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 Common Stock 007903107 6,423,480 10,500 SH SOLE 10,500 0 0
ADVANCED MICRO DEVICES INC Option 007903907 6,117,600 10,000 SH Call SOLE 0 0 0
ADVANCED MICRO DEVICES INC Option 007903957 24,470,400 40,000 SH Put SOLE 0 0 0
ALPHABET INC Common Stock 02079K305 11,354,640 33,000 SH SOLE 33,000 0 0
ALPHABET INC Option 02079K955 17,204,000 50,000 SH Put SOLE 0 0 0
AMGEN INC Common Stock 031162100 11,380,770 27,000 SH SOLE 27,000 0 0
AMGEN INC Option 031162950 16,986,853 40,300 SH Put SOLE 0 0 0
BANK OF AMER CORP Common Stock 060505104 2,558,210 47,000 SH SOLE 47,000 0 0
BANK OF AMER CORP Option 060505904 2,721,500 50,000 SH Call SOLE 0 0 0
BANK OF AMER CORP Option 060505954 2,721,500 50,000 SH Put SOLE 0 0 0
BANK OF NY MELLON CORP Common Stock 064058100 13,161,330 91,000 SH SOLE 91,000 0 0
BANK OF NY MELLON CORP Option 064058950 15,909,300 110,000 SH Put SOLE 0 0 0
BLOOM ENERGY CORP Option 093712957 8,309,400 30,000 SH Put SOLE 0 0 0
CLOUDFLARE INC Common Stock 18915M107 11,981,160 34,500 SH SOLE 34,500 0 0
CLOUDFLARE INC Option 18915M957 31,255,200 90,000 SH Put SOLE 0 0 0
COMFORT SYS USA INC Common Stock 199908104 10,916,994 6,600 SH SOLE 6,600 0 0
COMFORT SYS USA INC Option 199908954 11,578,630 7,000 SH Put SOLE 0 0 0
DELL TECHNOLOGIES INC Common Stock 24703L202 11,027,975 20,500 SH SOLE 20,500 0 0
DELL TECHNOLOGIES INC Option 24703L952 26,897,500 50,000 SH Put SOLE 0 0 0
FORTINET INC Common Stock 34959E109 6,792,880 38,000 SH SOLE 38,000 0 0
FORTINET INC Option 34959E909 10,725,600 60,000 SH Call SOLE 0 0 0
FORTINET INC Option 34959E959 36,645,800 205,000 SH Put SOLE 0 0 0
GOLDMAN SACHS GROUP INC Common Stock 38141G104 16,656,660 18,500 SH SOLE 18,500 0 0
GOLDMAN SACHS GROUP INC Option 38141G954 18,007,200 20,000 SH Put SOLE 0 0 0
INTEL CORP Common Stock 458140100 240,460 2,000 SH SOLE 2,000 0 0
INTEL CORP Option 458140900 6,011,500 50,000 SH Call SOLE 0 0 0
INTEL CORP Option 458140950 8,416,100 70,000 SH Put SOLE 0 0 0
ISHARES TR Common Stock 464287523 16,774,880 29,500 SH SOLE 29,500 0 0
ISHARES TR Option 464287953 39,804,800 70,000 SH Put SOLE 0 0 0
ISHARES TR Common Stock 46432F396 18,564,390 58,500 SH SOLE 58,500 0 0
ISHARES TR Option 46432F906 6,346,800 20,000 SH Call SOLE 0 0 0
ISHARES TR Option 46432F956 28,560,600 90,000 SH Put SOLE 0 0 0
JOHNSON & JOHNSON Common Stock 478160104 2,912,140 11,000 SH SOLE 11,000 0 0
JOHNSON & JOHNSON Option 478160954 5,294,800 20,000 SH Put SOLE 0 0 0
LUMENTUM HLDGS INC Common Stock 55024U109 11,655,120 12,000 SH SOLE 12,000 0 0
LUMENTUM HLDGS INC Option 55024U959 53,419,300 55,000 SH Put SOLE 0 0 0
MARATHON PETE CORP Common Stock 56585A102 9,094,660 23,000 SH SOLE 23,000 0 0
MARATHON PETE CORP Option 56585A952 55,556,510 140,500 SH Put SOLE 0 0 0
