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
ACUREN CORP COM 00510N102   5,703,029 428,477 SH   SOLE   428,477 0 0
AES CORP COM 00130H105   5,923,974 450,150 SH   SOLE   450,150 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   14,571,142 81,526 SH   SOLE   81,526 0 0
ALPHABET INC CAP STK CL A 02079K305   12,916,146 53,131 SH   SOLE   53,131 0 0
AMAZON COM INC COM 023135106   43,947,375 200,152 SH   SOLE   200,152 0 0
AMAZON COM INC COM 023135106   199,808,700 910,000 SH Call SOLE   910,000 0 0
AMERICAN EXPRESS CO COM 025816109   84,700,800 255,000 SH Put SOLE   255,000 0 0
APPLE INC COM 037833100   68,077,877 267,360 SH   SOLE   267,360 0 0
APPLE INC COM 037833100   72,569,550 285,000 SH Call SOLE   285,000 0 0
APPLIED MATLS INC COM 038222105   6,019,561 29,401 SH   SOLE   29,401 0 0
APPLOVIN CORP COM CL A 03831W108   44,273,561 61,616 SH   SOLE   61,616 0 0
APPLOVIN CORP COM CL A 03831W108   33,843,234 47,100 SH Put SOLE   47,100 0 0
ATLASSIAN CORPORATION CL A 049468101   20,761,000 130,000 SH Put SOLE   130,000 0 0
BEST BUY INC COM 086516101   13,914,080 184,000 SH Call SOLE   184,000 0 0
BLOCK INC CL A 852234103   36,135,000 500,000 SH Put SOLE   500,000 0 0
BLOOM ENERGY CORP COM CL A 093712107   81,863,760 968,000 SH   SOLE   968,000 0 0
CAPITAL ONE FINL CORP COM 14040H105   56,333,700 265,000 SH Put SOLE   265,000 0 0
CARVANA CO CL A 146869102   33,295,202 88,260 SH   SOLE   88,260 0 0
CARVANA CO CL A 146869102   53,153,116 140,900 SH Put SOLE   140,900 0 0
CELESTICA INC COM 15101Q207   6,074,499 24,655 SH   SOLE   24,655 0 0
CELSIUS HLDGS INC COM NEW 15118V207   19,730,913 343,206 SH   SOLE   343,206 0 0
CHEWY INC CL A 16679L109   17,497,740 432,577 SH   SOLE   432,577 0 0
CITIGROUP INC COM NEW 172967424   97,947,500 965,000 SH Put SOLE   965,000 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302   4,053,787 105,705 SH   SOLE   105,705 0 0
CONFLUENT INC CLASS A COM 20717M103   11,905,225 601,274 SH   SOLE   601,274 0 0
CONSTELLATION ENERGY CORP COM 21037T109   22,564,330 68,570 SH   SOLE   68,570 0 0
DEVON ENERGY CORP NEW COM 25179M103   14,024,000 400,000 SH Call SOLE   400,000 0 0
DUOLINGO INC CL A COM 26603R106   31,469,515 97,780 SH   SOLE   97,780 0 0
DUOLINGO INC CL A COM 26603R106   22,206,960 69,000 SH Call SOLE   69,000 0 0
DYNATRACE INC COM NEW 268150109   14,457,625 298,403 SH   SOLE   298,403 0 0
EBAY INC. COM 278642103   30,331,825 333,500 SH Put SOLE   333,500 0 0
ELASTIC N V ORD SHS N14506104   15,065,834 178,315 SH   SOLE   178,315 0 0
ENOVIX CORPORATION COM 293594107   2,989,395 299,839 SH   SOLE   299,839 0 0
ENTEGRIS INC COM 29362U104   5,858,820 63,366 SH   SOLE   63,366 0 0
ENTERGY CORP NEW COM 29364G103   11,736,628 125,943 SH   SOLE   125,943 0 0
EQT CORP COM 26884L109   10,116,414 185,861 SH   SOLE   185,861 0 0
EQT CORP COM 26884L109   21,009,980 386,000 SH Call SOLE   386,000 0 0
ETSY INC COM 29786A106   10,378,151 156,321 SH   SOLE   156,321 0 0
FEDEX CORP COM 31428X106   37,729,600 160,000 SH Put SOLE   160,000 0 0
