ADVANCED MICRO DEVICES INC Common Stock 007903107 6423480 10500 SH SOLE 10500 0 0 ADVANCED MICRO DEVICES INC Option 007903907 6117600 10000 SH Call SOLE 0 0 0 ADVANCED MICRO DEVICES INC Option 007903957 24470400 40000 SH Put SOLE 0 0 0 ALPHABET INC Common Stock 02079K305 11354640 33000 SH SOLE 33000 0 0 ALPHABET INC Option 02079K955 17204000 50000 SH Put SOLE 0 0 0 AMGEN INC Common Stock 031162100 11380770 27000 SH SOLE 27000 0 0 AMGEN INC Option 031162950 16986853 40300 SH Put SOLE 0 0 0 BANK OF AMER CORP Common Stock 060505104 2558210 47000 SH SOLE 47000 0 0 BANK OF AMER CORP Option 060505904 2721500 50000 SH Call SOLE 0 0 0 BANK OF AMER CORP Option 060505954 2721500 50000 SH Put SOLE 0 0 0 BANK OF NY MELLON CORP Common Stock 064058100 13161330 91000 SH SOLE 91000 0 0 BANK OF NY MELLON CORP Option 064058950 15909300 110000 SH Put SOLE 0 0 0 BLOOM ENERGY CORP Option 093712957 8309400 30000 SH Put SOLE 0 0 0 CLOUDFLARE INC Common Stock 18915M107 11981160 34500 SH SOLE 34500 0 0 CLOUDFLARE INC Option 18915M957 31255200 90000 SH Put SOLE 0 0 0 COMFORT SYS USA INC Common Stock 199908104 10916994 6600 SH SOLE 6600 0 0 COMFORT SYS USA INC Option 199908954 11578630 7000 SH Put SOLE 0 0 0 DELL TECHNOLOGIES INC Common Stock 24703L202 11027975 20500 SH SOLE 20500 0 0 DELL TECHNOLOGIES INC Option 24703L952 26897500 50000 SH Put SOLE 0 0 0 FORTINET INC Common Stock 34959E109 6792880 38000 SH SOLE 38000 0 0 FORTINET INC Option 34959E909 10725600 60000 SH Call SOLE 0 0 0 FORTINET INC Option 34959E959 36645800 205000 SH Put SOLE 0 0 0 GOLDMAN SACHS GROUP INC Common Stock 38141G104 16656660 18500 SH SOLE 18500 0 0 GOLDMAN SACHS GROUP INC Option 38141G954 18007200 20000 SH Put SOLE 0 0 0 INTEL CORP Common Stock 458140100 240460 2000 SH SOLE 2000 0 0 INTEL CORP Option 458140900 6011500 50000 SH Call SOLE 0 0 0 INTEL CORP Option 458140950 8416100 70000 SH Put SOLE 0 0 0 ISHARES TR Common Stock 464287523 16774880 29500 SH SOLE 29500 0 0 ISHARES TR Option 464287953 39804800 70000 SH Put SOLE 0 0 0 ISHARES TR Common Stock 46432F396 18564390 58500 SH SOLE 58500 0 0 ISHARES TR Option 46432F906 6346800 20000 SH Call SOLE 0 0 0 ISHARES TR Option 46432F956 28560600 90000 SH Put SOLE 0 0 0 JOHNSON & JOHNSON Common Stock 478160104 2912140 11000 SH SOLE 11000 0 0 JOHNSON & JOHNSON Option 478160954 5294800 20000 SH Put SOLE 0 0 0 LUMENTUM HLDGS INC Common Stock 55024U109 11655120 12000 SH SOLE 12000 0 0 LUMENTUM HLDGS INC Option 55024U959 53419300 55000 SH Put SOLE 0 0 0 MARATHON PETE CORP Common Stock 56585A102 9094660 23000 SH SOLE 23000 0 0 MARATHON PETE CORP Option 56585A952 55556510 140500 SH Put SOLE 0 0 0 MERCK & CO