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 OPTOELR COM 03823U102 6,771,430 80,050 SH SOLE 80,050 0 0
C3.AI INC COM CL A 12468P104 2,685,559 318,950 SH SOLE 318,950 0 0
ALLIENT INC COM 019330109 2,777,230 47,000 SH SOLE 47,000 0 0
APPLIED MATERIALS COM 038222105 22,318,887 65,300 SH SOLE 65,300 0 0
ADVANCED MICRO DEVICES INC COM 007903107 7,071,023 34,759 SH SOLE 34,759 0 0
AMAZON COM INC COM 023135106 74,927,007 359,759 SH SOLE 359,759 0 0
ARISTA NETWORKS INC COM SHS 040413205 9,638,230 78,500 SH SOLE 78,500 0 0
APPLOVIN CORP COM CL A 03831W108 32,218,100 80,950 SH SOLE 80,950 0 0
APPLOVIN CORP COM CL A 99DN9QZ79 5,970,000 150 SH Call SOLE 150 0 0
BROADCOM INC COM 11135F101 21,541,896 69,600 SH SOLE 69,600 0 0
BLOOM ENERGY CORP COM CL A 093712107 8,468,125 62,500 SH SOLE 62,500 0 0
BIT DIGITAL INC COM G1144A105 331,430 253,000 SH SOLE 253,000 0 0
B2GOLD CORP COM 11777Q209 207,474 45,800 SH SOLE 45,800 0 0
CAREDX INC COM 14167L103 6,774,827 390,255 SH SOLE 390,255 0 0
COHERENT CORP COM 19247G107 27,811,018 116,750 SH SOLE 116,750 0 0
CROWDSTRIKE HOLDINGS INC COM CL A 22788C105 18,154,065 46,500 SH SOLE 46,500 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 14,097,749 212,060 SH SOLE 212,060 0 0
EMBRAER SA SPONSORED ADS 29082A107 7,249,034 122,161 SH SOLE 122,161 0 0
FABRINET COM G3323L100 6,727,608 12,900 SH SOLE 12,900 0 0
ALPHABET INC CAP STK CL A 02079K305 14,859,663 51,675 SH SOLE 51,675 0 0
HUT 8 MINING CORP COM 44812J104 6,832,301 145,647 SH SOLE 145,647 0 0
KRATOS DEFENSE & SECURITY SOLTNS INC COM 50077B207 10,930,883 155,026 SH SOLE 155,026 0 0
KLAVIYO INC COM CL A 49845K101 2,514,232 129,200 SH SOLE 129,200 0 0
LUMENTUM HLDGS INC COM 55024U109 28,637,470 40,750 SH SOLE 40,750 0 0
LAM RESEARCH COM 512807306 20,618,190 96,500 SH SOLE 96,500 0 0
LUXEXPERIENCE BV SPONSORED ADS 55406W103 4,720,000 590,000 SH SOLE 590,000 0 0
LAS VEGAS SANDS COM 517834107 5,253,300 97,500 SH SOLE 97,500 0 0
MICROCHIP TECHNOLOGY COM 595017104 9,497,670 147,000 SH SOLE 147,000 0 0
META PLATFORMS INC CL A 30303M102 20,779,762 36,320 SH SOLE 36,320 0 0
MICROSOFT CORP COM 594918104 10,309,235 27,850 SH SOLE 27,850 0 0
MICRON TECHNOLOGY INC COM 595112103 15,371,720 45,500 SH SOLE 45,500 0 0
NETFLIX INC COM 64110L106 9,711,150 101,000 SH SOLE 101,000 0 0
NATERA INC COM 632307104 15,249,238 76,250 SH SOLE 76,250 0 0
NVIDIA CORPORATION COM 67066G104 22,783,616 130,640 SH SOLE 130,640 0 0
NXP SEMICONDUCTORS NV COM N6596X109 7,955,506 40,412 SH SOLE 40,412 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607 2,303,997 5,700 SH SOLE 5,700 0 0
OLD NATL BNCP COM 680033107 2,210,000 100,000 SH SOLE 100,000 0 0
PORCH GROUP INC COM 733245104 6,019,215 839,500 SH SOLE 839,500 0 0
QUANTA SVCS INC COM 74762E102 8,537,261 15,550 SH SOLE 15,550 0 0
QXO INC COM 82846H405 11,312,150 582,500 SH SOLE 582,500 0 0
ROOT INC/OH COM CL A 77664L207 1,192,590 27,000 SH SOLE 27,000 0 0
REVOLUTION MEDICINES INC COM 76155X100 805,911 8,287 SH SOLE 8,287 0 0
SOLARIS ENERGY INFRASTRUCTURE COM 83418M103 2,684,225 47,500 SH SOLE 47,500 0 0
SANDISK CORP COM 80004C200 15,788,199 24,850 SH SOLE 24,850 0 0
SNOWFLAKE INC COM CL A 833445109 5,972,472 39,600 SH SOLE 39,600 0 0
SYNOPSYS INC COM 871607107 5,740,634 14,479 SH SOLE 14,479 0 0
SIRIUSPOINT LTD COM G8192H106 8,558,919 397,350 SH SOLE 397,350 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 13,288,959 27,405 SH SOLE 27,405 0 0
STEM INC COM 85859N300 73,390 8,302 SH SOLE 8,302 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 6,990,565 17,844 SH SOLE 17,844 0 0
THREDUP INC COM CL A 88556E102 4,770,760 1,454,500 SH SOLE 1,454,500 0 0
TERADYNE INC COM 880770102 11,275,560 38,034 SH SOLE 38,034 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 26,165,779 77,425 SH SOLE 77,425 0 0
VISA INC COM CL A 92826C839 20,159,408 66,700 SH SOLE 66,700 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 19,941,908 79,583 SH SOLE 79,583 0 0
VISTRA CORP COM 92840M102 4,359,570 29,000 SH SOLE 29,000 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200 44,266,204 689,290 SH SOLE 689,290 0 0
GENEDX HOLDINGS CORP COM CL A 99DP6M5W4 3,211,000 500 SH Call SOLE 500 0 0
TERAWULF INC COM 88080T104 9,636,787 667,830 SH SOLE 667,830 0 0
STATE STREET SPDR S&P HOMEBUIL HOMBUILDER ETF 78464A888 1,006,944 10,200 SH SOLE 10,200 0 0
XOMETRY INC COM CL A 98423F109 4,192,226 102,650 SH SOLE 102,650 0 0