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   1,540,200 45,300 SH   SOLE   45,300 0 0
APPLE INC COM 037833100   10,507,517 54,576 SH   SOLE   54,576 0 0
AIRBNB INC COM CL A 009066101   13,677,986 100,470 SH   SOLE   100,470 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   431,619 1,230 SH   SOLE   1,230 0 0
AEHR TEST SYS COM 00760J108   8,263,087 311,462 SH   SOLE   311,462 0 0
AES CORP COM 00130H105   5,418,606 281,486 SH   SOLE   281,486 0 0
AFLAC INC COM 001055102   266,393 3,229 SH   SOLE   3,229 0 0
AFFIRM HLDGS INC COM CL A 00827B106   200,835 4,087 SH   SOLE   4,087 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   246,881 3,644 SH   SOLE   3,644 0 0
ALIGN TECHNOLOGY INC COM 016255101   2,505,456 9,144 SH   SOLE   9,144 0 0
APPLIED MATLS INC COM 038222105   7,084,728 43,714 SH   SOLE   43,714 0 0
ADVANCED MICRO DEVICES INC COM 007903107   10,909,962 74,011 SH   SOLE   74,011 0 0
AMERIPRISE FINL INC COM 03076C106   206,628 544 SH   SOLE   544 0 0
AMAZON COM INC COM 023135106   29,544,581 194,449 SH   SOLE   194,449 0 0
AON PLC SHS CL A G0403H108   286,364 984 SH   SOLE   984 0 0
APA CORPORATION COM 03743Q108   5,564,163 155,077 SH   SOLE   155,077 0 0
ANTERO RESOURCES CORP COM 03674X106   406,108 17,906 SH   SOLE   17,906 0 0
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108   177,650 55,000 SH   SOLE   55,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   2,079,672 123,790 SH   SOLE   123,790 0 0
AMERICAN EXPRESS CO COM 025816109   408,776 2,182 SH   SOLE   2,182 0 0
AUTOZONE INC COM 053332102   486,095 188 SH   SOLE   188 0 0
BLOOM ENERGY CORP COM CL A 093712107   420,586 28,418 SH   SOLE   28,418 0 0
BOOKING HOLDINGS INC COM 09857L108   954,202 269 SH   SOLE   269 0 0
BAKER HUGHES COMPANY CL A 05722G100   933,114 27,300 SH   SOLE   27,300 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,053,753 20,537 SH   SOLE   20,537 0 0
PEABODY ENERGY CORP COM 704551100   1,050,624 43,200 SH   SOLE   43,200 0 0
BORGWARNER INC COM 099724106   537,750 15,000 SH   SOLE   15,000 0 0
CARDINAL HEALTH INC COM 14149Y108   293,429 2,911 SH   SOLE   2,911 0 0
CATERPILLAR INC COM 149123101   2,483,628 8,400 SH   SOLE   8,400 0 0
CHUBB LIMITED COM H1467J104   268,036 1,186 SH   SOLE   1,186 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   2,473,664 9,082 SH   SOLE   9,082 0 0
CENTURY ALUM CO COM 156431108   751,466 61,900 SH   SOLE   61,900 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   823,613 2,119 SH   SOLE   2,119 0 0
COMCAST CORP NEW CL A 20030N101   1,582,678 36,093 SH   SOLE   36,093 0 0
CONOCOPHILLIPS COM 20825C104   455,459 3,924 SH   SOLE   3,924 0 0
COSTCO WHSL CORP NEW COM 22160K105   6,175,048 9,355 SH   SOLE   9,355 0 0
COPART INC COM 217204106   2,587,396 52,804 SH   SOLE   52,804 0 0
COREBRIDGE FINL INC COM 21871X109   236,094 10,900 SH   SOLE   10,900 0 0
SALESFORCE INC COM 79466L302   2,552,458 9,700 SH   SOLE   9,700 0 0
CSX CORP COM 126408103   380,122 10,964 SH   SOLE   10,964 0 0
CATALENT INC COM 148806102   449,300 10,000 SH   SOLE   10,000 0 0
CENOVUS ENERGY INC COM 15135U109   924,075 55,500 SH   SOLE   55,500 0 0
CARVANA CO CL A 146869102   1,326,729 25,061 SH   SOLE   25,061 0 0
CHEVRON CORP NEW COM 166764100   1,170,011 7,844 SH   SOLE   7,844 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   607,473 15,100 SH   SOLE   15,100 0 0
DUPONT DE NEMOURS INC COM 26614N102   3,435,617 44,659 SH   SOLE   44,659 0 0
DEERE & CO COM 244199105   8,636,392 21,598 SH   SOLE   21,598 0 0
DANAHER CORPORATION COM 235851102   2,197,730 9,500 SH   SOLE   9,500 0 0
EBAY INC. COM 278642103   2,766,162 63,415 SH   SOLE   63,415 0 0
EDISON INTL COM 281020107   1,100,946 15,400 SH   SOLE   15,400 0 0
