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
3M CO COM 88579Y101 67,063,122 414,200 SH SOLE N/A 414,200 0 0
3M CO COM 88579Y101 67,063,122 414,200 SH Put SOLE N/A 414,200 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 4,940,268 39,700 SH Call SOLE N/A 39,700 0 0
ADOBE INC COM 00724F101 5,945,580 29,000 SH Call SOLE N/A 29,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 9,875,470 17,000 SH SOLE N/A 17,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 9,875,470 17,000 SH Put SOLE N/A 17,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 31,659,595 54,500 SH Call SOLE N/A 54,500 0 0
AMAZON COM INC COM 023135106 9,700,438 40,900 SH SOLE N/A 40,900 0 0
AMAZON COM INC COM 023135106 9,748,106 40,900 SH Put SOLE N/A 40,900 0 0
ANALOG DEVICES INC COM 032654105 144,411,012 363,600 SH SOLE N/A 363,600 0 0
ANALOG DEVICES INC COM 032654105 144,411,012 363,600 SH Put SOLE N/A 363,600 0 0
API GROUP CORP COM STK 00187Y100 25,562,460 603,600 SH SOLE N/A 603,600 0 0
API GROUP CORP COM STK 00187Y100 25,562,460 603,600 SH Put SOLE N/A 603,600 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 38,993,024 19,600 SH Put SOLE N/A 19,600 0 0
ATI INC COM 01741R102 19,020,150 96,500 SH SOLE N/A 96,500 0 0
ATI INC COM 01741R102 19,020,150 96,500 SH Put SOLE N/A 96,500 0 0
ATLASSIAN CORPORATION CL A 049468101 9,614,844 123,600 SH Call SOLE N/A 123,600 0 0
AUTODESK INC COM 052769106 11,179,150 57,500 SH Call SOLE N/A 57,500 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 10,503,255 46,900 SH Call SOLE N/A 46,900 0 0
AXON ENTERPRISE INC COM 05464C101 14,295,555 25,500 SH SOLE N/A 25,500 0 0
AXON ENTERPRISE INC COM 05464C101 14,295,555 25,500 SH Put SOLE N/A 25,500 0 0
BAKER HUGHES COMPANY CL A 05722G100 12,792,750 230,500 SH Call SOLE N/A 230,500 0 0
BAKER HUGHES COMPANY CL A 05722G100 28,610,250 515,500 SH SOLE N/A 515,500 0 0
BAKER HUGHES COMPANY CL A 05722G100 28,610,250 515,500 SH Put SOLE N/A 515,500 0 0
BORGWARNER INC COM 099724106 30,431,120 458,300 SH SOLE N/A 458,300 0 0
BORGWARNER INC COM 099724106 30,431,120 458,300 SH Put SOLE N/A 458,300 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 10,609,648 17,200 SH SOLE N/A 17,200 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 10,609,648 17,200 SH Put SOLE N/A 17,200 0 0
CELESTICA INC COM 15101Q207 18,896,640 51,800 SH Call SOLE N/A 51,800 0 0
CEREBRAS SYSTEMS INC COM CL A 15675D103 4,884,100 22,100 SH SOLE N/A 22,100 0 0
CEREBRAS SYSTEMS INC COM CL A 15675D103 4,884,100 22,100 SH Put SOLE N/A 22,100 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108 4,892,024 34,400 SH Call SOLE N/A 34,400 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 27,311,154 207,800 SH Call SOLE N/A 207,800 0 0
CISCO SYS INC COM 17275R102 39,924,654 339,900 SH SOLE N/A 339,900 0 0
CISCO SYS INC COM 17275R102 39,924,654 339,900 SH Put SOLE N/A 339,900 0 0
CLOUDFLARE INC CL A COM 18915M107 23,056,320 94,000 SH SOLE N/A 94,000 0 0
CLOUDFLARE INC CL A COM 18915M107 23,056,320 94,000 SH Put SOLE N/A 94,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 25,348,785 654,500 SH Call SOLE N/A 654,500 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 22,360,002 29,300 SH SOLE N/A 29,300 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 22,360,002 29,300 SH Put SOLE N/A 29,300 0 0
DANAHER CORP DEL COM 235851102 51,143,880 268,500 SH Call SOLE N/A 268,500 0 0
DATADOG INC CL A COM 23804L103 23,692,760 91,000 SH SOLE N/A 91,000 0 0
DATADOG INC CL A COM 23804L103 23,692,760 91,000 SH Put SOLE N/A 91,000 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 8,511,026 54,200 SH SOLE N/A 54,200 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 8,511,026 54,200 SH Put SOLE N/A 54,200 0 0
DONALDSON INC COM 257651109 15,880,313 176,900 SH SOLE N/A 176,900 0 0
