The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
| |||||||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||||||
| 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 | 11,618,200 | 20,000 | SH | SOLE | 0 | 20,000 | 0 | 0 | |
| BILIBILI INC | SPONS ADS REP Z | 090040106 | 17,030,000 | 1,000,000 | SH | SOLE | 0 | 1,000,000 | 0 | 0 | |
| BROADCOM INC | COM | 11135F101 | 18,887,500 | 50,000 | SH | SOLE | 0 | 50,000 | 0 | 0 | |
| CEA INDUSTRIES INC | COM | 86887P309 | 68,000 | 25,000 | SH | SOLE | 0 | 25,000 | 0 | 0 | |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | 1,461,900 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | 0 | |
| COMCAST CORP NEW | CL A | 20030N101 | 4,296,250 | 175,000 | SH | SOLE | 0 | 175,000 | 0 | 0 | |
| CROCS INC | COM | 227046109 | 2,412,800 | 20,000 | SH | SOLE | 0 | 20,000 | 0 | 0 | |
| DOCUSIGN INC | COM | 256163106 | 1,332,600 | 30,000 | SH | SOLE | 0 | 30,000 | 0 | 0 | |
| ECHOSTAR CORP | CL A | 278768106 | 13,195,000 | 130,000 | SH | SOLE | 0 | 130,000 | 0 | 0 | |
| INTEL CORP | COM | 458140100 | 27,926,000 | 200,000 | SH | SOLE | 0 | 200,000 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 152,943,425 | 132,500 | SH | SOLE | 0 | 132,500 | 0 | 0 | |
| MODERNA INC | COM | 60770K107 | 48,670,850 | 695,000 | SH | SOLE | 0 | 695,000 | 0 | 0 | |
| MOSAIC CO | COM | 61945C103 | 2,119,000 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
| ORACLE CORP | COM | 68389X105 | 5,598,210 | 38,200 | SH | SOLE | 0 | 38,200 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 4,533,900 | 105,000 | SH | SOLE | 0 | 105,000 | 0 | 0 | |
| PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 | 878,400 | 60,000 | SH | SOLE | 0 | 60,000 | 0 | 0 | |
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 5,721,000 | 75,000 | SH | SOLE | 0 | 75,000 | 0 | 0 | |
| TEMPUS AI INC | CL A | 88023B103 | 1,158,600 | 20,000 | SH | SOLE | 0 | 20,000 | 0 | 0 | |
| TESLA INC | COM | 88160R101 | 220,815 | 525 | SH | SOLE | 0 | 525 | 0 | 0 | |
| VIPSHOP HLDGS LTD | SPONSORED ADS A | 92763W103 | 3,343,390 | 252,141 | SH | SOLE | 0 | 252,141 | 0 | 0 | |
| XPENG INC | ADS | 98422D105 | 1,390,200 | 105,000 | SH | SOLE | 0 | 105,000 | 0 | 0 | |
| MARVELL TECHNOLOGY INC | CALL | 573874904 | 893,670 | 3,000 | SH | Call | SOLE | 0 | 0 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | CALL | 007903907 | 29,045,500 | 50,000 | SH | Call | SOLE | 0 | 0 | 0 | 0 |
| INTEL CORP | CALL | 458140900 | 13,963,000 | 100,000 | SH | Call | SOLE | 0 | 0 | 0 | 0 |
| MICRON TECHNOLOGY INC | CALL | 595112903 | 92,343,200 | 80,000 | SH | Call | SOLE | 0 | 0 | 0 | 0 |
| ROCKET LAB CORP | CALL | 773121908 | 2,033,000 | 20,000 | SH | Call | SOLE | 0 | 0 | 0 | 0 |