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
AMAZON COM INC COM 023135106   109,748,970 500,246 SH   SOLE   500,246 0 0
AMAZON COM INC COM 023135106   131,634,000 600,000 SH Call SOLE   600,000 0 0
NVIDIA CORPORATION COM 67066G104   106,532,794 793,304 SH   SOLE   793,304 0 0
NVIDIA CORPORATION COM 67066G104   47,001,500 350,000 SH Call SOLE   350,000 0 0
TESLA INC COM 88160R101   4,038 10 SH   SOLE   10 0 0
TESLA INC COM 88160R101   185,362,560 459,000 SH Call SOLE   459,000 0 0
MICROSOFT CORP COM 594918104   23,608,215 56,010 SH   SOLE   56,010 0 0
MICROSOFT CORP COM 594918104   113,805,000 270,000 SH Call SOLE   270,000 0 0
UNITY SOFTWARE INC COM 91332U101   10,988,055 489,010 SH   SOLE   489,010 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   24,242,274 97,633 SH   SOLE   97,633 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   24,543,345 365,174 SH   SOLE   365,174 0 0
VISTRA CORP COM 92840M102   4,620,162 33,511 SH   SOLE   33,511 0 0
BROADCOM INC COM 11135F101   26,967,397 116,319 SH   SOLE   116,319 0 0
BROADCOM INC COM 11135F101   11,592,000 50,000 SH Call SOLE   50,000 0 0
CIENA CORP COM NEW 171779309   13,772,296 162,390 SH   SOLE   162,390 0 0
MICRON TECHNOLOGY INC COM 595112103   7,995,200 95,000 SH Put SOLE   95,000 0 0
MONDAY COM LTD SHS M7S64H106   6,016,198 25,553 SH   SOLE   25,553 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   2,864,108 25,210 SH   SOLE   25,210 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102   13,378,853 362,964 SH   SOLE   362,964 0 0
APPLE INC COM 037833100   24,846,172 99,218 SH   SOLE   99,218 0 0
APPLE INC COM 037833100   25,042,000 100,000 SH Call SOLE   100,000 0 0
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104   8,013,699 216,411 SH   SOLE   216,411 0 0
AGORA INC ADS 00851L103   12,459,200 2,995,000 SH   SOLE   2,995,000 0 0
ARK ETF TR INNOVATION ETF 00214Q104   14,192,500 250,000 SH Put SOLE   250,000 0 0
BITDEER TECHNOLOGIES GROUP CL A ORD SHS G20048100   14,418,156 665,351 SH   SOLE   665,351 0 0
SALESFORCE INC COM 79466L302   16,716,500 50,000 SH Call SOLE   50,000 0 0
GE VERNOVA INC COM 36828A101   6,518,406 19,817 SH   SOLE   19,817 0 0
GE VERNOVA INC COM 36828A101   13,157,200 40,000 SH Call SOLE   40,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   20,991,200 95,000 SH Put SOLE   95,000 0 0
CENTRUS ENERGY CORP CL A 15643U104   26,444,303 397,002 SH   SOLE   397,002 0 0
CENTRUS ENERGY CORP CL A 15643U104   15,320,300 230,000 SH Call SOLE   230,000 0 0
LUMENTUM HLDGS INC COM 55024U109   5,709,859 68,015 SH   SOLE   68,015 0 0
LUMENTUM HLDGS INC COM 55024U109   5,876,500 70,000 SH Call SOLE   70,000 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   2,047,778 73,927 SH   SOLE   73,927 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   132,664,185 259,500 SH Put SOLE   259,500 0 0
SITIME CORP COM 82982T106   1,187,853 5,537 SH   SOLE   5,537 0 0
SNOWFLAKE INC CL A 833445109   7,629,089 49,408 SH   SOLE   49,408 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   172,307,520 294,000 SH Put SOLE   294,000 0 0
URANIUM ENERGY CORP COM 916896103   3,947,167 590,010 SH   SOLE   590,010 0 0