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
AMBARELLA INC SHS G037AX101   18,443,220 223,500 SH Call SOLE   223,500 0 0
APPLOVIN CORP COM CL A 03831W108   889,553 1,238 SH   SOLE   1,238 0 0
ARGAN INC COM 04010E109   4,605,703 17,055 SH   SOLE   17,055 0 0
ARK ETF TR FINTECH INNOVA 00214Q708   710,000 12,500 SH Put SOLE   12,500 0 0
ATLASSIAN CORPORATION CL A 049468101   2,816,310 17,635 SH   SOLE   17,635 0 0
ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS 04965M106   981,099 26,100 SH   SOLE   26,100 0 0
ATRENEW INC SPONSORED ADS 00138L108   230,000 50,000 SH   SOLE   50,000 0 0
BLOCK INC CL A 852234103   437,595 6,055 SH   SOLE   6,055 0 0
CIENA CORP COM NEW 171779309   4,361,360 29,940 SH   SOLE   29,940 0 0
CLOUDFLARE INC CL A COM 18915M107   551,496 2,570 SH   SOLE   2,570 0 0
COHERENT CORP COM 19247G107   506,284 4,700 SH   SOLE   4,700 0 0
COREWEAVE INC COM CL A 21873S108   22,169,700 162,000 SH Call SOLE   162,000 0 0
COURSERA INC COM 22266M104   524,608 44,800 SH   SOLE   44,800 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203   5,247,567 186,547 SH   SOLE   186,547 0 0
DATADOG INC CL A COM 23804L103   3,151,312 22,130 SH   SOLE   22,130 0 0
DUOLINGO INC CL A COM 26603R106   2,663,870 8,277 SH   SOLE   8,277 0 0
EHANG HLDGS LTD ADS 26853E102   3,677,436 198,031 SH   SOLE   198,031 0 0
ELASTIC N V ORD SHS N14506104   1,340,180 15,862 SH   SOLE   15,862 0 0
EMERSON ELEC CO COM 291011104   1,445,604 11,020 SH   SOLE   11,020 0 0
ENTEGRIS INC COM 29362U104   4,258,708 46,060 SH   SOLE   46,060 0 0
FIRST SOLAR INC COM 336433107   4,628,263 20,987 SH   SOLE   20,987 0 0
FLEX LTD ORD Y2573F102   2,698,504 46,550 SH   SOLE   46,550 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108   3,266,280 84,400 SH   SOLE   84,400 0 0
GITLAB INC CLASS A COM 37637K108   401,212 8,900 SH   SOLE   8,900 0 0
HUYA INC ADS REP SHS A 44852D108   894,262 268,547 SH   SOLE   268,547 0 0
IMPINJ INC COM 453204109   5,431,538 30,050 SH   SOLE   30,050 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   12,007,400 20,000 SH Put SOLE   20,000 0 0
IQIYI INC SPONSORED ADS 46267X108   3,875,328 1,513,800 SH   SOLE   1,513,800 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   2,419,600 10,000 SH Put SOLE   10,000 0 0
JFROG LTD ORD SHS M6191J100   534,829 11,300 SH   SOLE   11,300 0 0
JOYY INC ADS REPSTG COM A 46591M109   1,412,501 24,100 SH   SOLE   24,100 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   6,507,024 37,200 SH   SOLE   37,200 0 0
LUFAX HOLDING LTD SPONSORED ADR 54975P201   752,476 185,339 SH   SOLE   185,339 0 0
LUMENTUM HLDGS INC COM 55024U109   31,614,553 194,300 SH Call SOLE   194,300 0 0
MICRON TECHNOLOGY INC COM 595112103   20,111,864 120,200 SH Call SOLE   120,200 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   1,158,348 49,800 SH   SOLE   49,800 0 0
MONDAY COM LTD SHS M7S64H106   1,988,228 10,265 SH   SOLE   10,265 0 0
MONGODB INC CL A 60937P106   1,862,280 6,000 SH   SOLE   6,000 0 0
