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
APPLIED DIGITAL CORP COM NEW 038169207 278,033,751 11,339,060 SH SOLE 11,339,060 0 0
BABCOCK & WILCOX ENTERPRISES COM 05614L209 8,583,726 1,353,900 SH SOLE 1,353,900 0 0
BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100 20,043,480 1,788,000 SH SOLE 1,788,000 0 0
BITFARMS LTD COM 09173B107 16,208,185 6,897,100 SH SOLE 6,897,100 0 0
BLOOM ENERGY CORP COM CL A 093712107 875,505,552 10,076,022 SH SOLE 10,076,022 0 0
BLOOM ENERGY CORP COM CL A 093712107 35,494,565 408,500 SH Call SOLE 0 0 0
CIPHER MINING INC COM 17253J106 154,523,813 10,469,093 SH SOLE 10,469,093 0 0
CLEANSPARK INC COM NEW 18452B209 16,600,848 1,640,400 SH SOLE 1,640,400 0 0
COHERENT CORP COM 19247G107 88,648,971 480,300 SH SOLE 480,300 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 418,694,320 28,756,478 SH SOLE 28,756,478 0 0
COREWEAVE INC COM CL A 21873S108 436,735,927 6,098,812 SH SOLE 6,098,812 0 0
COREWEAVE INC COM CL A 21873S108 774,426,345 10,814,500 SH Call SOLE 0 0 0
EQT CORP COM 26884L109 133,047,260 2,482,225 SH SOLE 2,482,225 0 0
EQT CORP COM 26884L109 37,520,000 700,000 SH Call SOLE 0 0 0
HUT 8 CORP COM 44812J104 39,517,588 860,200 SH SOLE 860,200 0 0
IREN LIMITED ORDINARY SHARES Q4982L109 328,622,455 8,700,621 SH SOLE 8,700,621 0 0
INFOSYS LTD SPONSORED ADR 456788108 8,910,000 500,000 SH Put SOLE 0 0 0
INTEL CORP COM 458140100 37 1 SH SOLE 1 0 0
INTEL CORP COM 458140100 746,760,060 20,237,400 SH Call SOLE 0 0 0
KILROY RLTY CORP COM 49427F108 49,616,149 1,327,700 SH SOLE 1,327,700 0 0
LIBERTY ENERGY INC COM CL A 53115L104 10,470,512 567,200 SH SOLE 567,200 0 0
LUMENTUM HLDGS INC COM 55024U109 478,577,256 1,298,400 SH SOLE 1,298,400 0 0
POWER SOLUTIONS INTL INC COM NEW 73933G202 24,701,622 432,300 SH SOLE 432,300 0 0
PROPETRO HLDG CORP COM 74347M108 8,656,953 910,300 SH SOLE 910,300 0 0
RIOT PLATFORMS INC COM 767292105 78,144,759 6,167,700 SH SOLE 6,167,700 0 0
SANDISK CORP COM 80004C200 250,245,996 1,054,200 SH SOLE 1,054,200 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 85,803,005 1,866,500 SH SOLE 1,866,500 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 84,895,130 723,004 SH SOLE 723,004 0 0
WHITEFIBER INC SHS G96115103 27,770,080 1,757,600 SH SOLE 1,757,600 0 0