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 116,182,000 200,000 SH Call SOLE 200,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 26,272,236 45,226 SH SOLE 45,226 0 0
ALPHABET INC CAP STK CL C 02079K107 37,099,650 105,000 SH SOLE 105,000 0 0
AMAZON COM INC COM 023135106 2,383,400 10,000 SH SOLE 10,000 0 0
AMAZON COM INC COM 023135106 47,668,000 200,000 SH Call SOLE 200,000 0 0
ANALOG DEVICES INC COM 032654105 7,943,400 20,000 SH SOLE 20,000 0 0
APPLE INC COM 037833100 31,829,600 110,000 SH SOLE 110,000 0 0
APPLIED MATLS INC COM 038222105 18,075,000 25,000 SH SOLE 25,000 0 0
APPLIED MATLS INC COM 038222105 43,380,000 60,000 SH Call SOLE 60,000 0 0
APPLOVIN CORP COM CL A 03831W108 14,168,825 27,500 SH SOLE 27,500 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 17,728,500 50,000 SH Call SOLE 50,000 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 2,659,275 7,500 SH SOLE 7,500 0 0
BROADCOM INC COM 11135F101 11,332,500 30,000 SH SOLE 30,000 0 0
COHERENT CORP COM 19247G107 2,958,525 7,500 SH SOLE 7,500 0 0
COHERENT CORP COM 19247G107 73,963,125 187,500 SH Call SOLE 187,500 0 0
CORNING INC COM 219350105 5,108,600 20,000 SH SOLE 20,000 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 5,439,000 20,000 SH SOLE 20,000 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 10,878,000 40,000 SH Call SOLE 40,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 46,597,680 108,000 SH Call SOLE 108,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 6,903,360 16,000 SH SOLE 16,000 0 0
DOORDASH INC CL A 25809K105 8,007,126 43,392 SH SOLE 43,392 0 0
DUOLINGO INC CL A COM 26603R106 7,873,119 68,450 SH SOLE 68,450 0 0
HIMS & HERS HEALTH INC COM CL A 433000106 3,813,700 110,000 SH SOLE 110,000 0 0
INTEL CORP COM 458140100 111,704,000 800,000 SH Call SOLE 800,000 0 0
INTEL CORP COM 458140100 20,944,500 150,000 SH SOLE 150,000 0 0
KLA CORP COM NEW 482480100 60,342,000 200,000 SH Call SOLE 200,000 0 0
LAM RESEARCH CORP COM NEW 512807306 28,166,450 65,000 SH SOLE 65,000 0 0
LAM RESEARCH CORP COM NEW 512807306 86,666,000 200,000 SH Call SOLE 200,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 29,789,000 100,000 SH Call SOLE 100,000 0 0
MERCADOLIBRE INC COM 58733R102 9,335,645 5,500 SH SOLE 5,500 0 0
META PLATFORMS INC CL A 30303M102 11,265,800 20,000 SH SOLE 20,000 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 22,800,000 250,000 SH Call SOLE 250,000 0 0
MICRON TECHNOLOGY INC COM 595112103 461,716,000 400,000 SH Call SOLE 400,000 0 0
MICRON TECHNOLOGY INC COM 595112103 60,023,080 52,000 SH SOLE 52,000 0 0
MICRON TECHNOLOGY INC COM 595112103 34,628,700 30,000 SH Put SOLE 30,000 0 0
MICROSOFT CORP COM 594918104 37,302,000 100,000 SH SOLE 100,000 0 0
MICROSOFT CORP COM 594918104 19,210,530 51,500 SH Call SOLE 51,500 0 0
MNTN INC CL A 55318A108 3,132,057 340,441 SH SOLE 340,441 0 0
NOKIA CORP SPONSORED ADR 654902204 6,640,000 500,000 SH Call SOLE 500,000 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 5,686,203 425,614 SH SOLE 425,614 0 0
NVIDIA CORPORATION COM 67066G104 69,031,050 345,000 SH SOLE 345,000 0 0
NVIDIA CORPORATION COM 67066G104 20,009,000 100,000 SH Call SOLE 100,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 4,769,586 40,881 SH SOLE 40,881 0 0
PROEM ACQUISITION CORP I UNIT 01/29/2031 G7341A129 2,448,671 242,924 SH DFND 1 0 242,924 0
ROBINHOOD MKTS INC COM CL A 770700102 9,225,760 92,000 SH SOLE 92,000 0 0
ROUNDHILL ETF TRUST MEMORY ETF 77926X320 1,846,250 25,000 SH SOLE 25,000 0 0
ROUNDHILL ETF TRUST MEMORY ETF 77926X320 118,160,000 1,600,000 SH Call SOLE 1,600,000 0 0
SEA LTD SPONSORD ADS 81141R100 13,320,370 139,000 SH SOLE 139,000 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302 4,692,800 160,000 SH SOLE 160,000 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302 6,100,640 208,000 SH Call SOLE 208,000 0 0
TEXAS INSTRS INC COM 882508104 29,807,000 100,000 SH Call SOLE 100,000 0 0
TEXAS INSTRS INC COM 882508104 8,196,925 27,500 SH SOLE 27,500 0 0
WIX COM LTD SHS M98068105 4,310,150 95,000 SH SOLE 95,000 0 0
WOLFSPEED INC COMMON STOCK 97785W106 8,202,500 170,000 SH Call SOLE 170,000 0 0
WORKDAY INC CL A 98138H101 12,242,000 100,000 SH Call SOLE 100,000 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105 1,082,400 55,000 SH SOLE 55,000 0 0