ACM RESH INC COM CL A 00108J109 BBG00HPSG942 37615727 955927 SH SOLE 955927 0 0 ACM RESH INC COM CL A 00108J109 BBG00HPSG942 3935 100 SH Call SOLE 100 0 0 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 155217090 763000 SH Call SOLE 763000 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 3307515 11502 SH SOLE 11502 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 2302061580 8005500 SH Call SOLE 8005500 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1372625 4785 SH SOLE 4785 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 1025105 4922 SH SOLE 4922 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 2063101793 9905900 SH Call SOLE 9905900 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 15516115 74500 SH Put SOLE 74500 0 0 APPLE INC COM 037833100 BBG001S5N8V8 14059966 55400 SH Put SOLE 55400 0 0 APPLIED DIGITAL CORP COM NEW 038169207 BBG001SK4K76 158305703 6668311 SH SOLE 6668311 0 0 APPLIED DIGITAL CORP COM NEW 038169207 BBG001SK4K76 6272108 264200 SH Call SOLE 264200 0 0 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 250089110 731704 SH SOLE 731704 0 0 APPLIED MATLS INC COM 038222105 BBG001S5NMM7 51781185 151500 SH Call SOLE 151500 0 0 APPLIED OPTOELECTRONICS INC COM 03823U102 BBG001SG47G4 107254875 1267938 SH SOLE 1267938 0 0 APPLIED OPTOELECTRONICS INC COM 03823U102 BBG001SG47G4 2157045 25500 SH Call SOLE 25500 0 0 ASML HLDG NV N Y REGISTRY SHS N07059210 BBG001SCG0R3 93181915 70548 SH SOLE 70548 0 0 ASML HLDG NV N Y REGISTRY SHS N07059210 BBG001SCG0R3 275657221 208700 SH Call SOLE 208700 0 0 ASTERA LABS INC COM 04626A103 BBG00TDKHWK6 62287434 568316 SH SOLE 568316 0 0 BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100 BBG0142Q8PB4 34999742 4046213 SH SOLE 4046213 0 0 BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100 BBG0142Q8PB4 1730 200 SH Call SOLE 200 0 0 BITFARMS LTD COM 09173B107 BBG00PGMZVM7 15239486 7815121 SH SOLE 7815121 0 0 BITFARMS LTD COM 09173B107 BBG00PGMZVM7 249210 127800 SH Call SOLE 127800 0 0 BKV CORP COM 05603J108 BBG00YNGK494 9213415 323051 SH SOLE 323051 0 0 BLOOM ENERGY CORP COM CL A 093712107 BBG001T53509 621185203 4584731 SH SOLE 4584731 0 0 BLOOM ENERGY CORP COM CL A 093712107 BBG001T53509 2343977 17300 SH Call SOLE 17300 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 15138444 48911 SH SOLE 48911 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 283758768 916800 SH Call SOLE 916800 0 0 BROADCOM INC COM 11135F101 BBG00KHY5SY8 89757900 290000 SH Put SOLE 290000 0 0 CELESTICA INC COM 15101Q207 BBG001S9CXM7 420124030 1491494 SH SOLE 1491494 0 0 CELESTICA INC COM 15101Q207 BBG001S9CXM7 3802680 13500 SH Call SOLE 13500 0 0 CIPHER DIGITAL INC COM 17253J106 BBG00XYHY0L1 141590669 11001606 SH SOLE 11001606 0 0 CIPHER DIGITAL INC COM 17253J106 BBG00XYHY0L1 5785065 449500 SH Call SOLE 449500 0 0 COHERENT CORP COM 19247G107 BBG001S5S6N6 306147492 1285200 SH SOLE 1285200 0 0 COHERENT CORP COM 19247G107 BBG001S5S6N6 1738933 7300 SH Call SOLE 7300 0 0 COMFORT SYS USA INC COM 199908104 BBG001SB1GG8 294603287 213637 