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
ALCOA CORP COM 013872106   5,189,884 178,592 SH   SOLE   178,592 0 0
ADVANCE AUTO PARTS INC COM 00751Y106   2,383,513 42,616 SH   SOLE   42,616 0 0
AIRBNB INC COM CL A 009066101   2,744,200 20,000 SH   SOLE   20,000 0 0
AEHR TEST SYS COM 00760J108   3,744,795 81,943 SH   SOLE   81,943 0 0
AFLAC INC COM 001055102   245,447 3,198 SH   SOLE   3,198 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   249,248 4,113 SH   SOLE   4,113 0 0
APPLIED MATLS INC COM 038222105   8,356,288 60,356 SH   SOLE   60,356 0 0
ADVANCED MICRO DEVICES INC COM 007903107   11,964,546 116,364 SH   SOLE   116,364 0 0
AMAZON COM INC COM 023135106   16,430,387 129,251 SH   SOLE   129,251 0 0
AUTONATION INC COM 05329W102   241,180 1,593 SH   SOLE   1,593 0 0
APA CORPORATION COM 03743Q108   7,026,456 170,960 SH   SOLE   170,960 0 0
APPLOVIN CORP COM CL A 03831W108   1,982,056 49,601 SH   SOLE   49,601 0 0
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108   451,350 85,000 SH   SOLE   85,000 0 0
AMERICAN EXPRESS CO COM 025816109   642,263 4,305 SH   SOLE   4,305 0 0
BLOOM ENERGY CORP COM CL A 093712107   1,625,676 122,600 SH   SOLE   122,600 0 0
BOOKING HOLDINGS INC COM 09857L108   1,239,748 402 SH   SOLE   402 0 0
BAKER HUGHES COMPANY CL A 05722G100   964,236 27,300 SH   SOLE   27,300 0 0
BLACKROCK INC COM 09247X101   1,910,378 2,955 SH   SOLE   2,955 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   271,833 776 SH   SOLE   776 0 0
AVIS BUDGET GROUP COM 053774105   253,902 1,413 SH   SOLE   1,413 0 0
CAVA GROUP INC COM 148929102   612,600 20,000 SH   SOLE   20,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   1,054,350 4,500 SH   SOLE   4,500 0 0
CELSIUS HLDGS INC COM NEW 15118V207   2,158,042 12,576 SH   SOLE   12,576 0 0
CENTURY ALUM CO COM 156431108   445,061 61,900 SH   SOLE   61,900 0 0
COLGATE PALMOLIVE CO COM 194162103   512,916 7,213 SH   SOLE   7,213 0 0
CELESTICA INC SUB VTG SHS 15101Q108   1,255,424 51,200 SH   SOLE   51,200 0 0
CENTERPOINT ENERGY INC COM 15189T107   500,081 18,625 SH   SOLE   18,625 0 0
COSTCO WHSL CORP NEW COM 22160K105   3,025,361 5,355 SH   SOLE   5,355 0 0
COPART INC COM 217204106   973,403 22,590 SH   SOLE   22,590 0 0
SALESFORCE INC COM 79466L302   486,672 2,400 SH   SOLE   2,400 0 0
CHEVRON CORP NEW COM 166764100   1,555,351 9,224 SH   SOLE   9,224 0 0
DEERE & CO COM 244199105   2,375,607 6,295 SH   SOLE   6,295 0 0
DANAHER CORPORATION COM 235851102   4,168,080 16,800 SH   SOLE   16,800 0 0
DOW INC COM 260557103   1,546,800 30,000 SH   SOLE   30,000 0 0
ELECTRONIC ARTS INC COM 285512109   532,409 4,422 SH   SOLE   4,422 0 0
ENPHASE ENERGY INC COM 29355A107   865,080 7,200 SH   SOLE   7,200 0 0
EOG RES INC COM 26875P101   1,348,093 10,635 SH   SOLE   10,635 0 0
FIRSTENERGY CORP COM 337932107   304,544 8,910 SH   SOLE   8,910 0 0
FISERV INC COM 337738108   314,481 2,784 SH   SOLE   2,784 0 0
TECHNIPFMC PLC COM G87110105   3,349,388 164,670 SH   SOLE   164,670 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S A 531229771   2,317,462 40,988 SH   SOLE   40,988 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   9,535,202 153,053 SH   SOLE   153,053 0 0
ALPHABET INC CAP STK CL A 02079K305   209,376 1,600 SH   SOLE   1,600 0 0
HALLIBURTON CO COM 406216101   4,229,820 104,440 SH   SOLE   104,440 0 0
HCA HEALTHCARE INC COM 40412C101   1,766,628 7,182 SH   SOLE   7,182 0 0
WARRIOR MET COAL INC COM 93627C101   653,824 12,800 SH   SOLE   12,800 0 0
HESS CORP COM 42809H107   2,754,000 18,000 SH   SOLE   18,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   3,206,493 21,351 SH   SOLE   21,351 0 0
HUMANA INC COM 444859102   548,308 1,127 SH   SOLE   1,127 0 0
