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
ADVANCED MICRO DEVICES INC COM 007903107   5,722,027 35,367 SH   SOLE   0 0 35,367
ADVANCED MICRO DEVICES INC COM 007903107   57,765 900 SH Call SOLE   0 0 900
ADVANCED MICRO DEVICES INC COM 007903107   147,418 2,000 SH Call SOLE   0 0 2,000
ADVANCED MICRO DEVICES INC COM 007903107   181,986 2,500 SH Call SOLE   0 0 2,500
ADVANCED MICRO DEVICES INC COM 007903107   49,015 1,000 SH Call SOLE   0 0 1,000
ADVANCED MICRO DEVICES INC COM 007903107   326,052 3,500 SH Call SOLE   0 0 3,500
ADVANCED MICRO DEVICES INC COM 007903107   172,645 2,500 SH Call SOLE   0 0 2,500
ADVANCED MICRO DEVICES INC COM 007903107   2,302,174 29,900 SH Call SOLE   0 0 29,900
ADVANCED MICRO DEVICES INC COM 007903107   989,128 11,500 SH Call SOLE   0 0 11,500
ADVANCED MICRO DEVICES INC COM 007903107   1,824,460 22,400 SH Call SOLE   0 0 22,400
ADVANCED MICRO DEVICES INC COM 007903107   299,755 3,000 SH Call SOLE   0 0 3,000
ADVANCED MICRO DEVICES INC COM 007903107   3,582,059 52,400 SH Call SOLE   0 0 52,400
ADVANCED MICRO DEVICES INC COM 007903107   199,969 2,100 SH Call SOLE   0 0 2,100
ADVANCED MICRO DEVICES INC COM 007903107   2,918,536 48,500 SH Call SOLE   0 0 48,500
ADVANCED MICRO DEVICES INC COM 007903107   19,597 500 SH Call SOLE   0 0 500
ADVANCED MICRO DEVICES INC COM 007903107   3,170,216 35,000 SH Call SOLE   0 0 35,000
ADVANCED MICRO DEVICES INC COM 007903107   871,514 12,000 SH Call SOLE   0 0 12,000
ADVANCED MICRO DEVICES INC COM 007903107   173,358 2,700 SH Call SOLE   0 0 2,700
ADVANCED MICRO DEVICES INC COM 007903107   612,594 9,200 SH Call SOLE   0 0 9,200
ADVANCED MICRO DEVICES INC COM 007903107   3,477,734 55,300 SH Call SOLE   0 0 55,300
ADVANCED MICRO DEVICES INC COM 007903107   141,257 2,000 SH Call SOLE   0 0 2,000
ADVANCED MICRO DEVICES INC COM 007903107   105,803 1,900 SH Call SOLE   0 0 1,900
ADVANCED MICRO DEVICES INC COM 007903107   598,305 10,100 SH Call SOLE   0 0 10,100
ADVANCED MICRO DEVICES INC COM 007903107   5,874 100 SH Call SOLE   0 0 100
ADVANCED MICRO DEVICES INC COM 007903107   37,095 1,000 SH Call SOLE   0 0 1,000
ALPHABET INC CAP STK CL A 02079K305   20,517,397 84,399 SH   SOLE   0 0 84,399
ALPHABET INC CAP STK CL C 02079K107   345,597 1,419 SH   SOLE   0 0 1,419
AMAZON COM INC COM 023135106   6,806,890 31,001 SH   SOLE   0 0 31,001
AMPHENOL CORP NEW CL A 032095101   842,243 6,806 SH   SOLE   0 0 6,806
APPLE INC COM 037833100   12,661,516 49,725 SH   SOLE   0 0 49,725
APPLE INC COM 037833100   213,934 3,500 SH Call SOLE   0 0 3,500
APPLE INC COM 037833100   131,454 1,000 SH Call SOLE   0 0 1,000
APPLOVIN CORP COM CL A 03831W108   646,686 900 SH   SOLE   0 0 900
