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 12,926,220 97,000 SH SOLE 97,000 0 0
ADLAI NORTYE LTD SPONSORED ADS 00704R109 310,500 27,000 SH SOLE 27,000 0 0
ALPHA COGNITION INC COM 02074J501 371,830 51,500 SH SOLE 51,500 0 0
ALUMIS INC COM 022307102 1,452,024 51,600 SH SOLE 51,600 0 0
AMAZON.COM INC COM 023135106 3,074,586 12,900 SH SOLE 12,900 0 0
AMBARELLA INC COM G037AX101 1,372,800 16,000 SH SOLE 16,000 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 888,960 6,000 SH SOLE 6,000 0 0
ARKO PETE CORP CL A COM 04124A100 282,750 15,000 SH SOLE 15,000 0 0
ARROWHEAD PHARMACEUTICALS INC COM 04280A100 8,974,251 110,100 SH SOLE 110,100 0 0
AST SPACEMOBILE INC COM CL A 00217D100 3,865,410 43,500 SH SOLE 43,500 0 0
AXT INC COM 00246W103 353,192 4,900 SH SOLE 4,900 0 0
BLOOM ENERGY CORP COM CL A 093712107 2,270,250 7,500 SH SOLE 7,500 0 0
CAMECO CORP COM 13321L108 855,624 8,400 SH SOLE 8,400 0 0
CAPSTONE ENERGY PLUS, INC. COM 14067D607 253,000 27,500 SH SOLE 27,500 0 0
CELCUITY INC COM 15102K100 6,502,133 62,150 SH SOLE 62,150 0 0
CEREBRAS SYSTEMS INC COM CL A 15675D103 1,237,600 5,600 SH SOLE 5,600 0 0
CHEVRON CORP COM 166764100 12,432,000 75,000 SH SOLE 75,000 0 0
COMPASS PATHWAYS PLC SPONSORED ADS 20451W101 424,500 30,000 SH SOLE 30,000 0 0
CORVUS PHARMACEUTICALS INC COM 221015100 403,380 27,000 SH SOLE 27,000 0 0
CRESCENT ENERGY COMPANY CL A COM 44952J104 441,900 45,000 SH SOLE 45,000 0 0
CYTOKINETICS INC COM 23282W605 4,046,525 47,500 SH SOLE 47,500 0 0
DEFINIUM THERAPEUTICS INC COM 24477V105 1,176,000 25,000 SH SOLE 25,000 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 2,544,872 133,100 SH SOLE 133,100 0 0
EXXON MOBIL CORP COM 30231G102 10,732,520 78,500 SH SOLE 78,500 0 0
FREEPORT-MCMORAN INC COM 35671D857 2,043,925 32,500 SH SOLE 32,500 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200 274,600 4,000 SH SOLE 4,000 0 0
GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109 701,008 15,400 SH SOLE 15,400 0 0
INFLEQTION INC COM 45676K103 333,000 25,000 SH SOLE 25,000 0 0
KEEL INFRASTRUCTURE CORP COM 486917107 427,630 74,500 SH SOLE 74,500 0 0
KRYSTAL BIOTECH INC COM 501147102 16,725,150 45,000 SH SOLE 45,000 0 0
KURA ONCOLOGY INC COM 50127T109 975,233 88,900 SH SOLE 88,900 0 0
KYVERNA THERAPEUTICS INC COM 501976104 356,400 40,000 SH SOLE 40,000 0 0
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107 131,125 12,500 SH SOLE 12,500 0 0
MBX BIOSCIENCES INC COM 55287L101 441,600 8,000 SH SOLE 8,000 0 0
MICRON TECHNOLOGY INC COM 595112103 230,858 200 SH SOLE 200 0 0
MINERALYS THERAPEUTICS INC COM 603170101 758,138 28,100 SH SOLE 28,100 0 0
MONTE ROSA THERAPEUTICS INC COM 61225M102 847,000 35,000 SH SOLE 35,000 0 0
NEBIUS GROUP NV SHS CLASS A N97284108 1,877,956 6,800 SH SOLE 6,800 0 0
NEKTAR THERAPEUTICS COM NEW 640268306 6,234,033 89,300 SH SOLE 89,300 0 0
NOKIA CORP SPONSORED ADR 654902204 1,088,960 82,000 SH SOLE 82,000 0 0
NUVATION BIO INC COM CL A 67080N101 2,953,600 520,000 SH SOLE 520,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 567,240 6,000 SH SOLE 6,000 0 0
ONDAS INC COM NEW 68236H204 309,000 37,500 SH SOLE 37,500 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 641,685 5,500 SH SOLE 5,500 0 0
PALISADE BIO INC COM 696389402 642,675 307,500 SH SOLE 307,500 0 0
PALVELLA THERAPEUTICS INC COM 697947109 3,438,450 22,500 SH SOLE 22,500 0 0
PDS BIOTECHNOLOGY CORP COM 70465T107 26,433 30,000 SH SOLE 30,000 0 0
PRAXIS PRECISION MEDICINES INC COM NEW 74006W207 903,933 2,700 SH SOLE 2,700 0 0
REGENXBIO INC COM 75901B107 808,650 67,500 SH SOLE 67,500 0 0
RYERSON HOLDING CORP COM 783754104 275,632 11,200 SH SOLE 11,200 0 0
SCHOLAR ROCK HLDG CORP COM 80706P103 330,000 6,000 SH SOLE 6,000 0 0
SPACE EXPL TECHNOLOGIES CORP CL A 84615Q103 136,688 800 SH SOLE 800 0 0
STRATASYS LTD COM M85548101 85,600 10,000 SH SOLE 10,000 0 0
TERRA INNOVATUM GLOBAL NV ORD SHS N85083108 221,400 45,000 SH SOLE 45,000 0 0
TESLA INC COM 88160R101 4,542,480 10,800 SH SOLE 10,800 0 0
TG THERAPEUTICS INC COM 88322Q108 13,791,314 251,025 SH SOLE 251,025 0 0
UIPATH INC CL A 90364P105 326,100 30,000 SH SOLE 30,000 0 0
VIKING THERAPEUTICS INC COM 92686J106 8,164,793 209,300 SH SOLE 209,300 0 0
VIR BIOTECHNOLOGY INC COM 92764N102 655,217 64,300 SH SOLE 64,300 0 0
VIVOPOWER PLC SHS NEW G9376R209 219,725 42,500 SH SOLE 42,500 0 0
WARRIOR MET COAL INC COM 93627C101 486,960 6,000 SH SOLE 6,000 0 0
XENON PHARMACEUTICALS INC COM 98420N105 2,897,280 48,000 SH SOLE 48,000 0 0