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   1,145,550 15,000 SH   SOLE   15,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   3,276,790 31,894 SH   SOLE   31,894 0 0
AFFIRM HOLDINGS INC COM 00827B106   3,023,211 66,900 SH   SOLE   66,900 0 0
ALIBABA GROUP HOLDING LTD SPONSORED ADS 01609W102   17,335,353 131,100 SH   SOLE   131,100 0 0
ALPHABET INC CAP STK CL A 02079K305   4,538,684 29,350 SH   SOLE   29,350 0 0
AMAZON COM INC COM 023135106   55,957,178 294,109 SH   SOLE   294,109 0 0
AMN HEALTHCARE COM 001744101   5,460,475 223,241 SH   SOLE   223,241 0 0
APPLOVIN CORP COM CL A 03831W108   35,144,296 132,635 SH   SOLE   132,635 0 0
ARISTA NETWORKS INC COM SHS 040413205   1,743,300 22,500 SH   SOLE   22,500 0 0
AXON ENTERPRISE INC COM 05464C101   4,812,443 9,150 SH   SOLE   9,150 0 0
BBB FOODS INC CL A COM G0896C103   6,903,877 258,766 SH   SOLE   258,766 0 0
BOSTON SCIENTIFIC CORP COM 101137107   12,408,240 123,000 SH   SOLE   123,000 0 0
BROADCOM INC COM 11135F101   35,170,346 210,060 SH   SOLE   210,060 0 0
C3.AI INC COM CL A 12468P104   273,650 13,000 SH   SOLE   13,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   18,829,304 55,708 SH   SOLE   55,708 0 0
DATADOG INC CL A COM 23804L103   3,992,111 40,239 SH   SOLE   40,239 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   12,265,116 281,310 SH   SOLE   281,310 0 0
DOLLAR GEN CORP NEW COM 256677105   7,913,700 90,000 SH   SOLE   90,000 0 0
EMBRAER SA SPONSORED ADS 29082A107   7,123,116 154,180 SH   SOLE   154,180 0 0
FTAI AVIATION LTD SHS G3730V105   15,344,346 138,200 SH   SOLE   138,200 0 0
FUTU HOLDINGS LTD SPONSORED ADS 36118L106   3,398,020 33,200 SH   SOLE   33,200 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200   40,483,062 457,100 SH   SOLE   457,100 0 0
GLAUKOS CORP COM 377322102   5,983,936 60,800 SH   SOLE   60,800 0 0
INTUITIVE SURGICAL INC COM 46120E602   12,749,736 25,743 SH   SOLE   25,743 0 0
JD.COM INC SPONSORED ADS 47215P106   8,166,432 198,600 SH   SOLE   198,600 0 0
KOHL S CORP COM 500255104   326,382 39,900 SH   SOLE   39,900 0 0
LOAR HOLDINGS INC COM SHS 53947R105   12,429,101 175,925 SH   SOLE   175,925 0 0
MARVELL TECHNOLOGY INC COM 573874104   5,296,682 86,027 SH   SOLE   86,027 0 0
MASTERCARD INCORPORATED CL A 57636Q104   9,564,694 17,450 SH   SOLE   17,450 0 0
MERCADOLIBRE INC COM 58733R102   9,247,124 4,740 SH   SOLE   4,740 0 0
META PLATFORMS INC CL A 30303M102   11,397,519 19,775 SH   SOLE   19,775 0 0
MICRON TECHNOLOGY INC COM 595112103   3,866,605 44,500 SH   SOLE   44,500 0 0
MICROSOFT CORP COM 594918104   10,548,459 28,100 SH   SOLE   28,100 0 0
MONGODB INC COM 60937P106   1,315,500 7,500 SH   SOLE   7,500 0 0
NATERA INC COM 632307104   17,038,491 120,490 SH   SOLE   120,490 0 0
NETFLIX INC COM 64110L106   8,122,336 8,710 SH   SOLE   8,710 0 0
NVIDIA CORPORATION COM 67066G104   16,987,481 156,740 SH   SOLE   156,740 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   4,083,075 34,500 SH   SOLE   34,500 0 0
PELOTON INTERACTIVE INC COM CL A 70614W100   2,224,640 352,000 SH   SOLE   352,000 0 0
PHILIP MORRIS INTL INC COM 718172109   14,809,509 93,300 SH   SOLE   93,300 0 0
PHILIP MORRIS INTL INC UNIT SER 1 718172109   3,809,520 240 SH Call SOLE   240 0 0
PORCH GROUP INC COM 733245104   1,603,800 220,000 SH   SOLE   220,000 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   4,111,924 62,283 SH   SOLE   62,283 0 0
QUANTA SVCS INC COM 74762E102   24,483,889 96,325 SH   SOLE   96,325 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103   11,136,000 46,400 SH   SOLE   46,400 0 0
SALESFORCE INC COM 79466L302   9,998,557 37,258 SH   SOLE   37,258 0 0
SAMSARA INC COM CL A 79589L106   5,588,514 145,800 SH   SOLE   145,800 0 0
SANDISK CORP COM 80004C200   2,023,568 42,503 SH   SOLE   42,503 0 0
SERVICETITAN INC COM CL A 81764X103   2,111,442 22,200 SH   SOLE   22,200 0 0
SIRIUSPOINT LTD COM G8192H106   7,581,665 438,500 SH   SOLE   438,500 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   13,217,221 24,030 SH   SOLE   24,030 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   12,140,410 73,135 SH   SOLE   73,135 0 0
TALEN ENERGY CORP COM 87422Q109   2,296,205 11,500 SH   SOLE   11,500 0 0
TENCENT HOLDINGS LTD SPONSORED ADS 88032Q109   9,256,800 145,000 SH   SOLE   145,000 0 0
TERADYNE INC COM 880770102   4,239,775 51,329 SH   SOLE   51,329 0 0
TERAWULF INC UNIT SER 1 99DFYK814   3,412,500 12,500 SH Call SOLE   12,500 0 0
TERAWULF INC COM 99DFYK814   9,215,819 3,375,758 SH   SOLE   3,375,758 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   3,459,984 13,200 SH   SOLE   13,200 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   7,010,620 97,100 SH   SOLE   97,100 0 0
VISA INC COM CL A 92826C839   15,804,695 45,097 SH   SOLE   45,097 0 0
WARBY PARKER INC CL A COM 93403J106   6,346,775 348,150 SH   SOLE   348,150 0 0
WINNEBAGO INDUSTRIES INC COM 974637100   6,259,900 181,657 SH   SOLE   181,657 0 0
WYNN RESORTS LTD COM 983134107   6,885,995 82,467 SH   SOLE   82,467 0 0
ZSCALER INC COM 98980G102   8,729,488 43,995 SH   SOLE   43,995 0 0