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
AAON INC COM PAR $0.004 000360206 12,686,000 100,000 SH SOLE 100,000 0 0
ABIVAX SA SPONSORED ADS 00370M103 54,636,600 410,000 SH SOLE 327,592 0 82,408
ABIVAX SA SPONSORED ADS 00370M103 21,321,600 160,000 SH Put SOLE 77,600 0 82,400
ADVANCED ENERGY INDS COM 007973100 20,507,850 55,000 SH SOLE 55,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 40,954,155 70,500 SH Call SOLE 44,800 0 25,700
ADVANCED MICRO DEVICES INC COM 007903107 23,236,400 40,000 SH Put SOLE 19,400 0 20,600
AEVA TECHNOLOGIES INC COM NEW 00835Q202 15,796,000 550,000 SH SOLE 550,000 0 0
AEVA TECHNOLOGIES INC COM NEW 00835Q202 14,360,000 500,000 SH Call SOLE 500,000 0 0
AFFIRM HLDGS INC COM CL A 00827B106 13,211,100 162,000 SH Call SOLE 162,000 0 0
ALKERMES PLC SHS G01767105 49,787,510 950,234 SH SOLE 718,495 0 231,739
ALLEGRO MICROSYSTEMS INC COM 01749D105 870,250 12,500 SH Put SOLE 12,500 0 0
ALPHABET INC CAP STK CL A 02079K305 46,458,100 130,000 SH Call SOLE 78,500 0 51,500
AMAZON COM INC COM 023135106 7,150,200 30,000 SH SOLE 30,000 0 0
AMBIQ MICRO INC COMMON STOCK 023193105 5,889,345 66,697 SH SOLE 66,697 0 0
ANALOG DEVICES INC COM 032654105 34,553,790 87,000 SH SOLE 87,000 0 0
APPLIED MATLS INC COM 038222105 39,765,000 55,000 SH SOLE 55,000 0 0
APPLIED MATLS INC COM 038222105 7,230,000 10,000 SH Put SOLE 10,000 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 47,866,950 135,000 SH Call SOLE 88,700 0 46,300
ARM HOLDINGS PLC SPONSORED ADS 042068205 709,140 2,000 SH Put SOLE 2,000 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 67,673,433 830,247 SH SOLE 660,334 0 169,913
ASML HLDG NV N Y REGISTRY SHS N07059210 2,188,384 1,100 SH SOLE 1,100 0 0
ASTERA LABS INC COM 04626A103 19,320,800 40,000 SH Put SOLE 24,600 0 15,400
AXON ENTERPRISE INC COM 05464C101 12,053,115 21,500 SH SOLE 21,500 0 0
AXON ENTERPRISE INC COM 05464C101 12,894,030 23,000 SH Call SOLE 23,000 0 0
AXON ENTERPRISE INC COM 05464C101 11,212,200 20,000 SH Put SOLE 20,000 0 0
BANDWIDTH INC COM CL A 05988J103 4,557,600 72,000 SH SOLE 72,000 0 0
BANDWIDTH INC COM CL A 05988J103 6,330,000 100,000 SH Call SOLE 100,000 0 0
BRIDGEBIO PHARMA INC COM 10806X102 46,261,390 621,125 SH SOLE 454,619 0 166,506
BROADCOM INC COM 11135F101 2,455,375 6,500 SH SOLE 6,500 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 11,259,600 30,000 SH Put SOLE 30,000 0 0
CARVANA CO CL A 146869102 34,555,500 525,000 SH SOLE 525,000 0 0
CARVANA CO CL A 146869102 6,582,000 100,000 SH Call SOLE 100,000 0 0
CASTLE BIOSCIENCES INC COM 14843C105 19,673,197 824,872 SH SOLE 400,473 0 424,399
CAVA GROUP INC COM 148929102 15,696,000 200,000 SH SOLE 97,004 0 102,996
CEREBRAS SYSTEMS INC COM CL A 15675D103 29,716,765 134,465 SH SOLE 82,887 0 51,578
CHAMPION HOMES INC COM 830830105 35,248,000 400,000 SH SOLE 400,000 0 0
CIENA CORP COM NEW 171779309 6,547,995 13,348 SH SOLE 13,348 0 0
CIPHER DIGITAL INC COM 17253J106 8,611,481 351,489 SH SOLE 170,647 0 180,842
CIPHER DIGITAL INC COM 17253J106 22,125,950 903,100 SH Call SOLE 438,300 0 464,800
