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
ABIVAX SA SPONSORED ADS 00370M103 5,567,500 50,000 SH SOLE 50,000 0 0
ACCELERANT HOLDINGS CL A G00894108 2,672,000 200,000 SH SOLE 200,000 0 0
ADT INC DEL COM 00090Q103 3,285,000 500,000 SH SOLE 500,000 0 0
AEROVIRONMENT INC COM 008073108 13,728,750 75,000 SH SOLE 75,000 0 0
AGI INC COM SHS CL A G0118C105 727,000 100,000 SH SOLE 100,000 0 0
AGOMAB THERAPEUTICS NV SPONSORED ADS 00860C102 2,098,000 200,000 SH SOLE 200,000 0 0
AIR PRODUCTS AND CHEMICALS I COM 009158106 7,262,250 25,000 SH SOLE 25,000 0 0
AKTIS ONCOLOGY INC COM 01021M104 447,250 25,000 SH SOLE 25,000 0 0
ALIGNMENT HEALTHCARE INC COM 01625V104 2,643,000 150,000 SH SOLE 150,000 0 0
ALLIANCE LAUNDRY HLDGS INC COM 01862Q107 6,222,000 300,000 SH SOLE 300,000 0 0
AMER SPORTS INC COM SHS G0260P102 13,168,000 400,000 SH SOLE 400,000 0 0
AMKOR TECHNOLOGY INC COM 031652100 11,257,500 250,000 SH SOLE 250,000 0 0
ANDERSEN GROUP INC CL A 033853102 13,600,000 500,000 SH SOLE 500,000 0 0
ANTERIS TECHNOLOGIES GLOBAL COM 03675P102 1,803,750 325,000 SH SOLE 325,000 0 0
APOGEE THERAPEUTICS INC COM 03770N101 8,417,000 100,000 SH SOLE 100,000 0 0
APPLIED MATLS INC COM 038222105 51,268,500 150,000 SH SOLE 150,000 0 0
ARCHER AVIATION INC COM CL A 03945R102 7,755,000 1,500,000 SH SOLE 1,500,000 0 0
ARKO PETE CORP CL A COM 04124A100 894,500 50,000 SH SOLE 50,000 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 470,250 7,500 SH SOLE 7,500 0 0
AST SPACEMOBILE INC COM CL A 00217D100 8,287,000 100,000 SH SOLE 100,000 0 0
AXOGEN INC COM 05463X106 2,484,750 75,000 SH SOLE 75,000 0 0
BANC OF CALIFORNIA INC COM 05990K106 5,274,000 300,000 SH SOLE 300,000 0 0
BETA TECHNOLOGIES INC COM SHS CL A 086921103 4,388,788 298,557 SH SOLE 298,557 0 0
BICARA THERAPEUTICS INC COM 055477103 1,243,125 62,500 SH SOLE 62,500 0 0
BILLIONTOONE INC CL A 090168105 1,973,500 25,000 SH SOLE 25,000 0 0
BIOAGE LABS INC COM 09077V100 874,500 50,000 SH SOLE 50,000 0 0
BKV CORP COM 05603J108 5,704,000 200,000 SH SOLE 200,000 0 0
BLACK ROCK COFFEE BAR INC CL A 092244102 1,292,000 100,000 SH SOLE 100,000 0 0
BOBS DISC FURNITURE INC COM SHS 09681N106 1,762,500 150,000 SH SOLE 150,000 0 0
BOWHEAD SPECIALTY HLDGS INC COM SHS 10240L102 841,125 37,500 SH SOLE 37,500 0 0
BOYD GROUP SERVICES INC COM 103310108 2,557,200 20,000 SH SOLE 20,000 0 0
BRIGHT MINDS BIOSCIENCES INC COM NEW 10919W405 8,756,400 120,000 SH SOLE 120,000 0 0
BRIGHTSPRING HEALTH SVCS INC COM 10950A106 25,566,000 600,000 SH SOLE 600,000 0 0
BULLISH ORD SHS G16910120 5,359,500 150,000 SH SOLE 150,000 0 0
CAPRICOR THERAPEUTICS INC COM NEW 14070B309 3,040,000 100,000 SH SOLE 100,000 0 0
CENTRAL BANCOMPANY COM CL A 152413100 2,395,000 100,000 SH SOLE 100,000 0 0
CENTURI HOLDINGS INC COM SHS 155923105 5,842,000 200,000 SH SOLE 200,000 0 0
CHIME FINL INC COM SHS CL A 16935C109 2,809,500 150,000 SH SOLE 150,000 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107 11,926,250 125,000 SH SOLE 125,000 0 0
COGENT BIOSCIENCES INC COM 19240Q201 1,347,150 35,000 SH SOLE 35,000 0 0
COMPASS PATHWAYS PLC SPONSORED ADS 20451W101 1,659,000 300,000 SH SOLE 300,000 0 0
