The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 | 3,045,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 19,052,486 | 86,843 | SH | SOLE | 86,843 | 0 | 0 | |||
| APPLIED DIGITAL CORP | COM NEW | 038169207 | 1,337,000 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | |||
| AURORA INNOVATION INC | CLASS A COM | 051774107 | 630,000 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | ||
| BEST BUY INC | COM | 086516101 | 6,435,000 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| BROADCOM INC | COM | 11135F101 | 3,477,600 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| CIPHER MINING INC | COM | 17253J106 | 812,000 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | |||
| CLOUDFLARE INC | CL A COM | 18915M107 | 4,307,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| CORE SCIENTIFIC INC NEW | COM | 21874A106 | 1,756,250 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| CORNING INC | COM | 219350105 | 3,801,600 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| DATADOG INC | CL A COM | 23804L103 | 5,715,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 1,728,600 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| DOCUSIGN INC | COM | 256163106 | 2,698,200 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| EPAM SYS INC | COM | 29414B104 | 11,691,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| FIRST SOLAR INC | COM | 336433107 | 4,406,000 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| FLEX LTD | ORD | Y2573F102 | 3,839,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| GITLAB INC | CLASS A COM | 37637K108 | 3,944,500 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 5,337,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| HUBSPOT INC | COM | 443573100 | 12,193,475 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | |||
| HUT 8 CORP | COM | 44812J104 | 2,253,900 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | |||
| INTUIT | COM | 461202103 | 6,285,000 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 16,572,000 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| MARA HOLDINGS INC | COM | 565788106 | 1,467,375 | 87,500 | SH | SOLE | 87,500 | 0 | 0 | |||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 8,836,000 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 11,710,200 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 630,850 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 16,860,000 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| MOBILEYE GLOBAL INC | COMMON CLASS A | 60741F104 | 996,000 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 2,211,695 | 9,500 | SH | SOLE | 9,500 | 0 | 0 | |||
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | 5,540,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 15,152,440 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | |||
| NUTANIX INC | CL A | 67059N108 | 646,367 | 10,565 | SH | SOLE | 10,565 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 20,788,092 | 154,800 | SH | SOLE | 154,800 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 8,057,400 | 60,000 | SH | Call | SOLE | 60,000 | 0 | 0 | ||
| OKLO INC | COM CL A | 02156V109 | 1,486,100 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| ORACLE CORP | COM | 68389X105 | 6,665,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| PURE STORAGE INC | CL A | 74624M102 | 1,842,900 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| REDDIT INC | CL A | 75734B100 | 1,144,080 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | |||
| RIOT PLATFORMS INC | COM | 767292105 | 3,573,500 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| ROBINHOOD MKTS INC | COM CL A | 770700102 | 2,608,200 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| ROCKET COS INC | COM CL A | 77311W101 | 3,378,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| SALESFORCE INC | COM | 79466L302 | 13,373,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| SERVICENOW INC | COM | 81762P102 | 10,601,200 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| SNOWFLAKE INC | CL A | 833445109 | 7,720,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 7,899,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| TERAWULF INC | COM | 88080T104 | 1,981,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| TESLA INC | COM | 88160R101 | 4,038,400 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| THE TRADE DESK INC | COM CL A | 88339J105 | 4,113,550 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | |||
| UNITY SOFTWARE INC | COM | 91332U101 | 2,247,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 2,840,250 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 | 1,694,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| WESCO INTL INC | COM | 95082P105 | 10,857,600 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| WORKDAY INC | CL A | 98138H101 | 3,999,465 | 15,500 | SH | SOLE | 15,500 | 0 | 0 | |||