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
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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
AMAZON COM INC COM 023135106   20,276 159,500 SH   SOLE   159,500 0 0
DATADOG INC CL A COM 23804L103   902 9,900 SH   SOLE   9,900 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   14,868 41,500 SH Put SOLE   41,500 0 0
NVIDIA CORPORATION COM 67066G104   65,618 150,850 SH   SOLE   150,850 0 0
NVIDIA CORPORATION COM 67066G104   4,350 10,000 SH Call SOLE   10,000 0 0
SNOWFLAKE INC CL A 833445109   23,407 153,214 SH   SOLE   153,214 0 0
TESLA INC COM 88160R101   84,125 336,204 SH   SOLE   336,204 0 0
TESLA INC COM 88160R101   140,123 560,000 SH Call SOLE   560,000 0 0
TESLA INC COM 88160R101   2,752 11,000 SH Put SOLE   11,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   899 16,600 SH   SOLE   16,600 0 0
META PLATFORMS INC CL A 30303M102   14,800 49,300 SH   SOLE   49,300 0 0
META PLATFORMS INC CL A 30303M102   11,108 37,000 SH Call SOLE   37,000 0 0
APPLE INC COM 037833100   18,135 105,925 SH   SOLE   105,925 0 0
APPLE INC COM 037833100   7,448 43,500 SH Call SOLE   43,500 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   11,728 23,000 SH   SOLE   23,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   123,271 1,198,900 SH   SOLE   1,198,900 0 0
ADVANCED MICRO DEVICES INC COM 007903107   262,397 2,552,000 SH Call SOLE   2,552,000 0 0
ALPHABET INC CAP STK CL A 02079K305   89,691 685,400 SH   SOLE   685,400 0 0
ALPHABET INC CAP STK CL A 02079K305   65,430 500,000 SH Call SOLE   500,000 0 0
MICROSOFT CORP COM 594918104   88,239 279,460 SH   SOLE   279,460 0 0
MICROSOFT CORP COM 594918104   195,765 620,000 SH Call SOLE   620,000 0 0
NAVITAS SEMICONDUCTOR CORP COM 63942X106   434 62,500 SH   SOLE   62,500 0 0
UNITY SOFTWARE INC COM 91332U101   11,426 364,000 SH   SOLE   364,000 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102   1,455 132,590 SH   SOLE   132,590 0 0
COHERENT CORP COM 19247G107   1,567 48,000 SH   SOLE   48,000 0 0
GITLAB INC CLASS A COM 37637K108   8,434 186,500 SH   SOLE   186,500 0 0
HUBSPOT INC COM 443573100   2,221 4,510 SH   SOLE   4,510 0 0
MONGODB INC CL A 60937P106   1,764 5,100 SH   SOLE   5,100 0 0
SERVICENOW INC COM 81762P102   559 1,000 SH   SOLE   1,000 0 0
ORACLE CORP COM 68389X105   57,991 547,500 SH   SOLE   547,500 0 0
SUPER MICRO COMPUTER INC COM 86800U104   25,228 92,000 SH   SOLE   92,000 0 0
SNAP INC CL A 83304A106   2,673 300,000 SH Call SOLE   300,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   83,044 1,187,361 SH   SOLE   1,187,361 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   304,239 4,350,000 SH Call SOLE   4,350,000 0 0
ELASTIC N V ORD SHS N14506104   838 10,317 SH   SOLE   10,317 0 0
BROADCOM INC COM 11135F101   2,355 2,835 SH   SOLE   2,835 0 0
CAMTEK LTD ORD M20791105   1,525 24,500 SH   SOLE   24,500 0 0
CELESTICA INC SUB VTG SHS 15101Q108   1,422 58,000 SH   SOLE   58,000 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   2,028 133,000 SH   SOLE   133,000 0 0
FABRINET SHS G3323L100   1,416 8,500 SH   SOLE   8,500 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   90,321 3,300,000 SH Call SOLE   3,300,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   7,008 438,000 SH   SOLE   438,000 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   4,784 33,000 SH Put SOLE   33,000 0 0
ISHARES TR ISHARES SEMICDTR 464287523   3,079 6,500 SH Put SOLE   6,500 0 0
SPDR SER TR S&P RETAIL ETF 78464A714   4,565 75,000 SH Put SOLE   75,000 0 0