DYNATRACE INC COM NEW 268150109 15,429,974 351,400 SH SOLE N/A 351,400 0 0
DYNATRACE INC COM NEW 268150109 15,429,974 351,400 SH Put SOLE N/A 351,400 0 0
DYNATRACE INC COM NEW 268150109 31,553,726 737,500 SH Call SOLE N/A 737,500 0 0
ECOLAB INC COM 278865100 44,466,156 159,600 SH SOLE N/A 159,600 0 0
ECOLAB INC COM 278865100 44,466,156 159,600 SH Put SOLE N/A 159,600 0 0
ELEMENT SOLUTIONS INC COM 28618M106 31,104,350 651,400 SH SOLE N/A 651,400 0 0
EQUIFAX INC COM 294429105 1,571,328 9,900 SH Call SOLE N/A 9,900 0 0
F5 INC COM 315616102 24,541,640 59,000 SH SOLE N/A 59,000 0 0
F5 INC COM 315616102 24,541,640 59,000 SH Put SOLE N/A 59,000 0 0
FACTSET RESH SYS INC COM 303075105 2,737,952 11,900 SH Call SOLE N/A 11,900 0 0
FLEX LTD ORD Y2573F102 58,750,375 362,500 SH SOLE N/A 362,500 0 0
FLEX LTD ORD Y2573F102 58,750,375 362,500 SH Put SOLE N/A 362,500 0 0
FORTINET INC COM 34959E109 4,961,926 32,300 SH SOLE N/A 32,300 0 0
FORTINET INC COM 34959E109 4,961,926 32,300 SH Put SOLE N/A 32,300 0 0
FOX CORP CL A COM 35137L105 3,833,760 73,500 SH Call SOLE N/A 73,500 0 0
GARMIN LTD SHS H2906T109 11,781,984 49,600 SH Call SOLE N/A 49,600 0 0
GE VERNOVA INC COM 36828A101 21,852,396 18,600 SH Call SOLE N/A 18,600 0 0
HALLIBURTON CO COM 406216101 7,760,970 228,600 SH Call SOLE N/A 228,600 0 0
HP INC COM 40434L105 6,650,014 303,100 SH Call SOLE N/A 303,100 0 0
ICON PUB LTD CO SHS G4705A100 17,040,951 98,100 SH SOLE N/A 98,100 0 0
ICON PUB LTD CO SHS G4705A100 17,040,951 98,100 SH Put SOLE N/A 98,100 0 0
ILLINOIS TOOL WKS INC COM 452308109 29,535,324 109,200 SH Call SOLE N/A 109,200 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 9,097,829 73,900 SH Call SOLE N/A 73,900 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 14,510,436 51,600 SH SOLE N/A 51,600 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 14,510,436 51,600 SH Put SOLE N/A 51,600 0 0
INTUIT COM 461202103 14,720,400 56,400 SH Call SOLE N/A 56,400 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2,345,789 5,400 SH SOLE N/A 5,400 0 0
IQVIA HLDGS INC COM 46266C105 10,955,574 56,700 SH Call SOLE N/A 56,700 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 33,169,494 305,400 SH Call SOLE N/A 305,400 0 0
ISHARES TR MSCI USA MMENTM 46432F396 98,186,512 286,400 SH Call SOLE N/A 286,400 0 0
JABIL INC COM 466313103 67,343,356 174,700 SH SOLE N/A 174,700 0 0
JABIL INC COM 466313103 67,343,356 174,700 SH Put SOLE N/A 174,700 0 0
JOHNSON CONTROLS INTERNATION SHS G51502105 13,719,729 93,900 SH Call SOLE N/A 93,900 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 29,335,866 83,800 SH SOLE N/A 83,800 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 29,335,866 83,800 SH Put SOLE N/A 83,800 0 0
LITTELFUSE INC COM 537008104 26,910,003 59,100 SH SOLE N/A 59,100 0 0
LITTELFUSE INC COM 537008104 26,910,003 59,100 SH Put SOLE N/A 59,100 0 0
LOWES COS INC COM 548661107 29,236,974 132,600 SH SOLE N/A 132,600 0 0
LOWES COS INC COM 548661107 29,236,974 132,600 SH Put SOLE N/A 132,600 0 0
MASTERCARD INCORPORATED CL A 57636Q104 13,815,840 26,900 SH SOLE N/A 26,900 0 0
MASTERCARD INCORPORATED CL A 57636Q104 13,815,840 26,900 SH Put SOLE N/A 26,900 0 0
MCKESSON CORP COM 58155Q103 3,778,000 5,000 SH Call SOLE N/A 5,000 0 0
MICROSOFT CORP COM 594918104 11,862,036 31,800 SH Call SOLE N/A 31,800 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101 3,512,487 195,900 SH Call SOLE N/A 195,900 0 0
MKS INC. COM 55306N104 3,691,840 8,300 SH SOLE N/A 8,300 0 0
MKS INC. COM 55306N104 3,691,840 8,300 SH Put SOLE N/A 8,300 0 0
MONGODB INC CL A 60937P106 21,363,240 63,600 SH SOLE N/A 63,600 0 0
MONGODB INC CL A 60937P106 21,363,240 63,600 SH Put SOLE N/A 63,600 0 0
NETSKOPE INC CL A 64119N608 10,767,148 984,200 SH Call SOLE N/A 984,200 0 0
