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
GOLDMAN SACHS ETF TR NASDAQ 100 CORE 38149W630   2,400,500 50,000 SH   SOLE   0 0 50,000
PACER FDS TR METAURUS CAP 400 69374H436   3,035,951 82,746 SH   SOLE   0 0 82,746
HUT 8 CORP COM 44812J104   691,399 46,124 SH   SOLE   0 0 46,124
DRAFTKINGS INC NEW COM CL A 26142V105   5,747,715 150,582 SH   SOLE   0 0 150,582
PACER FDS TR PACER US SMALL 69374H857   279,089 6,407 SH   SOLE   0 0 6,407
PACER FDS TR DEVELOPED MRKT 69374H873   294,492 9,700 SH   SOLE   0 0 9,700
REGENERON PHARMACEUTICALS COM 75886F107   2,312,266 2,200 SH   SOLE   0 0 2,200
NANO X IMAGING LTD ORD SHS M70700105   1,812,481 246,932 SH   SOLE   0 0 246,932
ALPHABET INC CAP STK CL C 02079K107   13,826,200 75,380 SH   SOLE   0 0 75,380
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   78,226,000 200,000 SH   SOLE   0 0 200,000
EATON CORP PLC SHS G29183103   7,617,070 24,293 SH   SOLE   0 0 24,293
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   13,171,868 50,525 SH   SOLE   0 0 50,525
MCDONALDS CORP COM 580135101   12,742,000 50,000 SH   SOLE   0 0 50,000
NIKE INC CL B 654106103   1,021,414 13,552 SH   SOLE   0 0 13,552
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y209   29,401,127 201,723 SH   SOLE   0 0 201,723
META PLATFORMS INC CL A 30303M102   10,133,814 20,098 SH   SOLE   0 0 20,098
MONDELEZ INTL INC CL A 609207105   2,297,860 35,114 SH   SOLE   0 0 35,114
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   13,198,089 75,934 SH   SOLE   0 0 75,934
SPDR SER TR S&P REGL BKG 78464A698   36,825,000 750,000 SH   SOLE   0 0 750,000
NXP SEMICONDUCTORS N V COM N6596X109   3,378,963 12,557 SH   SOLE   0 0 12,557
SPDR SER TR S&P HOMEBUILD 78464A888   50,540,000 500,000 SH   SOLE   0 0 500,000
TRAVELERS COMPANIES INC COM 89417E109   2,696,695 13,262 SH   SOLE   0 0 13,262
NETFLIX INC COM 64110L106   4,251,744 6,300 SH   SOLE   0 0 6,300
CHIPOTLE MEXICAN GRILL INC COM 169656105   7,831,250 125,000 SH   SOLE   0 0 125,000
APPLIED MATLS INC COM 038222105   6,988,844 29,615 SH   SOLE   0 0 29,615
ALCOA CORP COM 013872106   882,997 22,197 SH   SOLE   0 0 22,197
ARM HOLDINGS PLC SPONSORED ADR 042068205   12,322,222 75,310 SH   SOLE   0 0 75,310
AMGEN INC COM 031162100   8,155,257 26,101 SH   SOLE   0 0 26,101
MICROSOFT CORP COM 594918104   33,710,757 75,424 SH   SOLE   0 0 75,424
AMERICAN ELEC PWR CO INC COM 025537101   2,951,135 33,635 SH   SOLE   0 0 33,635
UNITED AIRLS HLDGS INC COM 910047109   981,667 20,174 SH   SOLE   0 0 20,174
LEIDOS HOLDINGS INC COM 525327102   1,216,202 8,337 SH   SOLE   0 0 8,337
NORTHROP GRUMMAN CORP COM 666807102   3,676,366 8,433 SH   SOLE   0 0 8,433
NEXTERA ENERGY INC COM 65339F101   7,230,763 102,115 SH   SOLE   0 0 102,115
BEYOND MEAT INC COM 08862E109   1,811,358 269,949 SH   SOLE   0 0 269,949
NEWMONT CORP COM 651639106   819,773 19,579 SH   SOLE   0 0 19,579
MERCK & CO INC COM 58933Y105   1,647,283 13,306 SH   SOLE   0 0 13,306
LAM RESEARCH CORP COM 512807108   4,685,340 4,400 SH   SOLE   0 0 4,400
BOOKING HOLDINGS INC COM 09857L108   1,980,750 500 SH   SOLE   0 0 500
