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
TESLA INC COM 88160R101 102,331,980 243,300 SH SOLE 243,300 0 0
TESLA INC COM 88160R101 138,798,000 330,000 SH Put SOLE 330,000 0 0
MICRON TECHNOLOGY INC COM 595112103 11,543 10 SH SOLE 10 0 0
MICRON TECHNOLOGY INC COM 595112103 69,257,400 60,000 SH Call SOLE 60,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 566,880,720 769,800 SH Put SOLE 769,800 0 0
ISHARES TR ISHARES SEMICDTR 464287523 424,119,044 661,900 SH Put SOLE 661,900 0 0
ALPHABET INC CAP STK CL A 02079K305 2,766,044 7,740 SH SOLE 7,740 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 114,616,800 240,000 SH Put SOLE 240,000 0 0
APPLIED MATLS INC COM 038222105 66,774,111 92,357 SH SOLE 92,357 0 0
APPLIED MATLS INC COM 038222105 46,995,000 65,000 SH Call SOLE 65,000 0 0
ASTERA LABS INC COM 04626A103 9,757,004 20,200 SH SOLE 20,200 0 0
LAM RESEARCH CORP COM NEW 512807306 117,475,763 271,100 SH SOLE 271,100 0 0
LAM RESEARCH CORP COM NEW 512807306 168,998,700 390,000 SH Call SOLE 390,000 0 0
SANDISK CORP COM 80004C200 60,935,964 26,800 SH SOLE 26,800 0 0
ADVANCED MICRO DEVICES INC COM 007903107 131,084,084 225,653 SH SOLE 225,653 0 0
ADVANCED MICRO DEVICES INC COM 007903107 334,023,250 575,000 SH Call SOLE 575,000 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 426,480,347 571,100 SH Put SOLE 571,100 0 0
ENTEGRIS INC COM 29362U104 13,080,678 72,727 SH SOLE 72,727 0 0
FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 39,734,838 711,329 SH SOLE 711,329 0 0
ICHOR HOLDINGS SHS G4740B105 12,977,547 115,582 SH SOLE 115,582 0 0
INTEL CORP COM 458140100 32,785,124 234,800 SH SOLE 234,800 0 0
INTEL CORP COM 458140100 131,950,350 945,000 SH Call SOLE 945,000 0 0
ISHARES TR EXPANDED TECH 464287515 47,565,000 525,000 SH Call SOLE 525,000 0 0
MKS INC. COM 55306N104 18,498,787 41,589 SH SOLE 41,589 0 0
MONOLITHIC PWR SYS INC COM 609839105 29,720,740 21,500 SH Put SOLE 21,500 0 0
POET TECHNOLOGIES INC COM NEW 73044W302 39,681,047 3,860,024 SH SOLE 3,860,024 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 13,114,145 91,971 SH SOLE 91,971 0 0
WOLFSPEED INC COMMON STOCK 97785W106 34,698,216 719,134 SH SOLE 719,134 0 0
BLOOM ENERGY CORP COM CL A 093712107 33,059,986 109,217 SH SOLE 109,217 0 0
ROBINHOOD MKTS INC COM CL A 770700102 23,485,476 234,199 SH SOLE 234,199 0 0
MARVELL TECHNOLOGY INC COM 573874104 93,894,928 315,200 SH SOLE 315,200 0 0
PONY AI INC SPONSORED ADS 732908108 2,323,746 334,352 SH SOLE 334,352 0 0
QUALCOMM INC COM 747525103 51,955,556 281,160 SH SOLE 281,160 0 0
SNOWFLAKE INC COM SHS 833445109 14,474,688 56,875 SH SOLE 56,875 0 0
FUNDRISE INNOVATION FD LLC COM SHS 360852107 14,896,643 172,355 SH SOLE 172,355 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 83,073,428 1,544,690 SH SOLE 1,544,690 0 0