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 95,739,777 164,810 SH OTR 164,810 0 0
ALPHABET INC CAP STK CL A 02079K305 26,704,831 74,726 SH OTR 74,726 0 0
AMAZON COM INC COM 023135106 49,124,734 206,112 SH OTR 206,112 0 0
AMERICAN AIRLINES GROUP INC COM 02376R102 40,765,920 2,256,000 SH OTR 2,256,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 7,865,022 53,800 SH OTR 53,800 0 0
COUPANG INC CL A 22266T109 66,391,614 3,822,200 SH OTR 3,822,200 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 1,581,389 5,815 SH OTR 5,815 0 0
DELTA AIR LINES INC COM NEW 247361702 25,929,396 276,846 SH OTR 276,846 0 0
DOORDASH INC CL A 25809K105 2,767,950 15,000 SH OTR 15,000 0 0
ECHOSTAR CORP CL A 278768106 39,134,137 385,558 SH OTR 385,558 0 0
EQUIPMENTSHARE COM INC COM CL A 29445S100 19,660 1,000 SH OTR 1,000 0 0
HUMANA INC COM 444859102 35,501,935 89,376 SH OTR 89,376 0 0
HUT 8 CORP COM 44812J104 42,611,673 369,108 SH OTR 369,108 0 0
KEEL INFRASTRUCTURE CORP COM SHS 486917107 11,411,235 1,988,020 SH OTR 1,988,020 0 0
MARRIOTT INTL INC NEW CL A 571903202 45,289,804 122,210 SH OTR 122,210 0 0
MASTERCARD INCORPORATED CL A 57636Q104 19,162,416 37,310 SH OTR 37,310 0 0
META PLATFORMS INC CL A 30303M102 36,284,889 64,416 SH OTR 64,416 0 0
MICROSOFT CORP COM 594918104 27,641,901 74,103 SH OTR 74,103 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 56,165,287 2,660,601 SH OTR 2,660,601 0 0
NVIDIA CORPORATION COM 67066G104 39,853,726 199,179 SH OTR 199,179 0 0
RIOT PLATFORMS INC COM 767292105 42,922,449 1,567,657 SH OTR 1,567,657 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 44,583,435 140,407 SH OTR 140,407 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 170,860 1,000 SH OTR 1,000 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 32,493,385 68,039 SH OTR 68,039 0 0
TERAWULF COM 88080T104 11,710,394 474,105 SH OTR 474,105 0 0
UBER TECHNOLOGIES INC COM 90353T100 21,106,800 292,500 SH OTR 292,500 0 0
UNITED RENTALS INC COM 911363109 23,412,305 20,666 SH OTR 20,666 0 0
VISA INC COM CL A 92826C839 16,836,112 49,072 SH OTR 49,072 0 0
VISTRA CORP COM 92840M102 35,616,083 224,523 SH OTR 224,523 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 128,649,080 174,700 SH Put OTR 174,700 0 0