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
ACM RESH INC COM CL A 00108J109   3,148,000 80,000 SH   SOLE   80,000 0 0
ADVISORSHARES TR PURE US CANNABIS 00768Y453   3,976,000 1,120,000 SH   SOLE   1,120,000 0 0
ALPHATEC HLDGS INC COM NEW 02081G201   7,065,777 649,428 SH   SOLE   649,428 0 0
ALPS ETF TR ALERIAN MLP 00162Q452   5,264,000 100,000 SH   SOLE   100,000 0 0
AMAZON COM INC COM 023135106   9,372,150 45,000 SH   SOLE   45,000 0 0
AMERICAN PUB ED INC COM 02913V103   3,979,040 69,955 SH   SOLE   69,955 0 0
APA CORPORATION COM 03743Q108   6,033,101 142,156 SH   SOLE   142,156 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102   845,900 10,000 SH   SOLE   10,000 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102   845,900 10,000 SH Call SOLE   10,000 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   4,079,416 26,966 SH   SOLE   26,966 0 0
ARROW ELECTRS INC COM 042735100   9,321,650 65,000 SH   SOLE   65,000 0 0
BIO-TECHNE CORP COM 09073M104   5,748,600 110,000 SH   SOLE   110,000 0 0
BITWISE 10 CRYPTO INDEX ETF UNIT BENEFICIAL 091749101   4,703,005 105,432 SH   SOLE   105,432 0 0
BNB PLUS CORP COM NEW 03815U607   185,631 290,048 SH   SOLE   290,048 0 0
BOWMAN CONSULTING GROUP LTD COM 103002101   1,213,990 42,686 SH   SOLE   42,686 0 0
BROADCOM INC COM 11135F101   4,642,650 15,000 SH   SOLE   15,000 0 0
BULLISH ORD SHS G16910120   7,830,372 219,154 SH   SOLE   219,154 0 0
CACI INTL INC CL A 127190304   3,437,802 6,321 SH   SOLE   6,321 0 0
CARPENTER TECHNOLOGY CORP COM 144285103   11,915,155 30,230 SH   SOLE   30,230 0 0
CELESTICA INC COM 15101Q207   10,232,871 36,328 SH   SOLE   36,328 0 0
CENTRUS ENERGY CORP CL A 15643U104   1,041,540 6,000 SH   SOLE   6,000 0 0
CENTURI HOLDINGS INC COM SHS 155923105   12,198,242 417,605 SH   SOLE   417,605 0 0
CHIME FINL INC COM SHS CL A 16935C109   4,682,500 250,000 SH   SOLE   250,000 0 0
CLEANSPARK INC COM NEW 18452B209   7,614,195 894,735 SH   SOLE   894,735 0 0
COINCHECK GROUP NV SHS N20967118   85,955 58,078 SH   SOLE   58,078 0 0
CONSTELLATION ENERGY CORP COM 21037T109   14,521,000 52,000 SH   SOLE   52,000 0 0
COOPER-STANDARD HOLDINGS INC COM 21676P103   9,456,152 339,295 SH   SOLE   339,295 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   7,123,593 476,176 SH   SOLE   476,176 0 0
CORNING INC COM 219350105   20,276,118 149,122 SH   SOLE   149,122 0 0
CORNING INC COM 219350105   10,877,600 80,000 SH Put SOLE   80,000 0 0
CRANE NXT CO COM 224441105   2,029,500 50,000 SH   SOLE   50,000 0 0
CRYOPORT INC COM PAR $0.001 229050307   5,216,400 630,000 SH   SOLE   630,000 0 0
CUSTOM TRUCK ONE SOURCE INC COM CL A 23204X103   5,779,117 879,622 SH   SOLE   879,622 0 0
CUSTOMERS BANCORP INC COM 23204G100   694,100 10,000 SH   SOLE   10,000 0 0
DEVON ENERGY CORP NEW COM 25179M103   5,676,297 112,804 SH   SOLE   112,804 0 0
DIODES INC COM 254543101   5,802,100 85,000 SH   SOLE   85,000 0 0