FIGURE TECHNOLOGY SOLUTIO COM CL A 349381103   5,755,662 158,253 SH   SOLE   158,253 0 0
FIGURE TECHNOLOGY SOLUTIO COM CL A 349381103   2,909,600 80,000 SH Put SOLE   80,000 0 0
FIRST SOLAR INC COM 336433107   11,082,294 50,253 SH   SOLE   50,253 0 0
FIRST SOLAR INC COM 336433107   34,623,210 157,000 SH Call SOLE   157,000 0 0
FIVE9 INC COM 338307101   5,834,983 241,115 SH   SOLE   241,115 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   5,034,226 68,307 SH   SOLE   68,307 0 0
FLUENCE ENERGY INC COM CL A 34379V103   5,414,267 501,321 SH   SOLE   501,321 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108   28,037,337 724,479 SH   SOLE   724,479 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   54,795,620 2,231,092 SH   SOLE   2,231,092 0 0
HUT 8 CORP COM 44812J104   28,136,610 808,291 SH   SOLE   808,291 0 0
IMAX CORP COM 45245E109   4,123,389 125,905 SH   SOLE   125,905 0 0
INTUIT COM 461202103   15,024,020 22,000 SH Put SOLE   22,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   285,776,120 476,000 SH Put SOLE   476,000 0 0
IREN LIMITED ORDINARY SHARES Q4982L109   3,927,806 83,695 SH   SOLE   83,695 0 0
ISHARES TR 20 YR TR BD ETF 464287432   312,795,000 3,500,000 SH Call SOLE   3,500,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432   41,378,310 463,000 SH Put SOLE   463,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   214,134,600 885,000 SH Put SOLE   885,000 0 0
JFROG LTD ORD SHS M6191J100   3,977,613 84,040 SH   SOLE   84,040 0 0
KE HLDGS INC SPONSORED ADS 482497104   9,291,703 489,037 SH   SOLE   489,037 0 0
KINDER MORGAN INC DEL COM 49456B101   13,136,576 464,026 SH   SOLE   464,026 0 0
KINDER MORGAN INC DEL COM 49456B101   15,188,315 536,500 SH Call SOLE   536,500 0 0
KKR & CO INC COM 48251W104   16,568,625 127,500 SH Put SOLE   127,500 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   2,932,827 74,230 SH   SOLE   74,230 0 0
LUMENTUM HLDGS INC COM 55024U109   3,868,918 23,778 SH   SOLE   23,778 0 0
MAPLEBEAR INC COM 565394103   7,297,338 198,513 SH   SOLE   198,513 0 0
MASTERCARD INCORPORATED CL A 57636Q104   20,192,755 35,500 SH Put SOLE   35,500 0 0
MCDONALDS CORP COM 580135101   30,007,010 98,743 SH   SOLE   98,743 0 0
MCDONALDS CORP COM 580135101   48,926,290 161,000 SH Call SOLE   161,000 0 0
META PLATFORMS INC CL A 30303M102   7,862,272 10,706 SH   SOLE   10,706 0 0
META PLATFORMS INC CL A 30303M102   24,234,540 33,000 SH Call SOLE   33,000 0 0
MICROSOFT CORP COM 594918104   39,923,586 77,080 SH   SOLE   77,080 0 0
MICROSOFT CORP COM 594918104   46,615,500 90,000 SH Call SOLE   90,000 0 0
MONGODB INC CL A 60937P106   18,945,285 61,039 SH   SOLE   61,039 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   10,441,110 93,000 SH Call SOLE   93,000 0 0
NEXTERA ENERGY INC COM 65339F101   11,786,858 156,138 SH   SOLE   156,138 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   5,851,655 365,500 SH   SOLE   365,500 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   24,175,100 1,510,000 SH Call SOLE   1,510,000 0 0