SH SOLE 213637 0 0 CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 19184475 68700 SH Call SOLE 68700 0 0 CONSTELLATION ENERGY CORP COM 21037T109 BBG014KFRPJ9 3686100 13200 SH Put SOLE 13200 0 0 CORE SCIENTIFIC INC NEW COM 21874A106 BBG01L5GH1G3 115475672 7718962 SH SOLE 7718962 0 0 COREWEAVE INC COM CL A 21873S108 BBG011ZTRJ49 641510710 8280763 SH SOLE 8280763 0 0 COREWEAVE INC COM CL A 21873S108 BBG011ZTRJ49 116476145 1503500 SH Call SOLE 1503500 0 0 EMCOR GROUP INC COM 29084Q100 BBG001S5QVG1 165027790 223521 SH SOLE 223521 0 0 EQT CORP COM 26884L109 BBG001S5QXJ4 266523556 4187988 SH SOLE 4187988 0 0 EQT CORP COM 26884L109 BBG001S5QXJ4 83279304 1308600 SH Call SOLE 1308600 0 0 FREEPORT MCMORAN INC CL B 35671D857 BBG001S5R3F3 259893536 4421462 SH SOLE 4421462 0 0 FREEPORT MCMORAN INC CL B 35671D857 BBG001S5R3F3 102412394 1742300 SH Call SOLE 1742300 0 0 FTAI AVIATION LTD SHS G3730V105 BBG019M62R54 262368540 1070892 SH SOLE 1070892 0 0 FTAI AVIATION LTD SHS G3730V105 BBG019M62R54 12323500 50300 SH Call SOLE 50300 0 0 GE VERNOVA INC COM 36828A101 BBG013G17W77 38785566 44433 SH SOLE 44433 0 0 GE VERNOVA INC COM 36828A101 BBG013G17W77 31075240 35600 SH Call SOLE 35600 0 0 HALLADOR ENERGY COMPANY COM 40609P105 BBG001S8HST8 5221957 320759 SH SOLE 320759 0 0 HUT 8 CORP COM 44812J104 BBG00390LJJ8 135221171 2882566 SH SOLE 2882566 0 0 HUT 8 CORP COM 44812J104 BBG00390LJJ8 10747081 229100 SH Call SOLE 229100 0 0 INTEL CORP COM 458140100 BBG001S5SF65 22230090 503741 SH SOLE 503741 0 0 INTEL CORP COM 458140100 BBG001S5SF65 558394542 12653400 SH Call SOLE 12653400 0 0 IREN LIMITED ORDINARY SHARES Q4982L109 BBG010J28KR1 163433568 4767607 SH SOLE 4767607 0 0 IREN LIMITED ORDINARY SHARES Q4982L109 BBG010J28KR1 21332444 622300 SH Call SOLE 622300 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 12726639 224100 SH Put SOLE 224100 0 0 KLA CORP COM NEW 482480100 BBG001S5SLM4 211145066 143401 SH SOLE 143401 0 0 KLA CORP COM NEW 482480100 BBG001S5SLM4 26945103 18300 SH Call SOLE 18300 0 0 LAM RESEARCH CORP COM NEW 512807306 BBG001S5SW40 235144795 1100556 SH SOLE 1100556 0 0 LAM RESEARCH CORP COM NEW 512807306 BBG001S5SW40 44142156 206600 SH Call SOLE 206600 0 0 LEGENCE CORP CL A 52476L109 BBG01WRYRR87 17397641 308141 SH SOLE 308141 0 0 LIBERTY ENERGY INC COM CL A 53115L104 BBG00GK831C5 36403373 1264006 SH SOLE 1264006 0 0 LIBERTY ENERGY INC COM CL A 53115L104 BBG00GK831C5 239040 8300 SH Call SOLE 8300 0 0 LUMENTUM HLDGS INC COM 55024U109 BBG0073F9RS8 743000038 1057260 SH SOLE 1057260 0 0 MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 73922095 218808 SH SOLE 218808 0 0 MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 242771824 718600 SH Call SOLE 718600 0 0 MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 15337936 45400 SH Put SOLE 45400 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 138444 374 SH SOLE 374 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 167798061 453300 SH Call SOLE 453300 0 0 NEBIUS GROUP N.V. SHS CLASS A N97284108 BBG001TBY593 603203572 5813450 SH SOLE 