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
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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
ERO COPPER CORP COM 296006109   4,458,000 200,000 SH   SOLE   200,000 0 0
HUDBAY MINERALS INC COM 443628102   1,842,000 200,000 SH   SOLE   200,000 0 0
KASPI KZ JSC SPONSORED ADS 48581R205   3,179,700 30,000 SH   SOLE   30,000 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   3,681,900 2,000 SH   SOLE   2,000 0 0
ELI LILLY & CO COM 532457108   4,429,700 5,000 SH   SOLE   5,000 0 0
WINGSTOP INC COM 974155103   12,482,400 30,000 SH   SOLE   30,000 0 0
ALCOA CORP COM 013872106   7,716,000 200,000 SH   SOLE   200,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   9,844,800 60,000 SH   SOLE   60,000 0 0
BROADCOM INC COM 11135F101   8,625,000 50,000 SH   SOLE   50,000 0 0
JEFFERIES FINL GROUP INC COM 47233W109   11,079,000 180,000 SH   SOLE   180,000 0 0
NVIDIA CORPORATION COM 67066G104   9,715,200 80,000 SH   SOLE   80,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735   4,112,500 50,000 SH   SOLE   50,000 0 0
META PLATFORMS INC CL A 30303M102   17,173,200 30,000 SH   SOLE   30,000 0 0
IRIS ENERGY LTD ORDINARY SHARES Q4982L109   1,688,000 200,000 SH   SOLE   200,000 0 0
DECKERS OUTDOOR CORP COM 243537107   6,378,000 40,000 SH   SOLE   40,000 0 0
UNITY SOFTWARE INC COM 91332U101   9,048,000 400,000 SH   SOLE   400,000 0 0
DISCOVER FINL SVCS COM 254709108   4,208,700 30,000 SH   SOLE   30,000 0 0
HOULIHAN LOKEY INC CL A 441593100   3,160,400 20,000 SH   SOLE   20,000 0 0
BOEING CO COM 097023105   4,561,200 30,000 SH   SOLE   30,000 0 0
CAPITAL ONE FINL CORP COM 14040H105   8,983,800 60,000 SH   SOLE   60,000 0 0
AMAZON COM INC COM 023135106   1,863,300 10,000 SH   SOLE   10,000 0 0
ANTERO RESOURCES CORP COM 03674X106   5,730,000 200,000 SH   SOLE   200,000 0 0
ARISTA NETWORKS INC COM 040413106   11,514,600 30,000 SH   SOLE   30,000 0 0
CAMECO CORP COM 13321L108   11,940,000 250,000 SH   SOLE   250,000 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   2,861,000 100,000 SH   SOLE   100,000 0 0
E L F BEAUTY INC COM 26856L103   17,444,800 160,000 SH   SOLE   160,000 0 0
HUBSPOT INC COM 443573100   10,632,000 20,000 SH   SOLE   20,000 0 0
GAP INC COM 364760108   5,512,500 250,000 SH   SOLE   250,000 0 0
RANGE RES CORP COM 75281A109   6,110,043 198,636 SH   SOLE   198,636 0 0
SEA LTD SPONSORD ADS 81141R100   3,771,200 40,000 SH   SOLE   40,000 0 0
TERAWULF INC COM 88080T104   2,808,000 600,000 SH   SOLE   600,000 0 0
LPL FINL HLDGS INC COM 50212V100   11,631,500 50,000 SH   SOLE   50,000 0 0
ABERCROMBIE & FITCH CO CL A 002896207   12,591,000 90,000 SH   SOLE   90,000 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   7,393,500 150,000 SH   SOLE   150,000 0 0
HUT 8 CORP COM 44812J104   3,678,000 300,000 SH   SOLE   300,000 0 0
PARKER-HANNIFIN CORP COM 701094104   8,845,480 14,000 SH   SOLE   14,000 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   2,650,800 60,000 SH   SOLE   60,000 0 0
BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100   3,915,000 500,000 SH   SOLE   500,000 0 0
FLUTTER ENTMT PLC SHS G3643J108   9,491,200 40,000 SH   SOLE   40,000 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   6,280,200 180,000 SH   SOLE   180,000 0 0
CRH PLC ORD G25508105   1,854,800 20,000 SH   SOLE   20,000 0 0