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
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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
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 26,520,417 55,532 SH SOLE 55,532 0 0
APPLIED MATLS INC COM 038222105 11,941,791 16,517 SH SOLE 16,517 0 0
BLOOM ENERGY CORP COM CL A 093712107 9,201,475 30,398 SH SOLE 30,398 0 0
BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100 6,331,463 398,958 SH SOLE 398,958 0 0
BWX TECHNOLOGIES INC COM 05605H100 4,061,956 20,868 SH SOLE 20,868 0 0
CITIGROUP INC COM NEW 172967424 5,833,113 41,677 SH SOLE 41,677 0 0
CAMECO CORP COM 13321L108 9,369,185 91,981 SH SOLE 91,981 0 0
CANTOR EQUITY PARTNERS II IN CL A ORD SHS G1827P106 2,502,843 186,501 SH SOLE 186,501 0 0
CF INDUSTRIES HOLD COM 125269100 4,587,951 42,379 SH SOLE 42,379 0 0
COREWEAVE INC COM CL A 21873S108 7,740,131 77,759 SH SOLE 77,759 0 0
FIRST SOLAR INC COM 336433107 9,805,318 41,555 SH SOLE 41,555 0 0
ROBINHOOD MKTS INC COM CL A 770700102 9,277,404 92,515 SH SOLE 92,515 0 0
HUT 8 CORP COM 44812J104 10,278,530 89,034 SH SOLE 89,034 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 4,414,435 15,698 SH SOLE 15,698 0 0
ELI LILLY & CO COM 532457108 33,937,872 28,295 SH SOLE 28,295 0 0
LAM RESEARCH CORP COM NEW 512807306 5,641,957 13,020 SH SOLE 13,020 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 5,136,479 384,467 SH SOLE 384,467 0 0
NVIDIA CORPORATION COM 67066G104 13,806,210 69,000 SH SOLE 69,000 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 5,797,626 72,056 SH SOLE 72,056 0 0
TESLA INC COM 88160R101 19,673,144 46,774 SH SOLE 46,774 0 0
WOLFSPEED INC COMMON STOCK 97785W106 3,808,035 78,923 SH SOLE 78,923 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607 8,326,775 22,382 SH SOLE 22,382 0 0
SPDR SERIES TRUST ST STR SP METAL 78464A755 9,595,898 89,740 SH SOLE 89,740 0 0
SPDR SERIES TRUST CALL 78464A908 1,197,840 3,472 SH Call SOLE 3,472 0 0
TESLA INC CALL 88160R901 3,136,000 1,000 SH Call SOLE 1,000 0 0