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
ACM RESH INC COM CL A 00108J109 809,200 10,000 SH SOLE 10,000 0 0
AMAZON COM INC COM 023135106 9,025,459 36,225 SH SOLE 36,225 0 0
APPLIED MATLS INC COM 038222105 8,182,080 16,000 SH SOLE 16,000 0 0
BENDING SPOONS SPA COM SHS T19377109 1,999,200 60,000 SH Call SOLE 0 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107 844,500 75,000 SH SOLE 75,000 0 0
CIPHER DIGITAL INC COM 17253J106 3,165,000 200,000 SH SOLE 200,000 0 0
CLOUDFLARE INC CL A COM 18915M107 13,891,200 40,000 SH SOLE 40,000 0 0
COHERENT CORP COM 19247G107 2,878,100 10,000 SH SOLE 10,000 0 0
COHU INC COM 192576106 4,769,800 70,000 SH SOLE 70,000 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 15,110,400 945,582 SH SOLE 945,582 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 4,460,691 22,900 SH SOLE 22,900 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 3,971,250 15,000 SH SOLE 15,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 5,295,000 20,000 SH Call SOLE 0 0 0
DATADOG INC CL A COM 23804L103 4,107,750 15,000 SH SOLE 15,000 0 0
ENTEGRIS INC COM 29362U104 3,081,200 20,000 SH SOLE 20,000 0 0
FASTLY INC CL A 31188V100 1,540,200 60,000 SH SOLE 60,000 0 0
FERRARI N V COM N3167Y103 1,728,540 4,400 SH SOLE 4,400 0 0
FOX CORP CL A COM 35137L105 4,291,525 68,500 SH Call SOLE 0 0 0
GALAXY DIGITAL INC. CL A 36317J209 2,956,200 130,000 SH SOLE 130,000 0 0
HINGE HEALTH INC CL A 433313103 1,847,560 19,000 SH SOLE 19,000 0 0
INFLEQTION INC *W EXP 02/17/203 45676K111 3,225,989 516,150 SH SOLE 0 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 5,918,160 8,000 SH SOLE 8,000 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 8,047,800 170,000 SH SOLE 170,000 0 0
ISHARES INC MSCI STH KOR ETF 464286772 7,640,204 41,800 SH SOLE 41,800 0 0
LEGENCE CORP CL A 52476L109 9,420,840 175,500 SH SOLE 175,500 0 0
LUMENTUM HLDGS INC COM 55024U109 9,712,600 10,000 SH SOLE 10,000 0 0
M/I HOMES INC COM 55305B101 3,972,822 29,400 SH SOLE 29,400 0 0
MIAMI INTL HLDGS INC COM 59356Q108 1,360,100 40,600 SH SOLE 40,600 0 0
MKS INC. COM 55306N104 3,184,320 12,000 SH SOLE 12,000 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 9,435,200 40,000 SH SOLE 40,000 0 0
ORACLE CORP COM 68389X105 6,453,100 47,000 SH SOLE 47,000 0 0
PRIMORIS SVCS CORP COM 74164F103 745,200 10,000 SH SOLE 10,000 0 0
PROPETRO HLDG CORP COM 74347M108 1,900,600 215,000 SH SOLE 215,000 0 0
PROSHARES TR II ULTRA VIX SHORT 74347Y680 5,003,896 289,745 SH SOLE 289,745 0 0
RIOT PLATFORMS INC COM 767292105 2,015,000 100,000 SH SOLE 100,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102 11,508,750 102,300 SH Put SOLE 102,300 0 0
ROKU INC COM CL A 77543R102 761,400 5,000 SH SOLE 5,000 0 0
SANDISK CORP COM 80004C200 31,318,020 18,000 SH SOLE 18,000 0 0
SERVICENOW INC COM 81762P102 10,050,750 75,000 SH SOLE 75,000 0 0
SITIME CORP COM 82982T106 652,030 1,000 SH SOLE 1,000 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 7,543,000 50,000 SH Put SOLE 50,000 0 0
TEMPUS AI INC CL A 88023B103 4,095,000 50,000 SH SOLE 50,000 0 0
TERAWULF INC COM 88080T104 2,590,000 175,000 SH SOLE 175,000 0 0
TTM TECHNOLOGIES INC COM 87305R109 4,667,920 38,000 SH SOLE 38,000 0 0
UNITY SOFTWARE INC COM 91332U101 2,251,150 55,000 SH SOLE 55,000 0 0
XOMETRY INC CLASS A COM 98423F109 3,723,170 36,200 SH SOLE 36,200 0 0
ZSCALER INC COM 98980G102 3,190,720 16,000 SH SOLE 16,000 0 0