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
APPLE INC COM 037833100   21,208,381 100,695 SH   SOLE   100,695 0 0
AIRBNB INC COM CL A 009066101   12,037,451 79,387 SH   SOLE   79,387 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   1,997,570 33,045 SH   SOLE   33,045 0 0
AES CORP COM 00130H105   3,716,055 211,500 SH   SOLE   211,500 0 0
AFLAC INC COM 001055102   728,948 8,162 SH   SOLE   8,162 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   2,457,121 33,097 SH   SOLE   33,097 0 0
ALBEMARLE CORP COM 012653101   219,696 2,300 SH   SOLE   2,300 0 0
APPLIED MATLS INC COM 038222105   2,619,489 11,100 SH   SOLE   11,100 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,070,424 6,599 SH   SOLE   6,599 0 0
AMAZON COM INC COM 023135106   38,914,366 201,368 SH   SOLE   201,368 0 0
ARISTA NETWORKS INC COM 040413106   973,633 2,778 SH   SOLE   2,778 0 0
AMPHENOL CORP NEW CL A 032095101   976,865 14,500 SH   SOLE   14,500 0 0
APTIV PLC SHS G6095L109   323,932 4,600 SH   SOLE   4,600 0 0
ARCH RESOURCES INC CL A 03940R107   3,442,834 22,616 SH   SOLE   22,616 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   487,350 47,500 SH   SOLE   47,500 0 0
ATI INC COM 01741R102   260,615 4,700 SH   SOLE   4,700 0 0
BROADCOM INC COM 11135F101   2,568,848 1,600 SH   SOLE   1,600 0 0
AVANTOR INC COM 05352A100   265,000 12,500 SH   SOLE   12,500 0 0
BLOOM ENERGY CORP COM CL A 093712107   379,440 31,000 SH   SOLE   31,000 0 0
BROWN FORMAN CORP CL B 115637209   518,280 12,000 SH   SOLE   12,000 0 0
BANK NEW YORK MELLON CORP COM 064058100   606,746 10,131 SH   SOLE   10,131 0 0
BOOKING HOLDINGS INC COM 09857L108   16,004,460 4,040 SH   SOLE   4,040 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   556,502 13,400 SH   SOLE   13,400 0 0
BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100   431,946 42,100 SH   SOLE   42,100 0 0
CATERPILLAR INC COM 149123101   9,426,730 28,300 SH   SOLE   28,300 0 0
CAMECO CORP COM 13321L108   5,051,954 102,682 SH   SOLE   102,682 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   1,343,021 4,364 SH   SOLE   4,364 0 0
CF INDS HLDGS INC COM 125269100   520,248 7,019 SH   SOLE   7,019 0 0
THE CIGNA GROUP COM 125523100   2,383,079 7,209 SH   SOLE   7,209 0 0
CAPITAL ONE FINL CORP COM 14040H105   2,007,525 14,500 SH   SOLE   14,500 0 0
CONOCOPHILLIPS COM 20825C104   8,165,474 71,389 SH   SOLE   71,389 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   465,000 50,000 SH   SOLE   50,000 0 0
COSTCO WHSL CORP NEW COM 22160K105   6,221,077 7,319 SH   SOLE   7,319 0 0
CORPAY INC COM SHS 219948106   386,028 1,449 SH   SOLE   1,449 0 0
COPART INC COM 217204106   4,787,961 88,404 SH   SOLE   88,404 0 0
COREBRIDGE FINL INC COM 21871X109   1,456,000 50,000 SH   SOLE   50,000 0 0
CROCS INC COM 227046109   890,234 6,100 SH   SOLE   6,100 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   1,532,760 4,000 SH   SOLE   4,000 0 0
CARLISLE COS INC COM 142339100   436,816 1,078 SH   SOLE   1,078 0 0
CARVANA CO CL A 146869102   4,337,864 33,700 SH   SOLE   33,700 0 0
DUPONT DE NEMOURS INC COM 26614N102   817,778 10,160 SH   SOLE   10,160 0 0
DEERE & CO COM 244199105   4,633,012 12,400 SH   SOLE   12,400 0 0
DELL TECHNOLOGIES INC CL C 24703L202   482,685 3,500 SH   SOLE   3,500 0 0
DANAHER CORPORATION COM 235851102   3,497,900 14,000 SH   SOLE   14,000 0 0