ARM HOLDINGS PLC SPONSORED ADS 042068205   1,584,688 11,200 SH   SOLE   0 0 11,200
ASML HOLDING N V N Y REGISTRY SHS N07059210   532,450 550 SH   SOLE   0 0 550
ASTERA LABS INC COM 04626A103   17,015,020 86,900 SH   SOLE   0 0 86,900
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   3,747,927 7,455 SH   SOLE   0 0 7,455
BLACKROCK ETF TRUST II ISHARES FLEXIBLE 092528603   569,668 10,700 SH   SOLE   0 0 10,700
BROADCOM INC COM 11135F101   230,937 700 SH   SOLE   0 0 700
BROOKFIELD CORP CL A LTD VT SH 11271J107   18,398,300 268,275 SH   SOLE   0 0 268,275
CAPITAL ONE FINL CORP COM 14040H105   216,619 1,019 SH   SOLE   0 0 1,019
CHENIERE ENERGY INC COM NEW 16411R208   1,727,103 7,350 SH   SOLE   0 0 7,350
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101   263,718 4,900 SH   SOLE   0 0 4,900
COHERENT CORP COM 19247G107   17,036,026 158,151 SH   SOLE   0 0 158,151
COHERENT CORP COM 19247G107   995,449 12,700 SH Call SOLE   0 0 12,700
COHERENT CORP COM 19247G107   191,161 2,600 SH Call SOLE   0 0 2,600
COHERENT CORP COM 19247G107   1,643,671 41,100 SH Call SOLE   0 0 41,100
COHERENT CORP COM 19247G107   111,751 2,500 SH Call SOLE   0 0 2,500
COHERENT CORP COM 19247G107   173,247 3,500 SH Call SOLE   0 0 3,500
COHERENT CORP COM 19247G107   76,836 1,300 SH Call SOLE   0 0 1,300
COHERENT CORP COM 19247G107   300,000 5,000 SH Call SOLE   0 0 5,000
COHERENT CORP COM 19247G107   890,560 17,600 SH Call SOLE   0 0 17,600
COHERENT CORP COM 19247G107   16,848 1,000 SH Call SOLE   0 0 1,000
COHERENT CORP COM 19247G107   21,700 1,000 SH Call SOLE   0 0 1,000
COHERENT CORP COM 19247G107   7,621 200 SH Call SOLE   0 0 200
COHERENT CORP COM 19247G107   220,476 5,000 SH Call SOLE   0 0 5,000
COHERENT CORP COM 19247G107   49,258 700 SH Call SOLE   0 0 700
COHERENT CORP COM 19247G107   321,147 5,800 SH Call SOLE   0 0 5,800
COHERENT CORP COM 19247G107   143,447 3,100 SH Call SOLE   0 0 3,100
COHERENT CORP COM 19247G107   1,157,721 27,600 SH Call SOLE   0 0 27,600
COSTCO WHSL CORP NEW COM 22160K105   17,770,245 19,198 SH   SOLE   0 0 19,198
COTERRA ENERGY INC COM 127097103   7,844,705 331,700 SH   SOLE   0 0 331,700
CROWDSTRIKE HLDGS INC CL A 22788C105   15,639,199 31,892 SH   SOLE   0 0 31,892
DOMINION ENERGY INC COM 25746U109   13,775,484 225,200 SH   SOLE   0 0 225,200
DUKE ENERGY CORP NEW COM NEW 26441C204   14,200,313 114,750 SH   SOLE   0 0 114,750
EATON CORP PLC SHS G29183103   449,100 1,200 SH   SOLE   0 0 1,200
ELI LILLY & CO COM 532457108   19,091,786 25,022 SH   SOLE   0 0 25,022
ENERGY TRANSFER L P COM UT LTD PTN 29273V100   3,831,828 223,300 SH   SOLE   0 0 223,300
EQT CORP COM 26884L109   4,597,974 84,475 SH   SOLE   0 0 84,475
