ADVANCED MICRO DEVICES INC COM 007903107 3235800 20000 SH SOLE 20000 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1787300 10000 SH SOLE 10000 0 0 ALPHABET INC CAP STK CL C 02079K107 1541672 6330 SH SOLE 6330 0 0 CINEMARK HLDGS INC COM 17243V102 8406000 300000 SH SOLE 300000 0 0 GRAFTECH INTL LTD COM NEW 384313607 27119287 2115389 SH SOLE 2115389 0 0 ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 1625000 25000 SH SOLE 25000 0 0 ISHARES ETHEREUM TR SHS 46438R105 2678350 85000 SH SOLE 85000 0 0 JD.COM INC SPON ADS CL A 47215P106 1749000 50000 SH SOLE 50000 0 0 JOHN HANCOCK EXCHANGE TRADED HIGH YIELD ETF 47804J719 3265000 125000 SH SOLE 125000 0 0 KORE GROUP HLDGS INC COM NEW 50066V305 850378 351396 SH SOLE 351396 0 0 NEBIUS GROUP N.V SHS CLASS A N97284108 1122700 10000 SH SOLE 10000 0 0 NIO INC SPON ADS 62914V106 1524000 200000 SH SOLE 200000 0 0 OSCAR HEALTH INC CL A 687793109 1419750 75000 SH SOLE 75000 0 0 PAYPAL HLDGS INC COM 70450Y103 1676500 25000 SH SOLE 25000 0 0 ECHOSTAR CORP CL A 278768106 12655000 5000 SH Call SOLE 5000 0 0 ISHARES TR 20 YR TR BD ETF 464287432 148500 27000 SH Call SOLE 27000 0 0 UNITEDHEALTH GROUP INC COM 91324P102 4316250 12500 SH SOLE 12500 0 0