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   966,112 11,200 SH   SOLE   11,200 0 0
APPLE INC COM 037833100   4,072,650 23,750 SH   SOLE   23,750 0 0
AIRBNB INC COM CL A 009066101   3,611,634 21,894 SH   SOLE   21,894 0 0
AEHR TEST SYS COM 00760J108   867,219 69,937 SH   SOLE   69,937 0 0
AES CORP COM 00130H105   3,757,734 209,578 SH   SOLE   209,578 0 0
AFLAC INC COM 001055102   283,510 3,302 SH   SOLE   3,302 0 0
AGILON HEALTH INC COM 00857U107   72,590 11,900 SH   SOLE   11,900 0 0
AKEBIA THERAPEUTICS INC COM 00972D105   22,692 12,400 SH   SOLE   12,400 0 0
APPLIED MATLS INC COM 038222105   6,943,352 33,668 SH   SOLE   33,668 0 0
AMC ENTMT HLDGS INC CL A NEW 00165C302   42,036 11,300 SH   SOLE   11,300 0 0
ADVANCED MICRO DEVICES INC COM 007903107   15,135,711 83,859 SH   SOLE   83,859 0 0
AMERIPRISE FINL INC COM 03076C106   268,325 612 SH   SOLE   612 0 0
AMAZON COM INC COM 023135106   39,262,232 217,664 SH   SOLE   217,664 0 0
APA CORPORATION COM 03743Q108   2,122,724 61,743 SH   SOLE   61,743 0 0
AMPHENOL CORP NEW CL A 032095101   692,100 6,000 SH   SOLE   6,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   840,179 56,350 SH   SOLE   56,350 0 0
BANK AMERICA CORP COM 060505104   2,210,736 58,300 SH   SOLE   58,300 0 0
BLOOM ENERGY CORP COM CL A 093712107   625,573 55,656 SH   SOLE   55,656 0 0
BANK NEW YORK MELLON CORP COM 064058100   354,363 6,150 SH   SOLE   6,150 0 0
BOOKING HOLDINGS INC COM 09857L108   6,167,396 1,700 SH   SOLE   1,700 0 0
BLEND LABS INC CL A 09352U108   40,625 12,500 SH   SOLE   12,500 0 0
BRIGHTSPRING HEALTH SVCS INC COM 10950A106   869,600 80,000 SH   SOLE   80,000 0 0
PEABODY ENERGY CORP COM 704551100   1,984,468 81,800 SH   SOLE   81,800 0 0
BURFORD CAP LTD ORD SHS G17977110   218,789 13,700 SH   SOLE   13,700 0 0
CATERPILLAR INC COM 149123101   2,528,367 6,900 SH   SOLE   6,900 0 0
CAMECO CORP COM 13321L108   6,653,735 153,595 SH   SOLE   153,595 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105   30,020 15,800 SH   SOLE   15,800 0 0
COMCAST CORP NEW CL A 20030N101   1,465,403 33,804 SH   SOLE   33,804 0 0
COSTCO WHSL CORP NEW COM 22160K105   5,362,119 7,319 SH   SOLE   7,319 0 0
COPART INC COM 217204106   4,251,560 73,404 SH   SOLE   73,404 0 0
SALESFORCE INC COM 79466L302   8,366,479 27,779 SH   SOLE   27,779 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   4,627,396 14,434 SH   SOLE   14,434 0 0
CONSTELLIUM SE CL A SHS F21107101   226,539 10,246 SH   SOLE   10,246 0 0
CENOVUS ENERGY INC COM 15135U109   1,021,489 51,100 SH   SOLE   51,100 0 0
CARVANA CO CL A 146869102   527,460 6,000 SH   SOLE   6,000 0 0
CVS HEALTH CORP COM 126650100   1,360,546 17,058 SH   SOLE   17,058 0 0
CHEVRON CORP NEW COM 166764100   3,535,269 22,412 SH   SOLE   22,412 0 0
DEERE & CO COM 244199105   7,514,078 18,294 SH   SOLE   18,294 0 0
DELL TECHNOLOGIES INC CL C 24703L202   1,472,019 12,900 SH   SOLE   12,900 0 0
DANAHER CORPORATION COM 235851102   7,566,516 30,300 SH   SOLE   30,300 0 0
DICKS SPORTING GOODS INC COM 253393102   339,089 1,508 SH   SOLE   1,508 0 0
EVENTBRITE INC COM CL A 29975E109   219,200 40,000 SH   SOLE   40,000 0 0
EMCOR GROUP INC COM 29084Q100   5,598,297 15,986 SH   SOLE   15,986 0 0
ENPHASE ENERGY INC COM 29355A107   1,028,330 8,500 SH   SOLE   8,500 0 0
