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
CRH PLC ORD G25508105   966 11,200 SH   SOLE   11,200 0 0
APPLE INC COM 037833100   4,073 23,750 SH   SOLE   23,750 0 0
AIRBNB INC COM CL A 009066101   3,612 21,894 SH   SOLE   21,894 0 0
AEHR TEST SYS COM 00760J108   867 69,937 SH   SOLE   69,937 0 0
AES CORP COM 00130H105   3,758 209,578 SH   SOLE   209,578 0 0
AFLAC INC COM 001055102   284 3,302 SH   SOLE   3,302 0 0
AGILON HEALTH INC COM 00857U107   73 11,900 SH   SOLE   11,900 0 0
AKEBIA THERAPEUTICS INC COM 00972D105   23 12,400 SH   SOLE   12,400 0 0
APPLIED MATLS INC COM 038222105   6,943 33,668 SH   SOLE   33,668 0 0
AMC ENTMT HLDGS INC CL A NEW 00165C302   42 11,300 SH   SOLE   11,300 0 0
ADVANCED MICRO DEVICES INC COM 007903107   15,136 83,859 SH   SOLE   83,859 0 0
AMERIPRISE FINL INC COM 03076C106   268 612 SH   SOLE   612 0 0
AMAZON COM INC COM 023135106   39,262 217,664 SH   SOLE   217,664 0 0
APA CORPORATION COM 03743Q108   2,123 61,743 SH   SOLE   61,743 0 0
AMPHENOL CORP NEW CL A 032095101   692 6,000 SH   SOLE   6,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   840 56,350 SH   SOLE   56,350 0 0
BANK AMERICA CORP COM 060505104   2,211 58,300 SH   SOLE   58,300 0 0
BLOOM ENERGY CORP COM CL A 093712107   626 55,656 SH   SOLE   55,656 0 0
BANK NEW YORK MELLON CORP COM 064058100   354 6,150 SH   SOLE   6,150 0 0
BOOKING HOLDINGS INC COM 09857L108   6,167 1,700 SH   SOLE   1,700 0 0
BLEND LABS INC CL A 09352U108   41 12,500 SH   SOLE   12,500 0 0
BRIGHTSPRING HEALTH SVCS INC COM 10950A106   870 80,000 SH   SOLE   80,000 0 0
PEABODY ENERGY CORP COM 704551100   1,984 81,800 SH   SOLE   81,800 0 0
BURFORD CAP LTD ORD SHS G17977110   219 13,700 SH   SOLE   13,700 0 0
CATERPILLAR INC COM 149123101   2,528 6,900 SH   SOLE   6,900 0 0
CAMECO CORP COM 13321L108   6,654 153,595 SH   SOLE   153,595 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105   30 15,800 SH   SOLE   15,800 0 0
COMCAST CORP NEW CL A 20030N101   1,465 33,804 SH   SOLE   33,804 0 0
COSTCO WHSL CORP NEW COM 22160K105   5,362 7,319 SH   SOLE   7,319 0 0
COPART INC COM 217204106   4,252 73,404 SH   SOLE   73,404 0 0
SALESFORCE INC COM 79466L302   8,366 27,779 SH   SOLE   27,779 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   4,627 14,434 SH   SOLE   14,434 0 0
CONSTELLIUM SE CL A SHS F21107101   227 10,246 SH   SOLE   10,246 0 0
CENOVUS ENERGY INC COM 15135U109   1,021 51,100 SH   SOLE   51,100 0 0
CARVANA CO CL A 146869102   527 6,000 SH   SOLE   6,000 0 0
CVS HEALTH CORP COM 126650100   1,361 17,058 SH   SOLE   17,058 0 0
CHEVRON CORP NEW COM 166764100   3,535 22,412 SH   SOLE   22,412 0 0
DEERE & CO COM 244199105   7,514 18,294 SH   SOLE   18,294 0 0
DELL TECHNOLOGIES INC CL C 24703L202   1,472 12,900 SH   SOLE   12,900 0 0
DANAHER CORPORATION COM 235851102   7,567 30,300 SH   SOLE   30,300 0 0
DICKS SPORTING GOODS INC COM 253393102   339 1,508 SH   SOLE   1,508 0 0
EVENTBRITE INC COM CL A 29975E109   219 40,000 SH   SOLE   40,000 0 0
EMCOR GROUP INC COM 29084Q100   5,598 15,986 SH   SOLE   15,986 0 0
ENPHASE ENERGY INC COM 29355A107   1,028 8,500 SH   SOLE   8,500 0 0
