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
CHURCHILL CAP CORP X SHS CL A G2130T108   36,900 3,120,000 SH Put SOLE   0 0 200,000
ROBINHOOD MKTS INC COM CL A 770700102   1,936,253 22,054,500 SH Put SOLE   0 0 1,950,000
CHURCHILL CAP CORP X *W EXP 05/14/203 G2130T116   3,808,828 494,653 SH   SOLE   0 0 494,653
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   1,582,790 11,000 SH   SOLE   0 0 11,000
ACM RESH INC COM CL A 00108J109   1,972,500 50,000 SH   SOLE   0 0 50,000
AST SPACEMOBILE INC COM CL A 00217D100   1,307,340 18,000 SH   SOLE   0 0 18,000
AFFIRM HLDGS INC COM CL A 00827B106   4,912,380 66,000 SH   SOLE   0 0 66,000
ALPHABET INC CAP STK CL C 02079K107   7,845,000 25,000 SH   SOLE   0 0 25,000
AMAZON COM INC COM 023135106   3,412,212 14,783 SH   SOLE   0 0 14,783
APPLIED MATLS INC COM 038222105   2,569,900 10,000 SH   SOLE   0 0 10,000
BLOOM ENERGY CORP COM CL A 093712107   1,303,350 15,000 SH   SOLE   0 0 15,000
CLOUDFLARE INC CL A COM 18915M107   8,871,750 45,000 SH   SOLE   0 0 45,000
COHERENT CORP COM 19247G107   2,214,840 12,000 SH   SOLE   0 0 12,000
CORE SCIENTIFIC INC NEW COM 21874A106   655,200 45,000 SH   SOLE   0 0 45,000
CROWDSTRIKE HLDGS INC CL A 22788C105   1,875,040 4,000 SH   SOLE   0 0 4,000
FLYWIRE CORPORATION COM VTG 302492103   849,600 60,000 SH   SOLE   0 0 60,000
META PLATFORMS INC CL A 30303M102   3,300,450 5,000 SH   SOLE   0 0 5,000
FERMI INC COM 314911108   291,616 36,452 SH   SOLE   0 0 36,452
GALAXY DIGITAL INC. CL A 36317J209   4,024,800 180,000 SH   SOLE   0 0 180,000
INVESCO QQQ TR UNIT SER 1 46090E103   12,286,200 20,000 SH   SOLE   0 0 20,000
LEGENCE CORP CL A 52476L109   4,088,800 95,000 SH   SOLE   0 0 95,000
LUMENTUM HLDGS INC COM 55024U109   1,842,950 5,000 SH   SOLE   0 0 5,000
M/I HOMES INC COM 55305B101   7,037,250 55,000 SH   SOLE   0 0 55,000
MIAMI INTL HLDGS INC COM 59356Q108   2,795,940 63,000 SH   SOLE   0 0 63,000
PATTERN GROUP INC COM SER A 70339W104   923,200 80,000 SH   SOLE   0 0 80,000
REDWIRE CORPORATION COM 75776W103   1,330,000 175,000 SH   SOLE   0 0 175,000
REMITLY GLOBAL INC COM 75960P104   1,380,000 100,000 SH   SOLE   0 0 100,000
ROKU INC COM CL A 77543R102   4,339,600 40,000 SH   SOLE   0 0 40,000
SAMSARA INC COM CL A 79589L106   709,000 20,000 SH   SOLE   0 0 20,000
SANDISK CORP COM 80004C200   4,272,840 18,000 SH   SOLE   0 0 18,000
SEA LTD SPONSORD ADS 81141R100   2,551,400 20,000 SH   SOLE   0 0 20,000
SWEETGREEN INC COM CL A 87043Q108   676,000 100,000 SH   SOLE   0 0 100,000
TARGET HOSPITALITY CORP COM 87615L107   480,600 60,000 SH   SOLE   0 0 60,000
TOAST INC CL A 888787108   2,130,600 60,000 SH   SOLE   0 0 60,000
TURNING PT BRANDS INC COM 90041L105   1,951,200 18,000 SH   SOLE   0 0 18,000
UNITY SOFTWARE INC COM 91332U101   1,325,100 30,000 SH   SOLE   0 0 30,000