COREBRIDGE FINL INC COM 21871X109 5,965,000 250,000 SH SOLE 250,000 0 0
CORVUS PHARMACEUTICALS INC COM 221015100 731,500 50,000 SH SOLE 50,000 0 0
CURBLINE PPTYS CORP COM 23128Q101 1,289,500 50,000 SH SOLE 50,000 0 0
CYTOMX THERAPEUTICS INC. COM 23284F105 1,527,500 325,000 SH SOLE 325,000 0 0
D-WAVE QUANTUM INC COM 26740W109 721,500 50,000 SH SOLE 50,000 0 0
DEFINIUM THERAPEUTICS INC COM SHS 24477V105 4,252,500 225,000 SH SOLE 225,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 59,337,000 300,000 SH SOLE 300,000 0 0
DIANTHUS THERAPEUTICS INC COM 252828108 8,392,000 100,000 SH SOLE 100,000 0 0
DISC MEDICINE INC COM 254604101 2,237,900 35,000 SH SOLE 35,000 0 0
DYNE THERAPEUTICS INC COM 26818M108 634,550 35,000 SH SOLE 35,000 0 0
ECHOSTAR CORP CL A 278768106 81,949,000 700,000 SH SOLE 700,000 0 0
EIKON THERAPEUTICS INC COM 282564103 846,400 80,000 SH SOLE 80,000 0 0
ELLINGTON FINANCIAL INC COM 28852N109 3,555,000 300,000 SH SOLE 300,000 0 0
EQUIPMENTSHARE COM INC COM CL A 29445S100 6,111,000 300,000 SH SOLE 300,000 0 0
ERASCA INC COM 29479A108 1,618,000 100,000 SH SOLE 100,000 0 0
ESSENTIAL PPTYS RLTY TR INC COM 29670E107 7,590,000 250,000 SH SOLE 250,000 0 0
ETHOS TECHNOLOGIES INC CL A 29765A101 670,200 60,000 SH SOLE 60,000 0 0
ETORO GROUP LTD SHS CL A G32089107 3,003,000 100,000 SH SOLE 100,000 0 0
EVOMMUNE INC COM SHS 30054Y107 3,785,763 164,670 SH SOLE 164,670 0 0
EXZEO GROUP INC COM SHS 30234F101 1,467,000 100,000 SH SOLE 100,000 0 0
FIGMA INC CLASS A COM STK 316841105 5,285,000 250,000 SH SOLE 250,000 0 0
FIGURE TECHNOLOGY SOLUTIO COM CL A 349381103 6,790,000 200,000 SH SOLE 200,000 0 0
FIREFLY AEROSPACE INC COM 31816X106 4,270,500 150,000 SH SOLE 150,000 0 0
FLOWCO HLDGS INC COM CL A 342909108 1,442,000 70,000 SH SOLE 70,000 0 0
FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 8,781,000 300,000 SH SOLE 300,000 0 0
GALAXY DIGITAL INC. CL A 36317J209 23,062,500 1,250,000 SH SOLE 1,250,000 0 0
GENERATE BIOMEDICINES INC COM SHS 370920100 1,562,500 125,000 SH SOLE 125,000 0 0
GETTY RLTY CORP NEW COM 374297109 1,590,000 50,000 SH SOLE 50,000 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 11,120,000 250,000 SH SOLE 250,000 0 0
GRUPO AEROMEXICO SAB DE CV SPONSORED ADS 40054J109 2,101,500 150,000 SH SOLE 150,000 0 0
GUARDANT HEALTH INC COM 40131M109 3,694,800 40,000 SH SOLE 40,000 0 0
GUARDIAN PHARMACY SVCS INC CL A 40145W101 7,532,000 200,000 SH SOLE 200,000 0 0
GULFPORT ENERGY CORP COMMON SHARES 402635502 1,057,850 5,000 SH SOLE 5,000 0 0
H2O AMERICA COM 784305104 880,050 15,000 SH SOLE 15,000 0 0
INFINITY NAT RES INC COM CL A 456941103 880,500 50,000 SH SOLE 50,000 0 0
INGRAM MICRO HLDG CORP COM 457152106 4,662,000 200,000 SH SOLE 200,000 0 0
INNOVEX INTERNATIONAL INC COM 457651107 975,600 40,000 SH SOLE 40,000 0 0
IONQ INC COM 46222L108 1,441,500 50,000 SH SOLE 50,000 0 0
ITT INC COM 45073V108 47,632,500 250,000 SH SOLE 250,000 0 0
JEFFERSON CAPITAL INC COM 47248R103 1,346,100 70,000 SH SOLE 70,000 0 0
JOBY AVIATION INC COMMON STOCK G65163100 14,455,000 1,750,000 SH SOLE 1,750,000 0 0
KESTRA MED TECHNOLOGIES LTD SHS G52441105 1,993,000 100,000 SH SOLE 100,000 0 0
KINETIK HOLDINGS INC COM NEW CL A 02215L209 1,694,350 35,000 SH SOLE 35,000 0 0