HF SINCLAIR CORP COM 403949100   272,887 5,116 SH   SOLE   5,116 0 0
DOLLAR TREE INC COM 256746108   405,726 3,800 SH   SOLE   3,800 0 0
LAUDER ESTEE COS INC CL A 518439104   287,280 2,700 SH   SOLE   2,700 0 0
ELEVANCE HEALTH INC COM 036752103   1,571,394 2,900 SH   SOLE   2,900 0 0
ENPHASE ENERGY INC COM 29355A107   737,854 7,400 SH   SOLE   7,400 0 0
EQUITABLE HLDGS INC COM 29452E101   309,065 7,564 SH   SOLE   7,564 0 0
EQT CORP COM 26884L109   1,942,966 52,541 SH   SOLE   52,541 0 0
FEDEX CORP COM 31428X106   701,925 2,341 SH   SOLE   2,341 0 0
FISERV INC COM 337738108   1,960,770 13,156 SH   SOLE   13,156 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   2,352,438 31,216 SH   SOLE   31,216 0 0
FIRST SOLAR INC COM 336433107   702,759 3,117 SH   SOLE   3,117 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S A 531229771   5,892,781 91,745 SH   SOLE   91,745 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   10,386,052 144,572 SH   SOLE   144,572 0 0
GE VERNOVA INC COM 36828A101   16,054,880 93,609 SH   SOLE   93,609 0 0
ALPHABET INC CAP STK CL A 02079K305   35,792,839 196,502 SH   SOLE   196,502 0 0
HCA HEALTHCARE INC COM 40412C101   1,169,459 3,640 SH   SOLE   3,640 0 0
HOME DEPOT INC COM 437076102   2,117,076 6,150 SH   SOLE   6,150 0 0
HESS CORP COM 42809H107   129,053,889 874,823 SH   SOLE   874,823 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   3,073,783 14,087 SH   SOLE   14,087 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   2,173,016 102,646 SH   SOLE   102,646 0 0
HERSHEY CO COM 427866108   551,490 3,000 SH   SOLE   3,000 0 0
HUBSPOT INC COM 443573100   1,769,370 3,000 SH   SOLE   3,000 0 0
HOWMET AEROSPACE INC COM 443201108   1,886,409 24,300 SH   SOLE   24,300 0 0
ILLUMINA INC COM 452327109   1,519,668 14,559 SH   SOLE   14,559 0 0
INGERSOLL RAND INC COM 45687V106   8,510,709 93,689 SH   SOLE   93,689 0 0
JAMF HLDG CORP COM 47074L105   255,750 15,500 SH   SOLE   15,500 0 0
JABIL INC COM 466313103   625,107 5,746 SH   SOLE   5,746 0 0
JPMORGAN CHASE & CO. COM 46625H100   5,542,935 27,405 SH   SOLE   27,405 0 0
KENVUE INC COM 49177J102   523,584 28,800 SH   SOLE   28,800 0 0
LIBERTY ENERGY INC COM CL A 53115L104   1,073,746 51,400 SH   SOLE   51,400 0 0
ELI LILLY & CO COM 532457108   11,371,573 12,560 SH   SOLE   12,560 0 0
LAM RESEARCH CORP COM 512807108   3,228,625 3,032 SH   SOLE   3,032 0 0
LULULEMON ATHLETICA INC COM 550021109   2,474,431 8,284 SH   SOLE   8,284 0 0
LYFT INC CL A COM 55087P104   1,669,877 118,431 SH   SOLE   118,431 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   4,320,383 46,089 SH   SOLE   46,089 0 0
MASTERCARD INCORPORATED CL A 57636Q104   4,235,136 9,600 SH   SOLE   9,600 0 0
MARRIOTT INTL INC NEW CL A 571903202   1,380,748 5,711 SH   SOLE   5,711 0 0
MONGODB INC CL A 60937P106   249,960 1,000 SH   SOLE   1,000 0 0
MERCADOLIBRE INC COM 58733R102   2,468,387 1,502 SH   SOLE   1,502 0 0
METLIFE INC COM 59156R108   1,007,156 14,349 SH   SOLE   14,349 0 0
META PLATFORMS INC CL A 30303M102   14,016,812 27,799 SH   SOLE   27,799 0 0
MGM RESORTS INTERNATIONAL COM 552953101   839,827 18,898 SH   SOLE   18,898 0 0
MCCORMICK & CO INC COM NON VTG 579780206   517,862 7,300 SH   SOLE   7,300 0 0
3M CO COM 88579Y101   2,953,291 28,900 SH   SOLE   28,900 0 0
ALTRIA GROUP INC COM 02209S103   1,754,085 38,509 SH   SOLE   38,509 0 0
