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 9,294,560 16,000 SH SOLE 16,000 0 0
AEHR TEST SYS COM 00760J108 1,921,200 20,000 SH SOLE 20,000 0 0
ALPHABET INC CAP STK CL A 02079K305 15,366,910 43,000 SH SOLE 43,000 0 0
AMAZON COM INC COM 023135106 12,274,510 51,500 SH SOLE 51,500 0 0
AMAZON COM INC COM 023135106 4,409,290 18,500 SH Call SOLE 18,500 0 0
AMPHENOL CORP NEW CL A 032095101 14,105,600 80,000 SH SOLE 80,000 0 0
APPLE INC COM 037833100 11,574,400 40,000 SH SOLE 40,000 0 0
APPLIED MATLS INC COM 038222105 10,845,000 15,000 SH SOLE 15,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 18,899,680 9,500 SH SOLE 9,500 0 0
ASTERA LABS INC COM 04626A103 6,158,505 12,750 SH SOLE 12,750 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 4,493,100 6 SH SOLE 6 0 0
BLOOM ENERGY CORP COM CL A 093712107 5,024,820 16,600 SH SOLE 16,600 0 0
BLOOM ENERGY CORP COM CL A 093712107 2,270,250 7,500 SH Call SOLE 7,500 0 0
BOEING CO COM 097023105 5,303,515 24,500 SH SOLE 24,500 0 0
BROADCOM INC COM 11135F101 12,276,875 32,500 SH SOLE 32,500 0 0
BROADCOM INC COM 11135F101 2,833,125 7,500 SH Call SOLE 7,500 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 4,503,840 12,000 SH SOLE 12,000 0 0
CIENA CORP COM NEW 171779309 490,560 1,000 SH Call SOLE 1,000 0 0
CLOUDFLARE INC CL A COM 18915M107 1,839,600 7,500 SH SOLE 7,500 0 0
CLOUDFLARE INC CL A COM 18915M107 1,839,600 7,500 SH Call SOLE 7,500 0 0
COHERENT CORP COM 19247G107 7,494,930 19,000 SH SOLE 19,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 6,080,555 6,500 SH SOLE 6,500 0 0
CRH PLC ORD G25508105 2,675,000 25,000 SH SOLE 25,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 572,370 3,000 SH SOLE 3,000 0 0
CUMMINS INC COM 231021106 7,132,100 10,000 SH SOLE 10,000 0 0
DATADOG INC CL A COM 23804L103 3,905,400 15,000 SH SOLE 15,000 0 0
DISTRIBUTION SOLUTIONS GRP I COM 520776105 858,434 31,387 SH SOLE 31,387 0 0
EATON CORP PLC SHS G29183103 7,883,220 18,500 SH SOLE 18,500 0 0
GE AEROSPACE COM NEW 369604301 6,166,545 16,500 SH SOLE 16,500 0 0
GE VERNOVA INC COM 36828A101 6,902,303 5,875 SH SOLE 5,875 0 0
HEICO CORP NEW COM 422806109 12,021,413 33,750 SH SOLE 33,750 0 0
HEICO CORP NEW COM 422806109 1,068,570 3,000 SH Call SOLE 3,000 0 0
INTEL CORP COM 458140100 16,755,600 120,000 SH SOLE 120,000 0 0
INTEL CORP COM 458140100 3,141,675 22,500 SH Call SOLE 22,500 0 0
JPMORGAN CHASE & CO. COM 46625H100 5,409,783 16,527 SH SOLE 16,527 0 0
KLA CORP COM NEW 482480100 13,576,950 45,000 SH SOLE 45,000 0 0
LUMENTUM HLDGS INC COM 55024U109 14,157,990 16,500 SH SOLE 16,500 0 0
MARVELL TECHNOLOGY INC COM 573874104 5,808,855 19,500 SH SOLE 19,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104 5,906,400 11,500 SH SOLE 11,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,284,000 2,500 SH Call SOLE 2,500 0 0
META PLATFORMS INC CL A 30303M102 11,688,268 20,750 SH SOLE 20,750 0 0
META PLATFORMS INC CL A 30303M102 4,224,675 7,500 SH Call SOLE 7,500 0 0
MICRON TECHNOLOGY INC COM 595112103 3,462,870 3,000 SH Call SOLE 3,000 0 0
MICRON TECHNOLOGY INC COM 595112103 2,885,725 2,500 SH SOLE 2,500 0 0