ADOBE INC COM 00724F101   13,955,165 25,120 SH   SOLE   0 0 25,120
DOLLAR GEN CORP NEW COM 256677105   1,513,505 11,446 SH   SOLE   0 0 11,446
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   406,911 7,534 SH   SOLE   0 0 7,534
SPDR SER TR S&P OILGAS EXP 78468R556   58,188,000 400,000 SH   SOLE   0 0 400,000
UBER TECHNOLOGIES INC COM 90353T100   9,117,997 125,454 SH   SOLE   0 0 125,454
AUTOMATIC DATA PROCESSING IN COM 053015103   7,188,149 30,115 SH   SOLE   0 0 30,115
CROWDSTRIKE HLDGS INC CL A 22788C105   1,264,527 3,300 SH   SOLE   0 0 3,300
OCCIDENTAL PETE CORP COM 674599105   6,303,000 100,000 SH   SOLE   0 0 100,000
ASML HOLDING N V N Y REGISTRY SHS N07059210   3,681,828 3,600 SH   SOLE   0 0 3,600
EXELON CORP COM 30161N101   2,223,693 64,250 SH   SOLE   0 0 64,250
DISNEY WALT CO COM 254687106   1,315,791 13,252 SH   SOLE   0 0 13,252
INVESCO QQQ TR UNIT SER 1 46090E103   215,599,500 450,000 SH   SOLE   0 0 450,000
HONEYWELL INTL INC COM 438516106   13,401,770 62,760 SH   SOLE   0 0 62,760
PEPSICO INC COM 713448108   4,471,582 27,112 SH   SOLE   0 0 27,112
VISTRA CORP COM 92840M102   1,395,026 16,225 SH   SOLE   0 0 16,225
SPDR SER TR S&P BIOTECH 78464A870   55,626,000 600,000 SH   SOLE   0 0 600,000
ALPHABET INC CAP STK CL A 02079K305   13,390,029 73,511 SH   SOLE   0 0 73,511
TARGET CORP COM 87612E106   2,208,017 14,915 SH   SOLE   0 0 14,915
STARBUCKS CORP COM 855244109   1,280,944 16,454 SH   SOLE   0 0 16,454
EXXON MOBIL CORP COM 30231G102   1,721,850 14,957 SH   SOLE   0 0 14,957
WABTEC COM 929740108   1,727,803 10,932 SH   SOLE   0 0 10,932
SPDR SER TR S&P RETAIL ETF 78464A714   97,474,000 1,300,000 SH   SOLE   0 0 1,300,000
INTEL CORP COM 458140100   4,679,722 151,105 SH   SOLE   0 0 151,105
CSX CORP COM 126408103   4,932,537 147,460 SH   SOLE   0 0 147,460
ARCHER AVIATION INC COM CL A 03945R102   524,850 149,105 SH   SOLE   0 0 149,105
GILEAD SCIENCES INC COM 375558103   2,872,015 41,860 SH   SOLE   0 0 41,860
BROADCOM INC COM 11135F101   32,397,990 20,179 SH   SOLE   0 0 20,179
IMMUNITYBIO INC COM 45256X103   726,414 114,939 SH   SOLE   0 0 114,939
HOME DEPOT INC COM 437076102   7,087,557 20,589 SH   SOLE   0 0 20,589
ULTA BEAUTY INC COM 90384S303   1,003,262 2,600 SH   SOLE   0 0 2,600
C3 AI INC CL A 12468P104   7,221,813 249,372 SH   SOLE   0 0 249,372
LUMINAR TECHNOLOGIES INC COM CL A 550424105   298,000 200,000 SH   SOLE   0 0 200,000
SELECT SECTOR SPDR TR SBI INT-UTILS SBI INT-UTILS 81369Y886   51,105,000 750,000 SH   SOLE   0 0 750,000
Pacer ETFs/USA GLOBL CASH ETF 69374H709   302,671 8,976 SH   SOLE   0 0 8,976
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   3,220,800 240,000 SH   SOLE   0 0 240,000
RUMBLE INC COM CL A 78137L105   2,704,820 487,355 SH   SOLE   0 0 487,355
Antero Resources Corp COM 03674X106   1,895,803 58,100 SH   SOLE   0 0 58,100
UNION PAC CORP COM 907818108   8,439,498 37,300 SH   SOLE   0 0 37,300
ADVANCED MICRO DEVICES INC COM 007903107   7,491,344 46,183 SH   SOLE   0 0 46,183
ISHARES TR US HOME CONS ETF 464288752   15,159,000 150,000 SH   SOLE   0 0 150,000
