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
ABERCROMBIE & FITCH CO CL A 002896207   7,234,348 48,400 SH   SOLE   48,400 0 0
ADVANCED MICRO DEVICES INC COM 007903107   14,596,988 120,846 SH   SOLE   120,846 0 0
AGNICO EAGLE MINES LTD COM 008474108   4,138,482 52,915 SH   SOLE   52,915 0 0
AIR LEASE CORP CL A 00912X302   3,181,860 66,000 SH   SOLE   66,000 0 0
ALPHABET INC CAP STK CL A 02079K305   12,683,100 67,000 SH   SOLE   67,000 0 0
AMAZON COM INC COM 023135106   62,089,345 283,009 SH   SOLE   283,009 0 0
APPLE INC COM 037833100   15,270,862 60,981 SH   SOLE   60,981 0 0
APPLOVIN CORP COM CL A 03831W108   23,801,505 73,500 SH   SOLE   73,500 0 0
ARCH CAP GROUP LTD ORD G0450A105   18,886,037 204,505 SH   SOLE   204,505 0 0
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108   578,095 41,500 SH   SOLE   41,500 0 0
ARISTA NETWORKS INC COM SHS 040413205   13,157,933 119,044 SH   SOLE   119,044 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,817,949 2,623 SH   SOLE   2,623 0 0
AXON ENTERPRISE INC COM 05464C101   4,605,980 7,750 SH   SOLE   7,750 0 0
BBB FOODS INC CL A COM G0896C103   11,217,007 396,641 SH   SOLE   396,641 0 0
BEYOND MEAT INC COM 08862E109   1,746,039 464,372 SH   SOLE   464,372 0 0
BOSTON SCIENTIFIC CORP COM 101137107   25,268,628 282,900 SH   SOLE   282,900 0 0
BROADCOM INC COM 11135F101   70,799,531 305,381 SH   SOLE   305,381 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   9,374,652 31,201 SH   SOLE   31,201 0 0
CAMTEK LTD ORD M20791105   10,857,507 134,425 SH   SOLE   134,425 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   7,281,792 264,600 SH   SOLE   264,600 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   4,275,478 17,219 SH   SOLE   17,219 0 0
CONFLUENT INC CLASS A COM 20717M103   1,146,360 41,000 SH   SOLE   41,000 0 0
COTERRA ENERGY INC COM 127097103   4,125,349 161,525 SH   SOLE   161,525 0 0
CROSS CTRY HEALTHCARE INC COM 227483104   6,840,654 376,688 SH   SOLE   376,688 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   4,679,038 13,675 SH   SOLE   13,675 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   13,559,205 40,700 SH   SOLE   40,700 0 0
DATADOG INC CL A COM 23804L103   12,399,280 86,775 SH   SOLE   86,775 0 0
DELL TECHNOLOGIES INC CL C 24703L202   7,721,080 67,000 SH   SOLE   67,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   16,263,005 268,810 SH   SOLE   268,810 0 0
DOLLAR GEN CORP NEW COM 256677105   4,546,091 59,959 SH   SOLE   59,959 0 0
DYNATRACE INC COM NEW 268150109   5,049,115 92,900 SH   SOLE   92,900 0 0
EATON CORP PLC SHS G29183103   12,994,702 39,156 SH   SOLE   39,156 0 0
ELI LILLY & CO COM 532457108   4,149,500 5,375 SH   SOLE   5,375 0 0
EVEREST GROUP LTD COM G3223R108   28,963,816 79,909 SH   SOLE   79,909 0 0
FIDELIS INSURANCE HOLDINGS L COM G3398L118   2,066,820 114,000 SH   SOLE   114,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   9,627,005 252,810 SH   SOLE   252,810 0 0
FTAI AVIATION LTD SHS G3730V105   12,540,122 87,060 SH   SOLE   87,060 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200   23,788,170 309,500 SH   SOLE   309,500 0 0
GLAUKOS CORP COM 377322102   8,796,230 58,665 SH   SOLE   58,665 0 0
GOLAR LNG LTD SHS G9456A100   2,391,080 56,500 SH   SOLE   56,500 0 0
HERON THERAPEUTICS INC COM 427746102   196,746 128,592 SH   SOLE   128,592 0 0
HUBSPOT INC COM 443573100   18,293,000 26,254 SH   SOLE   26,254 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   153,369,000 300,000 SH Put SOLE   300,000 0 0
LOAR HOLDINGS INC COM SHS 53947R105   12,767,953 172,750 SH   SOLE   172,750 0 0
