ADVANCED MICRO DEVICES INCCOM007903107871290742830SHSOLE4283000AIRBNB INCCOM CL A009066101472426137411SHSOLE3741100AKAMAI TECHNOLOGIES INCCOM00971T1018970937811SHSOLE781100ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102313650025000SHCallSOLE2500000ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102624577549783SHSOLE4978300ALNYLAM PHARMACEUTICALS INCCOM02043Q1071911899257784SHSOLE5778400ALPHABET INCCAP STK CL A02079K305334403511629SHSOLE1162900ALPHABET INCCAP STK CL C02079K1071287341644877SHSOLE4487700AMAZON COM INCCOM02313510610413505000SHCallSOLE500000AMAZON COM INCCOM023135106991115347588SHSOLE4758800AMER SPORTS INCCOM SHSG0260P1028206265249279SHSOLE24927900APPLE INCCOM03783310020526548088SHSOLE808800APPLIED MATLS INCCOM03822210511470473356SHSOLE335600ARM HOLDINGS PLCSPONSORED ADS042068205233137615411SHSOLE1541100ARRIVENT BIOPHARMA INCCOM04272N1022820907122276SHSOLE12227600ASE TECHNOLOGY HLDG CO LTDSPONSORED ADS00215W1009608901443215SHSOLE44321500AT&T 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SHARESG39387108119740226920SHSOLE2692000GRAB HOLDINGS LIMITEDCLASS A ORDG4124C10939345001075000SHSOLE107500000H WORLD GROUP LTDSPONSORED ADS44332N1062514505000SHSOLE500000HDFC BANK LTDSPONSORED ADS40415F10184201433843SHSOLE3384300HECLA MINING COMPANYCOM42270410624964213400SHSOLE1340000HOME DEPOT INCCOM4370761029998263040SHSOLE304000HUYA INCADS REP SHS A44852D10826999381816SHSOLE8181600HYATT HOTELS CORPCOM CL A448579102290484620202SHSOLE2020200INTEL CORPCOM458140100210906147792SHSOLE4779200INTERACTIVE BROKERS GROUP INCOM CL A45841N107170263925386SHSOLE2538600INVESCO QQQ TRUNIT SER 146090E10357337069934SHSOLE993400INVESCO QQQ TRUNIT SER 146090E103121207800210000SHPutSOLE21000000IONIS PHARMACEUTICALS INCCOM462222100459550861200SHSOLE6120000IREN LIMITEDORDINARY SHARESQ4982L1098659299252605SHSOLE25260500ISHARES TR20 YR TR BD ETF46428743289238710294SHSOLE1029400ISHARES TRCORE S&P500 ETF46428720041805446400SHSOLE640000ISHARES TRISHARES SEMICDTR464287523458776513959SHSOLE1395900ISHARES TRISHARES SEMICDTR464287523492990015000SHPutSOLE1500000ISHARES TRMSCI EMG MKT ETF46428723465439111523SHSOLE1152300ISHARES TRMSCI USA MMENTM46432F3965999752500SHSOLE250000ISHARES TRRUSSELL 2000 ETF464287655260896010520SHSOLE1052000JABIL INCCOM4663131032858181076SHSOLE107600JD.COM INCSPON ADS CL A47215P1067231580244558SHSOLE24455800JOYY INCADS REPSTG COM A46591M109108208318532SHSOLE1853200JPMORGAN CHASE & COCOM46625H1004880111659SHSOLE165900KANZHUN LIMITEDSPONSORED ADS48553T10651618538550SHSOLE3855000KE HLDGS INCSPONSORED ADS48249710445203430196SHSOLE3019600LI AUTO INCSPONSORED ADS50202M10260978634200SHSOLE3420000LINDE PLCSHSG5495010315071103040SHSOLE304000LUMENTUM HLDGS INCCOM55024U109743168710575SHSOLE1057500MARVELL TECHNOLOGY INCCOM5738741049636579729SHSOLE972900MERCK & CO INCCOM58933Y105512074542570SHSOLE4257000META PLATFORMS INCCL A30303M10238412816714SHSOLE671400MICRON TECHNOLOGY INCCOM595112103955175028273SHSOLE2827300MICROSOFT CORPCOM5949181048865572395SHSOLE239500MINISO GROUP 