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
10X GENOMICS INC CL A COM 88025U109 5,521 61,100 SH SOLE 61,100 0 0
ADTRAN HOLDINGS INC COM 00486H105 191 27,958 SH SOLE 27,958 0 0
ADVANCED MICRO DEVICES INC COM 007903107 11,868 19,400 SH SOLE 19,400 0 0
ALASKA AIR GROUP INC COM 011659109 1,200 31,000 SH SOLE 31,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,517 42,000 SH SOLE 42,000 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 3,479 14,100 SH SOLE 14,100 0 0
ALPHABET INC CAP STK CL A 02079K305 29,032 84,375 SH SOLE 84,375 0 0
AMAZON COM INC COM 023135106 9,784 39,269 SH SOLE 39,269 0 0
APPLE INC COM 037833100 15,252 45,800 SH SOLE 45,800 0 0
APPLIED MATLS INC COM 038222105 5,326 10,415 SH SOLE 10,415 0 0
APPLOVIN CORP COM CL A 03831W108 7,987 27,500 SH SOLE 27,500 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 1,449 800 SH SOLE 800 0 0
BOOKING HOLDINGS INC COM 09857L108 7,299 44,806 SH SOLE 44,806 0 0
BORGWARNER INC COM 099724106 922 15,346 SH SOLE 15,346 0 0
BROADCOM INC COM 11135F101 26,768 76,220 SH SOLE 76,220 0 0
CELESTICA INC COM 15101Q207 984 1,911 SH SOLE 1,911 0 0
COMMVAULT SYS INC COM 204166102 585 3,900 SH SOLE 3,900 0 0
COMPASS PATHWAYS PLC SPONSORED ADS 20451W101 1,070 86,000 SH SOLE 86,000 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 195 1,000 SH SOLE 1,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,335 16,000 SH SOLE 16,000 0 0
DIODES INC COM 254543101 627 6,482 SH SOLE 6,482 0 0
DUOLINGO INC CL A COM 26603R106 3,133 22,000 SH SOLE 22,000 0 0
ELASTIC N V ORD SHS N14506104 884 9,638 SH SOLE 9,638 0 0
FIRST SOLAR INC COM 336433107 4,619 26,371 SH SOLE 26,371 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 5,715 183,000 SH SOLE 183,000 0 0
HESAI GROUP SPONSORED ADS 428050108 6,236 390,974 SH SOLE 390,974 0 0
HUBSPOT INC COM 443573100 4,221 20,594 SH SOLE 20,594 0 0
INTEL CORP COM 458140100 7,587 63,100 SH SOLE 63,100 0 0
INVESCO EXCHANGE TRADED FD T DORSEY WRGT TECH 46137V811 8,722 80,100 SH SOLE 80,100 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 88,071 119,052 SH SOLE 119,052 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718 47,269 469,500 SH SOLE 469,500 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 3,122 11,235 SH SOLE 11,235 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 3,124 342,500 SH SOLE 342,500 0 0
MARVELL TECHNOLOGY INC COM 573874104 6,843 25,900 SH SOLE 25,900 0 0
META PLATFORMS INC CL A 30303M102 22,626 31,200 SH SOLE 31,200 0 0
MICRON TECHNOLOGY INC COM 595112103 21,548 20,231 SH SOLE 20,231 0 0
MICROSOFT CORP COM 594918104 16,105 31,400 SH SOLE 31,400 0 0
MKS INSTRS INC COM 55306N104 1,197 4,510 SH SOLE 4,510 0 0
MONGODB INC CL A 60937P106 8,367 24,000 SH SOLE 24,000 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 4,506 19,102 SH SOLE 19,102 0 0
NETFLIX INC COM 64110L106 5,406 77,700 SH SOLE 77,700 0 0
NVIDIA CORPORATION COM 67066G104 20,506 89,790 SH SOLE 89,790 0 0
ORACLE CORP COM 68389X105 14,921 108,677 SH SOLE 108,677 0 0
PALO ALTO NETWORKS INC COM 697435105 3,973 10,000 SH SOLE 10,000 0 0
PVH CORPORATION COM 693656100 781 10,553 SH SOLE 10,553 0 0
QUALCOMM INC COM 747525103 5,703 30,986 SH SOLE 30,986 0 0
REGENXBIO INC COM 75901B107 377 50,000 SH SOLE 50,000 0 0
REPLIMUNE GROUP INC COM 76029N106 556 42,000 SH SOLE 42,000 0 0
ROUNDHILL ETF TRUST MEMORY ETF 77926X320 5,070 84,000 SH SOLE 84,000 0 0
SALESFORCE INC COM 79466L302 4,591 20,000 SH SOLE 20,000 0 0
SANDISK CORP COM 80004C200 17,552 10,088 SH SOLE 10,088 0 0
SHOPIFY INC CL A 82509L107 2,109 10,000 SH SOLE 10,000 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 5,032 94,300 SH SOLE 94,300 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302 730 17,770 SH SOLE 17,770 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 37,049 81,213 SH SOLE 81,213 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 374 1,800 SH SOLE 1,800 0 0
TEMPUS AI INC CL A 88023B103 2,662 32,500 SH SOLE 32,500 0 0
TESLA INC COM 88160R101 2,853 8,040 SH SOLE 8,040 0 0
TTM TECHNOLOGIES INC COM 87305R109 2,739 22,300 SH SOLE 22,300 0 0
UNIQURE NV SHS N90064101 966 40,000 SH SOLE 40,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 1,254 11,300 SH SOLE 11,300 0 0
UPSTART HLDGS INC COM 91680M107 4,446 193,400 SH SOLE 193,400 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 181 750 SH SOLE 750 0 0
VISTRA CORP COM 92840M102 2,781 20,100 SH SOLE 20,100 0 0
WESTERN DIGITAL CORP. COM 958102105 3,227 7,100 SH SOLE 7,100 0 0