EXXON MOBIL CORP COM 30231G102   202,950 1,800 SH   SOLE   0 0 1,800
FIDELITY WISE ORIGIN BITCOIN SHS 315948109   1,286,451 12,889 SH   SOLE   0 0 12,889
FREEPORT-MCMORAN INC CL B 35671D857   462,796 11,800 SH   SOLE   0 0 11,800
GILEAD SCIENCES INC COM 375558103   310,800 2,800 SH   SOLE   0 0 2,800
HONEYWELL INTL INC COM 438516106   280,176 1,331 SH   SOLE   0 0 1,331
INTERNATIONAL BUSINESS MACHS COM 459200101   10,834,944 38,400 SH   SOLE   0 0 38,400
IREN LIMITED ORDINARY SHARES Q4982L109   3,043,411 64,850 SH   SOLE   0 0 64,850
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   926,250 14,250 SH   SOLE   0 0 14,250
ISHARES TR 3 7 YR TREAS BD 464288661   896,325 7,500 SH   SOLE   0 0 7,500
KINDER MORGAN INC DEL COM 49456B101   7,853,194 277,400 SH   SOLE   0 0 277,400
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207   575,631 6,300 SH   SOLE   0 0 6,300
LAM RESEARCH CORP COM NEW 512807306   2,450,370 18,300 SH   SOLE   0 0 18,300
LOCKHEED MARTIN CORP COM 539830109   427,324 856 SH   SOLE   0 0 856
MERCK & CO INC COM 58933Y105   7,622,103 90,815 SH   SOLE   0 0 90,815
MICRON TECHNOLOGY INC COM 595112103   39,107,704 233,730 SH   SOLE   0 0 233,730
MICRON TECHNOLOGY INC COM 595112103   1,804,413 22,800 SH Call SOLE   0 0 22,800
MICRON TECHNOLOGY INC COM 595112103   69,608 1,000 SH Call SOLE   0 0 1,000
MICRON TECHNOLOGY INC COM 595112103   235,967 3,000 SH Call SOLE   0 0 3,000
MICRON TECHNOLOGY INC COM 595112103   692,444 8,800 SH Call SOLE   0 0 8,800
MICRON TECHNOLOGY INC COM 595112103   49,259 500 SH Call SOLE   0 0 500
MICRON TECHNOLOGY INC COM 595112103   34,482 500 SH Call SOLE   0 0 500
MICRON TECHNOLOGY INC COM 595112103   664,430 9,000 SH Call SOLE   0 0 9,000
MICRON TECHNOLOGY INC COM 595112103   901,494 8,200 SH Call SOLE   0 0 8,200
MICRON TECHNOLOGY INC COM 595112103   708,375 7,500 SH Call SOLE   0 0 7,500
MICRON TECHNOLOGY INC COM 595112103   8,398 100 SH Call SOLE   0 0 100
MICRON TECHNOLOGY INC COM 595112103   113,572 1,500 SH Call SOLE   0 0 1,500
MICRON TECHNOLOGY INC COM 595112103   12,762,598 133,200 SH Call SOLE   0 0 133,200
MICRON TECHNOLOGY INC COM 595112103   4,432,179 51,100 SH Call SOLE   0 0 51,100
MICRON TECHNOLOGY INC COM 595112103   15,957,701 174,900 SH Call SOLE   0 0 174,900
MICRON TECHNOLOGY INC COM 595112103   135,294 1,900 SH Call SOLE   0 0 1,900
MICRON TECHNOLOGY INC COM 595112103   938,086 10,600 SH Call SOLE   0 0 10,600
MICRON TECHNOLOGY INC COM 595112103   444,127 5,000 SH Call SOLE   0 0 5,000
MICRON TECHNOLOGY INC COM 595112103   1,686,083 18,000 SH Call SOLE   0 0 18,000
MICRON TECHNOLOGY INC COM 595112103   229,460 2,700 SH Call SOLE   0 0 2,700
