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
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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
ALPHABET INC CAP STK CL A 02079K305   9,894,656 40,702 SH   SOLE N/A 40,702 0 0
AMAZON COM INC COM 023135106   7,403,022 33,716 SH   SOLE N/A 33,716 0 0
AMERICAN EXPRESS CO COM 025816109   9,228,733 27,784 SH   SOLE N/A 27,784 0 0
AMPHENOL CORP NEW CL A 032095101   17,350,493 140,206 SH   SOLE N/A 140,206 0 0
AMPRIUS TECHNOLOGIES INC COMMON STOCK 03214Q108   5,542,273 526,832 SH   SOLE N/A 526,832 0 0
APPLE INC COM 037833100   15,737,662 61,806 SH   SOLE N/A 61,806 0 0
APPLOVIN CORP COM CL A 03831W108   12,001,055 16,702 SH   SOLE N/A 16,702 0 0
ARGAN INC COM 04010E109   11,175,479 41,383 SH   SOLE N/A 41,383 0 0
ARTERIS INC COM 04302A104   2,969,127 293,973 SH   SOLE N/A 293,973 0 0
BABCOCK & WILCOX ENTERPRISES COM 05614L209   4,032,908 1,390,658 SH   SOLE N/A 1,390,658 0 0
BAKKT HOLDINGS INC *W EXP 10/25/202 05759B115   3,889,166 115,577 SH   SOLE N/A 115,577 0 0
BETTER HOME & FINANCE HOLDIN *W EXP 08/22/202 08774B110   8,148,047 145,138 SH   SOLE N/A 145,138 0 0
BITFARMS LTD COM 09173B107   19,833,993 7,033,331 SH   SOLE N/A 7,033,331 0 0
BITMINE IMMERSION TECNOLOGIE COM NEW 09175A206   11,867,615 228,531 SH   SOLE N/A 228,531 0 0
BLOOM ENERGY CORP COM CL A 093712107   18,089,608 213,901 SH   SOLE N/A 213,901 0 0
CAMECO CORP COM 13321L108   8,978,219 107,062 SH   SOLE N/A 107,062 0 0
CECO ENVIRONMENTAL CORP COM 125141101   3,553,434 69,403 SH   SOLE N/A 69,403 0 0
CELESTICA INC COM 15101Q207   4,842,599 19,655 SH   SOLE N/A 19,655 0 0
CHEWY INC CL A 16679L109   5,736,336 141,813 SH   SOLE N/A 141,813 0 0
CIPHER MINING INC COM 17253J106   19,069,620 1,514,664 SH   SOLE N/A 1,514,664 0 0
COMFORT SYS USA INC COM 199908104   7,651,894 9,273 SH   SOLE N/A 9,273 0 0
CORNING INC COM 219350105   729,083 8,888 SH   SOLE N/A 8,888 0 0
EMCOR GROUP INC COM 29084Q100   5,060,566 7,791 SH   SOLE N/A 7,791 0 0
EVERCORE INC CLASS A 29977A105   15,813,899 46,881 SH   SOLE N/A 46,881 0 0
GALAXY DIGITAL INC. CL A 36317J209   5,759,804 170,358 SH   SOLE N/A 170,358 0 0
GE AEROSPACE COM NEW 369604301   18,669,190 62,061 SH   SOLE N/A 62,061 0 0
GE VERNOVA INC COM 36828A101   33,474,541 54,439 SH   SOLE N/A 54,439 0 0
HUT 8 CORP COM 44812J104   25,083,633 720,587 SH   SOLE N/A 720,587 0 0
IDAHO STRATEGIC RESOURCES COM NEW 645827205   4,312,685 127,632 SH   SOLE N/A 127,632 0 0
IREN LIMITED ORDINARY SHARES Q4982L109   24,074,761 512,993 SH   SOLE N/A 512,993 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   8,165,425 49,972 SH   SOLE N/A 49,972 0 0
MASTERCARD INCORPORATED CL A 57636Q104   19,580,147 34,423 SH   SOLE N/A 34,423 0 0
META PLATFORMS INC CL A 30303M102   20,167,544 27,462 SH   SOLE N/A 27,462 0 0
MICROSOFT CORP COM 594918104   21,154,632 40,843 SH   SOLE N/A 40,843 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   3,714,677 33,087 SH   SOLE N/A 33,087 0 0
NETFLIX INC COM 64110L106   11,944,840 9,963 SH   SOLE N/A 9,963 0 0
NOVANTA INC COM 67000B104   5,338,095 53,301 SH   SOLE N/A 53,301 0 0
NVIDIA CORPORATION COM 67066G104   16,880,826 90,475 SH   SOLE N/A 90,475 0 0
ONDAS HLDGS INC COM NEW 68236H204   15,156,344 1,963,257 SH   SOLE N/A 1,963,257 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103   7,817,048 980,809 SH   SOLE N/A 980,809 0 0
ORACLE CORP COM 68389X105   4,595,462 16,340 SH   SOLE N/A 16,340 0 0
PAGAYA TECHNOLOGIES LTD CL A NEW M7S64L123   4,090,629 137,778 SH   SOLE N/A 137,778 0 0
PRIMORIS SVCS CORP COM 74164F103   13,733,687 100,005 SH   SOLE N/A 100,005 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   8,460,218 686,706 SH   SOLE N/A 686,706 0 0
RIOT PLATFORMS INC COM 767292105   11,207,585 588,943 SH   SOLE N/A 588,943 0 0
ROCKET COS INC COM CL A 77311W101   21,434,338 1,106,003 SH   SOLE N/A 1,106,003 0 0
SALESFORCE INC COM 79466L302   7,748,715 32,695 SH   SOLE N/A 32,695 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   19,460,938 27,881 SH   SOLE N/A 27,881 0 0
STATE STR CORP COM 857477103   9,537,878 82,216 SH   SOLE N/A 82,216 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   18,189,320 65,127 SH   SOLE N/A 65,127 0 0
TALEN ENERGY CORP COM 87422Q109   5,891,088 13,849 SH   SOLE N/A 13,849 0 0
TERAWULF INC COM 88080T104   16,548,619 1,449,091 SH   SOLE N/A 1,449,091 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   6,403,234 13,202 SH   SOLE N/A 13,202 0 0
UBER TECHNOLOGIES INC COM 90353T100   15,476,321 157,970 SH   SOLE N/A 157,970 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   27,000,923 178,980 SH   SOLE N/A 178,980 0 0
VISA INC COM CL A 92826C839   15,529,035 45,489 SH   SOLE N/A 45,489 0 0
VISTRA CORP COM 92840M102   9,335,196 47,648 SH   SOLE N/A 47,648 0 0
VOLATILITY SHS TR 2X ETHER ETF NEW 92864M798   16,304,702 125,556 SH   SOLE N/A 125,556 0 0