INC Common Stock 58933Y105 3196820 22000 SH SOLE 22000 0 0 MERCK & CO INC Option 58933Y955 5826931 40100 SH Put SOLE 0 0 0 MICRON TECHNOLOGY INC Common Stock 595112103 21302200 20000 SH SOLE 20000 0 0 MICRON TECHNOLOGY INC Option 595112953 74557700 70000 SH Put SOLE 0 0 0 MORGAN STANLEY Common Stock 617446448 3385440 18000 SH SOLE 18000 0 0 MORGAN STANLEY Option 617446908 3780408 20100 SH Call SOLE 0 0 0 MORGAN STANLEY Option 617446958 3761600 20000 SH Put SOLE 0 0 0 PALO ALTO NETWORKS INC Common Stock 697435105 13111230 33000 SH SOLE 33000 0 0 PALO ALTO NETWORKS INC Option 697435955 39731000 100000 SH Put SOLE 0 0 0 PHILLIPS 66 Common Stock 718546104 12765500 50000 SH SOLE 50000 0 0 PHILLIPS 66 Option 718546954 48100404 188400 SH Put SOLE 0 0 0 QUANTA SVCS INC Common Stock 74762E102 7710120 12000 SH SOLE 12000 0 0 QUANTA SVCS INC Option 74762E952 9637650 15000 SH Put SOLE 0 0 0 SANDISK CORP Common Stock 80004C200 8699450 5000 SH SOLE 5000 0 0 SANDISK CORP Option 80004C950 52196700 30000 SH Put SOLE 0 0 0 SEAGATE TECHNOLOGY HLDNGS PL Common Stock G7997R103 5534040 6000 SH SOLE 6000 0 0 SEAGATE TECHNOLOGY HLDNGS PL Option G7997R953 9223400 10000 SH Put SOLE 0 0 0 SELECT SECTOR SPDR TR Common Stock 81369Y803 6459750 33000 SH SOLE 33000 0 0 SELECT SECTOR SPDR TR Option 81369Y953 11745000 60000 SH Put SOLE 0 0 0 SNOWFLAKE INC Common Stock 833445109 13752180 40500 SH SOLE 40500 0 0 SNOWFLAKE INC Option 833445959 40407640 119000 SH Put SOLE 0 0 0 SPDR SERIES TRUST Common Stock 78464A870 19079280 121000 SH SOLE 121000 0 0 SPDR SERIES TRUST Option 78464A950 31536000 200000 SH Put SOLE 0 0 0 STATE STR CORP Common Stock 857477103 13792610 79000 SH SOLE 79000 0 0 STATE STR CORP Option 857477953 17459000 100000 SH Put SOLE 0 0 0 STATE STR SPDR S&P 500 ETF T Common Stock 78462F103 16015230 21000 SH SOLE 21000 0 0 STATE STR SPDR S&P 500 ETF T Option 78462F953 183031200 240000 SH Put SOLE 0 0 0 TAIWAN SEMICONDUCTOR MANUFAC Common Stock 874039100 15510460 34000 SH SOLE 34000 0 0 TAIWAN SEMICONDUCTOR MANUFAC Option 874039950 41057100 90000 SH Put SOLE 0 0 0 VALERO ENERGY CORP Common Stock 91913Y100 10077860 26000 SH SOLE 26000 0 0 VALERO ENERGY CORP Option 91913Y950 56280972 145200 SH Put SOLE 0 0 0 VANECK ETF TRUST Common Stock 92189H607 7567400 20000 SH SOLE 20000 0 0 VANECK ETF TRUST Option 92189H957 7567400 20000 SH Put SOLE 0 0 0 VANECK ETF TRUST Common Stock 92189F676 20097000 33000 SH SOLE 33000 0 0 VANECK ETF TRUST Option 92189F956 49938000 82000 SH Put SOLE 0 0 0 WESTERN DIGITAL CORP Common Stock 958102105 4999060 11000 SH SOLE 11000 0 0 WESTERN DIGITAL CORP Option 958102955 9089200 20000 SH Put SOLE 0 0 0