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 23,246,880 38,000 SH SOLE 38,000 0 0
ALPHABET INC CAP STK CL C 02079K107 24,192,540 71,000 SH SOLE 71,000 0 0
AMAZON COM INC COM 023135106 25,787,025 103,500 SH SOLE 103,500 0 0
ANALOG DEVICES INC COM 032654105 23,070,273 58,154 SH SOLE 58,154 0 0
APPLE INC COM 037833100 10,823,150 32,500 SH SOLE 32,500 0 0
APPLIED MATLS INC COM 038222105 15,341,400 30,000 SH SOLE 30,000 0 0
APPLOVIN CORP COM CL A 03831W108 26,138,700 90,000 SH SOLE 90,000 0 0
APPLOVIN CORP COM CL A 03831W108 24,686,550 85,000 SH Put SOLE 85,000 0 0
BLOOM ENERGY CORP COM CL A 093712107 19,388,600 70,000 SH SOLE 70,000 0 0
BROADCOM INC COM 11135F101 26,690,440 76,000 SH SOLE 76,000 0 0
CARVANA CO CL A 146869102 4,377,800 70,000 SH SOLE 70,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202 26,897,500 50,000 SH SOLE 50,000 0 0
DOORDASH INC CL A 25809K105 7,964,602 43,392 SH SOLE 43,392 0 0
DUOLINGO INC CL A COM 26603R106 12,282,000 86,250 SH SOLE 86,250 0 0
FASTLY INC CL A 31188V100 3,337,100 130,000 SH SOLE 130,000 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 1,555,000 500,000 SH SOLE 500,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 5,175,090 81,000 SH SOLE 81,000 0 0
HIMS & HERS HEALTH INC COM CL A 433000106 2,979,000 100,000 SH SOLE 100,000 0 0
INTEL CORP COM 458140100 17,733,925 147,500 SH SOLE 147,500 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 739,770,000 1,000,000 SH Put SOLE 1,000,000 0 0
KLARNA GROUP PLC SHS G5279N105 2,199,225 177,500 SH SOLE 177,500 0 0
LAM RESEARCH CORP COM NEW 512807306 16,425,500 50,000 SH SOLE 50,000 0 0
MERCADOLIBRE INC COM 58733R102 12,445,416 7,200 SH SOLE 7,200 0 0
META PLATFORMS INC CL A 30303M102 10,877,700 15,000 SH SOLE 15,000 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 7,154,840 92,000 SH SOLE 92,000 0 0
MICROSOFT CORP COM 594918104 51,290,000 100,000 SH SOLE 100,000 0 0
MNTN INC CL A 55318A108 1,220,400 120,000 SH SOLE 120,000 0 0
MONGODB INC CL A 60937P106 5,229,150 15,000 SH SOLE 15,000 0 0
NEXTDOOR HOLDINGS INC COM CL A 65345M108 425,250 175,000 SH SOLE 175,000 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 6,334,102 500,324 SH SOLE 500,324 0 0
NVIDIA CORPORATION COM 67066G104 66,230,200 290,000 SH SOLE 290,000 0 0
ORACLE CORP COM 68389X105 11,807,800 86,000 SH SOLE 86,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 18,705,000 100,000 SH SOLE 100,000 0 0
PROEM ACQUISITION CORP I UNIT 01/29/2031 G7341A129 2,494,827 242,924 SH DFND 1 0 242,924 0
ROBINHOOD MKTS INC COM CL A 770700102 9,225,000 82,000 SH SOLE 82,000 0 0
SALESFORCE INC COM 79466L302 5,280,110 23,000 SH SOLE 23,000 0 0
SEA LTD SPONSORD ADS 81141R100 13,143,600 135,000 SH SOLE 135,000 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 15,679,780 17,000 SH SOLE 17,000 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 15,120,000 54,000 SH SOLE 54,000 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302 11,704,950 285,000 SH SOLE 285,000 0 0
TEXAS INSTRS INC COM 882508104 23,807,650 85,000 SH SOLE 85,000 0 0
TWILIO INC CL A 90138F102 5,118,050 17,500 SH SOLE 17,500 0 0
UNITED STS OIL FD LP UNITS 91232N207 29,132,000 200,000 SH Put SOLE 200,000 0 0
WIX COM LTD SHS M98068105 8,475,275 117,500 SH SOLE 117,500 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105 1,736,350 55,000 SH SOLE 55,000 0 0