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 1,529,400 2,500 SH SOLE 2,500 0 0
AIRBNB INC COM CL A 009066101 4,819,500 30,000 SH SOLE 30,000 0 0
AMAZON COM INC COM 023135106 49,755,255 199,700 SH SOLE 199,700 0 0
APPLE INC COM 037833100 14,153,350 42,500 SH SOLE 42,500 0 0
APPLIED DIGITAL CORP COM NEW 038169207 8,895,050 365,000 SH SOLE 365,000 0 0
APPLIED MATLS INC COM 038222105 10,227,600 20,000 SH SOLE 20,000 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 5,793,200 20,000 SH Call SOLE 20,000 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 8,689,800 30,000 SH Put SOLE 30,000 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 5,435,010 3,000 SH SOLE 3,000 0 0
ATLASSIAN CORPORATION CL A 049468101 4,482,250 25,000 SH SOLE 25,000 0 0
BLOCK INC CL A 852234103 3,676,500 50,000 SH SOLE 50,000 0 0
BLOOM ENERGY CORP COM CL A 093712107 4,154,700 15,000 SH SOLE 15,000 0 0
BROADCOM INC COM 11135F101 7,023,800 20,000 SH SOLE 20,000 0 0
CARNIVAL CORP LTD COMMON SHARES G2004J103 9,816,000 400,000 SH Call SOLE 400,000 0 0
CATERPILLAR INC COM 149123101 7,297,110 9,000 SH SOLE 9,000 0 0
CIPHER DIGITAL INC COM 17253J106 3,165,000 200,000 SH SOLE 200,000 0 0
CLEANSPARK INC COM NEW 18452B209 3,864,000 300,000 SH SOLE 300,000 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 3,196,000 200,000 SH SOLE 200,000 0 0
CORNING INC COM 219350105 1,537,600 10,000 SH SOLE 10,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 2,647,500 10,000 SH SOLE 10,000 0 0
DATADOG INC CL A COM 23804L103 4,792,375 17,500 SH SOLE 17,500 0 0
DELL TECHNOLOGIES INC CL C 24703L202 5,379,500 10,000 SH Put SOLE 10,000 0 0
FLEX LTD ORD Y2573F102 7,424,325 67,500 SH SOLE 67,500 0 0
HUBSPOT INC COM 443573100 2,049,800 10,000 SH SOLE 10,000 0 0
HUT 8 CORP COM 44812J104 4,305,000 50,000 SH SOLE 50,000 0 0
INTEL CORP COM 458140100 9,017,250 75,000 SH SOLE 75,000 0 0
INTEL CORP COM 458140100 6,011,500 50,000 SH Call SOLE 50,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 221,931,000 300,000 SH Put SOLE 300,000 0 0
IREN LIMITED ORDINARY SHARES Q4982L109 6,438,600 157,500 SH SOLE 157,500 0 0
KLA CORP COM NEW 482480100 3,898,600 20,000 SH SOLE 20,000 0 0
LAM RESEARCH CORP COM NEW 512807306 9,855,300 30,000 SH SOLE 30,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 6,605,250 25,000 SH SOLE 25,000 0 0
META PLATFORMS INC CL A 30303M102 29,369,790 40,500 SH SOLE 40,500 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 2,333,100 30,000 SH SOLE 30,000 0 0
MICRON TECHNOLOGY INC COM 595112103 5,325,550 5,000 SH SOLE 5,000 0 0
MICROSOFT CORP COM 594918104 114,838,310 223,900 SH SOLE 223,900 0 0
MONGODB INC CL A 60937P106 7,251,088 20,800 SH SOLE 20,800 0 0
NETFLIX INC. COM 64110L106 6,637,932 95,400 SH SOLE 95,400 0 0
NOKIA CORP SPONSORED ADR 654902204 10,140,000 1,000,000 SH SOLE 1,000,000 0 0
NUTANIX INC CL A 67059N108 2,112,300 30,000 SH SOLE 30,000 0 0
NVIDIA CORPORATION COM 67066G104 43,392,200 190,000 SH SOLE 190,000 0 0
OKTA INC CL A 679295105 10,455,500 50,000 SH SOLE 50,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 3,843,500 50,000 SH SOLE 50,000 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 711,000 300,000 SH SOLE 300,000 0 0
OPENDOOR TECHNOLOGIES INC *W EXP 11/20/202 683712129 54,450 450,000 SH SOLE 450,000 0 0
ORACLE CORP COM 68389X105 2,746,000 20,000 SH SOLE 20,000 0 0
PALO ALTO NETWORKS INC COM 697435105 7,946,200 20,000 SH SOLE 20,000 0 0
RIOT PLATFORMS INC COM 767292105 4,030,000 200,000 SH SOLE 200,000 0 0
ROCKET COS INC COM CL A 77311W101 5,755,000 500,000 SH SOLE 500,000 0 0
SALESFORCE INC COM 79466L302 6,313,175 27,500 SH SOLE 27,500 0 0
SANDISK CORP COM 80004C200 6,089,615 3,500 SH SOLE 3,500 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 8,301,060 9,000 SH SOLE 9,000 0 0
SERVICENOW INC COM 81762P102 3,015,225 22,500 SH SOLE 22,500 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 8,400,000 30,000 SH SOLE 30,000 0 0
SK HYNIX INC AMERICAN DEPOSIT 78392B206 3,683,000 20,000 SH SOLE 20,000 0 0
SNOWFLAKE INC COM SHS 833445109 5,263,180 15,500 SH SOLE 15,500 0 0
SONY GROUP CORP SPONSORED ADR 835699307 7,059,000 300,000 SH Call SOLE 300,000 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 4,148,650 27,500 SH SOLE 27,500 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 6,670,000 125,000 SH SOLE 125,000 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 20,528,550 45,000 SH SOLE 45,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 10,375,000 50,000 SH SOLE 50,000 0 0
TERAWULF INC COM 88080T104 5,180,000 350,000 SH SOLE 350,000 0 0
TTM TECHNOLOGIES INC COM 87305R109 3,071,000 25,000 SH SOLE 25,000 0 0
TYLER TECHNOLOGIES INC COM 902252105 9,558,000 30,000 SH SOLE 30,000 0 0
UNITY SOFTWARE INC COM 91332U101 3,069,750 75,000 SH SOLE 75,000 0 0
VICOR CORP COM 925815102 12,279,950 42,500 SH SOLE 42,500 0 0
WESTERN DIGITAL CORP COM 958102105 3,408,450 7,500 SH SOLE 7,500 0 0