The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
| |||||||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||||||
| 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 | 50,754,107 | 87,370 | SH | SOLE | 87,370 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 4,113,870 | 5,690 | SH | SOLE | 5,690 | 0 | 0 | ||
| ASTERA LABS INC | COM | 04626A103 | 241,510 | 500 | SH | SOLE | 500 | 0 | 0 | ||
| CORNING INC | COM | 219350105 | 383,145 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | ||
| COSMOS HEALTH INC | COM | 221413305 | 6,649 | 36,000 | SH | SOLE | 36,000 | 0 | 0 | ||
| DIGITAL BRANDS GROUP INC | COM NEW | 25401N507 | 15,060 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| DIREXION SHARES ETF TRUST | DAI SEM BUL ETF | 25459W458 | 2,212,626 | 8,296 | SH | SOLE | 8,296 | 0 | 0 | ||
| DIREXION SHARES ETF TRUST | DAIL MS KORE ETF | 25461A387 | 546,945 | 700 | SH | SOLE | 700 | 0 | 0 | ||
| FUELCELL ENERGY INC | COM NEW | 35952H700 | 582,138 | 16,166 | SH | SOLE | 16,166 | 0 | 0 | ||
| GENIUS GROUP LTD | SHS NEW | Y3005A117 | 2,992 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 17,609,996 | 126,119 | SH | SOLE | 126,119 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 6,075,300 | 8,250 | SH | SOLE | 8,250 | 0 | 0 | ||
| INVESTMENT MANAGERS SER TR I | TRAD 2X SNDK ETF | 46152A668 | 916,690 | 21,800 | SH | SOLE | 21,800 | 0 | 0 | ||
| ISHARES INC | MSCI STH KOR ETF | 464286772 | 605,700 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| ISHARES TR | ISHARES SEMICDTR | 464287523 | 961,140 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 3,092,528 | 10,250 | SH | SOLE | 10,250 | 0 | 0 | ||
| LAM RESEARCH CORP | COM NEW | 512807306 | 1,249,724 | 2,884 | SH | SOLE | 2,884 | 0 | 0 | ||
| LUCAS GC LTD | CL A NEW | G57037114 | 76,775 | 41,500 | SH | SOLE | 41,500 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 3,219,595 | 10,808 | SH | SOLE | 10,808 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 17,447,093 | 15,115 | SH | SOLE | 15,115 | 0 | 0 | ||
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | 2,430,296 | 8,800 | SH | SOLE | 8,800 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 5,402,430 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
| OUSTER INC | COM NEW | 68989M202 | 387,624 | 6,200 | SH | SOLE | 6,200 | 0 | 0 | ||
| QUANTINUUM INC | CL A COM | 74768A104 | 858,270 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
| ROUNDHILL ETF TRUST | MEMORY ETF | 77926X320 | 694,190 | 9,400 | SH | SOLE | 9,400 | 0 | 0 | ||
| SANDISK CORP | COM | 80004C200 | 82,768,319 | 36,402 | SH | SOLE | 36,402 | 0 | 0 | ||
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | 12,451,252 | 72,874 | SH | SOLE | 72,874 | 0 | 0 | ||
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | 597,416 | 800 | SH | SOLE | 800 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 6,294,373 | 13,180 | SH | SOLE | 13,180 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 2,187,120 | 5,200 | SH | SOLE | 5,200 | 0 | 0 | ||
| UNIQURE NV | SHS | N90064101 | 276,360 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | 2,361,204 | 3,600 | SH | SOLE | 3,600 | 0 | 0 | ||