AMAZON COM INC COM 023135106   15,446,473 79,930 SH   SOLE   0 0 79,930
COCA COLA CO COM 191216100   3,387,007 53,213 SH   SOLE   0 0 53,213
XPeng Inc. ADS 98422D105   1,526,106 208,200 SH   SOLE   0 0 208,200
ISHARES TR ISHARES SEMICDTR 464287523   61,657,500 250,000 SH   SOLE   0 0 250,000
ILLINOIS TOOL WKS INC COM 452308109   3,925,716 16,567 SH   SOLE   0 0 16,567
APPLE INC COM 037833100   21,150,250 100,419 SH   SOLE   0 0 100,419
SPDR SER TR S&P METALS MNG 78464A755   14,832,500 250,000 SH   SOLE   0 0 250,000
EMERSON ELEC CO COM 291011104   3,800,520 34,500 SH   SOLE   0 0 34,500
MICROCHIP TECHNOLOGY INC. COM 595017104   4,593,666 50,204 SH   SOLE   0 0 50,204
SELECT SECTOR SPDR TR INDL INDL 81369Y704   225,459,500 1,850,000 SH   SOLE   0 0 1,850,000
Sarepta Therapeutics Inc COM 803607100   1,855,868 11,746 SH   SOLE   0 0 11,746
KROGER CO COM 501044101   1,630,165 32,649 SH   SOLE   0 0 32,649
MICRON TECHNOLOGY INC COM 595112103   4,640,378 35,280 SH   SOLE   0 0 35,280
TRANE TECHNOLOGIES PLC SHS G8994E103   6,771,682 20,587 SH   SOLE   0 0 20,587
CHEVRON CORP NEW COM 166764100   3,737,499 23,894 SH   SOLE   0 0 23,894
ABERCROMBIE & FITCH CO CL A 002896207   2,107,582 11,851 SH   SOLE   0 0 11,851
ISHARES INC MSCI BRAZIL ETF 464286400   11,022,189 403,300 SH   SOLE   0 0 403,300
AUTOZONE INC COM 053332102   1,482,050 500 SH   SOLE   0 0 500
PACER FDS TR US CASH COWS 100 69374H881   294,137 5,398 SH   SOLE   0 0 5,398
SELECT SECTOR SPDR TR SBI CONS STPLS SBI CONS STPLS 81369Y308   26,803,000 350,000 SH   SOLE   0 0 350,000
Trump Media & Technology Group COM 25400Q105   633,876 19,355 SH   SOLE   0 0 19,355
QUALCOMM INC COM 747525103   6,923,298 34,759 SH   SOLE   0 0 34,759
COSTCO WHSL CORP NEW COM 22160K105   11,118,719 13,081 SH   SOLE   0 0 13,081
NVIDIA CORPORATION COM 67066G104   36,737,090 297,370 SH   SOLE   0 0 297,370
CISCO SYS INC COM 17275R102   3,410,078 71,776 SH   SOLE   0 0 71,776
UNITEDHEALTH GROUP INC COM 91324P102   6,750,751 13,256 SH   SOLE   0 0 13,256
FEDEX CORP COM 31428X106   15,050,169 50,194 SH   SOLE   0 0 50,194
ABERCROMBIE & FITCH CO CL A 002896207   2,098,512 11,800 SH Put SOLE   0 0 11,800
ARCHER AVIATION INC COM CL A 03945R102   528,000 150,000 SH Put SOLE   0 0 150,000
ADOBE INC COM 00724F101   13,888,500 25,000 SH Put SOLE   0 0 25,000
ADVANCED MICRO DEVICES INC COM 007903107   7,461,660 46,000 SH Put SOLE   0 0 46,000
ALCOA CORP COM 013872106   879,138 22,100 SH Put SOLE   0 0 22,100
ALPHABET INC CAP STK CL A 02079K305   7,286,000 40,000 SH Put SOLE   0 0 40,000
ALPHABET INC CAP STK CL A 02079K305   6,010,950 33,000 SH Put SOLE   0 0 33,000
ALPHABET INC CAP STK CL C 02079K107   13,756,500 75,000 SH Put SOLE   0 0 75,000
AMAZON COM INC COM 023135106   15,363,375 79,500 SH Put SOLE   0 0 79,500
AMERICAN ELEC PWR CO INC COM 025537101   2,939,290 33,500 SH Put SOLE   0 0 33,500
AMGEN INC COM 031162100   8,123,700 26,000 SH Put SOLE   0 0 26,000
Antero Resources Corp COM 03674X106   1,895,803 58,100 SH Put SOLE   0 0 58,100
APPLE INC COM 037833100   21,062,000 100,000 SH Put SOLE   0 0 100,000