EXPEDIA GROUP INC COM NEW 30212P303   304 2,204 SH   SOLE   2,204 0 0
FREEPORT-MCMORAN INC CL B 35671D857   433 9,200 SH   SOLE   9,200 0 0
FIRST SOLAR INC COM 336433107   1,080 6,400 SH   SOLE   6,400 0 0
FASTLY INC CL A 31188V100   454 35,000 SH   SOLE   35,000 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S A 531229771   4,802 81,745 SH   SOLE   81,745 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   10,606 161,670 SH   SOLE   161,670 0 0
GENERAL ELECTRIC CO COM NEW 369604301   2,879 16,400 SH   SOLE   16,400 0 0
GE VERNOVA LLC COM 36828A101   684 5,000 SH   SOLE   5,000 0 0
GENERAL MLS INC COM 370334104   621 8,872 SH   SOLE   8,872 0 0
GENERAL MTRS CO COM 37045V100   6,772 149,326 SH   SOLE   149,326 0 0
ALPHABET INC CAP STK CL A 02079K305   5,504 36,470 SH   SOLE   36,470 0 0
WARRIOR MET COAL INC COM 93627C101   2,765 45,545 SH   SOLE   45,545 0 0
HOME DEPOT INC COM 437076102   7,691 20,050 SH   SOLE   20,050 0 0
HESS CORP COM 42809H107   184,225 1,206,926 SH   SOLE   1,206,926 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   3,599 16,873 SH   SOLE   16,873 0 0
HOLOGIC INC COM 436440101   541 6,936 SH   SOLE   6,936 0 0
HOWMET AEROSPACE INC COM 443201108   2,094 30,600 SH   SOLE   30,600 0 0
INTEL CORP COM 458140100   755 17,100 SH   SOLE   17,100 0 0
INGERSOLL RAND INC COM 45687V106   6,729 70,866 SH   SOLE   70,866 0 0
JPMORGAN CHASE & CO COM 46625H100   5,386 26,891 SH   SOLE   26,891 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   294 1,882 SH   SOLE   1,882 0 0
STANDARD BIOTOOLS INC COM 34385P108   51 19,000 SH   SOLE   19,000 0 0
LUCID GROUP INC COM 549498103   180 63,300 SH   SOLE   63,300 0 0
LOCKHEED MARTIN CORP COM 539830109   1,743 3,832 SH   SOLE   3,832 0 0
LULULEMON ATHLETICA INC COM 550021109   1,713 4,384 SH   SOLE   4,384 0 0
LAMB WESTON HLDGS INC COM 513272104   2,131 20,000 SH   SOLE   20,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   1,587 15,000 SH   SOLE   15,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   3,853 8,000 SH   SOLE   8,000 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105   401 1,500 SH   SOLE   1,500 0 0
MERCADOLIBRE INC COM 58733R102   3,783 2,502 SH   SOLE   2,502 0 0
META PLATFORMS INC CL A 30303M102   7,694 15,845 SH   SOLE   15,845 0 0
MARTIN MARIETTA MATLS INC COM 573284106   3,021 4,920 SH   SOLE   4,920 0 0
MARATHON PETE CORP COM 56585A102   1,587 7,874 SH   SOLE   7,874 0 0
MARVELL TECHNOLOGY INC COM 573874104   5,158 72,774 SH   SOLE   72,774 0 0
MICROSOFT CORP COM 594918104   87,268 207,426 SH   SOLE   207,426 0 0
MICROSTRATEGY INC CL A NEW 594972408   1,923 1,128 SH   SOLE   1,128 0 0
MICRON TECHNOLOGY INC COM 595112103   566 4,800 SH   SOLE   4,800 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   1,084 35,433 SH   SOLE   35,433 0 0
NIKE INC CL B 654106103   940 10,000 SH   SOLE   10,000 0 0
SERVICENOW INC COM 81762P102   4,390 5,758 SH   SOLE   5,758 0 0
NORFOLK SOUTHN CORP COM 655844108   34,941 137,094 SH   SOLE   137,094 0 0
NUTANIX INC CL A 67059N108   1,741 28,200 SH   SOLE   28,200 0 0