MERCK & CO INC Common Stock 58933Y105 3,196,820 22,000 SH SOLE 22,000 0 0
MERCK & CO INC Option 58933Y955 5,826,931 40,100 SH Put SOLE 0 0 0
MICRON TECHNOLOGY INC Common Stock 595112103 21,302,200 20,000 SH SOLE 20,000 0 0
MICRON TECHNOLOGY INC Option 595112953 74,557,700 70,000 SH Put SOLE 0 0 0
MORGAN STANLEY Common Stock 617446448 3,385,440 18,000 SH SOLE 18,000 0 0
MORGAN STANLEY Option 617446908 3,780,408 20,100 SH Call SOLE 0 0 0
MORGAN STANLEY Option 617446958 3,761,600 20,000 SH Put SOLE 0 0 0
PALO ALTO NETWORKS INC Common Stock 697435105 13,111,230 33,000 SH SOLE 33,000 0 0
PALO ALTO NETWORKS INC Option 697435955 39,731,000 100,000 SH Put SOLE 0 0 0
PHILLIPS 66 Common Stock 718546104 12,765,500 50,000 SH SOLE 50,000 0 0
PHILLIPS 66 Option 718546954 48,100,404 188,400 SH Put SOLE 0 0 0
QUANTA SVCS INC Common Stock 74762E102 7,710,120 12,000 SH SOLE 12,000 0 0
QUANTA SVCS INC Option 74762E952 9,637,650 15,000 SH Put SOLE 0 0 0
SANDISK CORP Common Stock 80004C200 8,699,450 5,000 SH SOLE 5,000 0 0
SANDISK CORP Option 80004C950 52,196,700 30,000 SH Put SOLE 0 0 0
SEAGATE TECHNOLOGY HLDNGS PL Common Stock G7997R103 5,534,040 6,000 SH SOLE 6,000 0 0
SEAGATE TECHNOLOGY HLDNGS PL Option G7997R953 9,223,400 10,000 SH Put SOLE 0 0 0
SELECT SECTOR SPDR TR Common Stock 81369Y803 6,459,750 33,000 SH SOLE 33,000 0 0
SELECT SECTOR SPDR TR Option 81369Y953 11,745,000 60,000 SH Put SOLE 0 0 0
SNOWFLAKE INC Common Stock 833445109 13,752,180 40,500 SH SOLE 40,500 0 0
SNOWFLAKE INC Option 833445959 40,407,640 119,000 SH Put SOLE 0 0 0
SPDR SERIES TRUST Common Stock 78464A870 19,079,280 121,000 SH SOLE 121,000 0 0
SPDR SERIES TRUST Option 78464A950 31,536,000 200,000 SH Put SOLE 0 0 0
STATE STR CORP Common Stock 857477103 13,792,610 79,000 SH SOLE 79,000 0 0
STATE STR CORP Option 857477953 17,459,000 100,000 SH Put SOLE 0 0 0
STATE STR SPDR S&P 500 ETF T Common Stock 78462F103 16,015,230 21,000 SH SOLE 21,000 0 0
STATE STR SPDR S&P 500 ETF T Option 78462F953 183,031,200 240,000 SH Put SOLE 0 0 0
TAIWAN SEMICONDUCTOR MANUFAC Common Stock 874039100 15,510,460 34,000 SH SOLE 34,000 0 0
TAIWAN SEMICONDUCTOR MANUFAC Option 874039950 41,057,100 90,000 SH Put SOLE 0 0 0
VALERO ENERGY CORP Common Stock 91913Y100 10,077,860 26,000 SH SOLE 26,000 0 0
VALERO ENERGY CORP Option 91913Y950 56,280,972 145,200 SH Put SOLE 0 0 0
VANECK ETF TRUST Common Stock 92189H607 7,567,400 20,000 SH SOLE 20,000 0 0
VANECK ETF TRUST Option 92189H957 7,567,400 20,000 SH Put SOLE 0 0 0
VANECK ETF TRUST Common Stock 92189F676 20,097,000 33,000 SH SOLE 33,000 0 0
VANECK ETF TRUST Option 92189F956 49,938,000 82,000 SH Put SOLE 0 0 0
WESTERN DIGITAL CORP Common Stock 958102105 4,999,060 11,000 SH SOLE 11,000 0 0
WESTERN DIGITAL CORP Option 958102955 9,089,200 20,000 SH Put SOLE 0 0 0