CIRRUS LOGIC INC COM 172755100 19,029,812 128,121 SH SOLE 71,206 0 56,915
CISCO SYS INC COM 17275R102 10,453,940 89,000 SH Put SOLE 89,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 2,923,800 20,000 SH Call SOLE 20,000 0 0
COMFORT SYS USA INC COM 199908104 41,620,950 21,000 SH SOLE 21,000 0 0
COMPASS INC CL A 20464U100 66,643,650 5,405,000 SH SOLE 5,405,000 0 0
COMPASS INC CL A 20464U100 16,029,000 1,300,000 SH Call SOLE 1,300,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109 24,837,000 100,000 SH SOLE 100,000 0 0
COREWEAVE INC COM CL A 21873S108 38,422,440 386,000 SH Call SOLE 313,900 0 72,100
COREWEAVE INC COM CL A 21873S108 21,241,836 213,400 SH Put SOLE 131,000 0 82,400
CORNING INC COM 219350105 5,874,890 23,000 SH Put SOLE 23,000 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 53,642,409 197,251 SH SOLE 114,579 0 82,672
CROWDSTRIKE HLDGS INC CL A 22788C105 38,157,000 50,000 SH SOLE 50,000 0 0
DATADOG INC CL A COM 23804L103 103,356,411 396,975 SH SOLE 324,443 0 72,532
DATADOG INC CL A COM 23804L103 5,988,280 23,000 SH Call SOLE 23,000 0 0
DATADOG INC CL A COM 23804L103 10,414,400 40,000 SH Put SOLE 40,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 76,368,420 177,000 SH Put SOLE 151,300 0 25,700
DIGITALOCEAN HLDGS INC COM 25402D102 139,353,918 887,435 SH SOLE 733,106 0 154,329
DIGITALOCEAN HLDGS INC COM 25402D102 14,132,700 90,000 SH Call SOLE 54,000 0 36,000
DPC HOLDINGS PLC ORDINARY SHARES G2R11M108 17,641,240 359,585 SH SOLE 354,649 0 4,936
EQUINIX INC COM 29444U700 27,237,651 26,130 SH SOLE 12,686 0 13,444
ESTABLISHMENT LABS HLDGS INC COM G31249108 42,174,414 491,486 SH SOLE 238,592 0 252,894
FERVO ENERGY CO CL A COM 31556C106 21,168,191 724,194 SH SOLE 642,005 0 82,189
FLEX LTD ORD Y2573F102 49,369,439 304,618 SH SOLE 242,802 0 61,816
FLEX LTD ORD Y2573F102 972,420 6,000 SH Call SOLE 6,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 20,776,000 350,000 SH SOLE 350,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 5,936,000 100,000 SH Call SOLE 100,000 0 0
FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 46,125,054 825,726 SH SOLE 825,726 0 0
FREEPORT MCMORAN INC CL B 35671D857 12,578,000 200,000 SH Call SOLE 97,000 0 103,000
FTAI AVIATION LTD SHS G3730V105 23,400,845 86,500 SH SOLE 60,751 0 25,749
GLAUKOS CORP COM 377322102 62,409,828 446,550 SH SOLE 309,857 0 136,693
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 5,109,420 62,000 SH Put SOLE 62,000 0 0
GUARDANT HEALTH INC COM 40131M109 145,183,581 967,697 SH SOLE 698,768 0 268,929
GUIDEWIRE SOFTWARE INC COM 40171V100 3,691,500 30,000 SH Call SOLE 30,000 0 0
HEARTFLOW INC COM 42238D107 49,721,060 1,694,651 SH SOLE 1,131,549 0 563,102
HUT 8 CORP COM 44812J104 110,654,033 958,500 SH SOLE 747,604 0 210,896
HUT 8 CORP COM 44812J104 33,017,270 286,000 SH Call SOLE 224,200 0 61,800
IMPINJ INC COM 453204109 8,808,645 61,500 SH SOLE 61,500 0 0
IMPINJ INC COM 453204109 4,296,900 30,000 SH Call SOLE 30,000 0 0
INTEL CORP COM 458140100 56,270,890 403,000 SH Put SOLE 222,800 0 180,200
