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 2,022,148 3,481 SH SOLE 3,481 0 0
ALPHATEC HLDGS INC COM NEW 02081G201 1,244,311 143,851 SH SOLE 143,851 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 8,634,320 58,277 SH SOLE 58,277 0 0
APPLOVIN CORP COM CL A 03831W108 13,100,238 25,426 SH SOLE 25,426 0 0
AST SPACEMOBILE INC COM CL A 00217D100 1,945,590 21,895 SH SOLE 21,895 0 0
ASTERA LABS INC COM 04626A103 5,290,518 10,953 SH SOLE 10,953 0 0
AXON ENTERPRISE INC COM 05464C101 2,538,442 4,528 SH SOLE 4,528 0 0
BLOOM ENERGY CORP COM CL A 093712107 2,524,518 8,340 SH SOLE 8,340 0 0
BLUE MOON METALS INC COM 09570Q509 1,077,066 168,555 SH SOLE 168,555 0 0
BOOST RUN INC ORD SHS CL A 09940T100 3,439,769 88,631 SH SOLE 88,631 0 0
BUTTERFLY NETWORK INC COM CL A 124155102 1,224,251 145,398 SH SOLE 145,398 0 0
CAMECO CORP COM 13321L108 977,143 9,593 SH SOLE 9,593 0 0
CHURCHILL CAP CORP XI CL A ORD SHS G2131A108 1,112,978 63,781 SH SOLE 63,781 0 0
CIPHER DIGITAL INC COM 17253J106 2,410,334 98,381 SH SOLE 98,381 0 0
CLEANSPARK INC COM NEW 18452B209 1,085,750 74,622 SH SOLE 74,622 0 0
CLEARPOINT NEURO INC COM 18507C103 2,062,304 115,600 SH SOLE 115,600 0 0
COHERENT CORP COM 19247G107 2,092,269 5,304 SH SOLE 5,304 0 0
COREWEAVE INC COM CL A 21873S108 2,326,548 23,373 SH SOLE 23,373 0 0
CORNING INC COM 219350105 1,821,982 7,133 SH SOLE 7,133 0 0
COUPANG INC CL A 22266T109 1,377,736 79,317 SH SOLE 79,317 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 11,100,727 40,819 SH SOLE 40,819 0 0
DATADOG INC CL A COM 23804L103 2,078,975 7,985 SH SOLE 7,985 0 0
DESTINY TECH100 INC COM SHS 25063F107 1,728,599 67,104 SH SOLE 67,104 0 0
FASTLY INC CL A 31188V100 1,344,448 73,227 SH SOLE 73,227 0 0
FLUENCE ENERGY INC COM CL A 34379V103 1,756,895 88,375 SH SOLE 88,375 0 0
FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 4,335,686 77,617 SH SOLE 77,617 0 0
GALAXY DIGITAL INC. CL A 36317J209 1,261,796 46,152 SH SOLE 46,152 0 0
HARMONIC INC COM 413160102 1,385,992 84,874 SH SOLE 84,874 0 0
HARROW INC COM 415858109 9,002,833 211,981 SH SOLE 211,981 0 0
HIMS & HERS HEALTH INC COM CL A 433000106 11,787,037 339,978 SH SOLE 339,978 0 0
INTEL CORP COM 458140100 1,808,208 12,950 SH SOLE 12,950 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 1,451,606 5,162 SH SOLE 5,162 0 0
IREN LIMITED ORDINARY SHARES Q4982L109 5,645,643 123,456 SH SOLE 123,456 0 0
ISHARES TR MSCI USA MMENTM 46432F396 154,063 42,500 SH Put SOLE 0 0 42,500
KEEL INFRASTRUCTURE CORP COM SHS 486917107 1,478,067 257,503 SH SOLE 257,503 0 0
LENNAR CORP CL A 526057104 1,481,140 16,368 SH SOLE 16,368 0 0
LIGHTPATH TECHNOLOGIES INC COM CL A 532257805 1,700,318 103,995 SH SOLE 103,995 0 0
LISTED FDS TR ROUN MA SEVE ETF 53656G498 1,286,000 20,000 SH SOLE 20,000 0 0
LUMENTUM HLDGS INC COM 55024U109 2,348,510 2,737 SH SOLE 2,737 0 0
MERCADOLIBRE INC COM 58733R102 7,549,991 4,448 SH SOLE 4,448 0 0
MGM RESORTS INTERNATIONAL COM 552953101 1,816,876 38,002 SH SOLE 38,002 0 0
MICRON TECHNOLOGY INC COM 595112103 5,323,585 4,612 SH SOLE 4,612 0 0
MONGODB INC CL A 60937P106 2,131,957 6,347 SH SOLE 6,347 0 0
MP MATERIALS CORP COM CL A 553368101 3,443,103 61,473 SH SOLE 61,473 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 12,329,610 44,645 SH SOLE 44,645 0 0
NEW ERA ENERGY & DIGITAL INC COM 64428N109 1,608,194 252,068 SH SOLE 252,068 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 6,924,849 518,327 SH SOLE 518,327 0 0
NVIDIA CORPORATION COM 67066G104 2,794,257 13,965 SH SOLE 13,965 0 0
ONDAS INC COM NEW 68236H204 2,720,148 330,115 SH SOLE 330,115 0 0
OUSTER INC COM NEW 68989M202 2,878,608 46,043 SH SOLE 46,043 0 0
PLANET LABS PBC COM CL A 72703X106 2,181,577 65,849 SH SOLE 65,849 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105 3,260,733 144,408 SH SOLE 144,408 0 0
QUALCOMM INC COM 747525103 1,459,841 7,900 SH SOLE 7,900 0 0
REDDIT INC CL A 75734B100 13,433,183 77,389 SH SOLE 77,389 0 0
ROCKET LAB CORP COM 773121108 1,879,712 18,492 SH SOLE 18,492 0 0
ROUNDHILL ETF TRUST MEMORY ETF 77926X320 3,681,570 49,852 SH SOLE 49,852 0 0
RUBRIK INC. CL A 781154109 2,714,026 33,807 SH SOLE 33,807 0 0
SEA LTD SPONSORD ADS 81141R100 4,323,850 45,120 SH SOLE 45,120 0 0
SHARONAI HOLDINGS INC COM CL A 778920306 3,529,814 41,694 SH SOLE 41,694 0 0
TRANSMEDICS GROUP INC COM 89377M109 12,702,161 191,240 SH SOLE 191,240 0 0
TWILIO INC CL A 90138F102 1,243,138 6,025 SH SOLE 6,025 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105 3,319,859 168,692 SH SOLE 168,692 0 0
ZSCALER INC COM 98980G102 1,884,494 13,351 SH SOLE 13,351 0 0