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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   18,996,182 95,800 SH Call SOLE N/A 95,800 0 0
ADVANCED ENERGY INDS COM 007973100   36,724,398 113,800 SH   SOLE N/A 113,800 0 0
ADVANCED ENERGY INDS COM 007973100   36,724,398 113,800 SH Put SOLE N/A 113,800 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   7,155,155 62,300 SH   SOLE N/A 62,300 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   7,155,155 62,300 SH Put SOLE N/A 62,300 0 0
ALPHABET INC CAP STK CL C 02079K107   68,043,192 237,200 SH Call SOLE N/A 237,200 0 0
AMDOCS LTD SHS G02602103   30,039,178 460,300 SH Call SOLE N/A 460,300 0 0
API GROUP CORP COM STK 00187Y100   10,162,416 250,800 SH   SOLE N/A 250,800 0 0
API GROUP CORP COM STK 00187Y100   10,162,416 250,800 SH Put SOLE N/A 250,800 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   4,635,072 41,600 SH Put SOLE N/A 41,600 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   6,943,752 45,900 SH   SOLE N/A 45,900 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   6,943,752 45,900 SH Put SOLE N/A 45,900 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210   21,265,363 16,100 SH   SOLE N/A 16,100 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210   21,265,363 16,100 SH Put SOLE N/A 16,100 0 0
ATLASSIAN CORPORATION CL A 049468101   9,159,150 134,200 SH Call SOLE N/A 134,200 0 0
AUTODESK INC COM 052769106   9,959,040 41,600 SH   SOLE N/A 41,600 0 0
AUTODESK INC COM 052769106   9,959,040 41,600 SH Put SOLE N/A 41,600 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   7,761,476 38,200 SH Call SOLE N/A 38,200 0 0
BAKER HUGHES COMPANY CL A 05722G100   4,273,500 70,000 SH   SOLE N/A 70,000 0 0
BAKER HUGHES COMPANY CL A 05722G100   4,273,500 70,000 SH Put SOLE N/A 70,000 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103   3,590,829 393,300 SH Call SOLE N/A 393,300 0 0
BORGWARNER INC COM 099724106   23,282,966 429,100 SH   SOLE N/A 429,100 0 0
BORGWARNER INC COM 099724106   23,282,966 429,100 SH Put SOLE N/A 429,100 0 0
CARDINAL HEALTH INC COM 14149Y108   5,303,881 25,100 SH   SOLE N/A 25,100 0 0
CARDINAL HEALTH INC COM 14149Y108   5,303,881 25,100 SH Put SOLE N/A 25,100 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   26,289,805 66,700 SH   SOLE N/A 66,700 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   26,289,805 66,700 SH Put SOLE N/A 66,700 0 0
CATERPILLAR INC COM 149123101   21,253,800 30,000 SH   SOLE N/A 30,000 0 0
CATERPILLAR INC COM 149123101   21,253,800 30,000 SH Put SOLE N/A 30,000 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108   10,858,764 50,300 SH Call SOLE N/A 50,300 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   9,756,655 68,300 SH Call SOLE N/A 68,300 0 0
CISCO SYS INC COM 17275R102   21,523,466 277,400 SH Call SOLE N/A 277,400 0 0
CISCO SYS INC COM 17275R102   51,038,702 657,800 SH   SOLE N/A 657,800 0 0
CISCO SYS INC COM 17275R102   51,038,702 657,800 SH Put SOLE N/A 657,800 0 0
CLEAN HARBORS INC COM 184496107   4,186,258 14,600 SH Call SOLE N/A 14,600 0 0
CLOUDFLARE INC CL A COM 18915M107   16,238,958 78,700 SH   SOLE N/A 78,700 0 0
CLOUDFLARE INC CL A COM 18915M107   16,238,958 78,700 SH Put SOLE N/A 78,700 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   6,168,478 15,800 SH Call SOLE N/A 15,800 0 0
