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
AMAZON COM INC COM 023135106 37,038,989 155,404 SH SOLE 155,404 0 0
AMAZON COM INC COM 023135106 418,286,700 1,755,000 SH Call SOLE 0 0 1,755,000
BABCOCK & WILCOX ENTERPRISES COM 05614L209 7,755,000 550,000 SH SOLE 550,000 0 0
BROADCOM INC COM 11135F101 47,823,906 126,602 SH SOLE 126,602 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 191,265,571 7,474,231 SH SOLE 7,474,231 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 167,043,843 6,527,700 SH Call SOLE 0 0 6,527,700
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 25,387,348 93,353 SH SOLE 93,353 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 34,017,729 44,576 SH SOLE 44,576 0 0
ELI LILLY & CO COM 532457108 29,129,357 24,286 SH SOLE 24,286 0 0
GE VERNOVA INC COM 36828A101 114,680,434 97,612 SH SOLE 97,612 0 0
GUARDIAN PHARMACY SVCS INC CL A 40145W101 49,685,370 1,186,658 SH SOLE 1,186,658 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 26,507,573 1,026,232 SH SOLE 1,026,232 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 259,330,713 863,141 SH SOLE 863,141 0 0
MICROSOFT CORP COM 594918104 24,774,123 66,415 SH SOLE 66,415 0 0
NVIDIA CORPORATION COM 67066G104 25,927,462 129,579 SH SOLE 129,579 0 0
POWER SOLUTIONS INTL INC COM NEW 73933G202 3,176,302 81,674 SH SOLE 81,674 0 0
PROPETRO HLDG CORP COM 74347M108 60,837,091 4,242,475 SH SOLE 4,242,475 0 0
QUANTA SVCS INC COM 74762E102 49,160,731 68,275 SH SOLE 68,275 0 0
RH COM 74967X103 49,629,195 301,276 SH SOLE 301,276 0 0
RH COM 74967X103 90,601,500 550,000 SH Call SOLE 0 0 550,000
SOLARIS ENERGY INFRAS INC COM CL A 83418M103 129,085,680 1,604,346 SH SOLE 1,604,346 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 251,232,844 336,426 SH SOLE 336,426 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 195,469,401 409,300 SH Call SOLE 0 0 409,300
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 30,521,308 122,095 SH SOLE 122,095 0 0
TERAWULF INC COM 88080T104 71,549,874 2,896,756 SH SOLE 2,896,756 0 0
TKO GROUP HOLDINGS INC CL A 87256C101 36,259,353 180,117 SH SOLE 180,117 0 0
UBER TECHNOLOGIES INC COM 90353T100 4,290,922 59,464 SH SOLE 59,464 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 32,081,642 425,204 SH SOLE 425,204 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 14,919,330 473,329 SH SOLE 473,329 0 0