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   743,276 1,473 SH   SOLE   1,473 0 0
ALLY FINL INC COM 02005N100   759,074 18,701 SH   SOLE   18,701 0 0
ALPHABET INC CAP STK CL C 02079K107   1,522,600 10,000 SH   SOLE   10,000 0 0
AMAZON COM INC COM 023135106   3,299,692 18,293 SH   SOLE   18,293 0 0
APPLIED MATLS INC COM 038222105   342,342 1,660 SH   SOLE   1,660 0 0
ARISTA NETWORKS INC COM 040413106   620,557 2,140 SH   SOLE   2,140 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   643,421 663 SH   SOLE   663 0 0
BLOCK INC NOTE 5/0 852234AJ2   447,006 500,000 PRN   SOLE   500,000 0 0
BLOCK INC NOTE 0.250%11/0 852234AK9   83,245 100,000 PRN   SOLE   100,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   1,773,985 5,699 SH   SOLE   5,699 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   182,410 16,463 SH   SOLE   16,463 0 0
CITIGROUP INC COM NEW 172967424   1,011,840 16,000 SH   SOLE   16,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   1,176,565 3,670 SH   SOLE   3,670 0 0
DELL TECHNOLOGIES INC CL C 24703L202   6,572,736 57,600 SH   SOLE   57,600 0 0
ELI LILLY & CO COM 532457108   466,776 600 SH   SOLE   600 0 0
EVERCORE INC CLASS A 29977A105   868,196 4,508 SH   SOLE   4,508 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   975,724 2,336 SH   SOLE   2,336 0 0
INTEL CORP COM 458140100   330,878 7,491 SH   SOLE   7,491 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   5,462,182 32,250 SH   SOLE   32,250 0 0
ISHARES BITCOIN TR SHS 46438F101   849,870 21,000 SH   SOLE   21,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   5,310,075 25,250 SH   SOLE   25,250 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   12,618,000 600 SH Call SOLE   600 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   2,103,000 100 SH Call SOLE   100 0 0
JPMORGAN CHASE & CO COM 46625H100   1,722,580 8,600 SH   SOLE   8,600 0 0
KLA CORP COM NEW 482480100   319,945 458 SH   SOLE   458 0 0
LAM RESEARCH CORP COM 512807108   554,766 571 SH   SOLE   571 0 0
LAZARD INC COM 52110M109   745,412 17,803 SH   SOLE   17,803 0 0
MAKEMYTRIP LIMITED MAURITIUS NOTE 2/1 56087FAB0   3,729,497 2,000,000 PRN   SOLE   2,000,000 0 0
META PLATFORMS INC CL A 30303M102   3,643,307 7,503 SH   SOLE   7,503 0 0
MICRON TECHNOLOGY INC COM 595112103   6,504,109 55,171 SH   SOLE   55,171 0 0
MICROSOFT CORP COM 594918104   4,577,013 10,879 SH   SOLE   10,879 0 0
NETFLIX INC COM 64110L106   205,278 338 SH   SOLE   338 0 0
NOVO-NORDISK A S ADR 670100205   385,200 3,000 SH   SOLE   3,000 0 0
NVIDIA CORPORATION COM 67066G104   11,880,007 13,148 SH   SOLE   13,148 0 0
PALO ALTO NETWORKS INC COM 697435105   284,130 1,000 SH   SOLE   1,000 0 0
SALESFORCE INC COM 79466L302   3,271,116 10,861 SH   SOLE   10,861 0 0
SEA LTD NOTE 0.250% 9/1 81141RAG5   2,572,470 3,000,000 PRN   SOLE   3,000,000 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   548,996 5,900 SH   SOLE   5,900 0 0
SERVICENOW INC COM 81762P102   1,029,240 1,350 SH   SOLE   1,350 0 0
SNOWFLAKE INC CL A 833445109   326,432 2,020 SH   SOLE   2,020 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   18,307,450 350 SH Put SOLE   350 0 0
SYNOPSYS INC COM 871607107   3,162,110 5,533 SH   SOLE   5,533 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   3,925,043 28,850 SH   SOLE   28,850 0 0
UBER TECHNOLOGIES INC COM 90353T100   580,120 7,535 SH   SOLE   7,535 0 0
WESTERN DIGITAL CORP. COM 958102105   6,403,096 93,832 SH   SOLE   93,832 0 0