MARATHON PETE CORP COM 56585A102   3,099,394 17,866 SH   SOLE   17,866 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107   823,400 115,000 SH   SOLE   115,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   3,390,150 48,500 SH   SOLE   48,500 0 0
MICROSOFT CORP COM 594918104   34,953,725 78,205 SH   SOLE   78,205 0 0
NEXTERA ENERGY INC COM 65339F101   5,055,834 71,400 SH   SOLE   71,400 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   2,134,016 97,089 SH   SOLE   97,089 0 0
NRG ENERGY INC COM NEW 629377508   1,660,676 21,329 SH   SOLE   21,329 0 0
NORFOLK SOUTHN CORP COM 655844108   634,409 2,955 SH   SOLE   2,955 0 0
NUCOR CORP COM 670346105   820,435 5,190 SH   SOLE   5,190 0 0
NVIDIA CORPORATION COM 67066G104   28,093,367 227,403 SH   SOLE   227,403 0 0
OWENS CORNING NEW COM 690742101   370,892 2,135 SH   SOLE   2,135 0 0
ON HLDG AG NAMEN AKT A H5919C104   4,185,240 107,867 SH   SOLE   107,867 0 0
OCCIDENTAL PETE CORP COM 674599105   3,499,804 55,526 SH   SOLE   55,526 0 0
PBF ENERGY INC CL A 69318G106   2,464,233 53,547 SH   SOLE   53,547 0 0
PARKER-HANNIFIN CORP COM 701094104   1,922,078 3,800 SH   SOLE   3,800 0 0
INSULET CORP COM 45784P101   322,880 1,600 SH   SOLE   1,600 0 0
PVH CORPORATION COM 693656100   256,100 2,419 SH   SOLE   2,419 0 0
PAYPAL HLDGS INC COM 70450Y103   1,502,861 25,898 SH   SOLE   25,898 0 0
FERRARI N V COM N3167Y103   3,266,960 8,000 SH   SOLE   8,000 0 0
RIOT PLATFORMS INC COM 767292105   486,248 53,200 SH   SOLE   53,200 0 0
SUNRUN INC COM 86771W105   1,204,976 101,600 SH   SOLE   101,600 0 0
SOHO HOUSE & CO INC COM CL A 586001109   102,483 19,300 SH   SOLE   19,300 0 0
SIRIUS XM HOLDINGS INC COM 82968B103   388,559 137,300 SH   SOLE   137,300 0 0
SKECHERS U S A INC CL A 830566105   940,032 13,600 SH   SOLE   13,600 0 0
SNOWFLAKE INC CL A 833445109   297,198 2,200 SH   SOLE   2,200 0 0
SPHERE ENTERTAINMENT CO CL A 55826T102   701,200 20,000 SH   SOLE   20,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   2,824,110 9,000 SH   SOLE   9,000 0 0
STEEL DYNAMICS INC COM 858119100   486,920 3,760 SH   SOLE   3,760 0 0
TRANSDIGM GROUP INC COM 893641100   14,049,877 10,997 SH   SOLE   10,997 0 0
TERADYNE INC COM 880770102   726,621 4,900 SH   SOLE   4,900 0 0
TEGNA INC COM 87901J105   273,991 19,655 SH   SOLE   19,655 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   433,146 3,256 SH   SOLE   3,256 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   7,273,450 67,353 SH   SOLE   67,353 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   2,204,258 3,986 SH   SOLE   3,986 0 0
T-MOBILE US INC COM 872590104   4,264,789 24,207 SH   SOLE   24,207 0 0
TESLA INC COM 88160R101   1,689,104 8,536 SH   SOLE   8,536 0 0
TEXAS INSTRS INC COM 882508104   8,641,412 44,422 SH   SOLE   44,422 0 0
TEXTRON INC COM 883203101   385,340 4,488 SH   SOLE   4,488 0 0
UBER TECHNOLOGIES INC COM 90353T100   7,299,688 100,436 SH   SOLE   100,436 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107   274,235 6,500 SH   SOLE   6,500 0 0
ULTA BEAUTY INC COM 90384S303   420,984 1,091 SH   SOLE   1,091 0 0
UNITEDHEALTH GROUP INC COM 91324P102   5,860,564 11,508 SH   SOLE   11,508 0 0
UNION PAC CORP COM 907818108   48,164,192 212,871 SH   SOLE   212,871 0 0