ENPHASE ENERGY INC COM 29355A107   2,672,399 20,224 SH   SOLE   20,224 0 0
EOG RES INC COM 26875P101   2,177,100 18,000 SH   SOLE   18,000 0 0
ENTERGY CORP NEW COM 29364G103   344,046 3,400 SH   SOLE   3,400 0 0
FREEPORT-MCMORAN INC CL B 35671D857   851,400 20,000 SH   SOLE   20,000 0 0
FISERV INC COM 337738108   461,220 3,472 SH   SOLE   3,472 0 0
FIGS INC CL A 30260D103   695,000 100,000 SH   SOLE   100,000 0 0
FIRST SOLAR INC COM 336433107   829,011 4,812 SH   SOLE   4,812 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S A 531229771   3,933,189 67,837 SH   SOLE   67,837 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   14,860,171 235,390 SH   SOLE   235,390 0 0
ALPHABET INC CAP STK CL C 02079K107   3,362,449 23,859 SH   SOLE   23,859 0 0
ALPHABET INC CAP STK CL A 02079K305   3,138,834 22,470 SH   SOLE   22,470 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   515,389 1,336 SH   SOLE   1,336 0 0
HALLIBURTON CO COM 406216101   2,591,955 71,700 SH   SOLE   71,700 0 0
HCA HEALTHCARE INC COM 40412C101   316,154 1,168 SH   SOLE   1,168 0 0
WARRIOR MET COAL INC COM 93627C101   780,416 12,800 SH   SOLE   12,800 0 0
HOME DEPOT INC COM 437076102   6,603,164 19,054 SH   SOLE   19,054 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   8,160,728 44,817 SH   SOLE   44,817 0 0
HONEYWELL INTL INC COM 438516106   384,398 1,833 SH   SOLE   1,833 0 0
HOWMET AEROSPACE INC COM 443201108   3,528,624 65,200 SH   SOLE   65,200 0 0
SAMSARA INC COM CL A 79589L106   689,764 20,664 SH   SOLE   20,664 0 0
INGERSOLL RAND INC COM 45687V106   21,219,930 274,372 SH   SOLE   274,372 0 0
JPMORGAN CHASE & CO COM 46625H100   8,227,057 48,366 SH   SOLE   48,366 0 0
LUCID GROUP INC COM 549498103   1,142,085 271,279 SH   SOLE   271,279 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   299,341 1,317 SH   SOLE   1,317 0 0
LINDE PLC SHS G54950103   489,566 1,192 SH   SOLE   1,192 0 0
LOCKHEED MARTIN CORP COM 539830109   587,852 1,297 SH   SOLE   1,297 0 0
LOWES COS INC COM 548661107   767,798 3,450 SH   SOLE   3,450 0 0
LULULEMON ATHLETICA INC COM 550021109   3,264,075 6,384 SH   SOLE   6,384 0 0
MASTERCARD INCORPORATED CL A 57636Q104   697,344 1,635 SH   SOLE   1,635 0 0
MARRIOTT INTL INC NEW CL A 571903202   296,771 1,316 SH   SOLE   1,316 0 0
MCKESSON CORP COM 58155Q103   328,716 710 SH   SOLE   710 0 0
MERCADOLIBRE INC COM 58733R102   8,426,597 5,362 SH   SOLE   5,362 0 0
METLIFE INC COM 59156R108   241,308 3,649 SH   SOLE   3,649 0 0
MARTIN MARIETTA MATLS INC COM 573284106   5,797,334 11,620 SH   SOLE   11,620 0 0
MARATHON PETE CORP COM 56585A102   2,968,535 20,009 SH   SOLE   20,009 0 0
MARATHON OIL CORP COM 565849106   1,514,856 62,701 SH   SOLE   62,701 0 0
MARVELL TECHNOLOGY INC COM 573874104   953,984 15,818 SH   SOLE   15,818 0 0
MICROSOFT CORP COM 594918104   25,459,788 67,705 SH   SOLE   67,705 0 0
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203   1,112,888 39,200 SH   SOLE   39,200 0 0
NEXTERA ENERGY INC COM 65339F101   5,948,633 97,936 SH   SOLE   97,936 0 0
NIKE INC CL B 654106103   2,551,395 23,500 SH   SOLE   23,500 0 0
SERVICENOW INC COM 81762P102   4,279,916 6,058 SH   SOLE   6,058 0 0
NORFOLK SOUTHN CORP COM 655844108   13,718,077 58,034 SH   SOLE   58,034 0 0
NVIDIA CORPORATION COM 67066G104   11,436,115 23,093 SH   SOLE   23,093 0 0
NVR INC COM 62944T105   203,013 29 SH   SOLE   29 0 0
ON SEMICONDUCTOR CORP COM 682189105   935,536 11,200 SH   SOLE   11,200 0 0
ON HLDG AG NAMEN AKT A H5919C104   1,567,982 58,138 SH   SOLE   58,138 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   429,436 452 SH   SOLE   452 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207   1,001,660 62,800 SH   SOLE   62,800 0 0
PALO ALTO NETWORKS INC COM 697435105   2,578,431 8,744 SH   SOLE   8,744 0 0