ELEMENT SOLUTIONS INC COM 28618M106   3,519,766 103,098 SH   SOLE   103,098 0 0
ENOVA INTL INC COM 29357K103   2,716,600 20,000 SH   SOLE   20,000 0 0
ETORO GROUP LTD SHS CL A G32089107   5,705,700 190,000 SH   SOLE   190,000 0 0
FERMI INC COM 314911108   175,200 30,000 SH   SOLE   30,000 0 0
FERMI INC COM 314911108   584,000 100,000 SH Call SOLE   100,000 0 0
FIGURE TECHNOLOGY SOLUTIO COM CL A 349381103   6,148,345 181,100 SH   SOLE   181,100 0 0
FISERV INC COM 337738108   5,602,320 100,400 SH   SOLE   100,400 0 0
FLEXTRONICS INTL LTD ORD Y2573F102   5,891,400 90,000 SH   SOLE   90,000 0 0
FRANKLIN ELEC INC COM 353514102   5,530,200 60,000 SH   SOLE   60,000 0 0
GALAXY DIGITAL INC. CL A 36317J209   221,400 12,000 SH   SOLE   12,000 0 0
GEO GROUP INC COM 36162J106   1,681,000 100,000 SH   SOLE   100,000 0 0
GRAHAM CORP COM 384556106   1,509,582 19,128 SH   SOLE   19,128 0 0
GRANITE CONSTR INC COM 387328107   6,003,710 50,081 SH   SOLE   50,081 0 0
GRANITE CONSTR INC COM 387328107   5,994,000 50,000 SH Put SOLE   50,000 0 0
GRAYSCALE COINDESK CRYPTO USD SHS G40705108   1,421,235 45,567 SH   SOLE   45,567 0 0
GRAYSCALE ETHEREUM STAKING E SHS 389638107   1,024,200 60,000 SH   SOLE   60,000 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   5,367,097 103,512 SH   SOLE   103,512 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   2,592,500 50,000 SH Put SOLE   50,000 0 0
HEICO CORP NEW COM 422806109   3,977,819 14,507 SH   SOLE   14,507 0 0
HUNT J B TRANS SVCS INC COM 445658107   8,476,000 40,000 SH   SOLE   40,000 0 0
HURON CONSULTING GROUP INC COM 447462102   2,549,800 20,000 SH   SOLE   20,000 0 0
HUT 8 CORP COM 44812J104   9,382,000 200,000 SH   SOLE   200,000 0 0
HUT 8 CORP COM 44812J104   5,160,100 110,000 SH Put SOLE   110,000 0 0
IRON MTN INC DEL COM 46284V101   12,433,298 121,728 SH   SOLE   121,728 0 0
ISHARES TR EXPANDED TECH 464287515   3,202,000 40,000 SH   SOLE   40,000 0 0
KNOWLES CORP COM 49926D109   5,906,400 230,000 SH   SOLE   230,000 0 0
KODIAK AI INC. COM 500081104   971,600 140,000 SH   SOLE   140,000 0 0
LCI INDS COM 50189K103   6,149,000 50,000 SH   SOLE   50,000 0 0
LEIDOS HOLDINGS INC COM 525327102   777,600 5,000 SH   SOLE   5,000 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109   3,633,000 210,000 SH   SOLE   210,000 0 0
LOUISIANA PAC CORP COM 546347105   2,182,500 30,000 SH   SOLE   30,000 0 0
MAREX GROUP PLC ORD G5S37H101   3,566,400 80,000 SH   SOLE   80,000 0 0
MARINEMAX INC COM 567908108   2,692,741 99,510 SH   SOLE   99,510 0 0
MARVELL TECHNOLOGY INC COM 573874104   2,971,500 30,000 SH   SOLE   30,000 0 0
MASTEC INC COM 576323109   7,160,967 22,257 SH   SOLE   22,257 0 0
MASTEC INC COM 576323109   6,434,800 20,000 SH Put SOLE   20,000 0 0
MIAMI INTL HLDGS INC COM 59356Q108   10,742,659 276,019 SH   SOLE   276,019 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   14,343,420 222,000 SH   SOLE   222,000 0 0
