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
AMAZON COM INC COM 023135106   62,484 346,400 SH   SOLE   346,400 0 0
NVIDIA CORPORATION COM 67066G104   120,811 133,706 SH   SOLE   133,706 0 0
SNOWFLAKE INC CL A 833445109   10,019 62,000 SH   SOLE   62,000 0 0
TESLA INC COM 88160R101   84,771 482,229 SH   SOLE   482,229 0 0
TESLA INC COM 88160R101   65,482 372,500 SH Call SOLE   372,500 0 0
META PLATFORMS INC CL A 30303M102   78,421 161,500 SH   SOLE   161,500 0 0
ADVANCED MICRO DEVICES INC COM 007903107   53,064 294,000 SH   SOLE   294,000 0 0
MICROSOFT CORP COM 594918104   60,289 143,300 SH   SOLE   143,300 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102   11,520 831,200 SH   SOLE   831,200 0 0
MONGODB INC CL A 60937P106   359 1,000 SH   SOLE   1,000 0 0
SERVICENOW INC COM 81762P102   762 1,000 SH   SOLE   1,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   970 1,000 SH   SOLE   1,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   40,298 152,000 SH   SOLE   152,000 0 0
SALESFORCE INC COM 79466L302   301 1,000 SH   SOLE   1,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   321 1,000 SH   SOLE   1,000 0 0
PALO ALTO NETWORKS INC COM 697435105   284 1,000 SH   SOLE   1,000 0 0
ARISTA NETWORKS INC COM 040413106   18,559 64,000 SH   SOLE   64,000 0 0
AMPHENOL CORP NEW CL A 032095101   7,082 61,400 SH   SOLE   61,400 0 0
ARM HOLDINGS PLC SPONSORED ADR 042068205   1,000 8,000 SH   SOLE   8,000 0 0
BROADCOM INC COM 11135F101   42,015 31,700 SH   SOLE   31,700 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   2,143 6,884 SH   SOLE   6,884 0 0
CELESTICA INC SUB VTG SHS 15101Q108   759 16,890 SH   SOLE   16,890 0 0
CURTISS WRIGHT CORP COM 231561101   2,585 10,100 SH   SOLE   10,100 0 0
DELL TECHNOLOGIES INC CL C 24703L202   24,420 214,000 SH   SOLE   214,000 0 0
EATON CORP PLC SHS G29183103   3,036 9,710 SH   SOLE   9,710 0 0
ALPHABET INC CAP STK CL C 02079K107   4,568 30,000 SH Put SOLE   30,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   4,929 278,000 SH   SOLE   278,000 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   3,413 130,000 SH Put SOLE   130,000 0 0
MICRON TECHNOLOGY INC COM 595112103   34,884 295,900 SH   SOLE   295,900 0 0
MICRON TECHNOLOGY INC COM 595112103   11,789 100,000 SH Call SOLE   100,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104   8,080 8,000 SH   SOLE   8,000 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   10,350 46,000 SH Put SOLE   46,000 0 0
DIREXION SHS ETF TR DLY SCOND 3XBU 25459W458   43,087 926,000 SH   SOLE   926,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   14,611 178,900 SH   SOLE   178,900 0 0
WESTERN DIGITAL CORP. COM 958102105   5,548 81,300 SH   SOLE   81,300 0 0
WESTERN DIGITAL CORP. COM 958102105   5,800 85,000 SH Call SOLE   85,000 0 0