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 889,396 4,372 SH SOLE 0 0 4,372
ADVANCED ENERGY INDS CALL 007973900 600,945 48 PRN Call SOLE 0 0 48
ALPHABET INC CAP STK CL C 02079K107 2,360,858 8,230 SH SOLE 0 0 8,230
ALPHABET INC CAP STK CL A 02079K305 2,389,624 8,310 SH SOLE 0 0 8,310
ALPHABET INC CALL 02079K907 324,582 48 PRN Call SOLE 0 0 48
OKLO INC COM CL A 02156V109 990,808 19,980 SH SOLE 0 0 19,980
AMAZON COM INC COM 023135106 5,676,399 27,255 SH SOLE 0 0 27,255
APPLE INC COM 037833100 6,056,706 23,865 SH SOLE 0 0 23,865
APPLIED MATLS INC COM 038222105 639,147 1,870 SH SOLE 0 0 1,870
APPLOVIN CORP COM CL A 03831W108 5,088,430 12,785 SH SOLE 0 0 12,785
APPLOVIN CORP CALL 03831W908 357,587 24 PRN Call SOLE 0 0 24
ARGAN INC COM 04010E109 1,062,068 1,950 SH SOLE 0 0 1,950
ARISTA NETWORKS INC COM SHS 040413205 202,587 1,650 SH SOLE 0 0 1,650
ASTERA LABS INC COM 04626A103 253,176 2,310 SH SOLE 0 0 2,310
ASTERA LABS INC CALL 04626A903 220,069 48 PRN Call SOLE 0 0 48
AXON ENTERPRISE INC COM 05464C101 2,739,251 6,450 SH SOLE 0 0 6,450
AXON ENTERPRISE INC CALL 05464C901 209,798 15 PRN Call SOLE 0 0 15
BLOOM ENERGY CORP COM CL A 093712107 3,939,914 29,079 SH SOLE 0 0 29,079
BLOOM ENERGY CORP CALL 093712907 989,860 155 PRN Call SOLE 0 0 155
BOOKING HOLDINGS INC COM 09857L108 846,274 201 SH SOLE 0 0 201
BROADCOM INC COM 11135F101 4,317,665 13,950 SH SOLE 0 0 13,950
CARVANA CO CL A 146869102 1,738,521 5,530 SH SOLE 0 0 5,530
CELESTICA INC COM 15101Q207 1,211,224 4,300 SH SOLE 0 0 4,300
CELESTICA INC CALL 15101Q907 818,147 68 PRN Call SOLE 0 0 68
CENTRUS ENERGY CORP CL A 15643U104 281,216 1,620 SH SOLE 0 0 1,620
COMFORT SYS USA INC COM 199908104 2,620,081 1,900 SH SOLE 0 0 1,900
CONSTELLATION ENERGY CORP COM 21037T109 1,290,135 4,620 SH SOLE 0 0 4,620
COREWEAVE INC COM CL A 21873S108 243,256 3,140 SH SOLE 0 0 3,140
COREWEAVE INC CALL 21873S908 214,425 72 PRN Call SOLE 0 0 72
CORNING INC CALL 219350905 548,368 102 PRN Call SOLE 0 0 102
CROWDSTRIKE HLDGS INC CL A 22788C105 2,967,116 7,600 SH SOLE 0 0 7,600
D-WAVE QUANTUM INC COM 26740W109 379,899 26,327 SH SOLE 0 0 26,327
ENPHASE ENERGY INC COM 29355A107 844,108 22,325 SH SOLE 0 0 22,325
META PLATFORMS INC CL A 30303M102 7,580,723 13,250 SH SOLE 0 0 13,250
FASTLY INC CALL 31188V900 449,547 289 PRN Call SOLE 0 0 289
HCA HEALTHCARE INC COM 40412C101 283,944 600 SH SOLE 0 0 600
HECLA MINING COMPANY COM 422704106 278,910 14,971 SH SOLE 0 0 14,971
HECLA MINING COMPANY CALL 422704906 330,894 521 PRN Call SOLE 0 0 521
HOME DEPOT INC COM 437076102 427,557 1,300 SH SOLE 0 0 1,300
INTUITIVE SURGICAL INC COM NEW 46120E602 921,980 2,000 SH SOLE 0 0 2,000
KLA CORP COM NEW 482480100 588,964 400 SH SOLE 0 0 400