MICRON TECHNOLOGY INC COM 595112103   373,619 4,000 SH Call SOLE   0 0 4,000
MICRON TECHNOLOGY INC COM 595112103   1,243,259 15,100 SH Call SOLE   0 0 15,100
MICRON TECHNOLOGY INC COM 595112103   297,478 4,000 SH Call SOLE   0 0 4,000
MICRON TECHNOLOGY INC COM 595112103   53,800 600 SH Call SOLE   0 0 600
MICRON TECHNOLOGY INC COM 595112103   1,149,084 15,600 SH Call SOLE   0 0 15,600
MICRON TECHNOLOGY INC COM 595112103   2,059,854 20,500 SH Call SOLE   0 0 20,500
MICRON TECHNOLOGY INC COM 595112103   1,051,873 10,600 SH Call SOLE   0 0 10,600
MICRON TECHNOLOGY INC COM 595112103   108,316 1,000 SH Call SOLE   0 0 1,000
MICRON TECHNOLOGY INC COM 595112103   568,924 7,300 SH Call SOLE   0 0 7,300
MICRON TECHNOLOGY INC COM 595112103   1,467,951 15,500 SH Call SOLE   0 0 15,500
MICRON TECHNOLOGY INC COM 595112103   416,066 4,000 SH Call SOLE   0 0 4,000
MICRON TECHNOLOGY INC COM 595112103   258,239 2,500 SH Call SOLE   0 0 2,500
MICRON TECHNOLOGY INC COM 595112103   890,946 9,000 SH Call SOLE   0 0 9,000
MICRON TECHNOLOGY INC COM 595112103   1,470,007 17,000 SH Call SOLE   0 0 17,000
MICRON TECHNOLOGY INC COM 595112103   536,198 6,500 SH Call SOLE   0 0 6,500
MICRON TECHNOLOGY INC COM 595112103   3,982,981 44,000 SH Call SOLE   0 0 44,000
MICRON TECHNOLOGY INC COM 595112103   6,268,240 70,500 SH Call SOLE   0 0 70,500
MICRON TECHNOLOGY INC COM 595112103   6,051,925 64,900 SH Call SOLE   0 0 64,900
MICRON TECHNOLOGY INC COM 595112103   496,103 6,500 SH Call SOLE   0 0 6,500
MICRON TECHNOLOGY INC COM 595112103   2,130,600 26,500 SH Call SOLE   0 0 26,500
MICRON TECHNOLOGY INC COM 595112103   1,987,534 23,500 SH Call SOLE   0 0 23,500
MICRON TECHNOLOGY INC COM 595112103   215,386 2,500 SH Call SOLE   0 0 2,500
MICRON TECHNOLOGY INC COM 595112103   173,705 2,500 SH Call SOLE   0 0 2,500
MICRON TECHNOLOGY INC COM 595112103   14,310 200 SH Call SOLE   0 0 200
MICRON TECHNOLOGY INC COM 595112103   19,628 300 SH Call SOLE   0 0 300
MICROSOFT CORP COM 594918104   3,925,951 7,580 SH   SOLE   0 0 7,580
NEBIUS GROUP N.V. SHS CLASS A N97284108   15,709,380 139,925 SH   SOLE   0 0 139,925
NEBIUS GROUP N.V. SHS CLASS A N97284108   60,804 1,500 SH Call SOLE   0 0 1,500
NEBIUS GROUP N.V. SHS CLASS A N97284108   67,950 1,500 SH Call SOLE   0 0 1,500
NEBIUS GROUP N.V. SHS CLASS A N97284108   103,938 1,500 SH Call SOLE   0 0 1,500
NEBIUS GROUP N.V. SHS CLASS A N97284108   37,265 500 SH Call SOLE   0 0 500
NEBIUS GROUP N.V. SHS CLASS A N97284108   525,429 8,600 SH Call SOLE   0 0 8,600
NEBIUS GROUP N.V. SHS CLASS A N97284108   9,006 100 SH Call SOLE   0 0 100
NEBIUS GROUP N.V. SHS CLASS A N97284108   2,191,295 30,100 SH Call SOLE   0 0 30,100