NUCOR CORP COM 670346105   3,463 17,500 SH   SOLE   17,500 0 0
NVIDIA CORPORATION COM 67066G104   22,556 24,963 SH   SOLE   24,963 0 0
OCUGEN INC COM 67577C105   25 15,000 SH   SOLE   15,000 0 0
ON HLDG AG NAMEN AKT A H5919C104   1,384 39,112 SH   SOLE   39,112 0 0
OCCIDENTAL PETE CORP COM 674599105   12,532 192,828 SH   SOLE   192,828 0 0
PAYCOM SOFTWARE INC COM 70432V102   430 2,162 SH   SOLE   2,162 0 0
PG&E CORP COM 69331C108   459 27,407 SH   SOLE   27,407 0 0
PARKER-HANNIFIN CORP COM 701094104   2,612 4,700 SH   SOLE   4,700 0 0
PULTE GROUP INC COM 745867101   273 2,262 SH   SOLE   2,262 0 0
PLUG POWER INC COM NEW 72919P202   49 14,300 SH   SOLE   14,300 0 0
PURE STORAGE INC CL A 74624M102   5,509 105,971 SH   SOLE   105,971 0 0
PHILLIPS 66 COM 718546104   1,076 6,590 SH   SOLE   6,590 0 0
PATTERSON-UTI ENERGY INC COM 703481101   1,007 84,300 SH   SOLE   84,300 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   66 15,300 SH   SOLE   15,300 0 0
PAYPAL HLDGS INC COM 70450Y103   1,176 17,556 SH   SOLE   17,556 0 0
QUALCOMM INC COM 747525103   694 4,100 SH   SOLE   4,100 0 0
QURATE RETAIL INC COM SER A 74915M100   20 16,500 SH   SOLE   16,500 0 0
FERRARI N V COM N3167Y103   5,275 12,100 SH   SOLE   12,100 0 0
REGENERON PHARMACEUTICALS COM 75886F107   914 950 SH   SOLE   950 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   65 10,300 SH   SOLE   10,300 0 0
RTX CORPORATION COM 75513E101   7,461 76,502 SH   SOLE   76,502 0 0
SAIA INC COM 78709Y105   1,989 3,400 SH   SOLE   3,400 0 0
SOHO HOUSE & CO INC COM CL A 586001109   57 10,000 SH   SOLE   10,000 0 0
SHOPIFY INC CL A 82509L107   2,453 31,788 SH   SOLE   31,788 0 0
SHARKNINJA INC COM SHS G8068L108   470 7,553 SH   SOLE   7,553 0 0
SYNOPSYS INC COM 871607107   2,026 3,545 SH   SOLE   3,545 0 0
TD SYNNEX CORPORATION COM 87162W100   566 5,000 SH   SOLE   5,000 0 0
STEM INC COM 85859N102   572 261,260 SH   SOLE   261,260 0 0
STATE STR CORP COM 857477103   339 4,382 SH   SOLE   4,382 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   383 3,533 SH   SOLE   3,533 0 0
SYSCO CORP COM 871829107   327 4,028 SH   SOLE   4,028 0 0
TRANSDIGM GROUP INC COM 893641100   15,220 12,358 SH   SOLE   12,358 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   12,656 146,464 SH   SOLE   146,464 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   11,409 19,630 SH   SOLE   19,630 0 0
T-MOBILE US INC COM 872590104   3,811 23,346 SH   SOLE   23,346 0 0
TAYSHA GENE THERAPIES INC COM SHS 877619106   29 10,100 SH   SOLE   10,100 0 0
TESLA INC COM 88160R101   352 2,001 SH   SOLE   2,001 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   520 3,500 SH   SOLE   3,500 0 0
TEXAS INSTRS INC COM 882508104   13,763 79,000 SH   SOLE   79,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   5,442 70,680 SH   SOLE   70,680 0 0
ULTA BEAUTY INC COM 90384S303   7,251 13,868 SH   SOLE   13,868 0 0
UNITEDHEALTH GROUP INC COM 91324P102   4,753 9,608 SH   SOLE   9,608 0 0
UNION PAC CORP COM 907818108   22,760 92,545 SH   SOLE   92,545 0 0
UR-ENERGY INC COM 91688R108   28 17,600 SH   SOLE   17,600 0 0
UNITED RENTALS INC COM 911363109   8,610 11,940 SH   SOLE   11,940 0 0
