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
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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   1,529,700 3,000 SH   SOLE   3,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   10,282,000 100,000 SH   SOLE   100,000 0 0
ALPHABET INC CAP STK CL A 02079K305   10,468,800 80,000 SH   SOLE   80,000 0 0
ALTERYX INC COM CL A 02156B103   4,145,900 110,000 SH   SOLE   110,000 0 0
AMAZON COM INC COM 023135106   12,712,000 100,000 SH   SOLE   100,000 0 0
ANTERO RESOURCES CORP COM 03674X106   3,172,500 125,000 SH   SOLE   125,000 0 0
BOEING CO COM 097023105   3,833,600 20,000 SH   SOLE   20,000 0 0
BROADCOM INC COM 11135F101   2,491,740 3,000 SH   SOLE   3,000 0 0
DATADOG INC CL A COM 23804L103   2,732,700 30,000 SH   SOLE   30,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   3,445,000 50,000 SH   SOLE   50,000 0 0
EQT CORP COM 26884L109   1,217,400 30,000 SH   SOLE   30,000 0 0
GITLAB INC CLASS A COM 37637K108   3,278,450 72,500 SH   SOLE   72,500 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   1,163,800 20,000 SH   SOLE   20,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   4,168,800 240,000 SH   SOLE   240,000 0 0
HUNT J B TRANS SVCS INC COM 445658107   942,600 5,000 SH   SOLE   5,000 0 0
INTEL CORP COM 458140100   3,555,000 100,000 SH   SOLE   100,000 0 0
INTUIT COM 461202103   5,109,400 10,000 SH   SOLE   10,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   2,297,620 13,000 SH   SOLE   13,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   5,474,000 200,000 SH Call SOLE   200,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   3,007,550 35,000 SH   SOLE   35,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   2,706,500 50,000 SH   SOLE   50,000 0 0
META PLATFORMS INC CL A 30303M102   12,008,400 40,000 SH   SOLE   40,000 0 0
MICRON TECHNOLOGY INC COM 595112103   4,081,800 60,000 SH   SOLE   60,000 0 0
MICROSOFT CORP COM 594918104   14,208,750 45,000 SH   SOLE   45,000 0 0
MONGODB INC CL A 60937P106   2,593,950 7,500 SH   SOLE   7,500 0 0
NETFLIX INC COM 64110L106   3,398,400 9,000 SH   SOLE   9,000 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   1,966,800 60,000 SH   SOLE   60,000 0 0
NUTANIX INC CL A 67059N108   2,790,400 80,000 SH   SOLE   80,000 0 0
NVIDIA CORPORATION COM 67066G104   4,784,890 11,000 SH   SOLE   11,000 0 0
ON SEMICONDUCTOR CORP COM 682189105   1,859,000 20,000 SH   SOLE   20,000 0 0
ORACLE CORP COM 68389X105   8,473,600 80,000 SH   SOLE   80,000 0 0
PALO ALTO NETWORKS INC COM 697435105   7,033,200 30,000 SH   SOLE   30,000 0 0
REDWIRE CORPORATION COM 75776W103   433,500 150,000 SH   SOLE   150,000 0 0
RISKIFIED LTD SHS CL A M8216R109   1,344,000 300,000 SH   SOLE   300,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   2,428,000 100,000 SH   SOLE   100,000 0 0
SCHLUMBERGER LTD COM STK 806857108   2,332,000 40,000 SH   SOLE   40,000 0 0
SENTINELONE INC CL A 81730H109   2,529,000 150,000 SH   SOLE   150,000 0 0
SERVICENOW INC COM 81762P102   7,825,440 14,000 SH   SOLE   14,000 0 0
SNOWFLAKE INC CL A 833445109   3,055,400 20,000 SH   SOLE   20,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   5,557,240 13,000 SH   SOLE   13,000 0 0
TECK RESOURCES LTD CL B 878742204   5,170,800 120,000 SH   SOLE   120,000 0 0
THE TRADE DESK INC COM CL A 88339J105   1,758,375 22,500 SH   SOLE   22,500 0 0
TWILIO INC CL A 90138F102   2,926,500 50,000 SH   SOLE   50,000 0 0
UNION PAC CORP COM 907818108   2,545,375 12,500 SH   SOLE   12,500 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   2,232,000 60,000 SH   SOLE   60,000 0 0
XPO INC COM 983793100   1,493,200 20,000 SH   SOLE   20,000 0 0