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
ELASTIC N V ORD SHS N14506104   1,059,363 9,300 SH   SOLE   9,300 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   9,515,298 92,140 SH   SOLE   92,140 0 0
FLEX LTD ORD Y2573F102   5,979,392 202,760 SH   SOLE   202,760 0 0
IRIS ENERGY LTD ORDINARY SHARES Q4982L109   1,658,648 146,913 SH   SOLE   146,913 0 0
BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100   889,183 86,665 SH   SOLE   86,665 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   5,904,000 82,000 SH   SOLE   82,000 0 0
ALPHABET INC CAP STK CL A 02079K305   5,209,672 28,601 SH   SOLE   28,601 0 0
OKLO INC COM CL A 02156V109   3,853,850 455,000 SH   SOLE   455,000 0 0
AMAZON COM INC COM 023135106   5,181,033 26,810 SH   SOLE   26,810 0 0
BLOOM ENERGY CORP COM CL A 093712107   5,194,656 424,400 SH   SOLE   424,400 0 0
BROADCOM INC COM 11135F101   2,981,469 1,857 SH   SOLE   1,857 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   30,659,073 137,961 SH   SOLE   137,961 0 0
CONFLUENT INC CLASS A COM 20717M103   1,354,895 45,882 SH   SOLE   45,882 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   4,385,480 471,557 SH   SOLE   471,557 0 0
DATADOG INC CL A COM 23804L103   1,372,120 10,580 SH   SOLE   10,580 0 0
DELL TECHNOLOGIES INC CL C 24703L202   13,173,853 95,525 SH   SOLE   95,525 0 0
META PLATFORMS INC CL A 30303M102   2,140,414 4,245 SH   SOLE   4,245 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   4,607,134 61,135 SH   SOLE   61,135 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   3,076,104 382,600 SH   SOLE   382,600 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   2,945,665 44,900 SH   SOLE   44,900 0 0
GAOTU TECHEDU INC SPONSORED ADS 36257Y109   3,566,220 727,800 SH   SOLE   727,800 0 0
GE VERNOVA INC COM 36828A101   28,054,920 163,576 SH   SOLE   163,576 0 0
ISHARES TR EXPANDED TECH 464287515   1,164,094 23,413 SH   SOLE   23,413 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   5,228,990 247,000 SH   SOLE   247,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   32,531,569 67,900 SH Put SOLE   67,900 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   7,460,930 396,647 SH   SOLE   396,647 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   2,240,547 20,100 SH   SOLE   20,100 0 0
MICROSOFT CORP COM 594918104   7,560,159 16,915 SH   SOLE   16,915 0 0
MICRON TECHNOLOGY INC COM 595112103   2,420,152 18,400 SH   SOLE   18,400 0 0
MONGODB INC CL A 60937P106   1,049,832 4,200 SH   SOLE   4,200 0 0
NETEASE INC SPONSORED ADS 64110W102   11,966,616 125,200 SH   SOLE   125,200 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   15,388,130 197,969 SH   SOLE   197,969 0 0
NVIDIA CORPORATION COM 67066G104   12,298,407 99,550 SH   SOLE   99,550 0 0
NVIDIA CORPORATION COM 67066G104   21,273,588 172,200 SH Put SOLE   172,200 0 0
NUSCALE PWR CORP CL A COM 67079K100   1,169,000 100,000 SH   SOLE   100,000 0 0
PAYPAL HLDGS INC COM 70450Y103   1,659,658 28,600 SH   SOLE   28,600 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   8,293,155 62,378 SH   SOLE   62,378 0 0
POWELL INDS INC COM 739128106   7,529,504 52,507 SH   SOLE   52,507 0 0
RIOT PLATFORMS INC COM 767292105   3,286,196 359,540 SH   SOLE   359,540 0 0
SEA LTD SPONSORD ADS 81141R100   12,965,587 181,540 SH   SOLE   181,540 0 0
SERVICENOW INC COM 81762P102   1,367,232 1,738 SH   SOLE   1,738 0 0
SNOWFLAKE INC CL A 833445109   924,691 6,845 SH   SOLE   6,845 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706   4,332,037 7,280 SH   SOLE   7,280 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   9,879,882 56,843 SH   SOLE   56,843 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   4,223,186 395,800 SH   SOLE   395,800 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   4,847,250 345,000 SH   SOLE   345,000 0 0
TERADYNE INC COM 880770102   4,641,477 31,300 SH   SOLE   31,300 0 0
UNITY SOFTWARE INC COM 91332U101   1,043,160 64,155 SH   SOLE   64,155 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   24,505,800 94,000 SH Put SOLE   94,000 0 0
WESTERN DIGITAL CORP. COM 958102105   12,541,072 165,515 SH   SOLE   165,515 0 0