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
ADOBE INC COM 00724F101   813,166 1,363 SH   SOLE   1,363 0 0
ADVANCED MICRO DEVICES INC COM 007903107   7,763,790 52,668 SH   SOLE   52,668 0 0
ALPHABET INC CAP STK CL C 02079K107   1,941,734 13,778 SH   SOLE   13,778 0 0
AMAZON COM INC COM 023135106   5,530,312 36,398 SH   SOLE   36,398 0 0
APPLIED MATLS INC COM 038222105   559,141 3,450 SH   SOLE   3,450 0 0
ARISTA NETWORKS INC COM 040413106   315,584 1,340 SH   SOLE   1,340 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   274,762 363 SH   SOLE   363 0 0
BLOCK INC NOTE 5/0 852234AJ2   439,413 500,000 PRN   SOLE   500,000 0 0
BLOCK INC NOTE 0.250%11/0 852234AK9   81,965 100,000 PRN   SOLE   100,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   2,956,304 10,854 SH   SOLE   10,854 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   112,580 13,000 SH   SOLE   13,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   536,172 2,100 SH   SOLE   2,100 0 0
DELL TECHNOLOGIES INC CL C 24703L202   1,836,000 24,000 SH   SOLE   24,000 0 0
ELI LILLY & CO COM 532457108   349,752 600 SH   SOLE   600 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   519,808 6,200 SH   SOLE   6,200 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   338,400 9,000 SH   SOLE   9,000 0 0
INTEL CORP COM 458140100   647,270 12,881 SH   SOLE   12,881 0 0
INTUIT COM 461202103   562,527 900 SH   SOLE   900 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   8,576,430 54,350 SH   SOLE   54,350 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   6,904,424 34,400 SH   SOLE   34,400 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   6,021,300 30,000 SH Call SOLE   300 0 0
KLA CORP COM NEW 482480100   646,987 1,113 SH   SOLE   1,113 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   1,269,000 47,000 SH   SOLE   47,000 0 0
LAM RESEARCH CORP COM 512807108   697,884 891 SH   SOLE   891 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   402,480 4,300 SH   SOLE   4,300 0 0
MAKEMYTRIP LIMITED MAURITIUS NOTE 2/1 56087FAB0   2,618,107 2,000,000 PRN   SOLE   2,000,000 0 0
META PLATFORMS INC CL A 30303M102   6,336,946 17,903 SH   SOLE   17,903 0 0
MICRON TECHNOLOGY INC COM 595112103   1,220,362 14,300 SH   SOLE   14,300 0 0
MICROSOFT CORP COM 594918104   7,312,474 19,446 SH   SOLE   19,446 0 0
MONGODB INC CL A 60937P106   286,195 700 SH   SOLE   700 0 0
NOVO-NORDISK A S ADR 670100205   310,351 3,000 SH   SOLE   3,000 0 0
NVIDIA CORPORATION COM 67066G104   13,253,573 26,763 SH   SOLE   26,763 0 0
PALO ALTO NETWORKS INC COM 697435105   2,702,280 9,164 SH   SOLE   9,164 0 0
PAYPAL HLDGS INC COM 70450Y103   285,557 4,650 SH   SOLE   4,650 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   731,550 5,000 SH   SOLE   5,000 0 0
SALESFORCE INC COM 79466L302   2,498,514 9,495 SH   SOLE   9,495 0 0
SEA LTD NOTE 0.250% 9/1 81141RAG5   2,462,590 3,000,000 PRN   SOLE   3,000,000 0 0
SERVICENOW INC COM 81762P102   812,463 1,150 SH   SOLE   1,150 0 0
SNOWFLAKE INC CL A 833445109   2,391,980 12,020 SH   SOLE   12,020 0 0
SYNOPSYS INC COM 871607107   4,203,210 8,163 SH   SOLE   8,163 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   1,191,031 7,400 SH   SOLE   7,400 0 0
UBER TECHNOLOGIES INC COM 90353T100   726,526 11,800 SH   SOLE   11,800 0 0