EXPEDIA GROUP INC COM NEW 30212P303   303,601 2,204 SH   SOLE   2,204 0 0
FREEPORT-MCMORAN INC CL B 35671D857   432,584 9,200 SH   SOLE   9,200 0 0
FIRST SOLAR INC COM 336433107   1,080,320 6,400 SH   SOLE   6,400 0 0
FASTLY INC CL A 31188V100   453,950 35,000 SH   SOLE   35,000 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S A 531229771   4,801,701 81,745 SH   SOLE   81,745 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   10,605,552 161,670 SH   SOLE   161,670 0 0
GENERAL ELECTRIC CO COM NEW 369604301   2,878,692 16,400 SH   SOLE   16,400 0 0
GE VERNOVA LLC COM 36828A101   683,750 5,000 SH   SOLE   5,000 0 0
GENERAL MLS INC COM 370334104   620,774 8,872 SH   SOLE   8,872 0 0
GENERAL MTRS CO COM 37045V100   6,771,934 149,326 SH   SOLE   149,326 0 0
ALPHABET INC CAP STK CL A 02079K305   5,504,417 36,470 SH   SOLE   36,470 0 0
WARRIOR MET COAL INC COM 93627C101   2,764,582 45,545 SH   SOLE   45,545 0 0
HOME DEPOT INC COM 437076102   7,691,180 20,050 SH   SOLE   20,050 0 0
HESS CORP COM 42809H107   184,225,185 1,206,926 SH   SOLE   1,206,926 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   3,599,180 16,873 SH   SOLE   16,873 0 0
HOLOGIC INC COM 436440101   540,731 6,936 SH   SOLE   6,936 0 0
HOWMET AEROSPACE INC COM 443201108   2,093,958 30,600 SH   SOLE   30,600 0 0
INTEL CORP COM 458140100   755,307 17,100 SH   SOLE   17,100 0 0
INGERSOLL RAND INC COM 45687V106   6,728,727 70,866 SH   SOLE   70,866 0 0
JPMORGAN CHASE & CO COM 46625H100   5,386,267 26,891 SH   SOLE   26,891 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   294,307 1,882 SH   SOLE   1,882 0 0
STANDARD BIOTOOLS INC COM 34385P108   51,490 19,000 SH   SOLE   19,000 0 0
LUCID GROUP INC COM 549498103   180,405 63,300 SH   SOLE   63,300 0 0
LOCKHEED MARTIN CORP COM 539830109   1,743,062 3,832 SH   SOLE   3,832 0 0
LULULEMON ATHLETICA INC COM 550021109   1,712,610 4,384 SH   SOLE   4,384 0 0
LAMB WESTON HLDGS INC COM 513272104   2,130,600 20,000 SH   SOLE   20,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   1,586,550 15,000 SH   SOLE   15,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   3,852,560 8,000 SH   SOLE   8,000 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105   400,560 1,500 SH   SOLE   1,500 0 0
MERCADOLIBRE INC COM 58733R102   3,782,924 2,502 SH   SOLE   2,502 0 0
META PLATFORMS INC CL A 30303M102   7,694,015 15,845 SH   SOLE   15,845 0 0
MARTIN MARIETTA MATLS INC COM 573284106   3,020,585 4,920 SH   SOLE   4,920 0 0
MARATHON PETE CORP COM 56585A102   1,586,611 7,874 SH   SOLE   7,874 0 0
MARVELL TECHNOLOGY INC COM 573874104   5,158,221 72,774 SH   SOLE   72,774 0 0
MICROSOFT CORP COM 594918104   87,268,267 207,426 SH   SOLE   207,426 0 0
MICROSTRATEGY INC CL A NEW 594972408   1,922,744 1,128 SH   SOLE   1,128 0 0
MICRON TECHNOLOGY INC COM 595112103   565,872 4,800 SH   SOLE   4,800 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   1,083,895 35,433 SH   SOLE   35,433 0 0
NIKE INC CL B 654106103   939,800 10,000 SH   SOLE   10,000 0 0
SERVICENOW INC COM 81762P102   4,389,899 5,758 SH   SOLE   5,758 0 0
NORFOLK SOUTHN CORP COM 655844108   34,941,148 137,094 SH   SOLE   137,094 0 0
NUTANIX INC CL A 67059N108   1,740,504 28,200 SH   SOLE   28,200 0 0
NUCOR CORP COM 670346105   3,463,250 17,500 SH   SOLE   17,500 0 0