INTERNATIONAL BUSINESS MACHS COM 459200101 14,060,500 50,000 SH Put SOLE 50,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 33,874,400 46,000 SH Put SOLE 46,000 0 0
IONIS PHARMACEUTICALS INC COM 462222100 62,422,083 787,263 SH SOLE 613,740 0 173,523
IREN LIMITED ORDINARY SHARES Q4982L109 26,523,400 580,000 SH Call SOLE 456,400 0 123,600
IRON MTN INC DEL COM 46284V101 29,754,468 235,567 SH SOLE 158,100 0 77,467
ISHARES TR EXPANDED TECH 464287515 18,120,000 200,000 SH Put SOLE 200,000 0 0
JFROG LTD ORD SHS M6191J100 5,816,320 64,000 SH SOLE 64,000 0 0
JFROG LTD ORD SHS M6191J100 22,720,000 250,000 SH Call SOLE 250,000 0 0
KLA CORP COM NEW 482480100 69,242,445 229,500 SH Put SOLE 154,900 0 74,600
LAM RESEARCH CORP COM NEW 512807306 49,399,620 114,000 SH SOLE 114,000 0 0
LAM RESEARCH CORP COM NEW 512807306 8,666,600 20,000 SH Put SOLE 20,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 28,756,480 188,000 SH SOLE 110,863 0 77,137
LATTICE SEMICONDUCTOR CORP COM 518415104 3,518,080 23,000 SH Call SOLE 23,000 0 0
LIBERTY ENERGY INC COM CL A 53115L104 19,642,500 750,000 SH SOLE 750,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 43,938,775 147,500 SH Put SOLE 80,600 0 66,900
MAYVILLE ENGR CO INC COM 578605107 29,968,000 800,000 SH SOLE 800,000 0 0
MERCURY SYS INC COM 589378108 12,003,264 98,122 SH SOLE 80,035 0 18,087
MICROCHIP TECHNOLOGY INC. COM 595017104 5,654,400 62,000 SH Put SOLE 62,000 0 0
MKS INC. COM 55306N104 142,261,718 319,833 SH SOLE 272,778 0 47,055
MONGODB INC CL A 60937P106 36,949,000 110,000 SH Call SOLE 68,800 0 41,200
MONGODB INC CL A 60937P106 5,038,500 15,000 SH Put SOLE 15,000 0 0
NATERA INC COM 632307104 105,594,050 389,000 SH SOLE 280,964 0 108,036
NEBIUS GROUP N.V. SHS CLASS A N97284108 124,115,217 449,416 SH SOLE 343,444 0 105,972
NEBIUS GROUP N.V. SHS CLASS A N97284108 12,427,650 45,000 SH Put SOLE 45,000 0 0
NVIDIA CORPORATION COM 67066G104 90,035,898 449,977 SH SOLE 383,097 0 66,880
NVIDIA CORPORATION COM 67066G104 37,216,740 186,000 SH Call SOLE 186,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 21,082,420 223,000 SH Put SOLE 120,000 0 103,000
ONTO INNOVATION INC COM 683344105 87,800,400 232,000 SH SOLE 202,648 0 29,352
ORACLE CORP COM 68389X105 43,965,000 300,000 SH Call SOLE 238,200 0 61,800
ORUKA THERAPEUTICS INC COM 687604108 62,650,506 658,301 SH SOLE 486,748 0 171,553
OUSTER INC COM NEW 68989M202 15,630,000 250,000 SH SOLE 250,000 0 0
OUSTER INC COM NEW 68989M202 10,065,720 161,000 SH Call SOLE 161,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 5,366,820 46,000 SH Put SOLE 46,000 0 0
PALO ALTO NETWORKS INC COM 697435105 7,843,460 23,000 SH Put SOLE 23,000 0 0
PATTERN GROUP INC COM SER A 70339W104 7,896,486 313,477 SH SOLE 313,477 0 0
RAMBUS INC DEL COM 750917106 22,565,800 170,000 SH Call SOLE 123,700 0 46,300
RUSH STREET INTERACTIVE INC COM 782011100 50,989,200 1,714,499 SH SOLE 1,095,075 0 619,424
RUSH STREET INTERACTIVE INC COM 782011100 3,866,200 130,000 SH Call SOLE 130,000 0 0
SAMSARA INC COM CL A 79589L106 6,889,137 212,431 SH SOLE 212,431 0 0