INGERSOLL RAND INC COM 45687V106   15,687,545 246,195 SH   SOLE   246,195 0 0
JPMORGAN CHASE & CO COM 46625H100   3,302,395 22,772 SH   SOLE   22,772 0 0
COCA COLA CO COM 191216100   490,553 8,763 SH   SOLE   8,763 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104   1,963,732 114,704 SH   SOLE   114,704 0 0
LOWES COS INC COM 548661107   743,859 3,579 SH   SOLE   3,579 0 0
MASIMO CORP COM 574795100   2,703,700 30,836 SH   SOLE   30,836 0 0
MATTEL INC COM 577081102   1,643,372 74,597 SH   SOLE   74,597 0 0
MCDONALDS CORP COM 580135101   504,751 1,916 SH   SOLE   1,916 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105   292,080 2,000 SH   SOLE   2,000 0 0
MONDELEZ INTL INC CL A 609207105   531,396 7,657 SH   SOLE   7,657 0 0
META PLATFORMS INC CL A 30303M102   900,630 3,000 SH   SOLE   3,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   2,292,120 5,584 SH   SOLE   5,584 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   356,142 6,726 SH   SOLE   6,726 0 0
MARATHON PETE CORP COM 56585A102   1,165,469 7,701 SH   SOLE   7,701 0 0
MONOLITHIC PWR SYS INC COM 609839105   404,250 875 SH   SOLE   875 0 0
MARATHON OIL CORP COM 565849106   1,479,275 55,300 SH   SOLE   55,300 0 0
MARVELL TECHNOLOGY INC COM 573874104   568,365 10,500 SH   SOLE   10,500 0 0
MORGAN STANLEY COM NEW 617446448   739,930 9,060 SH   SOLE   9,060 0 0
MICROSOFT CORP COM 594918104   11,382,788 36,050 SH   SOLE   36,050 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   460,552 18,400 SH   SOLE   18,400 0 0
MICRON TECHNOLOGY INC COM 595112103   1,084,398 15,940 SH   SOLE   15,940 0 0
NORFOLK SOUTHN CORP COM 655844108   17,640,596 89,578 SH   SOLE   89,578 0 0
NOVOCURE LTD ORD SHS G6674U108   1,496,427 92,658 SH   SOLE   92,658 0 0
NVIDIA CORPORATION COM 67066G104   4,107,176 9,442 SH   SOLE   9,442 0 0
NEW YORK CMNTY BANCORP INC COM 649445103   227,560 20,067 SH   SOLE   20,067 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   1,511,363 3,694 SH   SOLE   3,694 0 0
OVINTIV INC COM 69047Q102   4,777,693 100,435 SH   SOLE   100,435 0 0
OCCIDENTAL PETE CORP COM 674599105   1,113,535 17,163 SH   SOLE   17,163 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103   252,595 1,512 SH   SOLE   1,512 0 0
PALO ALTO NETWORKS INC COM 697435105   2,297,512 9,800 SH   SOLE   9,800 0 0
PBF ENERGY INC CL A 69318G106   599,536 11,200 SH   SOLE   11,200 0 0
PLUG POWER INC COM NEW 72919P202   1,580,648 207,980 SH   SOLE   207,980 0 0
PHILLIPS 66 COM 718546104   533,106 4,437 SH   SOLE   4,437 0 0
PATTERSON-UTI ENERGY INC COM 703481101   7,580,431 547,719 SH   SOLE   547,719 0 0
SUNRUN INC COM 86771W105   1,855,112 147,700 SH   SOLE   147,700 0 0
SCHLUMBERGER LTD COM STK 806857108   3,643,750 62,500 SH   SOLE   62,500 0 0
SHARKNINJA INC COM SHS G8068L108   1,247,084 26,900 SH   SOLE   26,900 0 0
STEM INC COM 85859N102   566,723 133,661 SH   SOLE   133,661 0 0
STATE STR CORP COM 857477103   332,456 4,965 SH   SOLE   4,965 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   1,324,261 13,432 SH   SOLE   13,432 0 0
TRANSDIGM GROUP INC COM 893641100   11,720,350 13,901 SH   SOLE   13,901 0 0
TELLURIAN INC NEW COM 87968A104   1,007,215 868,289 SH   SOLE   868,289 0 0
T-MOBILE US INC COM 872590104   4,298,555 30,693 SH   SOLE   30,693 0 0
UGI CORP NEW COM 902681105   3,412,165 148,355 SH   SOLE   148,355 0 0
ULTA BEAUTY INC COM 90384S303   6,329,285 15,845 SH   SOLE   15,845 0 0
UNION PAC CORP COM 907818108   3,991,148 19,600 SH   SOLE   19,600 0 0
VULCAN MATLS CO COM 929160109   2,332,927 11,548 SH   SOLE   11,548 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   5,496,672 147,760 SH   SOLE   147,760 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   452,800 13,971 SH   SOLE   13,971 0 0
