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 709,500 5,000 SH Call SOLE 5,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 3,547,500 25,000 SH SOLE 25,000 0 0
ALPHABET INC CAP STK CL A 02079K305 4,405,750 25,000 SH Call SOLE 25,000 0 0
ALPHABET INC CAP STK CL A 02079K305 6,256,165 35,500 SH SOLE 35,500 0 0
AMAZON COM INC COM 023135106 1,974,510 9,000 SH Call SOLE 9,000 0 0
AMAZON COM INC COM 023135106 8,775,600 40,000 SH SOLE 40,000 0 0
AMETEK INC COM 031100100 1,498,530 8,281 SH SOLE 8,281 0 0
AMPHENOL CORP NEW CL A 032095101 2,715,625 27,500 SH SOLE 27,500 0 0
API GROUP CORP COM STK 00187Y100 2,042,000 40,000 SH SOLE 40,000 0 0
APPLE INC COM 037833100 2,051,700 10,000 SH Put SOLE 10,000 0 0
APPLE INC COM 037833100 9,232,650 45,000 SH SOLE 45,000 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 646,960 4,000 SH Call SOLE 4,000 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 1,617,400 10,000 SH SOLE 10,000 0 0
ASML HOLDINGS N V N Y REGISTRY SHS N07059210 1,202,085 1,500 SH Call SOLE 1,500 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 4,372,800 6 SH SOLE 6 0 0
BOEING CO COM 097023105 5,657,310 27,000 SH SOLE 27,000 0 0
BROADCOM INC COM 11135F101 1,378,250 5,000 SH Call SOLE 5,000 0 0
BROADCOM INC COM 11135F101 12,404,250 45,000 SH SOLE 45,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 5,854,850 19,000 SH SOLE 19,000 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 2,774,450 35,000 SH SOLE 35,000 0 0
CARVANA CO CL A 146869102 2,527,200 7,500 SH SOLE 7,500 0 0
CLOUDFLARE INC CL A COM 18915M107 5,441,332 27,786 SH SOLE 27,786 0 0
COSTCO WHSL CORP NEW COM 22160K105 6,929,580 7,000 SH SOLE 7,000 0 0
CRH PLC ORD G25508105 2,295,000 25,000 SH SOLE 25,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 2,546,550 5,000 SH SOLE 5,000 0 0
CUMMINS INC COM 231021106 3,275,000 10,000 SH SOLE 10,000 0 0
DATADOG INC CL A COM 23804L103 2,686,600 20,000 SH SOLE 20,000 0 0
DISTRIBUTION SOLUTIONS GRP I COM 520776105 862,201 31,387 SH SOLE 31,387 0 0
EATON CORP PLC SHS G29183103 1,784,950 5,000 SH Call SOLE 5,000 0 0
EATON CORP PLC SHS G29183103 3,212,910 9,000 SH SOLE 9,000 0 0
FAIR ISAAC CORP COM 303250104 3,473,124 1,900 SH SOLE 1,900 0 0
GE VERNOVA INC COM 36828A101 6,945,094 13,125 SH SOLE 13,125 0 0
GENERAL ELECTRIC CO COM NEW 369604301 4,246,935 16,500 SH SOLE 16,500 0 0
HEICO CORP COM 422806109 9,430,000 28,750 SH SOLE 28,750 0 0
INTEL CORP COM 458140100 224,000 10,000 SH Call SOLE 10,000 0 0
JPMORGAN CHASE & CO. COM 46625H100 4,791,343 16,527 SH SOLE 16,527 0 0
MASTERCARD INCORPORATED CL A 57636Q104 6,462,310 11,500 SH SOLE 11,500 0 0
META PLATFORMS INC CL A 30303M102 5,166,630 7,000 SH SOLE 7,000 0 0
MICROSOFT CORP COM 594918104 2,487,050 5,000 SH Call SOLE 5,000 0 0
MICROSOFT CORP COM 594918104 9,948,200 20,000 SH SOLE 20,000 0 0
MONOLITHIC PWR SYS INC COM 609839105 3,291,210 4,500 SH SOLE 4,500 0 0
MOODYS CORP COM 615369105 5,015,900 10,000 SH SOLE 10,000 0 0
NVIDIA CORPORATION COM 67066G104 394,975 2,500 SH Call SOLE 2,500 0 0
NVIDIA CORPORATION COM 67066G104 14,614,075 92,500 SH SOLE 92,500 0 0
O'REILLY AUTOMOTIVE INC COM 67103H107 6,083,775 67,500 SH SOLE 67,500 0 0
OUSTER INC COM 68989M103 320,124 13,201 SH SOLE 13,201 0 0
PARKER-HANNIFIN CORP COM 701094104 4,190,820 6,000 SH SOLE 6,000 0 0
PARSONS CORP DEL COM 70202L102 2,332,525 32,500 SH SOLE 32,500 0 0
RBC BEARINGS INC COM 75524B104 769,600 2,000 SH SOLE 2,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102 1,638,525 17,500 SH Call SOLE 17,500 0 0
S&P GLOBAL INC COM 78409V104 5,272,900 10,000 SH SOLE 10,000 0 0
SERVICENOW INC COM 81762P102 4,369,340 4,250 SH SOLE 4,250 0 0
SHERWIN WILLIAMS CO COM 824348106 8,240,640 24,000 SH SOLE 24,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 3,069,360 4,000 SH SOLE 4,000 0 0
SYNOPSYS INC COM 871607107 4,614,120 9,000 SH SOLE 9,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2,264,900 10,000 SH Call SOLE 10,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 7,927,150 35,000 SH SOLE 35,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,054,600 10,000 SH SOLE 10,000 0 0
TRANSDIGM GROUP INC COM 893641100 6,462,720 4,250 SH SOLE 4,250 0 0
UNION PAC CORP COM 907818108 3,911,360 17,000 SH SOLE 17,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 3,587,655 11,500 SH Call SOLE 11,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,870,124 9,200 SH SOLE 9,200 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 1,284,100 10,000 SH SOLE 10,000 0 0
VISA INC COM CL A 92826C839 6,213,375 17,500 SH SOLE 17,500 0 0
WOODWARD INC COM 980745103 5,024,345 20,500 SH SOLE 20,500 0 0