APPLIED MATLS INC COM 038222105   6,961,705 29,500 SH Put SOLE   0 0 29,500
ARM HOLDINGS PLC SPONSORED ADR 042068205   12,271,500 75,000 SH Put SOLE   0 0 75,000
ASML HOLDING N V N Y REGISTRY SHS N07059210   3,681,828 3,600 SH Put SOLE   0 0 3,600
AUTOMATIC DATA PROCESSING IN COM 053015103   7,160,700 30,000 SH Put SOLE   0 0 30,000
AUTOZONE INC COM 053332102   1,482,050 500 SH Put SOLE   0 0 500
BEYOND MEAT INC COM 08862E109   1,743,258 259,800 SH Put SOLE   0 0 259,800
BEYOND MEAT INC COM 08862E109   99,979 14,900 SH Put SOLE   0 0 14,900
BOOKING HOLDINGS INC COM 09857L108   1,980,750 500 SH Put SOLE   0 0 500
BROADCOM INC COM 11135F101   32,110,600 20,000 SH Put SOLE   0 0 20,000
C3 AI INC CL A 12468P104   5,792,000 200,000 SH Put SOLE   0 0 200,000
C3 AI INC CL A 12468P104   1,448,000 50,000 SH Put SOLE   0 0 50,000
CHEVRON CORP NEW COM 166764100   3,722,796 23,800 SH Put SOLE   0 0 23,800
CHIPOTLE MEXICAN GRILL INC COM 169656105   7,831,250 125,000 SH Put SOLE   0 0 125,000
CISCO SYS INC COM 17275R102   3,396,965 71,500 SH Put SOLE   0 0 71,500
COCA COLA CO COM 191216100   3,373,450 53,000 SH Put SOLE   0 0 53,000
COSTCO WHSL CORP NEW COM 22160K105   11,049,870 13,000 SH Put SOLE   0 0 13,000
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   405,075 7,500 SH Put SOLE   0 0 7,500
CROWDSTRIKE HLDGS INC CL A 22788C105   1,264,527 3,300 SH Put SOLE   0 0 3,300
CSX CORP COM 126408103   4,933,875 147,500 SH Put SOLE   0 0 147,500
Trump Media & Technology Group COM 25400Q105   655,000 20,000 SH Put SOLE   0 0 20,000
DISNEY WALT CO COM 254687106   1,310,628 13,200 SH Put SOLE   0 0 13,200
DOLLAR GEN CORP NEW COM 256677105   1,507,422 11,400 SH Put SOLE   0 0 11,400
DRAFTKINGS INC NEW COM CL A 26142V105   5,725,500 150,000 SH Put SOLE   0 0 150,000
EATON CORP PLC SHS G29183103   7,587,910 24,200 SH Put SOLE   0 0 24,200
EMERSON ELEC CO COM 291011104   3,800,520 34,500 SH Put SOLE   0 0 34,500
EXELON CORP COM 30161N101   2,215,040 64,000 SH Put SOLE   0 0 64,000
EXXON MOBIL CORP COM 30231G102   1,715,288 14,900 SH Put SOLE   0 0 14,900
META PLATFORMS INC CL A 30303M102   10,084,400 20,000 SH Put SOLE   0 0 20,000
FEDEX CORP COM 31428X106   14,992,000 50,000 SH Put SOLE   0 0 50,000
GILEAD SCIENCES INC COM 375558103   2,847,315 41,500 SH Put SOLE   0 0 41,500
HOME DEPOT INC COM 437076102   7,056,920 20,500 SH Put SOLE   0 0 20,500
HONEYWELL INTL INC COM 438516106   13,346,250 62,500 SH Put SOLE   0 0 62,500
HUT 8 CORP COM 44812J104   749,500 50,000 SH Put SOLE   0 0 50,000
ILLINOIS TOOL WKS INC COM 452308109   3,909,840 16,500 SH Put SOLE   0 0 16,500
IMMUNITYBIO INC COM 45256X103   734,384 116,200 SH Put SOLE   0 0 116,200
INTEL CORP COM 458140100   4,664,082 150,600 SH Put SOLE   0 0 150,600
ISHARES INC MSCI BRAZIL ETF 464286400   10,932,000 400,000 SH Put SOLE   0 0 400,000
KROGER CO COM 501044101   1,622,725 32,500 SH Put SOLE   0 0 32,500
LAM RESEARCH CORP COM 512807108   4,685,340 4,400 SH Put SOLE   0 0 4,400
LEIDOS HOLDINGS INC COM 525327102   1,210,804 8,300 SH Put SOLE   0 0 8,300
