ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 22554265 153870 SH SOLE 153870 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 40309500 275000 SH Call SOLE 275000 0 0 AMAZON COM INC COM 023135106 74099914 321029 SH SOLE 321029 0 0 AMAZON COM INC COM 023135106 51011220 221000 SH Call SOLE 221000 0 0 APPLOVIN CORP COM CL A 03831W108 24303340 36068 SH SOLE 36068 0 0 APPLOVIN CORP COM CL A 03831W108 24257520 36000 SH Put SOLE 36000 0 0 BLOCK INC CL A 852234103 12210233 187590 SH SOLE 187590 0 0 BLOOM ENERGY CORP COM CL A 093712107 21056227 242332 SH SOLE 242332 0 0 CARVANA CO CL A 146869102 16810323 39833 SH SOLE 39833 0 0 CELESTICA INC COM 15101Q207 6322211 21387 SH SOLE 21387 0 0 CELESTICA INC COM 15101Q207 6296493 21300 SH Put SOLE 21300 0 0 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 3873491 179661 SH SOLE 179661 0 0 COHERENT CORP COM 19247G107 12546330 67976 SH SOLE 67976 0 0 DT MIDSTREAM INC COMMON STOCK 23345M107 3011747 25165 SH SOLE 25165 0 0 ENOVIX CORPORATION COM 293594107 5956524 814846 SH SOLE 814846 0 0 ENTEGRIS INC COM 29362U104 27017374 320681 SH SOLE 320681 0 0 EPAM SYS INC COM 29414B104 28438573 138806 SH SOLE 138806 0 0 EQT CORP COM 26884L109 12170523 227062 SH SOLE 227062 0 0 FIGURE TECHNOLOGY SOLUTIO COM CL A 349381103 30859521 755620 SH SOLE 755620 0 0 FIRST SOLAR INC COM 336433107 21721274 83150 SH SOLE 83150 0 0 FISERV INC COM 337738108 27715618 412619 SH SOLE 412619 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 6115731 100439 SH SOLE 100439 0 0 GDS HLDGS LTD SPONSORED ADS 36165L108 19450189 557312 SH SOLE 557312 0 0 GLOBANT S A COM L44385109 5825448 89115 SH SOLE 89115 0 0 GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 8895893 1782744 SH SOLE 1782744 0 0 HUT 8 CORP COM 44812J104 9450869 205722 SH SOLE 205722 0 0 ICHOR HOLDINGS SHS G4740B105 3052469 165625 SH SOLE 165625 0 0 IMAX CORP COM 45245E109 5955439 161132 SH SOLE 161132 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 280739670 457000 SH Put SOLE 457000 0 0 ISHARES SILVER TR ISHARES 46428Q109 23191200 360000 SH Put SOLE 360000 0 0 ISHARES TR 20 YR TR BD ETF 464287432 42708400 490000 SH Put SOLE 490000 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 328869760 1336000 SH Put SOLE 1336000 0 0 LIBERTY ENERGY INC COM CL A 53115L104 9137534 494991 SH SOLE 494991 0 0 MICRON TECHNOLOGY INC COM 595112103 9304366 32600 SH SOLE 32600 0 0 MICROSOFT CORP COM 594918104 56922074 117700 SH Call SOLE 117700 0 0 NETFLIX INC COM 64110L106 15282880 163000 SH SOLE 163000 0 0 NEXTPOWER INC CLASS A COM 65290E101 5958672 68404 SH SOLE 68404 0 0 NU HLDGS LTD ORD SHS CL A G6683N103 18621676 1112406 SH SOLE 1112406 0 0 NVIDIA CORPORATION COM 67066G104 46034541 246834 SH SOLE 246834 0 0 NVIDIA CORPORATION COM 67066G104 107424000 576000 SH Call SOLE 576000 0 0 REDDIT INC CL A 75734B100 12137826 52803 SH SOLE 52803 0 0 ROCKET COS INC COM CL A 77311W101 12185048 629393 SH SOLE 629393 0 0 SALESFORCE INC COM 79466L302 7094290 26780 SH SOLE 26780 0 0 SEA LTD SPONSORD ADS 81141R100 13267280 104000 SH SOLE 104000 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 4241006 15400 SH SOLE 15400 0 0 SHIFT4 PMTS INC CL A 82452J109 803875 12766 SH SOLE 12766 0 0 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 9235072 1086479 SH SOLE 1086479 0 0 SHOPIFY INC CL A SUB VTG SHS 82509L107 12041844 74808 SH SOLE 74808 0 0 SPDR GOLD TR GOLD SHS 78463V107 97095950 245000 SH Put SOLE 245000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 696376704 1021200 SH Put SOLE 1021200 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 27878869 91740 SH SOLE 91740 0 0 TERAWULF INC COM 88080T104 11709896 1019138 SH SOLE 1019138 0 0 TEXAS INSTRS INC COM 882508104 9784142 56396 SH SOLE 56396 0 0 TIC SOLUTIONS INC COM 00510N102 8451303 835935 SH SOLE 835935 0 0 TWILIO INC CL A 90138F102 9119860 64116 SH SOLE 64116 0 0 UNITY SOFTWARE INC COM 91332U101 11959911 270770 SH SOLE 270770 0 0 UPSTART HLDGS INC COM 91680M107 21299134 487060 SH SOLE 487060 0 0 UWM HOLDINGS CORPORATION COM CL A 91823B109 7447971 1700450 SH SOLE 1700450 0 0 WARBY PARKER INC CL A COM 93403J106 10483038 481094 SH SOLE 481094 0 0 WILLIAMS COS INC COM 969457100 18711942 311295 SH SOLE 311295 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 18161392 266218 SH SOLE 266218 0 0