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
ACV AUCTIONS INC COM CL A 00091G104   44,323,762 2,052,026 SH   SOLE   2,052,026 0 0
ADVANCED ENERGY INDS COM 007973100   71,494,145 618,301 SH   SOLE   500,749 0 117,552
ALLEGRO MICROSYSTEMS INC COM 01749D105   10,930,000 500,000 SH Call SOLE   250,000 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   5,465,000 250,000 SH Put SOLE   500,000 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   19,542,840 894,000 SH   SOLE   894,000 0 0
AMAZON COM INC COM 023135106   54,847,500 250,000 SH Call SOLE   73,113 0 32,507
AMAZON COM INC COM 023135106   23,171,972 105,620 SH   SOLE   250,000 0 0
ANTERO RESOURCES CORP COM 03674X106   20,886,295 595,900 SH Call SOLE   321,600 0 274,300
APPLE INC COM 037833100   56,344,500 225,000 SH Put SOLE   178,900 0 46,100
APPLIED MATLS INC COM 038222105   16,263,000 100,000 SH Call SOLE   100,000 0 0
ARGENX SE SPONSORED ADR 04016X101   18,210,765 29,611 SH   SOLE   15,981 0 13,630
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   3,386,682 24,600 SH Call SOLE   13,300 0 11,300
ASTERA LABS INC COM 04626A103   152,224,785 1,149,300 SH Put SOLE   979,100 0 170,200
ASTERA LABS INC COM 04626A103   167,216,271 1,262,486 SH   SOLE   1,089,303 0 173,183
AUDIOEYE INC COM NEW 050734201   7,837,394 515,279 SH   SOLE   363,059 0 152,220
AXCELIS TECHNOLOGIES INC COM NEW 054540208   17,467,500 250,000 SH Call SOLE   250,000 0 0
AXON ENTERPRISE INC COM 05464C101   5,348,880 9,000 SH Put SOLE   9,000 0 0
AXON ENTERPRISE INC COM 05464C101   35,020,306 58,925 SH   SOLE   35,944 0 22,981
AZEK CO INC CL A 05478C105   23,747,437 500,262 SH   SOLE   500,262 0 0
BILL HOLDINGS INC COM 090043100   6,776,800 80,000 SH Put SOLE   80,000 0 0
BILL HOLDINGS INC COM 090043100   7,793,320 92,000 SH   SOLE   92,000 0 0
BILL HOLDINGS INC COM 090043100   12,367,660 146,000 SH Call SOLE   100,000 0 46,000
BLEND LABS INC CL A 09352U108   7,956,045 1,889,797 SH   SOLE   1,365,141 0 524,656
CARVANA CO CL A 146869102   68,105,061 334,899 SH   SOLE   235,500 0 55,200
CARVANA CO CL A 146869102   59,116,752 290,700 SH Put SOLE   293,978 0 40,921
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   11,943,300 542,138 SH   SOLE   405,186 0 136,952
CHAMPION HOMES INC COM 830830105   46,496,537 527,770 SH   SOLE   500,067 0 27,703
CHENIERE ENERGY INC COM NEW 16411R208   60,163,600 280,000 SH   SOLE   280,000 0 0
COMMVAULT SYS INC COM 204166102   57,345,800 380,000 SH Put SOLE   380,000 0 0
COMMVAULT SYS INC COM 204166102   88,805,706 588,468 SH   SOLE   497,572 0 90,896
COMPASS INC CL A 20464U100   13,455,000 2,300,000 SH   SOLE   500,000 0 0
COMPASS INC CL A 20464U100   2,925,000 500,000 SH Call SOLE   2,300,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   48,097,650 215,000 SH   SOLE   215,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   48,097,650 215,000 SH Put SOLE   215,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   17,108,000 50,000 SH   SOLE   50,000 0 0
D R HORTON INC COM 23331A109   13,982,000 100,000 SH Put SOLE   54,000 0 46,000
