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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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   28,560,880 150,115 SH   SOLE   150,115 0 0
ARBOR REALTY TRUST INC COM 038923108   42,097,900 3,582,800 SH Put SOLE   0 0 3,582,800
ARGAN INC COM 04010E109   55,237,654 421,115 SH   SOLE   396,226 0 0
BROADCOM INC COM 11135F101   36,004,147 215,040 SH   SOLE   215,040 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   20,489,200 2,830,000 SH Call SOLE   0 0 2,830,000
CORE SCIENTIFIC INC NEW COM 21874A106   32,019,074 4,422,524 SH   SOLE   4,117,824 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   5,802,959 144,496 SH   SOLE   144,496 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   22,211,130 62,996 SH   SOLE   62,996 0 0
ELI LILLY & CO COM 532457108   17,035,220 20,626 SH   SOLE   20,626 0 0
FTAI AVIATION LTD SHS G3730V105   112,636,037 1,045,500 SH Put SOLE   0 0 1,045,500
GE VERNOVA INC COM 36828A101   47,304,052 154,953 SH   SOLE   147,807 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   45,086,184 678,600 SH   SOLE   678,600 0 0
IWM RUSSELL 2000 ETF 464287655   98,423,778 493,377 SH   SOLE   493,377 0 0
KODIAK GAS SVCS INC COM 50012A108   32,274,086 865,257 SH   SOLE   831,441 0 0
MAPLEBEAR COM 565394103   53,782,690 1,348,275 SH   SOLE   1,348,275 0 0
MICROSOFT CORP COM 594918104   37,612,201 100,195 SH   SOLE   100,195 0 0
NETFLIX INC COM 64110L106   21,987,192 23,578 SH   SOLE   23,578 0 0
NVIDIA CORPORATION COM 67066G104   21,829,358 201,415 SH   SOLE   201,415 0 0
POWER SOLUTIONS INTL INC COM NEW 73933G202   1,102,334 43,605 SH   SOLE   33,622 0 0
QUANTA SVCS INC COM 74762E102   29,794,979 117,220 SH   SOLE   111,501 0 0
SALESFORCE INC COM 79466L302   33,118,308 123,410 SH   SOLE   123,410 0 0
SERVICENOW INC COM 81762P102   18,809,604 23,626 SH   SOLE   23,626 0 0
SPDR GOLD TR GOLD SHS 78463V107   172,884,000 600,000 SH Call SOLE   0 0 600,000
SPDR S&P 500 ETF TRUST TR UNIT 78462F103   98,794,987 176,612 SH   SOLE   176,612 0 0
SUNRUN INC COM 86771W105   4,248,500 725,000 SH Call SOLE   0 0 725,000
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   88,378,400 532,400 SH Call SOLE   0 0 532,400
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   21,133,697 101,972 SH   SOLE   101,972 0 0
TALEN ENERGY CORP COM 87422Q109   1,124,741 5,633 SH   SOLE   3,432 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   48,633,158 318,259 SH   SOLE   318,259 0 0
TRANSALTA CORP COM 89346D107   8,976,861 960,092 SH   SOLE   869,116 0 0
UBER TECHNOLOGIES INC COM 90353T100   4,332,547 59,464 SH   SOLE   59,464 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   30,266,142 658,389 SH   SOLE   658,389 0 0
VISTRA CORP COM 92840M102   39,505,171 336,386 SH   SOLE   329,335 0 0
WILLDAN GROUP INC COM 96924N100   8,075,631 198,321 SH   SOLE   181,309 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   28,325,564 413,150 SH   SOLE   413,150 0 0