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
AFFIRM HLDGS INC COM CL A 00827B106 27,009,360 331,200 SH SOLE 0 0 331,200
AGNICO EAGLE MINES LTD COM 008474108 677,608 4,368 SH SOLE 0 0 4,368
ALBEMARLE CORP COM 012653101 19,568,818 144,922 SH SOLE 0 0 144,922
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,204,741 12,552 SH SOLE 0 0 12,552
ALLOGENE THERAPEUTICS INC COM 019770106 478,400 230,000 SH SOLE 230,000 0 0
ALPHABET INC CAP STK CL A 02079K305 4,501,075 12,595 SH SOLE 1,572 0 11,023
ALPHABET INC CAP STK CL A 02079K305 5,003,180 14,000 SH Call SOLE 0 0 14,000
AMAZON COM INC COM 023135106 222,425,323 933,227 SH SOLE 2,115 0 931,112
AMAZON COM INC COM 023135106 329,266,710 1,381,500 SH Call SOLE 140,100 0 1,241,400
AMERICAN ELEC PWR CO INC COM 025537101 300,024 2,193 SH SOLE 0 0 2,193
APPLE INC COM 037833100 973,118 3,363 SH SOLE 0 0 3,363
APPLIED DIGITAL CORP COM NEW 038169207 14,414,883 386,458 SH SOLE 0 0 386,458
ARCUS BIOSCIENCES INC COM 03969F109 1,849,800 60,000 SH SOLE 60,000 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 817,284 2,305 SH SOLE 0 0 2,305
ASTERA LABS INC COM 04626A103 1,785,725 3,697 SH SOLE 0 0 3,697
ATAIBECKLEY INC COM SHS 04650F101 1,689,436 320,576 SH SOLE 320,576 0 0
BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100 11,289,188 711,354 SH SOLE 0 0 711,354
BLOOM ENERGY CORP COM CL A 093712107 6,090,627 20,121 SH SOLE 1,602 0 18,519
BROADCOM INC COM 11135F101 6,044,000 16,000 SH Call SOLE 0 0 16,000
CANADIAN SOLAR INC COM 136635109 3,075,616 191,986 SH SOLE 0 0 191,986
CIENA CORP COM NEW 171779309 82,838,905 168,866 SH SOLE 4,790 0 164,076
CIPHER DIGITAL INC COM 17253J106 15,615,908 637,384 SH SOLE 0 0 637,384
CIRCLE INTERNET GROUP INC COM CL A 172573107 4,394,434 70,165 SH SOLE 0 0 70,165
CIRCLE INTERNET GROUP INC COM CL A 172573107 13,778,600 220,000 SH Call SOLE 0 0 220,000
CISCO SYS INC COM 17275R102 999,467 8,509 SH SOLE 0 0 8,509
CISCO SYS INC COM 17275R102 3,817,450 32,500 SH Call SOLE 0 0 32,500
CLEANSPARK INC COM NEW 18452B209 2,514,487 172,817 SH SOLE 0 0 172,817
COINBASE GLOBAL INC COM CL A 19260Q107 2,547,507 17,426 SH SOLE 0 0 17,426
COINBASE GLOBAL INC COM CL A 19260Q107 6,578,550 45,000 SH Call SOLE 0 0 45,000
COMPASS PATHWAYS PLC SPONSORED ADS 20451W101 89,835,478 6,348,797 SH SOLE 925,547 0 5,423,250
CORE SCIENTIFIC INC NEW COM 21874A106 14,793,349 578,091 SH SOLE 0 0 578,091
COSTCO WHOLESALE CORPORATION COM 22160K105 652,958 698 SH SOLE 0 0 698
DEFINIUM THERAPEUTICS INC COM SHS 24477V105 6,027,282 128,131 SH SOLE 128,131 0 0
DIANTHUS THERAPEUTICS INC COM 252828108 1,169,760 12,000 SH SOLE 12,000 0 0
DYNE THERAPEUTICS INC COM 26818M108 348,697 15,700 SH SOLE 15,700 0 0
EDITAS MEDICINE INC COM 28106W103 1,056,240 326,000 SH SOLE 326,000 0 0
EIGHTCO HOLDINGS INC COM 22890A302 3,623,874 5,210,458 SH SOLE 0 0 5,210,458
ELEDON PHARMACEUTICALS INC COM 28617K101 1,048,040 266,000 SH SOLE 266,000 0 0
ENTEGRIS INC COM 29362U104 1,830,255 10,176 SH SOLE 0 0 10,176
FIGURE TECHNOLOGY SOLUTIO COM CL A 349381103 117,686,862 3,832,200 SH SOLE 75,732 0 3,756,468
FIGURE TECHNOLOGY SOLUTIO COM CL A 349381103 3,071,000 100,000 SH Call SOLE 0 0 100,000
FREEPORT MCMORAN INC CL B 35671D857 90,560,594 1,439,984 SH SOLE 44,228 0 1,395,756
GALAXY DIGITAL INC. CL A 36317J209 16,633,191 608,383 SH SOLE 0 0 608,383
GRINDR INC COM 39854F101 1,372,421 95,506 SH SOLE 0 0 95,506
GRINDR INC COM 39854F101 11,496 800 SH Call SOLE 800 0 0
HIMS & HERS HEALTH INC COM CL A 433000106 2,129,501 61,422 SH SOLE 0 0 61,422
HINGE HEALTH INC CL A 433313103 95,881,849 1,155,203 SH SOLE 0 0 1,155,203
HIVE DIGITAL TECHNOLOGIES LT COM NEW 433921103 5,141,744 1,412,567 SH SOLE 0 0 1,412,567
HUT 8 CORP COM 44812J104 15,474,363 134,041 SH SOLE 0 0 134,041