PBF ENERGY INC CL A 69318G106   3,406,900 77,500 SH   SOLE   77,500 0 0
PLUG POWER INC COM NEW 72919P202   1,000,710 222,380 SH   SOLE   222,380 0 0
PHILLIPS 66 COM 718546104   264,682 1,988 SH   SOLE   1,988 0 0
PATTERSON-UTI ENERGY INC COM 703481101   5,299,009 490,649 SH   SOLE   490,649 0 0
QUALCOMM INC COM 747525103   556,826 3,850 SH   SOLE   3,850 0 0
RTX CORPORATION COM 75513E101   552,127 6,562 SH   SOLE   6,562 0 0
SUNRUN INC COM 86771W105   976,494 49,745 SH   SOLE   49,745 0 0
SHOPIFY INC CL A 82509L107   4,485,794 57,584 SH   SOLE   57,584 0 0
SCHLUMBERGER LTD COM STK 806857108   2,862,200 55,000 SH   SOLE   55,000 0 0
U S SILICA HLDGS INC COM 90346E103   3,159,810 279,382 SH   SOLE   279,382 0 0
SHARKNINJA INC COM SHS G8068L108   1,259,447 24,613 SH   SOLE   24,613 0 0
STEM INC COM 85859N102   1,276,772 329,065 SH   SOLE   329,065 0 0
STEEL DYNAMICS INC COM 858119100   1,336,302 11,315 SH   SOLE   11,315 0 0
STATE STR CORP COM 857477103   278,856 3,600 SH   SOLE   3,600 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   2,205,456 19,618 SH   SOLE   19,618 0 0
SOUTHWESTERN ENERGY CO COM 845467109   996,910 152,200 SH   SOLE   152,200 0 0
TRANSDIGM GROUP INC COM 893641100   22,894,531 22,632 SH   SOLE   22,632 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   4,229,434 51,844 SH   SOLE   51,844 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   5,838,690 11,000 SH   SOLE   11,000 0 0
T-MOBILE US INC COM 872590104   2,119,402 13,219 SH   SOLE   13,219 0 0
TESLA INC COM 88160R101   1,399,688 5,633 SH   SOLE   5,633 0 0
TEXAS INSTRS INC COM 882508104   3,201,750 18,783 SH   SOLE   18,783 0 0
UBER TECHNOLOGIES INC COM 90353T100   6,174,240 100,280 SH   SOLE   100,280 0 0
ULTA BEAUTY INC COM 90384S303   2,058,448 4,201 SH   SOLE   4,201 0 0
UNITEDHEALTH GROUP INC COM 91324P102   2,211,174 4,200 SH   SOLE   4,200 0 0
UNION PAC CORP COM 907818108   11,912,570 48,500 SH   SOLE   48,500 0 0
UNITED RENTALS INC COM 911363109   3,649,245 6,364 SH   SOLE   6,364 0 0
VISA INC COM CL A 92826C839   1,310,862 5,035 SH   SOLE   5,035 0 0
V F CORP COM 918204108   2,721,958 144,785 SH   SOLE   144,785 0 0
VALERO ENERGY CORP COM 91913Y100   1,108,380 8,526 SH   SOLE   8,526 0 0
VULCAN MATLS CO COM 929160109   5,814,180 25,612 SH   SOLE   25,612 0 0
WESTERN DIGITAL CORP. COM 958102105   6,249,155 119,327 SH   SOLE   119,327 0 0
WELLS FARGO CO NEW COM 949746101   517,598 10,516 SH   SOLE   10,516 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   10,299,825 287,785 SH   SOLE   287,785 0 0
WALMART INC COM 931142103   15,962,063 101,250 SH   SOLE   101,250 0 0
EXXON MOBIL CORP COM 30231G102   1,709,258 17,096 SH   SOLE   17,096 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   1,504,360 26,000 SH   SOLE   26,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   2,187,502 30,420 SH   SOLE   30,420 0 0
ZSCALER INC COM 98980G102   2,193,444 9,900 SH   SOLE   9,900 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   2,007,100 10,000 SH   SOLE   10,000 0 0
ISHARES TR RUS 2000 GRW ETF 464287648   983,658 3,900 SH   SOLE   3,900 0 0
SPDR SER TR S&P REGL BKG 78464A698   13,658,120 260,502 SH   SOLE   260,502 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   1,305,450 48,350 SH   SOLE   48,350 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   3,432,577 11,090 SH   SOLE   11,090 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   22,683,694 47,724 SH   SOLE   47,724 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   967,200 15,000 SH   SOLE   15,000 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   1,016,140 11,500 SH   SOLE   11,500 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100   3,435,971 40,168 SH   SOLE   40,168 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   1,582,732 18,878 SH   SOLE   18,878 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   3,268,643 86,932 SH   SOLE   86,932 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   3,126,102 43,400 SH   SOLE   43,400 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   4,653,108 73,474 SH   SOLE   73,474 0 0