NVIDIA CORPORATION COM 67066G104 9,384,221 46,900 SH SOLE N/A 46,900 0 0
NVIDIA CORPORATION COM 67066G104 71,091,977 355,300 SH Call SOLE N/A 355,300 0 0
OKLO INC COM CL A 02156V109 6,201,105 118,500 SH Call SOLE N/A 118,500 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 20,417,250 175,000 SH Call SOLE N/A 175,000 0 0
PALO ALTO NETWORKS INC COM 697435105 27,588,518 80,900 SH SOLE N/A 80,900 0 0
PALO ALTO NETWORKS INC COM 697435105 27,588,518 80,900 SH Put SOLE N/A 80,900 0 0
PAYPAL HLDGS INC COM 70450Y103 12,228,576 283,200 SH Call SOLE N/A 283,200 0 0
QUALCOMM INC COM 747525103 9,294,937 50,300 SH SOLE N/A 50,300 0 0
QUALCOMM INC COM 747525103 9,294,937 50,300 SH Put SOLE N/A 50,300 0 0
RALLIANT CORP COM 750940108 29,798,061 404,700 SH SOLE N/A 404,700 0 0
RALLIANT CORP COM 750940108 29,798,061 404,700 SH Put SOLE N/A 404,700 0 0
REPUBLIC SVCS INC COM 760759100 15,341,760 72,000 SH SOLE N/A 72,000 0 0
REPUBLIC SVCS INC COM 760759100 15,341,760 72,000 SH Put SOLE N/A 72,000 0 0
ROLLINS INC COM 775711104 32,707,464 783,600 SH Call SOLE N/A 783,600 0 0
S&P GLOBAL INC COM 78409V104 32,092,088 78,800 SH Call SOLE N/A 78,800 0 0
SALESFORCE INC COM 79466L302 59,436,804 379,400 SH Call SOLE N/A 379,400 0 0
SANMINA CORP COM 801056102 4,352,976 17,200 SH Call SOLE N/A 17,200 0 0
SANMINA CORP COM 801056102 19,208,772 75,900 SH SOLE N/A 75,900 0 0
SANMINA CORP COM 801056102 19,208,772 75,900 SH Put SOLE N/A 75,900 0 0
SAP SE SPON ADR 803054204 19,730,694 145,700 SH Call SOLE N/A 145,700 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 18,721,000 19,400 SH Call SOLE N/A 19,400 0 0
SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 1,685,593 9,400 SH SOLE N/A 9,400 0 0
SERVICENOW INC COM 81762P102 3,941,416 39,700 SH Call SOLE N/A 39,700 0 0
SERVICENOW INC COM 81762P102 18,267,520 184,000 SH SOLE N/A 184,000 0 0
SERVICENOW INC COM 81762P102 18,267,520 184,000 SH Put SOLE N/A 184,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 4,153,050 419,500 SH SOLE N/A 419,500 0 0
SLB LIMITED COM STK 806857108 9,767,549 210,100 SH Call SOLE N/A 210,100 0 0
SNOWFLAKE INC COM SHS 833445109 9,721,900 38,200 SH Call SOLE N/A 38,200 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 11,474,082 45,900 SH SOLE N/A 45,900 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 11,474,082 45,900 SH Put SOLE N/A 45,900 0 0
TEXAS INSTRS INC COM 882508104 64,621,576 216,800 SH SOLE N/A 216,800 0 0
TEXAS INSTRS INC COM 882508104 64,621,576 216,800 SH Put SOLE N/A 216,800 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 9,926,928 19,800 SH SOLE N/A 19,800 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 9,926,928 19,800 SH Put SOLE N/A 19,800 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107 21,553,576 211,600 SH Call SOLE N/A 211,600 0 0
VARONIS SYS INC COM 922280102 1,049,000 25,000 SH Call SOLE N/A 25,000 0 0
VARONIS SYS INC COM 922280102 18,634,436 444,100 SH SOLE N/A 444,100 0 0
VARONIS SYS INC COM 922280102 18,634,436 444,100 SH Put SOLE N/A 444,100 0 0
VISA INC COM CL A 92826C839 29,574,358 86,200 SH SOLE N/A 86,200 0 0
VISA INC COM CL A 92826C839 29,574,358 86,200 SH Put SOLE N/A 86,200 0 0
WASTE CONNECTIONS INC COM 94106B101 14,368,678 86,200 SH SOLE N/A 86,200 0 0
WASTE CONNECTIONS INC COM 94106B101 14,368,678 86,200 SH Put SOLE N/A 86,200 0 0
WESTERN DIGITAL CORP COM 958102105 18,714,496 29,300 SH Call SOLE N/A 29,300 0 0
WORKDAY INC CL A 98138H101 16,318,586 133,300 SH Call SOLE N/A 133,300 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 10,398,770 39,500 SH SOLE N/A 39,500 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 7,180,992 83,200 SH SOLE N/A 83,200 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 7,180,992 83,200 SH Put SOLE N/A 83,200 0 0
ZSCALER INC COM 98980G102 23,628,510 167,400 SH Call SOLE N/A 167,400 0 0