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
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 222,428 1,175 SH   SOLE   1,175 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 509,351 56,900 SH Call SOLE   56,900 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 228,147 1,198 SH   SOLE   1,198 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 578,751 2,638 SH   SOLE   2,638 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 30,900 6,000 SH Call SOLE   6,000 0 0
ARISTA NETWORKS INC COM SHS 040413205 BBG001T51KQ0 5,175,899 46,828 SH   SOLE   46,828 0 0
ARISTA NETWORKS INC COM SHS 040413205 BBG001T51KQ0 23,823 2,700 SH Call SOLE   2,700 0 0
ASTERA LABS INC COM 04626A103 BBG00TDKHWK6 19,304,323 145,748 SH   SOLE   145,748 0 0
ASTERA LABS INC COM 04626A103 BBG00TDKHWK6 190,245 8,200 SH Call SOLE   8,200 0 0
BLOOM ENERGY CORP COM CL A 093712107 BBG001T53509 28,447,656 1,280,849 SH   SOLE   1,280,849 0 0
BLOOM ENERGY CORP COM CL A 093712107 BBG001T53509 56,927 27,100 SH Call SOLE   27,100 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 263,602 1,137 SH   SOLE   1,137 0 0
BROADCOM INC COM 11135F101 BBG00KHY5SY8 1,272,812 46,000 SH Call SOLE   46,000 0 0
CAMTEK LTD NOTE 12/0 13469VAB4   18,543,419 229,583 SH   SOLE   229,583 0 0
CELESTICA INC COM 15101Q207 BBG001S9CXM7 7,630,995 82,676 SH   SOLE   82,676 0 0
CELESTICA INC COM 15101Q207 BBG001S9CXM7 124,720 9,600 SH Call SOLE   9,600 0 0
COHERENT CORP COM 19247G107 BBG001S5S6N6 9,758,990 103,019 SH   SOLE   103,019 0 0
COHERENT CORP COM 19247G107 BBG001S5S6N6 69,704 7,000 SH Call SOLE   7,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 12,031,795 53,783 SH   SOLE   53,783 0 0
CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 139,800 14,400 SH Call SOLE   14,400 0 0
FABRINET SHS G3323L100 BBG001SP57F4 7,381,372 33,570 SH   SOLE   33,570 0 0
GE VERNOVA INC COM 36828A101 BBG013G17W77 32,789,058 99,684 SH   SOLE   99,684 0 0
GE VERNOVA INC COM 36828A101 BBG013G17W77 216,420 9,900 SH Call SOLE   9,900 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718 BBG00TZR7YF0 7,123,723 71,010 SH   SOLE   71,010 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 34,069,849 308,464 SH   SOLE   308,464 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 510,342 40,900 SH Call SOLE   40,900 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 25,031,204 297,424 SH   SOLE   297,424 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 220,565 45,500 SH Call SOLE   45,500 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 161,013 382 SH   SOLE   382 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 109,601 23,100 SH Call SOLE   23,100 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 BBG001TBY593 14,417,241 520,478 SH   SOLE   520,478 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 BBG001TBY593 46,020 6,000 SH Call SOLE   6,000 0 0
NRG ENERGY INC COM NEW 629377508 BBG001SDD8F0 6,530,124 72,380 SH   SOLE   72,380 0 0
NRG ENERGY INC COM NEW 629377508 BBG001SDD8F0 50,000 10,000 SH Call SOLE   10,000 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1,735,161 12,921 SH   SOLE   12,921 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2,081,612 168,100 SH Call SOLE   168,100 0 0
OKLO INC COM CL A 02156V109 BBG0112CBMQ8 1,209,388 56,966 SH   SOLE   56,966 0 0
ONTO INNOVATION INC COM 683344105 BBG001S5THX0 30,059,101 180,351 SH   SOLE   180,351 0 0
RIOT PLATFORMS INC COM 767292105 BBG001SDW128 28,453,912 2,786,867 SH   SOLE   2,786,867 0 0
RIOT PLATFORMS INC COM 767292105 BBG001SDW128 113,700 70,000 SH Call SOLE   70,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 270,561 1,370 SH   SOLE   1,370 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 1,583,483 105,800 SH Call SOLE   105,800 0 0
TSS INC DEL COM 87288V101 BBG001SMD6B8 2,231,412 188,146 SH   SOLE   188,146 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 47,730,288 420,124 SH   SOLE   420,124 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 414,367 46,500 SH Call SOLE   46,500 0 0
VISTRA CORP COM 92840M102 BBG00DXDL6R0 16,594,585 120,364 SH   SOLE   120,364 0 0
VISTRA CORP COM 92840M102 BBG00DXDL6R0 30,000 2,000 SH Call SOLE   2,000 0 0