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
ALPHABET INC-CL C CAP STK CL C 02079K107 50,879,520 144,000 SH SOLE 144,000 0 0
AMAZON.COM INC COM 023135106 15,482,566 64,960 SH SOLE 64,960 0 0
BLOOM ENERGY CORP- A COM CL A 093712107 238,648,680 788,400 SH SOLE 788,400 0 0
CIPHER DIGITAL INC COM 17253J106 16,223,900 662,200 SH SOLE 662,200 0 0
IPATH SERIES B S&P 500 VIX HEDGEFUND IPATH S&P 500 SH 06748M196 29,445,970 1,333,000 SH SOLE 1,333,000 0 0
LAM RESEARCH CORP COM NEW 512807306 372,663,800 860,000 SH SOLE 860,000 0 0
META PLATFORMS INC CL A 30303M102 15,321,488 27,200 SH SOLE 27,200 0 0
MICRON TECHNOLOGY INC COM 595112103 697,999,163 604,700 SH SOLE 604,700 0 0
NVIDIA CORP COM 67066G104 88,871,974 444,160 SH SOLE 444,160 0 0
PROSHARES ULTRAPRO SHORT QQQ HEDGEFUND ULTRAPRO SHORT 74350P675 14,193,579 390,900 SH SOLE 390,900 0 0
QUALCOMM INC COM 747525103 15,707,150 85,000 SH SOLE 85,000 0 0
SANDISK CORP COM 80004C200 270,266,916 118,865 SH SOLE 118,865 0 0
SEAGATE TECHNOLOGY HOLDINGS ORD SHS G7997R103 711,957,700 737,780 SH SOLE 737,780 0 0
WESTERN DIGITAL CORP COM 958102105 627,606,272 982,600 SH SOLE 982,600 0 0
ZOOM VIDEO COMMUNICATIONS-A CL A 98980L101 15,777,468 182,800 SH SOLE 182,800 0 0