MICROSOFT CORP COM 594918104 11,190,600 30,000 SH Call SOLE 30,000 0 0
MICROSOFT CORP COM 594918104 4,289,730 11,500 SH SOLE 11,500 0 0
MONOLITHIC PWR SYS INC COM 609839105 6,220,620 4,500 SH SOLE 4,500 0 0
MOODYS CORP COM 615369105 4,982,120 11,000 SH SOLE 11,000 0 0
MOODYS CORP COM 615369105 2,264,600 5,000 SH Call SOLE 5,000 0 0
NAVITAS SEMICONDUCTOR CORP COM 63942X106 850,143 47,441 SH SOLE 47,441 0 0
NLIGHT INC COM 65487K100 2,784,800 40,000 SH SOLE 40,000 0 0
NOKIA CORP SPONSORED ADR 654902204 2,788,800 210,000 SH SOLE 210,000 0 0
NOKIA CORP SPONSORED ADR 654902204 2,197,840 165,500 SH Call SOLE 165,500 0 0
NVIDIA CORPORATION COM 67066G104 17,507,875 87,500 SH SOLE 87,500 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 6,216,075 67,500 SH SOLE 67,500 0 0
PARKER-HANNIFIN CORP COM 701094104 5,868,720 6,000 SH SOLE 6,000 0 0
POWELL INDUSTRIES INC COMM 739128106 4,724,940 16,500 SH SOLE 16,500 0 0
QUANTA SVCS INC COM 74762E102 4,320,240 6,000 SH SOLE 6,000 0 0
S&P GLOBAL INC COM 78409V104 4,622,520 12,000 SH SOLE 12,000 0 0
SANDISK CORP COM 80004C200 5,684,325 2,500 SH SOLE 2,500 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 7,720,000 8,000 SH SOLE 8,000 0 0
SEMTECH CORP COM 816850101 11,329,500 70,000 SH SOLE 70,000 0 0
SERVICENOW INC COM 81762P102 1,489,200 15,000 SH Call SOLE 15,000 0 0
SHERWIN WILLIAMS CO COM 824348106 8,263,680 24,000 SH SOLE 24,000 0 0
SITIME CORP COM 82982T106 7,455,600 10,000 SH SOLE 10,000 0 0
SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 5,608,291 63,299 SH SOLE 63,299 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302 1,613,150 55,000 SH SOLE 55,000 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302 1,173,200 40,000 SH Call SOLE 40,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 16,714,950 35,000 SH SOLE 35,000 0 0
TERADYNE INC COM 880770102 10,886,400 22,500 SH SOLE 22,500 0 0
TEXAS INSTRS INC COM 882508104 2,980,700 10,000 SH SOLE 10,000 0 0
TEXAS INSTRS INC COM 882508104 894,210 3,000 SH Call SOLE 3,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,010,880 8,000 SH SOLE 8,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 2,506,800 5,000 SH Call SOLE 5,000 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 15,908,162 61,035 SH SOLE 61,035 0 0
TRANSDIGM GROUP INC COM 893641100 9,790,494 7,350 SH SOLE 7,350 0 0
TTM TECHNOLOGIES INC COM 87305R109 5,610,600 30,000 SH SOLE 30,000 0 0
UNION PAC CORP COM 907818108 4,080,000 15,000 SH SOLE 15,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 831,260 2,000 SH Call SOLE 2,000 0 0
VIAVI SOLUTIONS INC COM 925550105 2,387,500 50,000 SH SOLE 50,000 0 0
VIAVI SOLUTIONS INC COM 925550105 477,500 10,000 SH Call SOLE 10,000 0 0
VISA INC COM CL A 92826C839 6,518,710 19,000 SH SOLE 19,000 0 0
VISA INC COM CL A 92826C839 5,146,350 15,000 SH Call SOLE 15,000 0 0
WOLFSPEED INC COMMON STOCK 97785W106 3,522,250 73,000 SH SOLE 73,000 0 0
WOODWARD INC COM 980745103 10,423,280 24,500 SH SOLE 24,500 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 863,100 10,000 SH Call SOLE 10,000 0 0