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   32,933,730 150,115 SH   SOLE   150,115 0 0
ARBOR REALTY TRUST INC COM 038923108   14,445,550 1,043,000 SH Put SOLE   0 0 1,043,000
ARGAN INC COM 04010E109   48,725,395 355,556 SH   SOLE   355,556 0 0
BROADCOM INC COM 11135F101   45,890,410 197,940 SH   SOLE   197,940 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   60,766,587 4,325,024 SH   SOLE   4,325,024 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   9,711,576 144,496 SH   SOLE   144,496 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   21,554,711 62,996 SH   SOLE   62,996 0 0
ELI LILLY & CO COM 532457108   15,923,272 20,626 SH   SOLE   20,626 0 0
GE VERNOVA INC COM 36828A101   44,172,010 134,290 SH   SOLE   134,290 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   33,226,358 520,300 SH   SOLE   520,300 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   392,062,287 766,900 SH Put SOLE   0 0 766,900
ISHARES TR 20 YR TR BD ETF 464287432   218,325,000 2,500,000 SH Call SOLE   0 0 2,500,000
KODIAK GAS SVCS INC COM 50012A108   21,046,885 515,476 SH   SOLE   515,476 0 0
MAPLEBEAR INC COM 565394103   55,845,551 1,348,275 SH   DFND 1 1,348,275 0 0
MICROSOFT CORP COM 594918104   42,232,193 100,195 SH   SOLE   100,195 0 0
NETFLIX INC COM 64110L106   21,015,543 23,578 SH   SOLE   23,578 0 0
NVIDIA CORPORATION COM 67066G104   27,048,020 201,415 SH   SOLE   201,415 0 0
POWER SOLUTIONS INTL INC COM NEW 73933G202   1,054,637 35,450 SH   SOLE   35,450 0 0
QUANTA SVCS INC COM 74762E102   30,089,540 95,205 SH   SOLE   95,205 0 0
SALESFORCE INC COM 79466L302   32,633,951 97,610 SH   SOLE   97,610 0 0
SERVICENOW INC COM 81762P102   25,046,395 23,626 SH   SOLE   23,626 0 0
SPDR GOLD TR GOLD SHS 78463V107   101,210,340 418,000 SH Call SOLE   0 0 418,000
SUNRUN INC COM 86771W105   6,706,250 725,000 SH Call SOLE   0 0 725,000
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   97,165,080 492,000 SH Call SOLE   0 0 492,000
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   18,771,006 101,972 SH   SOLE   101,972 0 0
TALEN ENERGY CORP COM 87422Q109   1,084,110 5,381 SH   SOLE   5,381 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   45,227,786 318,259 SH   SOLE   318,259 0 0
UBER TECHNOLOGIES INC COM 90353T100   3,586,868 59,464 SH   SOLE   59,464 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   22,325,971 658,389 SH   SOLE   658,389 0 0
VISTRA CORP COM 92840M102   39,746,128 288,287 SH   SOLE   288,287 0 0
WILLDAN GROUP INC COM 96924N100   7,652,167 200,897 SH   SOLE   200,897 0 0
WILLIAMS COS INC COM 969457100   9,544,928 176,366 SH   SOLE   176,366 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   30,593,758 413,150 SH   SOLE   413,150 0 0