SAMSARA INC COM CL A 79589L106 6,486,000 200,000 SH Call SOLE 200,000 0 0
SANDISK CORP COM 80004C200 353,342,189 155,402 SH SOLE 133,801 0 21,601
SANDISK CORP COM 80004C200 79,580,550 35,000 SH Put SOLE 35,000 0 0
SERVICENOW INC COM 81762P102 19,856,000 200,000 SH Call SOLE 200,000 0 0
SERVICETITAN INC SHS CL A 81764X103 4,949,700 70,000 SH SOLE 70,000 0 0
SERVICETITAN INC SHS CL A 81764X103 7,071,000 100,000 SH Call SOLE 100,000 0 0
SERVICETITAN INC SHS CL A 81764X103 4,949,700 70,000 SH Put SOLE 70,000 0 0
SHARKNINJA INC COM SHS G8068L108 54,400,894 357,266 SH SOLE 173,475 0 183,791
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 87,270,794 261,815 SH SOLE 215,625 0 46,190
SITIME CORP COM 82982T106 76,761,366 102,958 SH SOLE 92,675 0 10,283
SNOWFLAKE INC COM SHS 833445109 112,084,091 440,409 SH SOLE 337,291 0 103,118
SNOWFLAKE INC COM SHS 833445109 11,707,000 46,000 SH Call SOLE 46,000 0 0
SNOWFLAKE INC COM SHS 833445109 10,180,000 40,000 SH Put SOLE 40,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 7,597,200 130,000 SH Call SOLE 130,000 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 136,205,745 1,692,838 SH SOLE 1,537,633 0 155,205
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 6,355,309 37,196 SH SOLE 24,031 0 13,165
SPOTIFY TECHNOLOGY S A SHS L8681T102 38,107,790 83,000 SH SOLE 83,000 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 936,125 12,500 SH Call SOLE 12,500 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 58,860,503 123,250 SH SOLE 123,250 0 0
TALEN ENERGY CORP COM 87422Q109 34,583,400 90,000 SH SOLE 90,000 0 0
TERADYNE INC COM 880770102 12,096,000 25,000 SH Put SOLE 12,100 0 12,900
TERAWULF INC COM 88080T104 24,468,808 990,640 SH SOLE 603,332 0 387,308
TERAWULF INC COM 88080T104 9,899,760 400,800 SH Call SOLE 194,600 0 206,200
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 134,893,450 517,547 SH SOLE 437,859 0 79,688
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 27,106,560 104,000 SH Call SOLE 52,500 0 51,500
TWILIO INC CL A 90138F102 53,214,777 257,911 SH SOLE 146,797 0 111,114
TWILIO INC CL A 90138F102 4,745,590 23,000 SH Call SOLE 23,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 1,039,080 12,000 SH Call SOLE 12,000 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 468,305,460 714,000 SH Put SOLE 358,300 0 355,700
VEEVA SYS INC CL A COM 922475108 3,549,400 20,000 SH SOLE 20,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 53,877,560 160,915 SH SOLE 160,915 0 0
VIAVI SOLUTIONS INC COM 925550105 15,280,000 320,000 SH Put SOLE 217,000 0 103,000
VICOR CORP COM 925815102 24,685,700 65,000 SH Call SOLE 65,000 0 0
WARBY PARKER INC CL A COM 93403J106 3,034,000 100,000 SH Call SOLE 100,000 0 0
WESTERN DIGITAL CORP COM 958102105 38,961,920 61,000 SH Call SOLE 37,800 0 23,200
XOMETRY INC CLASS A COM 98423F109 45,267,880 469,000 SH SOLE 469,000 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105 1,968,000 100,000 SH SOLE 100,000 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105 4,526,400 230,000 SH Call SOLE 230,000 0 0