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 2,447,040 4,000 SH SOLE 4,000 0 0
ALPHABET INC CAP STK CL A 02079K305 11,285,480 32,799 SH SOLE 32,799 0 0
AMAZON COM INC COM 023135106 5,730,450 23,000 SH SOLE 23,000 0 0
APPLE INC COM 037833100 1,332,080 4,000 SH SOLE 4,000 0 0
ATRENEW INC SPONSORED ADS 00138L108 1,785,917 478,798 SH SOLE 478,798 0 0
BIOCRYST PHARMACEUTICALS INC COM 09058V103 128,290 15,401 SH SOLE 15,401 0 0
BLOOM ENERGY CORP COM CL A 093712107 1,523,390 5,500 SH SOLE 5,500 0 0
BROADCOM INC COM 11135F101 1,755,950 5,000 SH SOLE 5,000 0 0
CENTURY THERAPEUTICS INC COM 15673T100 47,606 27,840 SH SOLE 27,840 0 0
CEREBRAS SYSTEMS INC COM CL A 15675D103 888,250 5,000 SH SOLE 5,000 0 0
COHERENT CORP COM 19247G107 1,171,387 4,070 SH SOLE 4,070 0 0
FATE THERAPEUTICS INC COM 31189P102 43,779 18,472 SH SOLE 18,472 0 0
INTEL CORP COM 458140100 5,230,005 43,500 SH SOLE 43,500 0 0
IREN LIMITED ORDINARY SHARES Q4982L109 817,600 20,000 SH SOLE 20,000 0 0
ISHARES INC MSCI STH KOR ETF 464286772 5,027,912 27,508 SH SOLE 27,508 0 0
LUMENTUM HLDGS INC COM 55024U109 1,970,687 2,029 SH SOLE 2,029 0 0
META PLATFORMS INC CL A 30303M102 13,807,427 19,040 SH SOLE 19,040 0 0
MICRON TECHNOLOGY INC COM 595112103 12,228,528 11,481 SH SOLE 11,481 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 1,887,040 8,000 SH SOLE 8,000 0 0
NVIDIA CORPORATION COM 67066G104 7,579,932 33,190 SH SOLE 33,190 0 0
PLUG PWR INC COM NEW 72919P202 22,192 11,439 SH SOLE 11,439 0 0
ROUNDHILL ETF TRUST MEMORY ETF 77926X320 18,398,996 304,821 SH SOLE 304,821 0 0
ROUNDHILL ETF TRUST MEMORY ETF 77926X320 23,546,436 390,100 SH Call SOLE 390,100 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 2,114,926 2,293 SH SOLE 2,293 0 0
SK HYNIX INC AMERICAN DEPOSIT 78392B206 9,207,500 50,000 SH Call SOLE 50,000 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 10,081,799 22,100 SH SOLE 22,100 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 89,772 17,132 SH SOLE 17,132 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102 37,448 12,080 SH SOLE 12,080 0 0
WESTERN DIGITAL CORP COM 958102105 1,584,702 3,487 SH SOLE 3,487 0 0