NVIDIA CORPORATION COM 67066G104   22,555,568 24,963 SH   SOLE   24,963 0 0
OCUGEN INC COM 67577C105   24,600 15,000 SH   SOLE   15,000 0 0
ON HLDG AG NAMEN AKT A H5919C104   1,383,783 39,112 SH   SOLE   39,112 0 0
OCCIDENTAL PETE CORP COM 674599105   12,531,892 192,828 SH   SOLE   192,828 0 0
PAYCOM SOFTWARE INC COM 70432V102   430,260 2,162 SH   SOLE   2,162 0 0
PG&E CORP COM 69331C108   459,341 27,407 SH   SOLE   27,407 0 0
PARKER-HANNIFIN CORP COM 701094104   2,612,213 4,700 SH   SOLE   4,700 0 0
PULTE GROUP INC COM 745867101   272,842 2,262 SH   SOLE   2,262 0 0
PLUG POWER INC COM NEW 72919P202   49,192 14,300 SH   SOLE   14,300 0 0
PURE STORAGE INC CL A 74624M102   5,509,432 105,971 SH   SOLE   105,971 0 0
PHILLIPS 66 COM 718546104   1,076,411 6,590 SH   SOLE   6,590 0 0
PATTERSON-UTI ENERGY INC COM 703481101   1,006,542 84,300 SH   SOLE   84,300 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   65,561 15,300 SH   SOLE   15,300 0 0
PAYPAL HLDGS INC COM 70450Y103   1,176,076 17,556 SH   SOLE   17,556 0 0
QUALCOMM INC COM 747525103   694,130 4,100 SH   SOLE   4,100 0 0
QURATE RETAIL INC COM SER A 74915M100   20,295 16,500 SH   SOLE   16,500 0 0
FERRARI N V COM N3167Y103   5,274,874 12,100 SH   SOLE   12,100 0 0
REGENERON PHARMACEUTICALS COM 75886F107   914,366 950 SH   SOLE   950 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   64,684 10,300 SH   SOLE   10,300 0 0
RTX CORPORATION COM 75513E101   7,461,240 76,502 SH   SOLE   76,502 0 0
SAIA INC COM 78709Y105   1,989,000 3,400 SH   SOLE   3,400 0 0
SOHO HOUSE & CO INC COM CL A 586001109   56,700 10,000 SH   SOLE   10,000 0 0
SHOPIFY INC CL A 82509L107   2,453,080 31,788 SH   SOLE   31,788 0 0
SHARKNINJA INC COM SHS G8068L108   470,476 7,553 SH   SOLE   7,553 0 0
SYNOPSYS INC COM 871607107   2,025,968 3,545 SH   SOLE   3,545 0 0
TD SYNNEX CORPORATION COM 87162W100   565,500 5,000 SH   SOLE   5,000 0 0
STEM INC COM 85859N102   572,159 261,260 SH   SOLE   261,260 0 0
STATE STR CORP COM 857477103   338,816 4,382 SH   SOLE   4,382 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   382,695 3,533 SH   SOLE   3,533 0 0
SYSCO CORP COM 871829107   326,993 4,028 SH   SOLE   4,028 0 0
TRANSDIGM GROUP INC COM 893641100   15,220,113 12,358 SH   SOLE   12,358 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   12,655,954 146,464 SH   SOLE   146,464 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   11,409,152 19,630 SH   SOLE   19,630 0 0
T-MOBILE US INC COM 872590104   3,810,534 23,346 SH   SOLE   23,346 0 0
TAYSHA GENE THERAPIES INC COM SHS 877619106   28,987 10,100 SH   SOLE   10,100 0 0
TESLA INC COM 88160R101   351,756 2,001 SH   SOLE   2,001 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   519,715 3,500 SH   SOLE   3,500 0 0
TEXAS INSTRS INC COM 882508104   13,762,590 79,000 SH   SOLE   79,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   5,441,653 70,680 SH   SOLE   70,680 0 0
ULTA BEAUTY INC COM 90384S303   7,251,300 13,868 SH   SOLE   13,868 0 0
UNITEDHEALTH GROUP INC COM 91324P102   4,753,078 9,608 SH   SOLE   9,608 0 0
UNION PAC CORP COM 907818108   22,759,592 92,545 SH   SOLE   92,545 0 0
UR-ENERGY INC COM 91688R108   28,160 17,600 SH   SOLE   17,600 0 0
UNITED RENTALS INC COM 911363109   8,610,053 11,940 SH   SOLE   11,940 0 0