WESTERN DIGITAL CORP. COM 958102105   1,576,015 34,539 SH   SOLE   34,539 0 0
WELLS FARGO CO NEW COM 949746101   1,265,884 30,981 SH   SOLE   30,981 0 0
WALMART INC COM 931142103   2,553,282 15,965 SH   SOLE   15,965 0 0
ARK ETF TR INNOVATION ETF 00214Q104   2,217,117 55,889 SH   SOLE   55,889 0 0
PROSHARES TR BITCOIN STRATE 74347G440   687,738 49,800 SH   SOLE   49,800 0 0
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407   823,776 17,223 SH   SOLE   17,223 0 0
ISHARES TR JPMORGAN USD EMG 464288281   812,162 9,842 SH   SOLE   9,842 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   11,605,455 65,664 SH   SOLE   65,664 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   8,622,550 24,990 SH   SOLE   24,990 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   714,171 4,926 SH   SOLE   4,926 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   7,948,136 18,593 SH   SOLE   18,593 0 0
SPDR SER TR S&P BIOTECH 78464A870   1,182,924 16,200 SH   SOLE   16,200 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   1,473,357 16,300 SH   SOLE   16,300 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   5,757,052 173,562 SH   SOLE   173,562 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   1,612,579 9,837 SH   SOLE   9,837 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   8,672,744 126,039 SH   SOLE   126,039 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   4,119,881 120,924 SH   SOLE   120,924 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   7,605,093 129,053 SH   SOLE   129,053 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   2,857,127 22,193 SH   SOLE   22,193 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   5,420,902 36,650 SH   SOLE   36,650 0 0
BARCLAYS BANK PLC IPTH SR B S&P 06748F324   805,613 34,546 SH   SOLE   34,546 0 0
EQUINIX INC COM 29444U700   4,589,237 6,319 SH   SOLE   6,319 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   417,354 2,085 SH   SOLE   2,085 0 0
AIRBNB INC COM CL A 009066101   5,488,400 40,000 SH Call SOLE   40,000 0 0
AEHR TEST SYS COM 00760J108   914,000 20,000 SH Call SOLE   20,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   5,141,000 50,000 SH Call SOLE   50,000 0 0
AMAZON COM INC COM 023135106   10,169,600 80,000 SH Call SOLE   80,000 0 0
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108   309,042 58,200 SH Call SOLE   58,200 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   2,960,000 80,000 SH Call SOLE   80,000 0 0
GENERAL MTRS CO COM 37045V100   2,307,900 70,000 SH Call SOLE   70,000 0 0
ALPHABET INC CAP STK CL A 02079K305   6,543,000 50,000 SH Call SOLE   50,000 0 0
HESS CORP COM 42809H107   765,000 5,000 SH Call SOLE   5,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   11,488,100 65,000 SH Call SOLE   65,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   6,295,100 230,000 SH Call SOLE   230,000 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105   1,095,300 7,500 SH Call SOLE   7,500 0 0
MICROSOFT CORP COM 594918104   9,472,500 30,000 SH Call SOLE   30,000 0 0
NVIDIA CORPORATION COM 67066G104   19,792,045 45,500 SH Call SOLE   45,500 0 0
INSULET CORP COM 45784P101   1,594,900 10,000 SH Call SOLE   10,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   32,244,300 90,000 SH Call SOLE   90,000 0 0
TRANSOCEAN LTD REG SHS H8817H100   3,694,500 450,000 SH Call SOLE   450,000 0 0
SCHLUMBERGER LTD COM STK 806857108   7,579,000 130,000 SH Call SOLE   130,000 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   4,344,000 400,000 SH Call SOLE   400,000 0 0
AMAZON COM INC COM 023135106   6,356,000 50,000 SH Put SOLE   50,000 0 0
CAPITAL ONE FINL CORP COM 14040H105   6,783,795 69,900 SH Put SOLE   69,900 0 0