASSIAN CORPORATION CL A 049468101 3,046,350 15,000 SH SOLE 15,000 0 0
BILL HOLDINGS INC COM 090043100 3,700,800 80,000 SH SOLE 80,000 0 0
BLOCK INC CL A 852234103 6,793,000 100,000 SH SOLE 100,000 0 0
BROADCOM INC COM 11135F101 2,756,500 10,000 SH SOLE 10,000 0 0
CAPITAL ONE FINL CORP COM 14040H105 9,042,300 42,500 SH SOLE 42,500 0 0
CATERPILLAR INC COM 149123101 13,781,455 35,500 SH SOLE 35,500 0 0
CELESTICA INC COM 15101Q207 7,024,950 45,000 SH SOLE 45,000 0 0
CHIME FINL INC COM SHS CL A 16935C109 690,200 20,000 SH SOLE 20,000 0 0
CIPHER MINING INC COM 17253J106 956,000 200,000 SH SOLE 200,000 0 0
CISCO SYS INC COM 17275R102 10,407,000 150,000 SH SOLE 150,000 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 8,535,000 500,000 SH SOLE 500,000 0 0
CORNING INC COM 219350105 7,888,500 150,000 SH SOLE 150,000 0 0
DATADOG INC CL A COM 23804L103 5,709,025 42,500 SH SOLE 42,500 0 0
DEERE & CO COM 244199105 3,050,940 6,000 SH SOLE 6,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 4,904,000 40,000 SH SOLE 40,000 0 0
ELASTIC N V ORD SHS N14506104 4,216,500 50,000 SH SOLE 50,000 0 0
FEDEX CORP COM 31428X106 4,546,200 20,000 SH SOLE 20,000 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 4,070,500 50,000 SH Call SOLE 50,000 0 0
FLEX LTD ORD Y2573F102 5,576,064 111,700 SH SOLE 111,700 0 0
HUBSPOT INC COM 443573100 5,566,300 10,000 SH SOLE 10,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 1,436,000 10,000 SH SOLE 10,000 0 0
HUT 8 CORP COM 44812J104 4,650,000 250,000 SH SOLE 250,000 0 0
IREN LIMITED ORDINARY SHARES Q4982L109 5,828,000 400,000 SH SOLE 400,000 0 0
META PLATFORMS INC CL A 30303M102 14,761,800 20,000 SH SOLE 20,000 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 3,518,500 50,000 SH SOLE 50,000 0 0
MICRON TECHNOLOGY INC COM 595112103 2,465,000 20,000 SH SOLE 20,000 0 0
MICROSOFT CORP COM 594918104 21,139,925 42,500 SH SOLE 42,500 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 3,319,800 60,000 SH SOLE 60,000 0 0
NETFLIX INC COM 64110L106 9,373,910 7,000 SH SOLE 7,000 0 0
NVIDIA CORPORATION COM 67066G104 30,018,100 190,000 SH SOLE 190,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 3,277,350 15,000 SH SOLE 15,000 0 0
OKLO INC COM CL A 02156V109 1,539,725 27,500 SH SOLE 27,500 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 7,790,400 48,000 SH SOLE 48,000 0 0
ORACLE CORP COM 68389X105 10,931,500 50,000 SH SOLE 50,000 0 0
RIOT PLATFORMS INC COM 767292105 4,294,000 380,000 SH SOLE 380,000 0 0
ROCKET COS INC COM CL A 77311W101 8,862,500 625,000 SH SOLE 625,000 0 0
SAIA INC COM 78709Y105 1,369,950 5,000 SH SOLE 5,000 0 0
SALESFORCE INC COM 79466L302 19,088,300 70,000 SH SOLE 70,000 0 0
SERVICENOW INC COM 81762P102 8,224,640 8,000 SH SOLE 8,000 0 0
SNOWFLAKE INC CL A 833445109 9,331,209 41,700 SH SOLE 41,700 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 11,324,500 50,000 SH SOLE 50,000 0 0
TERAWULF INC COM 88080T104 2,054,658 469,100 SH SOLE 469,100 0 0
TWILIO INC CL A 90138F102 4,352,600 35,000 SH SOLE 35,000 0 0
UNITED RENTALS INC COM 911363109 11,301,000 15,000 SH SOLE 15,000 0 0
UNITY SOFTWARE INC COM 91332U101 3,630,000 150,000 SH SOLE 150,000 0 0
VICOR CORP COM 925815102 1,360,800 30,000 SH SOLE 30,000 0 0
WESCO INTL INC COM 95082P105 7,408,000 40,000 SH SOLE 40,000 0 0
XPO INC COM 983793100 1,578,625 12,500 SH SOLE 12,500 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 5,673,824 18,400 SH SOLE 18,400 0 0