NETEASE INC SPONSORED ADS 64110W102   5,350,048 35,200 SH   SOLE   35,200 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   10,943,034 206,200 SH   SOLE   206,200 0 0
NEXTRACKER INC CLASS A COM 65290E101   5,555,539 75,085 SH   SOLE   75,085 0 0
NIO INC SPON ADS 62914V106   17,551,146 2,303,300 SH Call SOLE   2,303,300 0 0
NIO INC SPON ADS 62914V106   2,585,466 339,300 SH   SOLE   339,300 0 0
OKTA INC CL A 679295105   528,192 5,760 SH   SOLE   5,760 0 0
ORACLE CORP COM 68389X105   22,077,340 78,500 SH Call SOLE   78,500 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   5,080,218 38,437 SH   SOLE   38,437 0 0
PONY AI INC SPONSORED ADS 732908108   11,874,248 527,979 SH   SOLE   527,979 0 0
POWELL INDS INC COM 739128106   1,280,202 4,200 SH   SOLE   4,200 0 0
POWER SOLUTIONS INTL INC COM NEW 73933G202   6,749,678 68,720 SH   SOLE   68,720 0 0
PRIMORIS SVCS CORP COM 74164F103   6,152,384 44,800 SH   SOLE   44,800 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   1,270,996 17,430 SH   SOLE   17,430 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   9,949,632 807,600 SH Call SOLE   807,600 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   6,832,672 554,600 SH Put SOLE   554,600 0 0
REDDIT INC CL A 75734B100   15,938,307 69,300 SH Call SOLE   69,300 0 0
REDDIT INC CL A 75734B100   3,662,591 15,925 SH   SOLE   15,925 0 0
ROBLOX CORP CL A 771049103   1,717,648 12,400 SH   SOLE   12,400 0 0
SANDISK CORP COM 80004C200   100,935,120 899,600 SH Call SOLE   899,600 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107   1,768,459 11,900 SH   SOLE   11,900 0 0
SNOWFLAKE INC COM SHS 833445109   3,121,612 13,840 SH   SOLE   13,840 0 0
HELIUS MED TECHNOLOGIES INC COM CL A NEW 42328V876   5,193,429 435,983 SH   SOLE   435,983 0 0
SOLARIS ENERGY INFRAS INC COM CL A 83418M103   3,661,252 91,600 SH   SOLE   91,600 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   1,612,380 2,310 SH   SOLE   2,310 0 0
SYNOPSYS INC COM 871607107   5,591,589 11,333 SH   SOLE   11,333 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   2,234,814 8,650 SH   SOLE   8,650 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   1,685,148 72,200 SH   SOLE   72,200 0 0
TERADYNE INC COM 880770102   2,560,792 18,605 SH   SOLE   18,605 0 0
TESLA INC COM 88160R101   1,265,228 2,845 SH   SOLE   2,845 0 0
TRIP COM GROUP LTD ADS 89677Q107   1,030,240 13,700 SH   SOLE   13,700 0 0
TWILIO INC CL A 90138F102   1,336,202 13,350 SH   SOLE   13,350 0 0
UNITY SOFTWARE INC COM 91332U101   10,010,000 250,000 SH Call SOLE   250,000 0 0
UNITY SOFTWARE INC COM 91332U101   4,355,551 108,780 SH   SOLE   108,780 0 0
VARONIS SYS INC COM 922280102   2,021,220 35,170 SH   SOLE   35,170 0 0
VISA INC COM CL A 92826C839   5,057,545 14,815 SH   SOLE   14,815 0 0
VNET GROUP INC SPONSORED ADS A 90138A103   4,595,817 444,900 SH   SOLE   444,900 0 0
WIX COM LTD SHS M98068105   802,888 4,520 SH   SOLE   4,520 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   543,203 7,050 SH   SOLE   7,050 0 0