NEBIUS GROUP N.V. SHS CLASS A N97284108   3,898,287 54,600 SH Call SOLE   0 0 54,600
NEBIUS GROUP N.V. SHS CLASS A N97284108   653,851 9,200 SH Call SOLE   0 0 9,200
NEBIUS GROUP N.V. SHS CLASS A N97284108   80,527 1,200 SH Call SOLE   0 0 1,200
NEBIUS GROUP N.V. SHS CLASS A N97284108   245,050 2,900 SH Call SOLE   0 0 2,900
NEBIUS GROUP N.V. SHS CLASS A N97284108   770,400 9,000 SH Call SOLE   0 0 9,000
NETFLIX INC COM 64110L106   22,569,669 18,825 SH   SOLE   0 0 18,825
NORTHROP GRUMMAN CORP COM 666807102   426,524 700 SH   SOLE   0 0 700
NU HLDGS LTD ORD SHS CL A G6683N103   337,011 21,050 SH   SOLE   0 0 21,050
NVIDIA CORPORATION COM 67066G104   219,366 2,500 SH Call SOLE   0 0 2,500
NVIDIA CORPORATION COM 67066G104   161,750 2,500 SH Call SOLE   0 0 2,500
NVIDIA CORPORATION COM 67066G104   45,912 500 SH Call SOLE   0 0 500
NVIDIA CORPORATION COM 67066G104   322,628 4,000 SH Call SOLE   0 0 4,000
NVIDIA CORPORATION COM 67066G104   286,074 4,000 SH Call SOLE   0 0 4,000
NVIDIA CORPORATION COM 67066G104   16,754 200 SH Call SOLE   0 0 200
NVIDIA CORPORATION COM 67066G104   19,028,092 179,700 SH Call SOLE   0 0 179,700
NVIDIA CORPORATION COM 67066G104   5,998,774 43,100 SH Call SOLE   0 0 43,100
NVIDIA CORPORATION COM 67066G104   683,866 5,800 SH Call SOLE   0 0 5,800
NVIDIA CORPORATION COM 67066G104   28,236 200 SH Call SOLE   0 0 200
NVIDIA CORPORATION COM 67066G104   361,640 4,400 SH Call SOLE   0 0 4,400
NVIDIA CORPORATION COM 67066G104   13,177,604 136,400 SH Call SOLE   0 0 136,400
NVIDIA CORPORATION COM 67066G104   5,814,781 70,000 SH Call SOLE   0 0 70,000
NVIDIA CORPORATION COM 67066G104   11,290,780 102,100 SH Call SOLE   0 0 102,100
NVIDIA CORPORATION COM 67066G104   1,584,694 13,200 SH Call SOLE   0 0 13,200
NVIDIA CORPORATION COM 67066G104   2,433,058 21,100 SH Call SOLE   0 0 21,100
NVIDIA CORPORATION COM 67066G104   202,993 2,000 SH Call SOLE   0 0 2,000
NVIDIA CORPORATION COM 67066G104   196,766 2,500 SH Call SOLE   0 0 2,500
NVIDIA CORPORATION COM 67066G104   17,064 200 SH Call SOLE   0 0 200
NVIDIA CORPORATION COM 67066G104   28,799 200 SH Call SOLE   0 0 200
NVIDIA CORPORATION COM 67066G104   49,225 500 SH Call SOLE   0 0 500
NVIDIA CORPORATION COM 67066G104   126,039 1,400 SH Call SOLE   0 0 1,400
NVIDIA CORPORATION COM 67066G104   3,613,545 36,300 SH Call SOLE   0 0 36,300
NVIDIA CORPORATION COM 67066G104   947,699 10,000 SH Call SOLE   0 0 10,000
NVIDIA CORPORATION COM 67066G104   483,341 5,200 SH Call SOLE   0 0 5,200
NVIDIA CORPORATION COM 67066G104   54,721 500 SH Call SOLE   0 0 500
NVIDIA CORPORATION COM 67066G104   74,777 800 SH Call SOLE   0 0 800
NVIDIA CORPORATION COM 67066G104   247,366 2,000 SH Call SOLE   0 0 2,000