VISA INC COM CL A 92826C839   12,491,063 44,758 SH   SOLE   44,758 0 0
V F CORP COM 918204108   351,286 22,900 SH   SOLE   22,900 0 0
VULCAN MATLS CO COM 929160109   3,442,067 12,612 SH   SOLE   12,612 0 0
VISTRA CORP COM 92840M102   2,806,895 40,300 SH   SOLE   40,300 0 0
WESTERN DIGITAL CORP. COM 958102105   13,565,361 198,789 SH   SOLE   198,789 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   8,724,842 264,229 SH   SOLE   264,229 0 0
WALMART INC COM 931142103   22,398,283 372,250 SH   SOLE   372,250 0 0
WATSCO INC COM 942622200   594,391 1,376 SH   SOLE   1,376 0 0
XPO INC COM 983793100   903,022 7,400 SH   SOLE   7,400 0 0
ZIONS BANCORPORATION N A COM 989701107   1,866,200 43,000 SH   SOLE   43,000 0 0
ISHARES BITCOIN TR SHS 46438F101   61,502,261 1,519,700 SH   SOLE   1,519,700 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   3,026,970 9,000 SH   SOLE   9,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   6,127,338 13,800 SH   SOLE   13,800 0 0
ISHARES TR ISHARES SEMICDTR 464287523   804,275 3,560 SH   SOLE   3,560 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   6,486,068 12,400 SH   SOLE   12,400 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   3,542,084 52,600 SH   SOLE   52,600 0 0
SPDR SER TR S&P BIOTECH 78464A870   1,575,174 16,600 SH   SOLE   16,600 0 0
SELECT SECTOR SPDR TR COMMUNICATION 81369Y852   3,728,351 45,657 SH   SOLE   45,657 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   32,467,599 343,900 SH   SOLE   343,900 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   2,829,556 13,586 SH   SOLE   13,586 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   3,453,457 45,226 SH   SOLE   45,226 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   6,493,672 164,272 SH   SOLE   164,272 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   1,995,760 30,400 SH   SOLE   30,400 0 0
EQUINIX INC COM 29444U700   2,202,806 2,669 SH   SOLE   2,669 0 0
MEDICAL PPTYS TRUST INC COM 58463J304   68,150 14,500 SH   SOLE   14,500 0 0
AEHR TEST SYS COM 00760J108   620,000 50,000 SH Call SOLE   50,000 0 0
AMAZON COM INC COM 023135106   10,822,800 60,000 SH Call SOLE   60,000 0 0
PROSHARES TR BITCOIN STRATE 74347G440   4,589,830 142,100 SH Call SOLE   142,100 0 0
FREEPORT-MCMORAN INC CL B 35671D857   5,642,400 120,000 SH Call SOLE   120,000 0 0
FIGS INC CL A 30260D103   846,600 170,000 SH Call SOLE   170,000 0 0
FASTLY INC CL A 31188V100   1,945,500 150,000 SH Call SOLE   150,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   27,339,000 130,000 SH Call SOLE   130,000 0 0
MICROSOFT CORP COM 594918104   12,621,600 30,000 SH Call SOLE   30,000 0 0
MICROSTRATEGY INC CL A NEW 594972408   28,977,522 17,000 SH Call SOLE   17,000 0 0
NVIDIA CORPORATION COM 67066G104   3,614,240 4,000 SH Call SOLE   4,000 0 0
PAYPAL HLDGS INC COM 70450Y103   10,048,500 150,000 SH Call SOLE   150,000 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   3,055,500 350,000 SH Call SOLE   350,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   7,552,800 80,000 SH Call SOLE   80,000 0 0
BANK AMERICA CORP COM 060505104   597,240,000 15,750,000 SH Put SOLE   15,750,000 0 0
TRUMP MEDIA & TECHNOLOGY GRO COM 25400Q105   1,858,800 30,000 SH Put SOLE   30,000 0 0