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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AEHR TEST SYS COM 00760J108   2,785,791 167,516 SH   SOLE   150,046 0 0
AMAZON COM INC COM 023135106   5,129,118 23,379 SH   SOLE   23,379 0 0
ARS PHARMACEUTICALS INC COM 82835W108   483,253 45,806 SH   SOLE   45,806 0 0
BLEND LABS INC CL A 09352U108   2,843,169 675,337 SH   SOLE   675,337 0 0
BROADCOM INC COM 11135F101   3,129,840 13,500 SH   SOLE   13,500 0 0
BURLINGTON STORES INC COM 122017106   1,134,539 3,980 SH   SOLE   3,980 0 0
CAREDX INC COM 14167L103   1,671,286 78,061 SH   SOLE   78,061 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   1,644,145 117,021 SH   SOLE   117,021 0 0
CRH PLC ORD G25508105   5,458,865 59,002 SH   SOLE   59,002 0 0
DATADOG INC CL A COM 23804L103   5,898,785 41,282 SH   SOLE   41,282 0 0
DELL TECHNOLOGIES INC CL C 24703L202   1,966,340 17,063 SH   SOLE   17,063 0 0
ELI LILLY & CO COM 532457108   5,929,732 7,681 SH   SOLE   7,681 0 0
EOG RES INC COM 26875P101   4,255,610 34,717 SH   SOLE   34,717 0 0
FIDELITY WISE ORIGIN BITCOIN SHS 315948109   3,944,719 48,354 SH   SOLE   48,354 0 0
FIVE BELOW INC COM 33829M101   5,608,642 53,436 SH   SOLE   53,436 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200   3,942,457 51,294 SH   SOLE   51,294 0 0
GRAIL INC COM 384747101   495,123 27,738 SH   SOLE   27,738 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   2,620,992 54,821 SH   SOLE   54,821 0 0
HUT 8 CORP COM 44812J104   2,200,380 107,388 SH   SOLE   107,388 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   40,898,400 80,000 SH Put SOLE   0 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   321,942 5,683 SH   SOLE   5,683 0 0
META PLATFORMS INC CL A 30303M102   9,648,034 16,478 SH   SOLE   16,478 0 0
MICROSOFT CORP COM 594918104   4,651,253 11,035 SH   SOLE   11,035 0 0
MODINE MFG CO COM 607828100   5,057,099 43,622 SH   SOLE   43,622 0 0
NATIONAL CINEMEDIA INC COM NEW 635309206   1,246,826 187,775 SH   SOLE   187,775 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   1,933,986 69,819 SH   SOLE   69,819 0 0
NETFLIX INC COM 64110L106   7,872,139 8,832 SH   SOLE   8,832 0 0
NUTANIX INC CL A 67059N108   2,886,167 47,175 SH   SOLE   47,175 0 0
NVIDIA CORPORATION COM 67066G104   7,905,384 58,868 SH   SOLE   58,868 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   890,775 102,388 SH   SOLE   102,388 0 0
PULSE BIOSCIENCES INC COM 74587B101   845,621 48,571 SH   SOLE   48,571 0 0
RXSIGHT INC COM 78349D107   760,726 22,127 SH   SOLE   22,127 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   1,639,890 19,000 SH   SOLE   19,000 0 0
SELECTQUOTE INC COM 816307300   372,000 100,000 SH   SOLE   100,000 0 0
SEMTECH CORP COM 816850101   5,231,335 84,581 SH   SOLE   84,581 0 0
SENTINELONE INC CL A 81730H109   2,216,270 99,832 SH   SOLE   99,832 0 0
SIMILARWEB LTD SHS M84137104   1,771,250 125,000 SH   SOLE   125,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   21,098,880 36,000 SH Put SOLE   0 0 0
SWEETGREEN INC COM CL A 87043Q108   1,275,667 39,790 SH   SOLE   39,790 0 0
TALEN ENERGY CORP COM 87422Q109   1,374,227 6,821 SH   SOLE   6,821 0 0
TERADYNE INC COM 880770102   3,148,000 25,000 SH   SOLE   25,000 0 0
THOR INDS INC COM 885160101   2,153,475 22,500 SH   SOLE   22,500 0 0
VISTRA CORP COM 92840M102   1,378,700 10,000 SH   SOLE   10,000 0 0