NVIDIA CORPORATION COM 67066G104   83,443,800 447,228 SH   SOLE   0 0 447,228
NVIDIA CORPORATION COM 67066G104   1,206,382 13,700 SH Call SOLE   0 0 13,700
NVIDIA CORPORATION COM 67066G104   385,093 4,400 SH Call SOLE   0 0 4,400
NVIDIA CORPORATION COM 67066G104   21,065 300 SH Call SOLE   0 0 300
NVIDIA CORPORATION COM 67066G104   2,356,260 23,500 SH Call SOLE   0 0 23,500
NVIDIA CORPORATION COM 67066G104   4,157,372 43,300 SH Call SOLE   0 0 43,300
NVIDIA CORPORATION COM 67066G104   231,519 3,200 SH Call SOLE   0 0 3,200
NVIDIA CORPORATION COM 67066G104   750,768 5,000 SH Call SOLE   0 0 5,000
NVIDIA CORPORATION COM 67066G104   299,317 2,000 SH Call SOLE   0 0 2,000
NVIDIA CORPORATION COM 67066G104   894,981 6,000 SH Call SOLE   0 0 6,000
NVIDIA CORPORATION COM 67066G104   297,337 2,000 SH Call SOLE   0 0 2,000
NVIDIA CORPORATION COM 67066G104   296,347 2,000 SH Call SOLE   0 0 2,000
NVIDIA CORPORATION COM 67066G104   144,709 1,000 SH Call SOLE   0 0 1,000
NVIDIA CORPORATION COM 67066G104   148,441 1,000 SH Call SOLE   0 0 1,000
NVIDIA CORPORATION COM 67066G104   295,357 2,000 SH Call SOLE   0 0 2,000
NVIDIA CORPORATION COM 67066G104   752,062 5,000 SH Call SOLE   0 0 5,000
NVIDIA CORPORATION COM 67066G104   11,713,063 115,700 SH Call SOLE   0 0 115,700
NVIDIA CORPORATION COM 67066G104   1,790,703 18,300 SH Call SOLE   0 0 18,300
NVIDIA CORPORATION COM 67066G104   54,063 500 SH Call SOLE   0 0 500
NVIDIA CORPORATION COM 67066G104   857,129 7,000 SH Call SOLE   0 0 7,000
NVIDIA CORPORATION COM 67066G104   9,968,344 108,300 SH Call SOLE   0 0 108,300
NVIDIA CORPORATION COM 67066G104   509,246 10,000 SH Call SOLE   0 0 10,000
NVIDIA CORPORATION COM 67066G104   986,706 8,700 SH Call SOLE   0 0 8,700
NVIDIA CORPORATION COM 67066G104   70,448 500 SH Call SOLE   0 0 500
NVIDIA CORPORATION COM 67066G104   806,389 9,100 SH Call SOLE   0 0 9,100
NVIDIA CORPORATION COM 67066G104   1,086,441 14,600 SH Call SOLE   0 0 14,600
NVIDIA CORPORATION COM 67066G104   5,145,311 49,200 SH Call SOLE   0 0 49,200
NVIDIA CORPORATION COM 67066G104   1,142,443 14,800 SH Call SOLE   0 0 14,800
NVIDIA CORPORATION COM 67066G104   111,085 1,300 SH Call SOLE   0 0 1,300
NVIDIA CORPORATION COM 67066G104   32,513 400 SH Call SOLE   0 0 400
NVIDIA CORPORATION COM 67066G104   86,931 1,000 SH Call SOLE   0 0 1,000
NVIDIA CORPORATION COM 67066G104   233,248 2,600 SH Call SOLE   0 0 2,600
NVIDIA CORPORATION COM 67066G104   289,344 3,800 SH Call SOLE   0 0 3,800
NVIDIA CORPORATION COM 67066G104   290,146 2,700 SH Call SOLE   0 0 2,700
NVIDIA CORPORATION COM 67066G104   145,570 1,000 SH Call SOLE   0 0 1,000