DATADOG INC CL A COM 23804L103   17,163,518 120,117 SH   SOLE   120,117 0 0
DATADOG INC CL A COM 23804L103   35,150,940 246,000 SH Put SOLE   199,900 0 46,100
DRAFTKINGS INC NEW COM CL A 26142V105   3,943,200 106,000 SH   SOLE   106,000 0 0
DYNATRACE INC COM NEW 268150109   22,392,200 412,000 SH Call SOLE   100,000 0 0
DYNATRACE INC COM NEW 268150109   5,435,000 100,000 SH Put SOLE   412,000 0 0
ELASTIC N V ORD SHS N14506104   4,954,000 50,000 SH   SOLE   30,000 0 0
ELASTIC N V ORD SHS N14506104   2,972,400 30,000 SH Call SOLE   50,000 0 0
ELI LILLY & CO COM 532457108   24,395,200 31,600 SH Put SOLE   17,050 0 14,542
ELI LILLY & CO COM 532457108   24,389,024 31,592 SH   SOLE   17,000 0 14,600
ENPHASE ENERGY INC COM 29355A107   6,868,000 100,000 SH Put SOLE   100,000 0 0
ENPHASE ENERGY INC COM 29355A107   24,038,000 350,000 SH Call SOLE   350,000 0 0
EQT CORP COM 26884L109   13,752,400 298,252 SH   SOLE   160,986 0 137,266
ESTABLISHMENT LABS HLDGS INC COM G31249108   4,607,000 100,000 SH Call SOLE   100,000 0 0
ESTABLISHMENT LABS HLDGS INC COM G31249108   46,756,904 1,014,910 SH   SOLE   798,860 0 216,050
FIRST SOLAR INC COM 336433107   25,731,040 146,000 SH Call SOLE   146,000 0 0
FIVERR INTL LTD ORD SHS M4R82T106   9,265,160 292,000 SH   SOLE   292,000 0 0
FIVERR INTL LTD ORD SHS M4R82T106   14,151,580 446,000 SH Call SOLE   446,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   11,424,000 300,000 SH Call SOLE   161,600 0 138,400
FRESHWORKS INC CLASS A COM 358054104   12,936,000 800,000 SH Call SOLE   230,000 0 0
FRESHWORKS INC CLASS A COM 358054104   3,719,100 230,000 SH Put SOLE   800,000 0 0
FRESHWORKS INC CLASS A COM 358054104   13,954,710 863,000 SH   SOLE   863,000 0 0
GE VERNOVA INC COM 36828A101   32,893,000 100,000 SH Put SOLE   100,000 0 0
GE VERNOVA INC COM 36828A101   106,350,305 323,322 SH   SOLE   323,322 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200   58,072,649 755,564 SH   SOLE   587,400 0 168,164
GLAUKOS CORP COM 377322102   17,992,800 120,000 SH Put SOLE   64,600 0 55,400
GLAUKOS CORP COM 377322102   109,458,299 730,014 SH   SOLE   609,694 0 120,320
IES HLDGS INC COM 44951W106   14,067,200 70,000 SH Put SOLE   37,700 0 32,300
IES HLDGS INC COM 44951W106   16,840,649 83,801 SH   SOLE   45,227 0 38,574
INSMED INC COM PAR $.01 457669307   44,106,066 638,848 SH   SOLE   107,200 0 91,400
INSMED INC COM PAR $.01 457669307   13,711,344 198,600 SH Put SOLE   482,835 0 156,013
INVESCO QQQ TR UNIT SER 1 46090E103   47,288,775 92,500 SH Put SOLE   92,500 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   22,096,000 100,000 SH Put SOLE   300,000 0 0
ISHARES TR MSCI USA MMENTM 46432F396   31,038,000 150,000 SH Put SOLE   150,000 0 0
ISHARES TR EXPANDED TECH 464287515   30,036,000 300,000 SH Put SOLE   100,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   39,772,800 180,000 SH Call SOLE   180,000 0 0
JABIL INC COM 466313103   2,878,000 20,000 SH   SOLE   20,000 0 0
KLA CORP COM NEW 482480100   11,342,160 18,000 SH Call SOLE   18,000 0 0
KRYSTAL BIOTECH INC COM 501147102   14,099,400 90,000 SH Call SOLE   71,600 0 18,400