NVIDIA CORPORATION COM 67066G104   29,088,755 155,905 SH   SOLE   155,905 0 0
NVIDIA CORPORATION COM 67066G104   12,780,730 68,500 SH Put SOLE   68,500 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   8,876,802 67,162 SH   SOLE   67,162 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   4,727,133 525,237 SH   SOLE   525,237 0 0
PRIMORIS SVCS CORP COM 74164F103   5,964,517 43,432 SH   SOLE   43,432 0 0
REDDIT INC CL A 75734B100   14,728,560 64,040 SH   SOLE   64,040 0 0
ROBINHOOD MKTS INC COM CL A 770700102   6,209,287 43,367 SH   SOLE   43,367 0 0
ROBINHOOD MKTS INC COM CL A 770700102   18,613,400 130,000 SH Call SOLE   130,000 0 0
ROBLOX CORP CL A 771049103   31,613,866 228,226 SH   SOLE   228,226 0 0
ROBLOX CORP CL A 771049103   20,778,000 150,000 SH Put SOLE   150,000 0 0
ROCKET COS INC COM CL A 77311W101   18,598,792 959,690 SH   SOLE   959,690 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   14,812,572 165,800 SH Call SOLE   165,800 0 0
SERVICENOW INC COM 81762P102   13,344,060 14,500 SH Put SOLE   14,500 0 0
SNOWFLAKE INC COM SHS 833445109   17,549,594 77,808 SH   SOLE   77,808 0 0
SOFI TECHNOLOGIES INC COM 83406F102   40,951,000 1,550,000 SH Put SOLE   1,550,000 0 0
SONY GROUP CORP SPONSORED ADR 835699307   8,656,203 300,667 SH   SOLE   300,667 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   892,015,020 1,339,000 SH Put SOLE   1,339,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   28,093,104 40,248 SH   SOLE   40,248 0 0
STRATEGY INC CL A NEW 594972408   53,647,965 166,500 SH Put SOLE   166,500 0 0
SYNCHRONY FINANCIAL COM 87165B103   11,368,000 160,000 SH Put SOLE   160,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   18,153,850 65,000 SH Put SOLE   65,000 0 0
TALEN ENERGY CORP COM 87422Q109   5,598,426 13,161 SH   SOLE   13,161 0 0
TERAWULF INC COM 88080T104   13,110,160 1,148,000 SH   SOLE   1,148,000 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   3,053,229 42,230 SH   SOLE   42,230 0 0
TURTLE BEACH CORP COM NEW 900450206   3,066,379 192,854 SH   SOLE   192,854 0 0
UNITY SOFTWARE INC COM 91332U101   17,912,014 447,353 SH   SOLE   447,353 0 0
UNITY SOFTWARE INC COM 91332U101   17,741,724 443,100 SH Put SOLE   443,100 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   6,058,457 42,181 SH   SOLE   42,181 0 0
UWM HOLDINGS CORPORATION COM CL A 91823B109   8,289,397 1,361,149 SH   SOLE   1,361,149 0 0
VISA INC COM CL A 92826C839   22,189,700 65,000 SH Put SOLE   65,000 0 0
VISTRA CORP COM 92840M102   17,441,582 89,024 SH   SOLE   89,024 0 0
WARBY PARKER INC CL A COM 93403J106   2,937,904 106,523 SH   SOLE   106,523 0 0
WILLIAMS COS INC COM 969457100   6,070,894 95,831 SH   SOLE   95,831 0 0
WILLIAMS COS INC COM 969457100   27,240,500 430,000 SH Call SOLE   430,000 0 0
WIX COM LTD SHS M98068105   29,112,136 163,892 SH   SOLE   163,892 0 0
WORKDAY INC CL A 98138H101   14,443,800 60,000 SH Put SOLE   60,000 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   20,451,382 265,430 SH   SOLE   265,430 0 0