NVIDIA CORPORATION COM 67066G104   689,331 7,000 SH Call SOLE   0 0 7,000
NVIDIA CORPORATION COM 67066G104   1,030,944 10,000 SH Call SOLE   0 0 10,000
NVIDIA CORPORATION COM 67066G104   94,776 1,000 SH Call SOLE   0 0 1,000
NVIDIA CORPORATION COM 67066G104   112,043 1,000 SH Call SOLE   0 0 1,000
NVIDIA CORPORATION COM 67066G104   242,588 2,000 SH Call SOLE   0 0 2,000
NVIDIA CORPORATION COM 67066G104   62,972 600 SH Call SOLE   0 0 600
NVIDIA CORPORATION COM 67066G104   3,978,590 42,300 SH Call SOLE   0 0 42,300
NVIDIA CORPORATION COM 67066G104   10,217 100 SH Call SOLE   0 0 100
NVIDIA CORPORATION COM 67066G104   5,633,454 51,700 SH Call SOLE   0 0 51,700
NVIDIA CORPORATION COM 67066G104   764,152 7,000 SH Call SOLE   0 0 7,000
NVIDIA CORPORATION COM 67066G104   30,970 300 SH Call SOLE   0 0 300
NVIDIA CORPORATION COM 67066G104   42,950 300 SH Call SOLE   0 0 300
NVIDIA CORPORATION COM 67066G104   1,760,344 17,100 SH Call SOLE   0 0 17,100
NVIDIA CORPORATION COM 67066G104   453,826 6,200 SH Call SOLE   0 0 6,200
PEPSICO INC COM 713448108   252,792 1,800 SH   SOLE   0 0 1,800
PHREESIA INC COM 71944F106   211,680 9,000 SH   SOLE   0 0 9,000
PIMCO ETF TR ENHAN SHRT MA AC 72201R833   855,865 8,500 SH   SOLE   0 0 8,500
RAMBUS INC DEL COM 750917106   781,500 7,500 SH   SOLE   0 0 7,500
REGENERON PHARMACEUTICALS COM 75886F107   1,000,841 1,780 SH   SOLE   0 0 1,780
ROBINHOOD MKTS INC COM CL A 770700102   1,116,804 7,800 SH   SOLE   0 0 7,800
RTX CORPORATION COM 75513E101   770,889 4,607 SH   SOLE   0 0 4,607
SEMPRA COM 816851109   4,822,928 53,600 SH   SOLE   0 0 53,600
SERVICENOW INC COM 81762P102   2,117,564 2,301 SH   SOLE   0 0 2,301
SIMON PPTY GROUP INC NEW COM 828806109   506,709 2,700 SH   SOLE   0 0 2,700
SPDR GOLD TR GOLD SHS 78463V107   373,244 1,050 SH   SOLE   0 0 1,050
SPOTIFY TECHNOLOGY S A SHS L8681T102   488,600 700 SH   SOLE   0 0 700
STRATEGY INC SERIES A PERP PF 594972887   797,790 8,700 SH   SOLE   0 0 8,700
SYNOPSYS INC COM 871607107   587,627 1,191 SH   SOLE   0 0 1,191
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   16,353,826 58,555 SH   SOLE   0 0 58,555
THERMO FISHER SCIENTIFIC INC COM 883556102   700,369 1,444 SH   SOLE   0 0 1,444
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102   2,065,635 35,100 SH   SOLE   0 0 35,100
VERTIV HOLDINGS CO COM CL A 92537N108   15,592,135 103,355 SH   SOLE   0 0 103,355
VERTIV HOLDINGS CO COM CL A 92537N108   34,492 500 SH Call SOLE   0 0 500
VERTIV HOLDINGS CO COM CL A 92537N108   120,685 2,000 SH Call SOLE   0 0 2,000
VERTIV HOLDINGS CO COM CL A 92537N108   462,923 8,700 SH Call SOLE   0 0 8,700
VISTRA CORP COM 92840M102   4,625,671 23,610 SH   SOLE   0 0 23,610