VISA INC COM CL A 92826C839   12,491 44,758 SH   SOLE   44,758 0 0
V F CORP COM 918204108   351 22,900 SH   SOLE   22,900 0 0
VULCAN MATLS CO COM 929160109   3,442 12,612 SH   SOLE   12,612 0 0
VISTRA CORP COM 92840M102   2,807 40,300 SH   SOLE   40,300 0 0
WESTERN DIGITAL CORP. COM 958102105   13,565 198,789 SH   SOLE   198,789 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   8,725 264,229 SH   SOLE   264,229 0 0
WALMART INC COM 931142103   22,398 372,250 SH   SOLE   372,250 0 0
WATSCO INC COM 942622200   594 1,376 SH   SOLE   1,376 0 0
XPO INC COM 983793100   903 7,400 SH   SOLE   7,400 0 0
ZIONS BANCORPORATION N A COM 989701107   1,866 43,000 SH   SOLE   43,000 0 0
ISHARES BITCOIN TR SHS 46438F101   61,502 1,519,700 SH   SOLE   1,519,700 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   3,027 9,000 SH   SOLE   9,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   6,127 13,800 SH   SOLE   13,800 0 0
ISHARES TR ISHARES SEMICDTR 464287523   804 3,560 SH   SOLE   3,560 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   6,486 12,400 SH   SOLE   12,400 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   3,542 52,600 SH   SOLE   52,600 0 0
SPDR SER TR S&P BIOTECH 78464A870   1,575 16,600 SH   SOLE   16,600 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   3,728 45,657 SH   SOLE   45,657 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   32,468 343,900 SH   SOLE   343,900 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   2,830 13,586 SH   SOLE   13,586 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   3,453 45,226 SH   SOLE   45,226 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   6,494 164,272 SH   SOLE   164,272 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   1,996 30,400 SH   SOLE   30,400 0 0
EQUINIX INC COM 29444U700   2,203 2,669 SH   SOLE   2,669 0 0
MEDICAL PPTYS TRUST INC COM 58463J304   68 14,500 SH   SOLE   14,500 0 0
AEHR TEST SYS COM 00760J108   620 50,000 SH Call SOLE   50,000 0 0
AMAZON COM INC COM 023135106   10,823 60,000 SH Call SOLE   60,000 0 0
PROSHARES TR BITCOIN STRATE 74347G440   4,590 142,100 SH Call SOLE   142,100 0 0
FREEPORT-MCMORAN INC CL B 35671D857   5,642 120,000 SH Call SOLE   120,000 0 0
FIGS INC CL A 30260D103   847 170,000 SH Call SOLE   170,000 0 0
FASTLY INC CL A 31188V100   1,946 150,000 SH Call SOLE   150,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   27,339 130,000 SH Call SOLE   130,000 0 0
MICROSOFT CORP COM 594918104   12,622 30,000 SH Call SOLE   30,000 0 0
MICROSTRATEGY INC CL A NEW 594972408   28,978 17,000 SH Call SOLE   17,000 0 0
NVIDIA CORPORATION COM 67066G104   3,614 4,000 SH Call SOLE   4,000 0 0
PAYPAL HLDGS INC COM 70450Y103   10,048 150,000 SH Call SOLE   150,000 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   3,056 350,000 SH Call SOLE   350,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   7,553 80,000 SH Call SOLE   80,000 0 0
BANK AMERICA CORP COM 060505104   597,240 15,750,000 SH Put SOLE   15,750,000 0 0
TRUMP MEDIA & TECHNOLOGY GRO COM 25400Q105   1,859 30,000 SH Put SOLE   30,000 0 0