UNITED RENTALS INC COM 911363109   2,520,954 3,898 SH   SOLE   3,898 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   669,274 2,101 SH   SOLE   2,101 0 0
VISA INC COM CL A 92826C839   10,829,775 41,261 SH   SOLE   41,261 0 0
VALARIS LTD CL A G9460G101   4,782,453 64,194 SH   SOLE   64,194 0 0
VALERO ENERGY CORP COM 91913Y100   257,713 1,644 SH   SOLE   1,644 0 0
VISTRA CORP COM 92840M102   4,909,458 57,100 SH   SOLE   57,100 0 0
WAYFAIR INC CL A 94419L101   1,212,790 23,000 SH   SOLE   23,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   252,786 20,900 SH   SOLE   20,900 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   312,480 42,000 SH   SOLE   42,000 0 0
WESTERN DIGITAL CORP. COM 958102105   14,997,232 197,931 SH   SOLE   197,931 0 0
WELLS FARGO CO NEW COM 949746101   5,800,027 97,660 SH   SOLE   97,660 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   5,376,654 175,421 SH   SOLE   175,421 0 0
WALMART INC COM 931142103   8,927,564 131,850 SH   SOLE   131,850 0 0
EXXON MOBIL CORP COM 30231G102   13,884,393 120,608 SH   SOLE   120,608 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   463,900 10,000 SH   SOLE   10,000 0 0
SPDR GOLD TR GOLD SHS 78463V107   709,533 3,300 SH   SOLE   3,300 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   3,003,710 9,500 SH   SOLE   9,500 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   846,754 3,248 SH   SOLE   3,248 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   17,150,005 31,513 SH   SOLE   31,513 0 0
SPROTT FDS TR URANIUM MINERS E 85208P303   5,208,706 105,782 SH   SOLE   105,782 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   2,214,945 24,300 SH   SOLE   24,300 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   2,084,277 50,700 SH   SOLE   50,700 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   2,714,898 22,277 SH   SOLE   22,277 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   10,567,430 46,711 SH   SOLE   46,711 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   2,258,508 58,800 SH   SOLE   58,800 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   3,133,625 21,500 SH   SOLE   21,500 0 0
EQUINIX INC COM 29444U700   2,019,365 2,669 SH   SOLE   2,669 0 0
AMAZON COM INC COM 023135106   17,392,500 90,000 SH Call SOLE   90,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   1,026,000 100,000 SH Call SOLE   100,000 0 0
CARVANA CO CL A 146869102   643,600 5,000 SH Call SOLE   5,000 0 0
ENOVIX CORPORATION COM 293594107   463,800 30,000 SH Call SOLE   30,000 0 0
ALPHABET INC CAP STK CL A 02079K305   3,643,000 20,000 SH Call SOLE   20,000 0 0
HUBSPOT INC COM 443573100   4,718,320 8,000 SH Call SOLE   8,000 0 0
IRIS ENERGY LTD ORDINARY SHARES Q4982L109   564,500 50,000 SH Call SOLE   50,000 0 0
MICROSOFT CORP COM 594918104   4,469,500 10,000 SH Call SOLE   10,000 0 0
NVIDIA CORPORATION COM 67066G104   3,706,200 30,000 SH Call SOLE   30,000 0 0
PATTERSON-UTI ENERGY INC COM 703481101   3,108,000 300,000 SH Call SOLE   300,000 0 0
PAYPAL HLDGS INC COM 70450Y103   26,113,500 450,000 SH Call SOLE   450,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   23,955,500 50,000 SH Call SOLE   50,000 0 0
REDFIN CORP COM 75737F108   300,500 50,000 SH Call SOLE   50,000 0 0
GE VERNOVA INC COM 36828A101   1,715,100 10,000 SH Put SOLE   10,000 0 0
PRIMORIS SVCS CORP COM 74164F103   1,995,600 40,000 SH Put SOLE   40,000 0 0