AAON INC COM PAR $0.004 000360206 BBG001S6CZK0 24669228 334498 SH SOLE 334498 0 0 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 88404 623 SH SOLE 623 0 0 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 62762370 442300 SH Call SOLE 442300 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 12634457 71693 SH SOLE 71693 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 243919943 1384100 SH Call SOLE 1384100 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 848811 4785 SH SOLE 4785 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 19526 89 SH SOLE 89 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 186547317 850300 SH Call SOLE 850300 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 16344555 74500 SH Put SOLE 74500 0 0 APPLE INC COM 037833100 BBG001S5N8V8 42798462 208600 SH Put SOLE 208600 0 0 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 20277565 110764 SH SOLE 110764 0 0 ARGAN INC COM 04010E109 BBG001SJP7D8 24376710 110562 SH SOLE 110562 0 0 ASTERA LABS INC COM 04626A103 BBG00TDKHWK6 106788823 1181031 SH SOLE 1181031 0 0 BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100 BBG0142Q8PB4 9557203 832509 SH SOLE 832509 0 0 BLOOM ENERGY CORP COM CL A 093712107 BBG001T53509 48902455 2044417 SH SOLE 2044417 0 0 BLOOM ENERGY CORP COM CL A 093712107 BBG001T53509 413816 17300 SH Call SOLE 17300 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 5237 19 SH SOLE 19 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 206351590 748600 SH Call SOLE 748600 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 20646185 74900 SH Put SOLE 74900 0 0 CELESTICA INC COM 15101Q207 BBG001S9CXM7 185977121 1191321 SH SOLE 1191321 0 0 CELESTICA INC COM 15101Q207 BBG001S9CXM7 2107485 13500 SH Call SOLE 13500 0 0 COHERENT CORP COM 19247G107 BBG001S5S6N6 20742931 232518 SH SOLE 232518 0 0 COHERENT CORP COM 19247G107 BBG001S5S6N6 651233 7300 SH Call SOLE 7300 0 0 CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 230696906 714763 SH SOLE 714763 0 0 CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 9198660 28500 SH Call SOLE 28500 0 0 CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 4260432 13200 SH Put SOLE 13200 0 0 CORE SCIENTIFIC INC NEW COM 21874A106 BBG01L5GH1G3 23038645 1349657 SH SOLE 1349657 0 0 COREWEAVE INC COM CL A 21873S108 BBG011ZTRJ49 64278252 394200 SH Call SOLE 394200 0 0 EQT CORP COM 26884L109 BBG001S5QXJ4 26388692 452481 SH SOLE 452481 0 0 EQT CORP COM 26884L109 BBG001S5QXJ4 14545008 249400 SH Call SOLE 249400 0 0 FABRINET SHS G3323L100 BBG001SP57F4 57044449 193581 SH SOLE 193581 0 0 GE VERNOVA INC COM 36828A101 BBG013G17W77 203547601 384669 SH SOLE 384669 0 0 GE VERNOVA INC COM 36828A101 BBG013G17W77 158745 300 SH Call SOLE 300 0 0 GE VERNOVA INC COM 36828A101 BBG013G17W77 7513930 14200 SH Put SOLE 14200 0 0 HALLADOR ENERGY COMPANY COM 40609P105 BBG001S8HST8 446121 28182 SH SOLE 28182 0 0 HUT 8 CORP COM 44812J104 BBG00390LJJ8 17242944 927040 SH SOLE 927040 0 0 INTEL CORP COM 458140100 BBG001S5SF65 252598080 11276700 SH Call SOLE 11276700 0 0 IREN LIMITED ORDINARY SHARES Q4982L109 BBG010J28KR1 47587776 3266148 SH SOLE 3266148 0 0 ISHARES INC MSCI TAIWAN ETF 46434G772 BBG001SFGL81 459200 8000 SH Put SOLE 8000 0 0 ISHARES TR CHINA LG-CAP ETF 464287184 BBG001SMDNB1 3308400 90000 SH Put SOLE 90000 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 36025632 746800 SH Put SOLE 746800 0 0 KLA CORP COM NEW 482480100 BBG001S5SLM4 21059743 23511 SH SOLE 23511 0 0 LAM RESEARCH CORP COM NEW 512807306 BBG001S5SW40 46950002 482330 SH SOLE 482330 0 0 LAM RESEARCH CORP COM NEW 512807306 BBG001S5SW40 14211640 146000 SH Call SOLE 146000 0 0 MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 232656314 1887678 SH SOLE 1887678 0 0 MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 88567450 718600 SH Call SOLE 718600 0 0 MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 5595550 45400 SH Put SOLE 45400 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 231793 466 SH SOLE 466 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 133703808 268800 SH Call SOLE 268800 0 0 NEBIUS GROUP N.V. SHS CLASS A N97284108 BBG001TBY593 123282101 2228124 SH SOLE 2228124 0 0 NEBIUS GROUP N.V. SHS CLASS A N97284108 BBG001TBY593 12659504 228800 SH Call SOLE 228800 0 0 NRG ENERGY INC COM NEW 629377508 BBG001SDD8F0 57319994 356956 SH SOLE 356956 0 0 NRG ENERGY INC COM NEW 629377508 BBG001SDD8F0 497798 3100 SH Call SOLE 3100 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 20764626 131430 SH SOLE 131430 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 337277052 2134800 SH Call SOLE 2134800 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 60984140 386000 SH Put SOLE 386000 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 64780069 296300 SH Call SOLE 296300 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 16812647 76900 SH Put SOLE 76900 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 34511642 216700 SH Put SOLE 216700 0 0 RIOT PLATFORMS INC COM 767292105 BBG001SDW128 58095797 5141221 SH SOLE 5141221 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 114151 504 SH SOLE 504 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 302024415 1333500 SH Call SOLE 1333500 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 178383524 787600 SH Put SOLE 787600 0 0 TALEN ENERGY CORP COM 87422Q109 BBG01GWQVW78 109453970 376428 SH SOLE 376428 0 0 TRANSALTA CORP COM 89346D107 BBG001S5WJZ0 6840151 633587 SH SOLE 633587 0 0 TSS INC DEL COM 87288V101 BBG001SMD6B8 10181286 353149 SH SOLE 353149 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 225195314 1753721 SH SOLE 1753721 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 44468383 346300 SH Call SOLE 346300 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 5572994 43400 SH Put SOLE 43400 0 0 VISTRA CORP COM 92840M102 BBG00DXDL6R0 265197588 1368338 SH SOLE 1368338 0 0 VISTRA CORP COM 92840M102 BBG00DXDL6R0 11337885 58500 SH Call SOLE 58500 0 0 VISTRA CORP COM 92840M102 BBG00DXDL6R0 10058739 51900 SH Put SOLE 51900 0 0