KODIAK GAS SVCS INC COM 50012A108 14,580,000 250,000 SH SOLE 250,000 0 0
KPET ULTRA PACELINE CORP UNIT 99/99/9999 G53157122 2,000,000 200,000 SH SOLE 200,000 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 7,051,000 100,000 SH SOLE 100,000 0 0
KYIVSTAR GROUP LTD ORD SHS G5331N101 4,048,000 400,000 SH SOLE 400,000 0 0
KYMERA THERAPEUTICS INC COM 501575104 2,498,700 30,000 SH SOLE 30,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 94,916,250 275,000 SH SOLE 275,000 0 0
LAM RESEARCH CORP COM NEW 512807306 56,406,240 264,000 SH SOLE 264,000 0 0
LANDBRIDGE COMPANY LLC CL A 514952100 6,905,000 100,000 SH SOLE 100,000 0 0
LARIMAR THERAPEUTICS INC COM 517125100 562,500 125,000 SH SOLE 125,000 0 0
LATAM AIRLINES GROUP SA SPONSORED ADR 51817R205 9,888,000 200,000 SH SOLE 200,000 0 0
LEGENCE CORP CL A 52476L109 33,876,000 600,000 SH SOLE 600,000 0 0
LIFESTANCE HEALTH GROUP INC COM 53228F101 1,592,500 250,000 SH SOLE 250,000 0 0
LINEAGE INC COM 53566V106 6,552,000 200,000 SH SOLE 200,000 0 0
LOAR HOLDINGS INC COM SHS 53947R105 5,729,000 100,000 SH SOLE 100,000 0 0
LUMEXA IMAGING HOLDINGS INC COM 550249106 946,000 110,000 SH SOLE 110,000 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 4,735,500 150,000 SH SOLE 150,000 0 0
MAPLIGHT THERAPEUTICS INC COM 56565P103 2,033,000 100,000 SH SOLE 100,000 0 0
MAREX GROUP PLC ORD G5S37H101 5,572,500 125,000 SH SOLE 125,000 0 0
MCGRAW HILL INC COM 580907103 4,110,000 300,000 SH SOLE 300,000 0 0
MDA SPACE LTD COM 55293N109 6,330,000 250,000 SH SOLE 250,000 0 0
MDU RES GROUP INC COM 552690109 1,554,000 75,000 SH SOLE 75,000 0 0
MEDLINE INC COM CL A 58507V107 111,250,000 2,500,000 SH SOLE 2,500,000 0 0
METROPOLITAN BK HLDG CORP COM 591774104 3,331,600 40,000 SH SOLE 40,000 0 0
MIAMI INTL HLDGS INC COM 59356Q108 21,406,000 550,000 SH SOLE 550,000 0 0
MICROSOFT CORP COM 594918104 26,282,070 71,000 SH SOLE 71,000 0 0
MINIMED GROUP INC COM 60365F109 2,984,000 200,000 SH SOLE 200,000 0 0
MONTE ROSA THERAPEUTICS INC COM 61225M102 740,250 45,000 SH SOLE 45,000 0 0
NASDAQ INC COM 631103108 21,222,500 250,000 SH SOLE 250,000 0 0
NEKTAR THERAPEUTICS COM NEW 640268306 8,993,750 125,000 SH SOLE 125,000 0 0
NETSKOPE INC CL A 64119N608 2,122,500 250,000 SH SOLE 250,000 0 0
NETSTREIT CORP COM 64119V303 941,500 50,000 SH SOLE 50,000 0 0
NIQ GLOBAL INTELLIGENCE PLC ORDINARY SHARES G63755105 3,411,000 300,000 SH SOLE 300,000 0 0
NORTHERN OIL & GAS INC COM 665531307 7,307,500 250,000 SH SOLE 250,000 0 0
NRG ENERGY INC COM NEW 629377508 25,574,500 175,000 SH SOLE 175,000 0 0
NUSCALE PWR CORP CL A COM 67079K100 1,355,000 125,000 SH SOLE 125,000 0 0
OGE ENERGY CORP COM 670837103 3,597,000 75,000 SH SOLE 75,000 0 0
ONCE UPON A FARM PBC COM 68237F108 1,635,000 100,000 SH SOLE 100,000 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 8,307,900 90,000 SH SOLE 90,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 10,385,880 71,000 SH SOLE 71,000 0 0
PALVELLA THERAPEUTICS INC NE COM 697947109 7,479,000 60,000 SH SOLE 60,000 0 0
PATTERN GROUP INC COM SER A 70339W104 1,864,500 150,000 SH SOLE 150,000 0 0
