The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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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 |
| ALIBABA GROUP HOLDING-SP ADR | SPONSORED ADS | 01609W102 | 3,576,552 | 24,400 | SH | SOLE | 24,400 | 0 | 0 | ||
| ALPHABET INC-CL A | CAP STK CL A | 02079K305 | 286,614,100 | 915,700 | SH | SOLE | 915,700 | 0 | 0 | ||
| ALPHABET INC-CL C | CAP STK CL C | 02079K107 | 69,036,000 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| AMAZON.COM INC | COM | 023135106 | 88,865,700 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | ||
| APPLIED MATERIALS INC | COM | 038222105 | 12,335,520 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | ||
| BLACKSTONE INC | COM | 09260D107 | 6,997,956 | 45,400 | SH | SOLE | 45,400 | 0 | 0 | ||
| BLOOM ENERGY CORP- A | COM CL A | 093712107 | 97,751,250 | 1,125,000 | SH | SOLE | 1,125,000 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 252,653,000 | 730,000 | SH | SOLE | 730,000 | 0 | 0 | ||
| COREWEAVE INC-CL A | COM CL A | 21873S108 | 716,100 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| ECHOSTAR CORP-A | CL A | 278768106 | 6,935,060 | 63,800 | SH | SOLE | 63,800 | 0 | 0 | ||
| FUTU HOLDINGS LTD-ADR | SPON ADS CL A | 36118L106 | 88,673,400 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | ||
| HUT 8 CORP | COM | 44812J104 | 4,704,256 | 102,400 | SH | SOLE | 102,400 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 7,479,630 | 202,700 | SH | SOLE | 202,700 | 0 | 0 | ||
| IPATH SERIES B S&P 500 VIX HEDGEFUND | IPATH S&P 500 SH | 06748M196 | 5,301,941 | 200,300 | SH | SOLE | 200,300 | 0 | 0 | ||
| KKR & CO INC | COM | 48251W104 | 9,943,440 | 78,000 | SH | SOLE | 78,000 | 0 | 0 | ||
| LAM RESEARCH CORP | COM NEW | 512807306 | 128,385,000 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| LUMENTUM HOLDINGS INC | COM | 55024U109 | 65,609,020 | 178,000 | SH | SOLE | 178,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 6,600,900 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 174,670,920 | 612,000 | SH | SOLE | 612,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 184,742,840 | 382,000 | SH | SOLE | 382,000 | 0 | 0 | ||
| MORGAN STANLEY | COM NEW | 617446448 | 17,167,151 | 96,700 | SH | SOLE | 96,700 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 253,640,000 | 1,360,000 | SH | SOLE | 1,360,000 | 0 | 0 | ||
| SANDISK CORP | COM | 80004C200 | 114,566,709 | 482,630 | SH | SOLE | 482,630 | 0 | 0 | ||
| SEAGATE TECHNOLOGY HOLDINGS | ORD SHS | G7997R103 | 89,226,360 | 324,000 | SH | SOLE | 324,000 | 0 | 0 | ||
| TERAWULF INC | COM | 88080T104 | 4,617,544 | 401,875 | SH | SOLE | 401,875 | 0 | 0 | ||
| TESLA MOTORS INC | COM | 88160R101 | 4,497,200 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| TRIP.COM GROUP LTD-ADR | ADS | 89677Q107 | 36,458,370 | 507,000 | SH | SOLE | 507,000 | 0 | 0 | ||
| WALT DISNEY CO/THE | COM | 254687106 | 13,936,825 | 122,500 | SH | SOLE | 122,500 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 150,736,250 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
| ZEPP HEALTH CORP-ADR | SPONSORED ADR | 98945L204 | 4,388,634 | 162,904 | SH | SOLE | 162,904 | 0 | 0 | ||