HYPERLIQUID STRATEGIES INC COM 44916Y106 44,886,876 5,703,542 SH SOLE 205,002 0 5,498,540
IDEAYA BIOSCIENCES INC COM 45166A102 11,603,381 311,333 SH SOLE 113,080 0 198,253
IMMUNOME INC COM 45257U108 1,767,246 83,400 SH SOLE 83,400 0 0
INTEL CORP COM 458140100 80,731,832 578,184 SH SOLE 19,097 0 559,087
INTEL CORP COM 458140100 3,490,750 25,000 SH Call SOLE 0 0 25,000
IONIS PHARMACEUTICALS INC COM 462222100 1,292,427 16,300 SH SOLE 16,300 0 0
IREN LIMITED ORDINARY SHARES Q4982L109 321,597,094 7,032,519 SH SOLE 196,981 0 6,835,538
IREN LIMITED ORDINARY SHARES Q4982L109 35,861,466 784,200 SH Call SOLE 61,900 0 722,300
KASPI KZ JSC SPONSORED ADS 48581R205 2,608,904 30,112 SH SOLE 0 0 30,112
KEEL INFRASTRUCTURE CORP COM SHS 486917107 43,981,229 7,662,235 SH SOLE 120,553 0 7,541,682
KINIKSA PHARMACEUTICALS INTL ORD SHS CL A G52694109 328,575 5,138 SH SOLE 5,138 0 0
KLA CORP COM NEW 482480100 147,838 490 SH SOLE 0 0 490
LUMENTUM HLDGS INC COM 55024U109 1,528,205 1,781 SH SOLE 0 0 1,781
MARVELL TECHNOLOGY INC COM 573874104 150,158,902 504,075 SH SOLE 14,182 0 489,893
MICRON TECHNOLOGY INC COM 595112103 211,574,431 183,294 SH SOLE 2,526 0 180,768
MICROSOFT CORP COM 594918104 7,087,380 19,000 SH Call SOLE 0 0 19,000
NAVAN INC CL A 639193101 119,168,709 5,210,700 SH SOLE 182,587 0 5,028,113
NEBIUS GROUP N.V. SHS CLASS A N97284108 435,796 1,578 SH SOLE 1,578 0 0
NEKTAR THERAPEUTICS COM NEW 640268306 1,472,991 21,100 SH SOLE 21,100 0 0
NETFLIX INC. COM 64110L106 859,299 12,035 SH SOLE 0 0 12,035
NOKIA CORP SPONSORED ADR 654902204 61,332,790 4,618,433 SH SOLE 138,420 0 4,480,013
NVIDIA CORPORATION COM 67066G104 51,736,471 258,566 SH SOLE 0 0 258,566
OSCAR HEALTH INC CL A 687793109 97,480,134 3,417,957 SH SOLE 0 0 3,417,957
PALISADE BIO INC COM 696389402 1,199,660 574,000 SH SOLE 574,000 0 0
PERCEPTIVE CAP SOLUTIONS COR CL A ORD SHS G70077105 1,305,600 120,000 SH SOLE 120,000 0 0
PMV PHARMACEUTICALS INC COM 69353Y103 546,124 407,555 SH SOLE 407,555 0 0
REDDIT INC CL A 75734B100 15,230,083 87,741 SH SOLE 8,868 0 78,873
REGAL REXNORD CORPORATION COM 758750103 1,079,477 4,532 SH SOLE 0 0 4,532
REVOLUTION MEDICINES INC COM 76155X100 1,067,496 5,700 SH SOLE 5,700 0 0
RIOT PLATFORMS INC COM 767292105 6,496,453 237,270 SH SOLE 0 0 237,270
ROBINHOOD MKTS INC COM CL A 770700102 198,860,655 1,983,054 SH SOLE 59,610 0 1,923,444
ROBINHOOD MKTS INC COM CL A 770700102 17,398,580 173,500 SH Call SOLE 0 0 173,500
ROCKET PHARMACEUTICALS INC COM 77313F106 1,019,160 298,000 SH SOLE 298,000 0 0
RUBRIK INC. CL A 781154109 683,825 8,518 SH SOLE 8,518 0 0
SANDISK CORP COM 80004C200 194,956,431 85,743 SH SOLE 2,396 0 83,347
SEMTECH CORP COM 816850101 12,138,750 75,000 SH SOLE 0 0 75,000
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 116,397,169 349,195 SH SOLE 12,132 0 337,063
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 27,638,836 373,296 SH SOLE 0 0 373,296
STRATEGY INC CL A NEW 594972408 11,631,234 133,800 SH Call SOLE 0 0 133,800
STRATEGY INC CL A NEW 594972408 13,908,800 160,000 SH Put SOLE 0 0 160,000
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 163,912,053 343,221 SH SOLE 10,109 0 333,112
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 1,193,925 2,500 SH Call SOLE 0 0 2,500
TERAWULF INC COM 88080T104 69,374,569 2,808,687 SH SOLE 42,677 0 2,766,010
TREVI THERAPEUTICS INC COM 89532M101 839,250 45,000 SH SOLE 45,000 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 3,051,545 91,391 SH SOLE 75,618 0 15,773
UXIN LTD SPONSORED ADS 91818X306 3,304,594 2,131,996 SH SOLE 0 0 2,131,996
VIR BIOTECHNOLOGY INC COM 92764N102 815,200 80,000 SH SOLE 80,000 0 0
XOMETRY INC CLASS A COM 98423F109 257,033 2,663 SH SOLE 2,663 0 0