LENNAR CORP CL A 526057104   6,545,760 48,000 SH Put SOLE   48,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   18,445,150 167,000 SH Call SOLE   167,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   57,544,450 521,000 SH   SOLE   429,038 0 91,962
MERCADOLIBRE INC COM 58733R102   3,145,814 1,850 SH   SOLE   1,850 0 0
META PLATFORMS INC CL A 30303M102   23,420,400 40,000 SH Call SOLE   21,500 0 18,500
MICROCHIP TECHNOLOGY INC. COM 595017104   10,896,500 190,000 SH Call SOLE   190,000 0 0
MICROSOFT CORP COM 594918104   61,539,000 146,000 SH Call SOLE   146,000 0 0
MONDAY COM LTD SHS M7S64H106   35,316,000 150,000 SH   SOLE   150,000 0 0
MONGODB INC CL A 60937P106   38,180,840 164,000 SH Put SOLE   143,700 0 20,300
MONGODB INC CL A 60937P106   45,072,947 193,604 SH   SOLE   173,491 0 20,113
NATERA INC COM 632307104   116,112,733 733,498 SH   SOLE   468,500 0 101,500
NATERA INC COM 632307104   90,231,000 570,000 SH Put SOLE   583,209 0 150,289
NET POWER INC COM CL A 64107A105   8,472,000 800,000 SH Call SOLE   800,000 0 0
NET POWER INC COM CL A 64107A105   15,355,500 1,450,000 SH   SOLE   1,450,000 0 0
NETFLIX INC COM 64110L106   31,196,200 35,000 SH Put SOLE   23,500 0 11,500
NEXTERA ENERGY INC COM 65339F101   10,753,500 150,000 SH Put SOLE   150,000 0 0
NOVA LTD COM M7516K103   7,878,000 40,000 SH   SOLE   40,000 0 0
NRG ENERGY INC COM NEW 629377508   4,150,120 46,000 SH Call SOLE   46,000 0 0
NRG ENERGY INC COM NEW 629377508   23,360,935 258,933 SH   SOLE   156,776 0 102,157
NVIDIA CORPORATION COM 67066G104   93,016,103 692,651 SH   SOLE   146,000 0 0
NVIDIA CORPORATION COM 67066G104   40,287,000 300,000 SH Put SOLE   300,000 0 0
NVIDIA CORPORATION COM 67066G104   19,606,340 146,000 SH Call SOLE   642,638 0 50,013
OKLO INC COM CL A 02156V109   21,230,000 1,000,000 SH Put SOLE   1,000,000 0 0
PAYMENTUS HOLDINGS INC COM CL A 70439P108   16,498,350 505,000 SH   SOLE   208,100 0 91,900
PAYMENTUS HOLDINGS INC COM CL A 70439P108   9,801,000 300,000 SH Call SOLE   505,000 0 0
PRIMORIS SVCS CORP COM 74164F103   40,253,861 526,883 SH   SOLE   467,970 0 58,913
PROCEPT BIOROBOTICS CORP COM 74276L105   44,428,279 551,767 SH   SOLE   497,402 0 54,365
PROCORE TECHNOLOGIES INC COM 74275K108   4,495,800 60,000 SH Put SOLE   60,000 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   5,190,000 1,000,000 SH Call SOLE   1,000,000 0 0
REDDIT INC CL A 75734B100   192,107,376 1,175,400 SH   SOLE   788,300 0 110,700
REDDIT INC CL A 75734B100   146,932,560 899,000 SH Put SOLE   1,050,454 0 124,946
ROBINHOOD MKTS INC COM CL A 770700102   11,178,000 300,000 SH Put SOLE   300,000 0 0
RUBRIK INC. CL A 781154109   9,804,000 150,000 SH Put SOLE   150,000 0 0
RUBRIK INC. CL A 781154109   84,641,200 1,295,000 SH   SOLE   1,175,378 0 119,622
SAMSARA INC COM CL A 79589L106   13,980,800 320,000 SH Call SOLE   320,000 0 0
SAMSARA INC COM CL A 79589L106   61,935,468 1,417,612 SH   SOLE   833,100 0 36,900
SAMSARA INC COM CL A 79589L106   38,010,300 870,000 SH Put SOLE   1,277,043 0 140,569
SAREPTA THERAPEUTICS INC COM 803607100   46,100,849 379,150 SH   SOLE   296,713 0 82,437