5813450 0 0 NEBIUS GROUP N.V. SHS CLASS A N97284108 BBG001TBY593 44409280 428000 SH Call SOLE 428000 0 0 NRG ENERGY INC COM NEW 629377508 BBG001SDD8F0 453034 3100 SH Call SOLE 3100 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 148884582 853696 SH SOLE 853696 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 3040541920 17434300 SH Call SOLE 17434300 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 174644160 1001400 SH Put SOLE 1001400 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 16929125 115078 SH SOLE 115078 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 334631117 2274700 SH Call SOLE 2274700 0 0 ORACLE CORP COM 68389X105 BBG001S5SJG6 11312759 76900 SH Put SOLE 76900 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 21866844 169800 SH Put SOLE 169800 0 0 RIOT PLATFORMS INC COM 767292105 BBG001SDW128 63986706 5176918 SH SOLE 5176918 0 0 SANDISK CORP COM 80004C200 BBG01R388JK6 66837133 105199 SH SOLE 105199 0 0 SANDISK CORP COM 80004C200 BBG01R388JK6 35642574 56100 SH Call SOLE 56100 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JGQG9 358326026 914657 SH SOLE 914657 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 BBG0113JGQG9 39176 100 SH Call SOLE 100 0 0 SNOWFLAKE INC COM SHS 833445109 BBG007DHGNK2 72595699 481340 SH SOLE 481340 0 0 SNOWFLAKE INC COM SHS 833445109 BBG007DHGNK2 20028896 132800 SH Call SOLE 132800 0 0 SOLARIS ENERGY INFRAS INC COM CL A 83418M103 BBG00G7D6CQ7 50688622 896985 SH SOLE 896985 0 0 STERLING INFRASTRUCTURE INC COM 859241101 BBG001SC9C40 36439261 89472 SH SOLE 89472 0 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 BBG001S5WWW4 229806 680 SH SOLE 680 0 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 BBG001S5WWW4 930308760 2752800 SH Call SOLE 2752800 0 0 TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 BBG001S5WWW4 635785335 1881300 SH Put SOLE 1881300 0 0 TALEN ENERGY CORP COM 87422Q109 BBG01GWQVW78 22251289 69703 SH SOLE 69703 0 0 TERAWULF INC COM 88080T104 BBG0122MC919 113249988 7848232 SH SOLE 7848232 0 0 TERAWULF INC COM 88080T104 BBG0122MC919 17705610 1227000 SH Call SOLE 1227000 0 0 TOWER SEMICONDUCTOR LTD SHS NEW M87915274 BBG001S68BK8 47456987 270441 SH SOLE 270441 0 0 TOWER SEMICONDUCTOR LTD SHS NEW M87915274 BBG001S68BK8 6878816 39200 SH Call SOLE 39200 0 0 TRANSALTA CORP COM 89346D107 BBG001S5WJZ0 34128096 2596273 SH SOLE 2596273 0 0 TSS INC DEL COM 87288V101 BBG001SMD6B8 5991235 460510 SH SOLE 460510 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 486092374 1939869 SH SOLE 1939869 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 124463086 496700 SH Call SOLE 496700 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 10875172 43400 SH Put SOLE 43400 0 0 VISTRA CORP COM 92840M102 BBG00DXDL6R0 20444880 136000 SH Call SOLE 136000 0 0 VISTRA CORP COM 92840M102 BBG00DXDL6R0 3532755 23500 SH Put SOLE 23500 0 0 WESTERN DIGITAL CORP COM 958102105 BBG001S5XD28 350403295 1295439 SH SOLE 1295439 0 0 ZOOM COMMUNICATIONS INC CL A 98980L101 BBG0042V6JN7 88565663 1101700 SH Call SOLE 1101700 0 0