DATADOG INC CL A COM 23804L103   14,378,490 121,800 SH   SOLE N/A 121,800 0 0
DATADOG INC CL A COM 23804L103   14,378,490 121,800 SH Put SOLE N/A 121,800 0 0
DIGITALOCEAN HLDGS INC COM 25402D102   2,161,656 25,200 SH   SOLE N/A 25,200 0 0
ECHOSTAR CORP CL A 278768106   17,654,156 150,800 SH   SOLE N/A 150,800 0 0
ECHOSTAR CORP CL A 278768106   17,654,156 150,800 SH Put SOLE N/A 150,800 0 0
ECOLAB INC COM 278865100   27,293,652 102,600 SH Call SOLE N/A 102,600 0 0
ENTEGRIS INC COM 29362U104   19,696,320 168,000 SH   SOLE N/A 168,000 0 0
ENTEGRIS INC COM 29362U104   19,696,320 168,000 SH Put SOLE N/A 168,000 0 0
FIDELITY NATL FINL INC COM SHS 31620R303   27,545,082 593,900 SH Put SOLE N/A 593,900 0 0
FLEXTRONICS INTL LTD ORD Y2573F102   27,113,532 414,200 SH   SOLE N/A 414,200 0 0
FLEXTRONICS INTL LTD ORD Y2573F102   27,113,532 414,200 SH Put SOLE N/A 414,200 0 0
FORTINET INC COM 34959E109   2,116,548 25,900 SH   SOLE N/A 25,900 0 0
GARMIN LTD SHS H2906T109   27,191,572 117,200 SH   SOLE N/A 117,200 0 0
GARMIN LTD SHS H2906T109   27,191,572 117,200 SH Put SOLE N/A 117,200 0 0
GE AEROSPACE COM NEW 369604301   80,590,680 284,000 SH Call SOLE N/A 284,000 0 0
GE AEROSPACE COM NEW 369604301   81,470,367 287,100 SH   SOLE N/A 287,100 0 0
GE AEROSPACE COM NEW 369604301   81,470,367 287,100 SH Put SOLE N/A 287,100 0 0
GE VERNOVA INC COM 36828A101   39,542,370 45,300 SH Call SOLE N/A 45,300 0 0
GLOBAL PMTS INC COM 37940X102   8,405,770 124,900 SH Call SOLE N/A 124,900 0 0
HEICO CORP NEW CL A 422806208   19,166,580 69,900 SH Call SOLE N/A 69,900 0 0
HOWMET AEROSPACE INC COM 443201108   20,948,814 90,900 SH Call SOLE N/A 90,900 0 0
ILLINOIS TOOL WKS INC COM 452308109   18,168,242 69,800 SH Call SOLE N/A 69,800 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   8,272,928 52,600 SH Call SOLE N/A 52,600 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   5,211,385 21,500 SH Call SOLE N/A 21,500 0 0
INTUIT COM 461202103   9,901,502 22,900 SH   SOLE N/A 22,900 0 0
INTUIT COM 461202103   9,901,502 22,900 SH Put SOLE N/A 22,900 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   13,261,672 69,100 SH Call SOLE N/A 69,100 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   2,770,464 4,800 SH   SOLE N/A 4,800 0 0
JABIL INC COM 466313103   11,050,208 41,600 SH Call SOLE N/A 41,600 0 0
JABIL INC COM 466313103   37,533,519 141,300 SH   SOLE N/A 141,300 0 0
JABIL INC COM 466313103   37,533,519 141,300 SH Put SOLE N/A 141,300 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   29,931,220 106,000 SH   SOLE N/A 106,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   29,931,220 106,000 SH Put SOLE N/A 106,000 0 0
MEDLINE INC COM CL A 58507V107   10,706,700 240,600 SH   SOLE N/A 240,600 0 0
MEDLINE INC COM CL A 58507V107   10,706,700 240,600 SH Put SOLE N/A 240,600 0 0
META PLATFORMS INC CL A 30303M102   2,288,520 4,000 SH   SOLE N/A 4,000 0 0
MICROSOFT CORP COM 594918104   29,280,447 79,100 SH Call SOLE N/A 79,100 0 0
MONGODB INC CL A 60937P106   10,280,340 42,000 SH   SOLE N/A 42,000 0 0
MONGODB INC CL A 60937P106   10,280,340 42,000 SH Put SOLE N/A 42,000 0 0
MOODYS CORP COM 615369105   12,171,375 27,900 SH Call SOLE N/A 27,900 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   13,887,040 32,000 SH   SOLE N/A 32,000 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   13,887,040 32,000 SH Put SOLE N/A 32,000 0 0