LUMINAR TECHNOLOGIES INC COM CL A 550424105   298,000 200,000 SH Put SOLE   0 0 200,000
MCDONALDS CORP COM 580135101   12,742,000 50,000 SH Put SOLE   0 0 50,000
MERCK & CO INC COM 58933Y105   1,634,160 13,200 SH Put SOLE   0 0 13,200
MICROCHIP TECHNOLOGY INC. COM 595017104   4,575,000 50,000 SH Put SOLE   0 0 50,000
MICRON TECHNOLOGY INC COM 595112103   4,577,244 34,800 SH Put SOLE   0 0 34,800
MICROSOFT CORP COM 594918104   33,521,250 75,000 SH Put SOLE   0 0 75,000
MONDELEZ INTL INC CL A 609207105   2,290,400 35,000 SH Put SOLE   0 0 35,000
NANO X IMAGING LTD ORD SHS M70700105   1,835,000 250,000 SH Put SOLE   0 0 250,000
NETFLIX INC COM 64110L106   4,251,744 6,300 SH Put SOLE   0 0 6,300
NEWMONT CORP COM 651639106   816,465 19,500 SH Put SOLE   0 0 19,500
NEXTERA ENERGY INC COM 65339F101   7,173,053 101,300 SH Put SOLE   0 0 101,300
NIKE INC CL B 654106103   1,017,495 13,500 SH Put SOLE   0 0 13,500
NORTHROP GRUMMAN CORP COM 666807102   3,661,980 8,400 SH Put SOLE   0 0 8,400
NVIDIA CORPORATION COM 67066G104   24,090,300 195,000 SH Put SOLE   0 0 195,000
NVIDIA CORPORATION COM 67066G104   12,354,000 100,000 SH Put SOLE   0 0 100,000
NXP SEMICONDUCTORS N V COM N6596X109   3,363,625 12,500 SH Put SOLE   0 0 12,500
OCCIDENTAL PETE CORP COM 674599105   6,303,000 100,000 SH Put SOLE   0 0 100,000
PEPSICO INC COM 713448108   4,453,110 27,000 SH Put SOLE   0 0 27,000
QUALCOMM INC COM 747525103   6,871,710 34,500 SH Put SOLE   0 0 34,500
REGENERON PHARMACEUTICALS COM 75886F107   2,312,266 2,200 SH Put SOLE   0 0 2,200
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   3,220,800 240,000 SH Put SOLE   0 0 240,000
RUMBLE INC COM CL A 78137L105   2,775,000 500,000 SH Put SOLE   0 0 500,000
Sarepta Therapeutics Inc COM 803607100   1,848,600 11,700 SH Put SOLE   0 0 11,700
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y209   29,150,000 200,000 SH Put SOLE   0 0 200,000
STARBUCKS CORP COM 855244109   1,276,740 16,400 SH Put SOLE   0 0 16,400
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,711,436 15,600 SH Put SOLE   0 0 15,600
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   10,428,600 60,000 SH Put SOLE   0 0 60,000
TARGET CORP COM 87612E106   2,190,992 14,800 SH Put SOLE   0 0 14,800
TRANE TECHNOLOGIES PLC SHS G8994E103   6,743,065 20,500 SH Put SOLE   0 0 20,500
TRAVELERS COMPANIES INC COM 89417E109   2,684,088 13,200 SH Put SOLE   0 0 13,200
UBER TECHNOLOGIES INC COM 90353T100   9,085,000 125,000 SH Put SOLE   0 0 125,000
ULTA BEAUTY INC COM 90384S303   1,003,262 2,600 SH Put SOLE   0 0 2,600
UNION PAC CORP COM 907818108   8,371,620 37,000 SH Put SOLE   0 0 37,000
UNITED AIRLS HLDGS INC COM 910047109   973,200 20,000 SH Put SOLE   0 0 20,000
UNITEDHEALTH GROUP INC COM 91324P102   6,722,232 13,200 SH Put SOLE   0 0 13,200
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   13,035,000 50,000 SH Put SOLE   0 0 50,000
VISTRA CORP COM 92840M102   1,384,278 16,100 SH Put SOLE   0 0 16,100
WABTEC COM 929740108   1,722,745 10,900 SH Put SOLE   0 0 10,900
XPeng Inc. ADS 98422D105   1,526,106 208,200 SH Put SOLE   0 0 208,200