SHARKNINJA INC COM SHS G8068L108   11,605,799 119,205 SH   SOLE   64,334 0 54,871
SILICON LABORATORIES INC COM 826919102   2,857,060 23,000 SH   SOLE   23,000 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   27,349,570 506,005 SH   SOLE   201,600 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   10,896,480 201,600 SH Call SOLE   354,156 0 151,849
SITIME CORP COM 82982T106   3,861,540 18,000 SH Call SOLE   18,000 0 0
SNOWFLAKE INC CL A 833445109   57,440,520 372,000 SH Put SOLE   92,000 0 0
SNOWFLAKE INC CL A 833445109   63,447,069 410,900 SH   SOLE   298,300 0 73,700
SNOWFLAKE INC CL A 833445109   14,205,720 92,000 SH Call SOLE   335,456 0 75,444
SOLARIS ENERGY INFRAS INC COM CL A 83418M103   69,048,717 2,399,191 SH   SOLE   2,096,516 0 302,675
SPOTIFY TECHNOLOGY S A SHS L8681T102   99,318,360 222,000 SH Put SOLE   194,400 0 27,600
SPOTIFY TECHNOLOGY S A SHS L8681T102   108,265,960 242,000 SH   SOLE   214,364 0 27,636
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   135,829,277 687,778 SH   SOLE   576,701 0 111,077
TERADATA CORP DEL COM 88076W103   2,803,500 90,000 SH Call SOLE   90,000 0 0
TESLA INC COM 88160R101   190,854,784 472,600 SH Put SOLE   405,800 0 66,800
THE TRADE DESK INC COM CL A 88339J105   35,235,729 299,802 SH   SOLE   299,802 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   67,787,160 1,316,000 SH Put SOLE   1,316,000 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   109,346,098 2,122,813 SH   SOLE   1,827,173 0 295,640
UBER TECHNOLOGIES INC COM 90353T100   12,064,000 200,000 SH Call SOLE   200,000 0 0
UPSTART HLDGS INC COM 91680M107   57,260,100 930,000 SH Put SOLE   870,100 0 59,900
UPSTART HLDGS INC COM 91680M107   60,523,310 983,000 SH   SOLE   927,729 0 55,271
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   11,139,820 46,000 SH Put SOLE   46,000 0 0
VEEVA SYS INC CL A COM 922475108   4,205,000 20,000 SH   SOLE   20,000 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106   88,330,087 1,902,026 SH   SOLE   400,000 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106   18,576,000 400,000 SH Call SOLE   1,560,438 0 341,588
VERTIV HOLDINGS CO COM CL A 92537N108   57,028,244 501,965 SH   SOLE   250,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   28,402,500 250,000 SH Put SOLE   501,965 0 0
VIAVI SOLUTIONS INC COM 925550105   4,040,000 400,000 SH   SOLE   300,000 0 0
VIAVI SOLUTIONS INC COM 925550105   3,030,000 300,000 SH Call SOLE   400,000 0 0
VICOR CORP COM 925815102   17,786,592 368,100 SH   SOLE   368,100 0 0
VISTRA CORP COM 92840M102   18,601,558 134,921 SH   SOLE   70,100 0 59,900
VISTRA CORP COM 92840M102   17,923,100 130,000 SH Put SOLE   84,784 0 50,137
WAYSTAR HLDG CORP COM 946784105   8,441,000 230,000 SH Put SOLE   230,000 0 0
WAYSTAR HLDG CORP COM 946784105   35,835,678 976,449 SH   SOLE   260,000 0 0
WAYSTAR HLDG CORP COM 946784105   9,542,000 260,000 SH Call SOLE   825,025 0 151,424
WIX COM LTD SHS M98068105   2,145,500 10,000 SH   SOLE   10,000 0 0
WIX COM LTD SHS M98068105   6,436,500 30,000 SH Call SOLE   30,000 0 0