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INCSPONSORED ADS72230410242247036413457SHSOLE41345700PERPETUA RESOURCES CORPCOM71426610337118413200SHSOLE1320000PONY AI INCSPONSORED ADS73290810832787034732SHSOLE3473200POWER SOLUTIONS INTL INCCOM NEW73933G20297408016000SHSOLE1600000REDWIRE CORPORATIONCOM75776W10378863092780SHSOLE9278000REGENERON PHARMACEUTICALSCOM75886F1079727541259SHSOLE125900REVOLUTION MEDICINES INCCOM76155X100225882623227SHSOLE2322700RLX TECHNOLOGY INCSPONSORED ADS74969N103257052116842SHSOLE11684200S&P GLOBAL INCCOM78409V1048115491908SHSOLE190800SANDISK CORPCOM80004C2003942030662046SHSOLE6204600SEA LTDSPONSORD ADS81141R100454055554831SHSOLE5483100SELECT SECTOR SPDR TRSTATE STREET CON81369Y407239756022000SHSOLE2200000SELECT SECTOR SPDR TRSTATE STREET CON81369Y308307425037500SHSOLE3750000SELECT SECTOR SPDR TRSTATE STREET ENE81369Y50613213108215689SHSOLE21568900SELECT SECTOR SPDR TRSTATE STREET FIN81369Y605342109469295SHSOLE6929500SELECT SECTOR SPDR TRSTATE STREET IND81369Y704169816510500SHSOLE1050000SELECT SECTOR SPDR TRSTATE STREET TEC81369Y803178086013400SHSOLE1340000SELECT SECTOR SPDR TRSTATE STREET UTI81369Y886168728436768SHSOLE3676800SHARKNINJA INCCOM SHSG8068L108212287120046SHSOLE2004600SITIME CORPCOM82982T10625832187480SHSOLE748000SOLARIS ENERGY INFRAS INCCOM CL A83418M10390416016000SHSOLE1600000SPDR GOLD TRGOLD SHS78463V10721514505000SHCallSOLE500000SPDR GOLD TRGOLD SHS78463V1073314825177037SHSOLE7703700SPOTIFY TECHNOLOGY S ASHSL8681T10218014413715SHSOLE371500STATE STR SPDR DOW JONES INDUT SER 178467X109548880211850SHSOLE1185000STATE STR SPDR S&P 500 ETF TTR UNIT78462F103931872214329SHSOLE1432900SUMMIT THERAPEUTICS INCCOM86627T1082522325133034SHSOLE13303400SYNOPSYS INCCOM8716071079781162467SHSOLE246700TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS8740391003166794393706SHSOLE9370600TAKE-TWO INTERACTIVE SOFTWARCOM874054109250232512670SHSOLE1267000TAL ED GROUPSPONSORED ADS87408010421694019080SHSOLE1908000TAPESTRY INCCOM876030107975098369102SHSOLE6910200TERADYNE INCCOM8807701025748361939SHSOLE193900TIDAL TRUST IIYIELDMAX NVDA88634T7745725478441100SHSOLE44110000TOWER SEMICONDUCTOR LTDSHS NEWM87915274576030632826SHSOLE3282600TPG INCCOM CL A87265710169430117139SHSOLE1713900TRIP COM GROUP LTDADS89677Q1072820115664SHSOLE566400UNITED AIRLS HLDGS INCCOM910047109122683313325SHSOLE1332500UNITEDHEALTH GROUP INCCOM91324P10223000158500SHSOLE850000VANECK ETF TRUSTGOLD MINERS ETF92189F106643601470132SHSOLE7013200VANECK ETF TRUSTSEMICONDUCTR ETF92189F6766517801700SHSOLE170000VANECK ETF TRUSTSEMICONDUCTR ETF92189F676309595500807500SHPutSOLE80750000VEEVA SYS INCCL A COM9224751084741062699SHSOLE269900VERADERMICS INCCOMMON STOCK922967104260784241296SHSOLE4129600VIPSHOP HLDGS LTDSPONSORED ADS A92763W10314651040932000SHSOLE93200000VISA INCCOM CL A92826C83919192246350SHSOLE635000WESTERN DIGITAL CORPCOM958102105546146420191SHSOLE2019100XPENG INCADS98422D105149115487151SHSOLE8715100YUM CHINA HLDGS INCCOM98850P1092829245800SHSOLE580000ZTO EXPRESS CAYMAN INCSPONSORED ADS A98980A10578580731220SHSOLE3122000