NASDAQ INC COM 631103108   17,691,076 208,400 SH Call SOLE N/A 208,400 0 0
NETAPP INC COM 64110D104   4,218,468 41,200 SH Call SOLE N/A 41,200 0 0
NOKIA CORP SPONSORED ADR 654902204   13,224,996 1,644,900 SH   SOLE N/A 1,644,900 0 0
NOKIA CORP SPONSORED ADR 654902204   13,224,996 1,644,900 SH Put SOLE N/A 1,644,900 0 0
NVIDIA CORPORATION COM 67066G104   67,196,320 385,300 SH Call SOLE N/A 385,300 0 0
OKTA INC CL A 679295105   10,295,268 130,800 SH   SOLE N/A 130,800 0 0
OKTA INC CL A 679295105   10,295,268 130,800 SH Put SOLE N/A 130,800 0 0
PALO ALTO NETWORKS INC COM 697435105   16,865,664 105,200 SH   SOLE N/A 105,200 0 0
PALO ALTO NETWORKS INC COM 697435105   16,865,664 105,200 SH Put SOLE N/A 105,200 0 0
ROCKWELL AUTOMATION INC COM 773903109   39,548,576 110,200 SH Call SOLE N/A 110,200 0 0
ROPER TECHNOLOGIES INC COM 776696106   29,759,626 84,100 SH Call SOLE N/A 84,100 0 0
S&P GLOBAL INC COM 78409V104   23,563,836 55,400 SH Call SOLE N/A 55,400 0 0
SAP SE SPON ADR 803054204   13,731,042 80,200 SH Call SOLE N/A 80,200 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   7,913,552 20,200 SH   SOLE N/A 20,200 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   7,913,552 20,200 SH Put SOLE N/A 20,200 0 0
SELECT SECTOR SPDR TR COM 81369Y704   40,739,787 251,900 SH Call SOLE N/A 251,900 0 0
SNOWFLAKE INC COM SHS 833445109   9,350,840 62,000 SH Call SOLE N/A 62,000 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103   5,592,924 8,600 SH   SOLE N/A 8,600 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103   139,888,134 215,100 SH Call SOLE N/A 215,100 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   3,871,000 19,600 SH   SOLE N/A 19,600 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   3,871,000 19,600 SH Put SOLE N/A 19,600 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   10,848,138 51,900 SH Call SOLE N/A 51,900 0 0
TERADYNE INC COM 880770102   20,930,076 70,600 SH Call SOLE N/A 70,600 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107   4,311,213 50,300 SH   SOLE N/A 50,300 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107   4,311,213 50,300 SH Put SOLE N/A 50,300 0 0
VARONIS SYS INC COM 922280102   3,548,991 165,300 SH   SOLE N/A 165,300 0 0
VERISK ANALYTICS INC COM 92345Y106   7,855,650 41,400 SH Call SOLE N/A 41,400 0 0
VIAVI SOLUTIONS INC COM 925550105   8,313,344 249,800 SH   SOLE N/A 249,800 0 0
VIAVI SOLUTIONS INC COM 925550105   8,313,344 249,800 SH Put SOLE N/A 249,800 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   4,461,392 17,800 SH Call SOLE N/A 17,800 0 0
WESTERN DIGITAL CORP COM 958102105   7,627,818 28,200 SH   SOLE N/A 28,200 0 0
WESTERN DIGITAL CORP COM 958102105   7,627,818 28,200 SH Put SOLE N/A 28,200 0 0
WORKDAY INC CL A 98138H101   10,068,800 77,500 SH Call SOLE N/A 77,500 0 0
XYLEM INC COM 98419M100   11,722,950 98,100 SH   SOLE N/A 98,100 0 0
XYLEM INC COM 98419M100   11,722,950 98,100 SH Put SOLE N/A 98,100 0 0
XYLEM INC COM 98419M100   19,872,850 166,300 SH Call SOLE N/A 166,300 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101   15,193,710 189,000 SH   SOLE N/A 189,000 0 0
ZSCALER INC COM 98980G102   10,591,895 75,500 SH Call SOLE N/A 75,500 0 0