MODINE MFG CO COM 607828100   8,668,400 40,000 SH   SOLE   40,000 0 0
MONRO INC COM 610236101   4,346,792 270,997 SH   SOLE   270,997 0 0
MOODYS CORP COM 615369105   4,362,500 10,000 SH   SOLE   10,000 0 0
MSC INDL DIRECT INC CL A 553530106   10,149,700 110,000 SH   SOLE   110,000 0 0
NEOGEN CORP COM 640491106   952,151 102,492 SH   SOLE   102,492 0 0
NORTH AMERN CONSTR GROUP LTD COM 656811106   2,292,948 170,100 SH   SOLE   170,100 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   9,791,885 50,112 SH   SOLE   50,112 0 0
OPENLANE INC COM 48238T109   8,716,754 299,031 SH   SOLE   299,031 0 0
ORASURE TECHNOLOGIES INC COM 68554V108   1,047,192 349,064 SH   SOLE   349,064 0 0
OSI SYSTEMS INC COM 671044105   6,945,211 26,158 SH   SOLE   26,158 0 0
OSI SYSTEMS INC COM 671044105   15,930,600 60,000 SH Put SOLE   60,000 0 0
PARSONS CORP DEL COM 70202L102   3,497,215 64,560 SH   SOLE   64,560 0 0
PLEXUS CORP COM 729132100   4,253,340 21,000 SH   SOLE   21,000 0 0
POWELL INDS INC COM 739128106   5,170,560 9,556 SH   SOLE   9,556 0 0
PRIMORIS SVCS CORP COM 74164F103   5,610,601 39,224 SH   SOLE   39,224 0 0
PRIMORIS SVCS CORP COM 74164F103   2,860,800 20,000 SH Put SOLE   20,000 0 0
RANK ONE COMPUTING CORP COM SHS 753040104   314,550 45,000 SH   SOLE   45,000 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104   5,474,774 162,408 SH   SOLE   162,408 0 0
ROBINHOOD MKTS INC COM CL A 770700102   9,441,432 136,240 SH   SOLE   136,240 0 0
RXO INC COMMON STOCK 74982T103   3,655,000 250,000 SH   SOLE   250,000 0 0
SCOTTS MIRACLE-GRO CO CL A 810186106   3,040,500 50,000 SH   SOLE   50,000 0 0
SKY HARBOUR GROUP CORPORATIO COM CL A 83085C107   963,000 100,000 SH   SOLE   100,000 0 0
SOLUNA HOLDINGS INC COM NEW 583543301   247,380 350,000 SH   SOLE   350,000 0 0
SPDR GOLD TR GOLD SHS 78463V107   21,514,500 50,000 SH   SOLE   50,000 0 0
SPDR SERIES TRUST STATE STREET SPD 78464A888   4,936,000 50,000 SH   SOLE   50,000 0 0
SURO CAPITAL CORP COM NEW 86887Q109   436,582 40,764 SH   SOLE   40,764 0 0
SYNOPSYS INC COM 871607107   4,361,280 11,000 SH   SOLE   11,000 0 0
TALEN ENERGY CORP COM 87422Q109   5,905,755 18,500 SH   SOLE   18,500 0 0
THERMON GROUP HLDGS INC COM 88362T103   5,544,000 110,000 SH   SOLE   110,000 0 0
TRADEWEB MKTS INC CL A 892672106   5,294,700 45,000 SH   SOLE   45,000 0 0
VALKYRIE ETF TRUST II COINSHARES BITCN 91917A207   2,350,350 67,500 SH Put SOLE   67,500 0 0
VERICEL CORP COM 92346J108   1,608,500 50,000 SH   SOLE   50,000 0 0
VISA INC COM CL A 92826C839   3,022,400 10,000 SH   SOLE   10,000 0 0
VULCAN MATLS CO COM 929160109   10,892,000 40,000 SH   SOLE   40,000 0 0
WATSCO INC COM 942622200   14,551,600 40,000 SH   SOLE   40,000 0 0
WEX INC COM 96208T104   3,060,800 20,000 SH   SOLE   20,000 0 0
WISDOMTREE INC COM 97717P104   10,192,000 700,000 SH   SOLE   700,000 0 0