PAYPAY CORP SPONSORED ADS 70450C101 6,231,280 292,000 SH SOLE 292,000 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 5,330,000 250,000 SH SOLE 250,000 0 0
PHOENIX ED PARTNERS INC COM 718968100 1,573,000 50,000 SH SOLE 50,000 0 0
PICS NV COM CL A N69958101 1,567,500 150,000 SH SOLE 150,000 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 5,277,000 100,000 SH SOLE 100,000 0 0
PROPETRO HLDG CORP COM 74347M108 720,500 50,000 SH SOLE 50,000 0 0
QXO INC COM NEW 82846H405 4,855,000 250,000 SH SOLE 250,000 0 0
REDWIRE CORPORATION COM 75776W103 3,400,000 400,000 SH SOLE 400,000 0 0
RELMADA THERAPEUTICS INC COM 75955J402 2,197,884 315,788 SH SOLE 315,788 0 0
REMITLY GLOBAL INC COM 75960P104 5,484,500 350,000 SH SOLE 350,000 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 12,932,500 175,000 SH SOLE 175,000 0 0
RIGETTI COMPUTING INC COMMON STOCK 76655K103 702,000 50,000 SH SOLE 50,000 0 0
SAB BIOTHERAPEUTICS INC COM NEW 78397T202 1,053,250 275,000 SH SOLE 275,000 0 0
SAILPOINT INC COM 78781J109 6,620,000 500,000 SH SOLE 500,000 0 0
SANDISK CORP COM 80004C200 31,767,000 50,000 SH SOLE 50,000 0 0
SELECT WATER SOLUTIONS INC CL A COM 81617J301 3,825,000 250,000 SH SOLE 250,000 0 0
SIONNA THERAPEUTICS INC COM 829401108 2,004,500 50,000 SH SOLE 50,000 0 0
SM ENERGY COMPANY COM 78454L100 1,559,000 50,000 SH SOLE 50,000 0 0
SOLV ENERGY INC COM SHS CL A 78475V103 4,504,500 150,000 SH SOLE 150,000 0 0
SPYRE THERAPEUTICS INC COM NEW 00773J202 5,044,000 100,000 SH SOLE 100,000 0 0
STANDARDAERO INC COM 85423L103 16,466,625 637,500 SH SOLE 637,500 0 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106 2,410,000 50,000 SH SOLE 50,000 0 0
SYMBOTIC INC CLASS A COM 87151X101 1,995,000 37,500 SH SOLE 37,500 0 0
TELECOM ARGENTINA SA SPON ADR REP B 879273209 409,150 35,000 SH SOLE 35,000 0 0
TESLA INC COM 88160R101 66,915,000 180,000 SH SOLE 180,000 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107 17,142,000 200,000 SH SOLE 200,000 0 0
URANIUM ENERGY CORP COM 916896103 1,012,500 75,000 SH SOLE 75,000 0 0
USA RARE EARTH INC COM 91733P107 3,972,938 262,500 SH SOLE 262,500 0 0
USA RARE EARTH INC COM 91733P107 0 187,500 SH Put SOLE 187,500 0 0
V2X INC COM 92242T101 10,275,000 150,000 SH SOLE 150,000 0 0
VERADERMICS INC COMMON STOCK 922967104 4,720,462 74,750 SH SOLE 74,750 0 0
VIPER ENERGY INC CL A 64361Q101 37,592,000 800,000 SH SOLE 800,000 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 11,320,500 150,000 SH SOLE 150,000 0 0
VOYAGER TECHNOLOGIES INC COM CL A 92892B103 5,847,500 250,000 SH SOLE 250,000 0 0
VSE CORP COM 918284100 16,596,000 90,000 SH SOLE 90,000 0 0
WATERBRIDGE INFRASTRUCTURE L CL A SHS REPSTG 940923105 6,697,500 250,000 SH SOLE 250,000 0 0
WAYSTAR HLDG CORP COM 946784105 7,233,000 300,000 SH SOLE 300,000 0 0
WEALTHFRONT CORP COM 947002101 693,750 75,000 SH SOLE 75,000 0 0
WHIRLPOOL CORP COM 963320106 8,088,000 150,000 SH SOLE 150,000 0 0
WP CAREY INC COM 92936U109 10,194,000 150,000 SH SOLE 150,000 0 0
XENON PHARMACEUTICALS INC COM 98420N105 4,361,250 75,000 SH SOLE 75,000 0 0
YORK SPACE SYSTEMS INC COM 987084100 3,325,500 150,000 SH SOLE 150,000 0 0
ZENAS BIOPHARMA INC COM 98937L105 1,955,000 100,000 SH SOLE 100,000 0 0