EQUINIX INC COM 29444U700   2,768,125 3,437 SH   SOLE   3,437 0 0
AEHR TEST SYS COM 00760J108   4,313,778 162,600 SH Call SOLE   162,600 0 0
ADVANCED MICRO DEVICES INC COM 007903107   7,370,500 50,000 SH Call SOLE   50,000 0 0
AMAZON COM INC COM 023135106   12,155,200 80,000 SH Call SOLE   80,000 0 0
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108   96,900 30,000 SH Call SOLE   30,000 0 0
PROSHARES TR BITCOIN STRATE 74347G440   1,229,400 60,000 SH Call SOLE   60,000 0 0
BORGWARNER INC COM 099724106   1,075,500 30,000 SH Call SOLE   30,000 0 0
CATERPILLAR INC COM 149123101   5,913,400 20,000 SH Call SOLE   20,000 0 0
CINCINNATI FINL CORP COM 172062101   1,034,600 10,000 SH Call SOLE   10,000 0 0
CAPITAL ONE FINL CORP COM 14040H105   2,622,400 20,000 SH Call SOLE   20,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   6,436,800 160,000 SH Call SOLE   160,000 0 0
DEERE & CO COM 244199105   19,993,500 50,000 SH Call SOLE   50,000 0 0
ERO COPPER CORP COM 296006109   157,900 10,000 SH Call SOLE   10,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   5,534,100 130,000 SH Call SOLE   130,000 0 0
FIGS INC CL A 30260D103   695,000 100,000 SH Call SOLE   100,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   28,836,000 1,200,000 SH Call SOLE   1,200,000 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100   2,244,450 130,000 SH Call SOLE   130,000 0 0
ALPHABET INC CAP STK CL A 02079K305   5,587,600 40,000 SH Call SOLE   40,000 0 0
HOME DEPOT INC COM 437076102   20,793,000 60,000 SH Call SOLE   60,000 0 0
INTEL CORP COM 458140100   5,025,000 100,000 SH Call SOLE   100,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   20,071,000 100,000 SH Call SOLE   100,000 0 0
ISHARES TR IBOXX INV CP ETF 464287242   22,132,000 200,000 SH Call SOLE   200,000 0 0
MARATHON DIGITAL HOLDINGS IN COM 565788106   939,600 40,000 SH Call SOLE   40,000 0 0
MICROSOFT CORP COM 594918104   16,921,800 45,000 SH Call SOLE   45,000 0 0
NVIDIA CORPORATION COM 67066G104   3,961,760 8,000 SH Call SOLE   8,000 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103   1,164,800 260,000 SH Call SOLE   260,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   16,380,800 40,000 SH Call SOLE   40,000 0 0
SCHWAB CHARLES CORP COM 808513105   4,816,000 70,000 SH Call SOLE   70,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   1,404,000 15,000 SH Call SOLE   15,000 0 0
SCHLUMBERGER LTD COM STK 806857108   4,163,200 80,000 SH Call SOLE   80,000 0 0
STEEL DYNAMICS INC COM 858119100   4,724,000 40,000 SH Call SOLE   40,000 0 0
TEXAS INSTRS INC COM 882508104   5,966,100 35,000 SH Call SOLE   35,000 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405   2,120,922 250,700 SH Call SOLE   250,700 0 0
V F CORP COM 918204108   2,820,000 150,000 SH Call SOLE   150,000 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   3,755,400 330,000 SH Call SOLE   330,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100   1,719,000 100,000 SH Call SOLE   100,000 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   363,400 15,800 SH Put SOLE   15,800 0 0
BANK AMERICA CORP COM 060505104   530,302,500 15,750,000 SH Put SOLE   15,750,000 0 0
ISHARES TR IBOXX INV CP ETF 464287242   47,030,500 425,000 SH Put SOLE   425,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   9,506,200 20,000 SH Put SOLE   20,000 0 0