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
ADVANCED MICRO DEVICES INC COM 007903107   1,216,575 7,500 SH   SOLE   7,500 0 0
AMAZON COM INC COM 023135106   12,990,458 67,221 SH   SOLE   67,221 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   10,273,373 62,788 SH   SOLE   62,788 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,431,822 1,400 SH   SOLE   1,400 0 0
AVIS BUDGET GROUP COM 053774105   33,424,137 319,787 SH   SOLE   319,787 0 0
BEYOND INC COM 690370101   15,325,208 1,171,652 SH   SOLE   1,171,652 0 0
BLOOM ENERGY CORP COM CL A 093712107   17,939,079 1,465,611 SH   SOLE   1,465,611 0 0
BROADCOM INC COM 11135F101   19,266,360 12,000 SH   SOLE   12,000 0 0
BEYOND INC COM 690370101   21,582,000 1,650,000 SH Call SOLE   1,650,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   99,133,650 495,000 SH Call SOLE   495,000 0 0
COLOMBIER ACQUISITION CORP I UNIT 99/99/9999 G2283U126   4,336,254 415,350 SH   SOLE   415,350 0 0
CONSTELLATION ENERGY CORP COM 21037T109   73,005,825 364,537 SH   SOLE   364,537 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   8,649,000 930,000 SH   SOLE   930,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   6,196,434 44,931 SH   SOLE   44,931 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   616,865 16,161 SH   SOLE   16,161 0 0
ECHOSTAR CORP CL A 278768106   2,702,757 151,755 SH   SOLE   151,755 0 0
ELASTIC N V ORD SHS N14506104   7,560,662 66,374 SH   SOLE   66,374 0 0
FIRST SOLAR INC COM 336433107   34,382,650 152,500 SH   SOLE   152,500 0 0
IRIS ENERGY LTD ORDINARY SHARES Q4982L109   27,138,699 2,403,782 SH   SOLE   2,403,782 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   21,264,169 226,842 SH   SOLE   226,842 0 0
LYFT INC CL A COM 55087P104   10,575,000 750,000 SH   SOLE   750,000 0 0
MASTEC INC COM 576323109   22,093,221 206,498 SH   SOLE   206,498 0 0
MATCH GROUP INC NEW COM 57667L107   10,347,975 340,618 SH   SOLE   340,618 0 0
MICRON TECHNOLOGY INC COM 595112103   66,001,096 501,795 SH   SOLE   501,795 0 0
MICROSOFT CORP COM 594918104   1,729,697 3,870 SH   SOLE   3,870 0 0
MONGODB INC CL A 60937P106   14,059,500 56,247 SH   SOLE   56,247 0 0
NETFLIX INC COM 64110L106   9,712,873 14,392 SH   SOLE   14,392 0 0
NIKE INC CL B 654106103   7,537,000 100,000 SH   SOLE   100,000 0 0
NVIDIA CORPORATION COM 67066G104   11,586,817 93,790 SH   SOLE   93,790 0 0
PINTEREST INC CL A 72352L106   13,837,980 314,000 SH   SOLE   314,000 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   6,000,525 90,492 SH   SOLE   90,492 0 0
PURE STORAGE INC CL A 74624M102   16,951,954 264,008 SH   SOLE   264,008 0 0
REDDIT INC CL A 75734B100   17,104,311 267,715 SH   SOLE   267,715 0 0
ROBLOX CORP CL A 771049103   7,442,000 200,000 SH   SOLE   200,000 0 0
ROKU INC COM CL A 77543R102   5,681,364 94,800 SH   SOLE   94,800 0 0
SERVICENOW INC COM 81762P102   11,833,090 15,042 SH   SOLE   15,042 0 0
SUPER MICRO COMPUTER INC COM 86800U104   12,454,120 15,200 SH Put SOLE   15,200 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   7,635,766 24,334 SH   SOLE   24,334 0 0
SUPER MICRO COMPUTER INC COM 86800U104   9,960,838 12,157 SH   SOLE   12,157 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   7,799,724 44,875 SH   SOLE   44,875 0 0
TERAWULF INC COM 88080T104   22,368,619 5,026,656 SH   SOLE   5,026,656 0 0
TRUPANION INC COM 898202106   3,469,200 118,000 SH Put SOLE   118,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   541,175 7,446 SH   SOLE   7,446 0 0
UNITED PARKS & RESORTS INC COM 81282V100   593,337 10,925 SH   SOLE   10,925 0 0
UNITY SOFTWARE INC COM 91332U101   167,706 10,314 SH   SOLE   10,314 0 0
VISTRA CORP COM 92840M102   15,778,620 183,515 SH   SOLE   183,515 0 0
WESTERN DIGITAL CORP. COM 958102105   43,964,861 580,241 SH   SOLE   580,241 0 0