The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 76,653,528 | 125,300 | SH | SOLE | 125,300 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 17,639,820 | 70,800 | SH | SOLE | 70,800 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 26,941,318 | 80,900 | SH | SOLE | 80,900 | 0 | 0 | ||
| AST SPACEMOBILE INC | COM CL A | 00217D100 | 48,765,510 | 828,500 | SH | SOLE | 828,500 | 0 | 0 | ||
| CENTRUS ENERGY CORP | CL A | 15643U104 | 278,980 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 54,009,000 | 204,000 | SH | SOLE | 204,000 | 0 | 0 | ||
| ENERGY FUELS INC | COM NEW | 292671708 | 198,540 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | 389930207 | 795,903 | 21,540 | SH | SOLE | 21,540 | 0 | 0 | ||
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | 6,956,343 | 107,700 | SH | SOLE | 107,700 | 0 | 0 | ||
| INTUITIVE MACHINES INC | CLASS A COM | 46125A100 | 712,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 26,077,527 | 98,700 | SH | SOLE | 98,700 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 17,028,280 | 33,200 | SH | SOLE | 33,200 | 0 | 0 | ||
| NUSCALE PWR CORP | CL A COM | 67079K100 | 2,409,500 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 133,373,920 | 584,000 | SH | SOLE | 584,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 273,713,430 | 1,198,500 | SH | Call | SOLE | 0 | 0 | 0 | |
| PLANET LABS PBC | COM CL A | 72703X106 | 6,851,020 | 418,000 | SH | SOLE | 418,000 | 0 | 0 | ||
| PLANET LABS PBC | COM CL A | 72703X106 | 5,736,500 | 350,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| ROCKET LAB CORP | COM | 773121108 | 48,566,960 | 697,000 | SH | SOLE | 697,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 19,543,938 | 40,100 | SH | SOLE | 40,100 | 0 | 0 | ||
| SYMBOTIC INC | CLASS A COM | 87151X101 | 420,700 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 13,127,970 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||
| X-ENERGY INC | COM CL A | 98386P102 | 2,836,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||