LUMENTUM HLDGS INC COM 55024U109   7,051,800 84,000 SH   SOLE   84,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   23,583,394 213,521 SH   SOLE   213,521 0 0
MASTERCARD INCORPORATED CL A 57636Q104   10,978,985 20,850 SH   SOLE   20,850 0 0
MEDIFAST INC COM 58470H101   1,980,488 112,400 SH   SOLE   112,400 0 0
META PLATFORMS INC CL A 30303M102   40,114,461 68,512 SH   SOLE   68,512 0 0
MICRON TECHNOLOGY INC COM 595112103   13,537,052 160,849 SH   SOLE   160,849 0 0
MICROSOFT CORP COM 594918104   40,770,852 96,728 SH   SOLE   96,728 0 0
NATERA INC COM 632307104   36,308,480 229,365 SH   SOLE   229,365 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   1,869,750 67,500 SH   SOLE   67,500 0 0
NETFLIX INC COM 64110L106   11,314,416 12,694 SH   SOLE   12,694 0 0
NIKE INC CL B 654106103   586,291 7,748 SH   SOLE   7,748 0 0
NVIDIA CORPORATION COM 67066G104   63,189,488 470,545 SH   SOLE   470,545 0 0
ONTO INNOVATION INC COM 683344105   4,566,758 27,400 SH   SOLE   27,400 0 0
ORACLE CORP COM 68389X105   17,913,800 107,500 SH   SOLE   107,500 0 0
PALO ALTO NETWORKS INC COM 697435105   8,167,093 44,884 SH   SOLE   44,884 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   2,248,227 156,344 SH   SOLE   156,344 0 0
PHILIP MORRIS INTL INC COM 718172109   18,844,283 156,579 SH   SOLE   156,579 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   8,991,600 120,000 SH   SOLE   120,000 0 0
QUANTA SVCS INC COM 74762E102   27,685,980 87,600 SH   SOLE   87,600 0 0
ROCKET LAB USA INC COM 773122106   4,724,685 185,500 SH   SOLE   185,500 0 0
ROIVANT SCIENCES LTD SHS G76279101   1,177,085 99,500 SH   SOLE   99,500 0 0
SALESFORCE INC COM 79466L302   13,306,334 39,800 SH   SOLE   39,800 0 0
SAMSARA INC COM CL A 79589L106   16,158,747 369,850 SH   SOLE   369,850 0 0
SEADRILL 2021 LTD COM G7997W102   4,525,223 116,240 SH   SOLE   116,240 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   4,232,038 49,033 SH   SOLE   49,033 0 0
SEMTECH CORP COM 816850101   12,037,618 194,626 SH   SOLE   194,626 0 0
SERVICENOW INC COM 81762P102   19,894,212 18,766 SH   SOLE   18,766 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   13,354,293 29,850 SH   SOLE   29,850 0 0
SWEETGREEN INC COM CL A 87043Q108   1,641,472 51,200 SH   SOLE   51,200 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   23,674,509 119,877 SH   SOLE   119,877 0 0
TERADYNE INC COM 880770102   23,944,695 190,158 SH   SOLE   190,158 0 0
TERAWULF INC COM 88080T104   12,486,639 2,206,120 SH   SOLE   2,206,120 0 0
TESLA INC COM 88160R101   6,564,419 16,255 SH   SOLE   16,255 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   4,930,095 1,314,692 SH   SOLE   1,314,692 0 0
UBER TECHNOLOGIES INC COM 90353T100   4,055,374 67,231 SH   SOLE   67,231 0 0
UPSTART HLDGS INC COM 91680M107   1,004,761 16,319 SH   SOLE   16,319 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   1,057,797 3,900 SH   SOLE   3,900 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   34,659,571 305,075 SH   SOLE   305,075 0 0
VISA INC COM CL A 92826C839   13,346,369 42,230 SH   SOLE   42,230 0 0
VISTRA CORP COM 92840M102   34,822,240 252,573 SH   SOLE   252,573 0 0
WALMART INC COM 931142103   17,033,776 188,531 SH   SOLE   188,531 0 0
WARBY PARKER INC CL A COM 93403J106   9,583,529 395,850 SH   SOLE   395,850 0 0
WESTERN DIGITAL CORP COM 958102105   7,603,362 127,509 SH   SOLE   127,509 0 0
WYNN RESORTS LTD COM 983134107   8,234,053 95,567 SH   SOLE   95,567 0 0
ZSCALER INC COM 98980G102   14,061,336 77,941 SH   SOLE   77,941 0 0