LAM RESEARCH CORP COM NEW 512807306 833,274 3,900 SH SOLE 0 0 3,900
ELI LILLY & CO COM 532457108 600,610 653 SH SOLE 0 0 653
LUCID GROUP INC COM NEW 549498202 582,655 61,139 SH SOLE 0 0 61,139
LUMENTUM HLDGS INC COM 55024U109 1,904,480 2,710 SH SOLE 0 0 2,710
LUMENTUM HLDGS INC CALL 55024U909 1,731,824 57 PRN Call SOLE 0 0 57
MASTERCARD INCORPORATED CL A 57636Q104 1,329,096 2,660 SH SOLE 0 0 2,660
MEDPACE HLDGS INC COM 58506Q109 292,916 610 SH SOLE 0 0 610
MICROSOFT CORP COM 594918104 2,422,022 6,543 SH SOLE 0 0 6,543
STRATEGY INC CL A NEW 594972408 1,847,040 14,800 SH SOLE 0 0 14,800
MICRON TECHNOLOGY INC COM 595112103 3,038,871 8,995 SH SOLE 0 0 8,995
MICRON TECHNOLOGY INC CALL 595112903 1,085,132 83 PRN Call SOLE 0 0 83
MONOLITHIC PWR SYS INC COM 609839105 437,340 400 SH SOLE 0 0 400
NETFLIX INC. COM 64110L106 6,657,330 69,239 SH SOLE 0 0 69,239
NETFLIX INC. CALL 64110L906 358,743 104 PRN Call SOLE 0 0 104
NORTHROP GRUMMAN CORP COM 666807102 204,672 300 SH SOLE 0 0 300
NVIDIA CORPORATION COM 67066G104 10,271,637 58,897 SH SOLE 0 0 58,897
PALANTIR TECHNOLOGIES INC CL A 69608A108 4,121,146 28,173 SH SOLE 0 0 28,173
PRIMORIS SVCS CORP COM 74164F103 300,384 2,100 SH SOLE 0 0 2,100
ROBINHOOD MKTS INC COM CL A 770700102 1,510,948 21,803 SH SOLE 0 0 21,803
SERVICENOW INC COM 81762P102 2,844,806 27,210 SH SOLE 0 0 27,210
SHOPIFY INC CL A SUB VTG SHS 82509L107 620,976 5,235 SH SOLE 0 0 5,235
SNOWFLAKE INC COM SHS 833445109 272,984 1,810 SH SOLE 0 0 1,810
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 744,051 242 SH SOLE 0 0 242
SOLARIS ENERGY INFRAS INC CALL 83418M903 211,604 76 PRN Call SOLE 0 0 76
STERLING INFRASTRUCTURE INC COM 859241101 1,058,902 2,600 SH SOLE 0 0 2,600
STERLING INFRASTRUCTURE INC CALL 859241901 299,973 19 PRN Call SOLE 0 0 19
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 985,124 2,915 SH SOLE 0 0 2,915
TESLA INC COM 88160R101 5,687,775 15,300 SH SOLE 0 0 15,300
ULTA BEAUTY INC COM 90384S303 209,084 400 SH SOLE 0 0 400
UNITED RENTALS INC COM 911363109 801,416 1,100 SH SOLE 0 0 1,100
VERTIV HOLDINGS CO COM CL A 92537N108 2,871,647 11,460 SH SOLE 0 0 11,460
VISTRA CORP COM 92840M102 1,647,617 10,960 SH SOLE 0 0 10,960
WESTERN DIGITAL CORP CALL 958102905 659,917 62 PRN Call SOLE 0 0 62
WHEATON PRECIOUS METALS CORP COM 962879102 249,181 1,902 SH SOLE 0 0 1,902
FABRINET CALL G3323L900 254,889 10 PRN Call SOLE 0 0 10
JOBY AVIATION INC COMMON STOCK G65163100 88,902 10,763 SH SOLE 0 0 10,763
SPOTIFY TECHNOLOGY S A SHS L8681T102 3,888,978 8,020 SH SOLE 0 0 8,020
NEBIUS GROUP N.V. SHS CLASS A N97284108 733,064 7,065 SH SOLE 0 0 7,065
IREN LIMITED ORDINARY SHARES Q4982L109 615,806 17,964 SH SOLE 0 0 17,964