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
ACM RESH INC COM CL A 00108J109 4,786,925 37,725 SH SOLE 37,725 0 0
ADVANCED MICRO DEVICES INC COM 007903107 4,356,825 7,500 SH Call SOLE 0 0 0
AEHR TEST SYS COM 00760J108 11,322,112 117,865 SH SOLE 117,865 0 0
ALPHABET INC CAP STK CL A 02079K305 10,454,859 29,255 SH SOLE 29,255 0 0
AMERESCO INC CL A 02361E108 2,249,400 81,500 SH Call SOLE 0 0 0
APPLIED MATLS INC COM 038222105 16,773,600 23,200 SH SOLE 23,200 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 7,903,595 53,345 SH SOLE 53,345 0 0
APPLOVIN CORP COM CL A 03831W108 3,895,139 7,560 SH SOLE 7,560 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 2,765,646 7,800 SH Call SOLE 0 0 0
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100 5,770,848 127,900 SH SOLE 127,900 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 8,355,648 4,200 SH SOLE 4,200 0 0
BACKBLAZE INC COM CL A 05637B105 2,650,206 167,100 SH Call SOLE 0 0 0
BLOOM ENERGY CORP COM CL A 093712107 6,281,025 20,750 SH SOLE 20,750 0 0
BOX INC CL A 10316T104 4,206,590 158,500 SH Call SOLE 0 0 0
BROADCOM INC COM 11135F101 18,320,875 48,500 SH Call SOLE 0 0 0
CEREBRAS SYSTEMS INC COM CL A 15675D103 1,259,700 5,700 SH SOLE 5,700 0 0
COHU INC COM 192576106 11,630,256 157,357 SH SOLE 157,357 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 8,882,950 11,640 SH SOLE 11,640 0 0
DELL TECHNOLOGIES INC CL C 24703L202 3,667,410 8,500 SH Call SOLE 0 0 0
EQT CORP COM 26884L109 10,575,513 198,900 SH Call SOLE 0 0 0
FERMI INC COM 314911108 2,714,108 296,300 SH Call SOLE 0 0 0
FREEPORT MCMORAN INC CL B 35671D857 4,087,850 65,000 SH Call SOLE 0 0 0
GENERAL MTRS CO COM 37045V100 6,335,976 82,200 SH Call SOLE 0 0 0
HIMS & HERS HEALTH INC COM CL A 433000106 1,161,445 33,500 SH Call SOLE 0 0 0
HINGE HEALTH INC CL A 433313103 415,000 5,000 SH SOLE 5,000 0 0
HOME DEPOT INC COM 437076102 6,489,312 18,400 SH Call SOLE 0 0 0
HYPERLIQUID STRATEGIES INC COM 44916Y106 2,845,005 361,500 SH SOLE 361,500 0 0
INTEL CORP COM 458140100 28,868,503 206,750 SH SOLE 206,750 0 0
INTEL CORP COM 458140100 9,215,580 66,000 SH Call SOLE 0 0 0
INTUIT COM 461202103 7,125,300 27,300 SH Call SOLE 0 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 82,918,640 112,600 SH Put SOLE 112,600 0 0
IONQ INC COM 46222L108 719,010 13,500 SH Call SOLE 0 0 0
KIMBERLY-CLARK CORP COM 494368103 8,408,382 76,600 SH Call SOLE 0 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306 9,851,622 402,600 SH Call SOLE 0 0 0
LAM RESEARCH CORP COM NEW 512807306 5,581,290 12,880 SH SOLE 12,880 0 0
LUMENTUM HLDGS INC COM 55024U109 5,521,616 6,435 SH SOLE 6,435 0 0
MICRON TECHNOLOGY INC COM 595112103 10,965,755 9,500 SH SOLE 9,500 0 0
MICROSOFT CORP COM 594918104 20,180,382 54,100 SH Call SOLE 0 0 0
NAVITAS SEMICONDUCTOR CORP COM 63942X106 1,232,269 68,765 SH SOLE 68,765 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 5,081,528 18,400 SH Call SOLE 0 0 0
NOKIA CORP SPONSORED ADR 654902204 4,483,129 337,585 SH SOLE 337,585 0 0
NOKIA CORP SPONSORED ADR 654902204 17,059,488 1,284,600 SH Call SOLE 0 0 0
NVIDIA CORPORATION COM 67066G104 9,791,404 48,935 SH SOLE 48,935 0 0
OKLO INC COM CL A 02156V109 2,710,694 51,800 SH Call SOLE 0 0 0
OPENDOOR TECHNOLOGIES INC *W EXP 11/20/202 683712145 3,920 16,333 SH SOLE 16,333 0 0
OPENDOOR TECHNOLOGIES INC *W EXP 11/20/202 683712129 8,085 16,333 SH SOLE 16,333 0 0
OPENDOOR TECHNOLOGIES INC *W EXP 11/20/202 683712137 4,619 16,333 SH SOLE 16,333 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 5,110,146 43,800 SH Call SOLE 0 0 0
PALO ALTO NETWORKS INC COM 697435105 7,837,322 22,982 SH SOLE 22,982 0 0
POWER INTEGRATIONS INC COM 739276103 1,239,648 14,800 SH Call SOLE 0 0 0
PROPETRO HLDG CORP COM 74347M108 4,345,020 303,000 SH Call SOLE 0 0 0
RED CAT HLDGS INC COM 75644T100 2,379,210 223,400 SH Call SOLE 0 0 0
REDDIT INC CL A 75734B100 5,242,116 30,200 SH SOLE 30,200 0 0
ROBINHOOD MKTS INC COM CL A 770700102 5,906,492 58,900 SH SOLE 58,900 0 0
ROUNDHILL ETF TRUST MEMORY ETF 77926X320 6,424,950 87,000 SH Call SOLE 0 0 0
ROUNDHILL ETF TRUST MEMORY ETF 77926X320 14,260,435 193,100 SH Put SOLE 193,100 0 0
SANDISK CORP COM 80004C200 14,051,651 6,180 SH SOLE 6,180 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 5,296,660 31,000 SH Call SOLE 0 0 0
STRATEGY INC CL A NEW 594972408 9,344,975 107,500 SH Put SOLE 107,500 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302 14,955,367 509,900 SH Put SOLE 509,900 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 11,838,960 24,790 SH SOLE 24,790 0 0
TERADYNE INC COM 880770102 3,241,728 6,700 SH Call SOLE 0 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 1,642,032 6,300 SH SOLE 6,300 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 35,418,060 54,000 SH Put SOLE 54,000 0 0
VICOR CORP COM 925815102 4,274,424 11,255 SH SOLE 11,255 0 0
VIRGIN GALACTIC HOLDINGS INC COM NEW 92766K403 701,403 242,700 SH Put SOLE 242,700 0 0