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
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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
ACM RESEARCH INC-CLASS A ACMR 00108J109   1,180,500 30,000 SH   SOLE   0 0 30,000
AFFIRM HOLDINGS INC AFRM 00827B106   2,291,000 50,000 SH   SOLE   0 0 50,000
ALPHABET INC-CL C GOOG 02079K107   2,868,600 10,000 SH   SOLE   0 0 10,000
AMAZON.COM INC AMZN 023135106   5,206,750 25,000 SH   SOLE   0 0 25,000
APPLIED MATERIALS INC AMAT 038222105   6,835,800 20,000 SH   SOLE   0 0 20,000
AST SPACEMOBILE INC ASTS 00217D100   1,133,247 13,675 SH   SOLE   0 0 13,675
CLOUDFLARE INC - CLASS A NET 18915M107   8,253,600 40,000 SH   SOLE   0 0 40,000
COHERENT CORP COHR 19247G107   4,764,200 20,000 SH   SOLE   0 0 20,000
CORE SCIENTIFIC INC CORZ 21874A106   8,976,000 600,000 SH   SOLE   0 0 600,000
CRCL 15MAY26 100 P COM CL A 172573107   1,908,200 20,000 SH Put SOLE   0 0 20,000
CRCL 18JUN26 130 C COM CL A 172573107   2,862,300 30,000 SH Call SOLE   0 0 30,000
CREDO TECHNOLOGY GROUP HOLDI CRDO G25457105   1,877,400 20,000 SH   SOLE   0 0 20,000
DOORDASH INC - A DASH 25809K105   1,651,650 11,000 SH   SOLE   0 0 11,000
EWY 17APR26 140 P MSCI AUST ETF 464286772   1,230,100 10,000 SH Put SOLE   0 0 10,000
GALAXY DIGITAL INC-A GLXY 36317J209   3,782,250 205,000 SH   SOLE   0 0 205,000
INFQ 03JUL30 11.5 C INFQ WS 45676K111   2,145,032 484,753 SH   SOLE   0 0 484,753
INFQ 17APR26 7.5 P COM SHS 45676K103   1,962,000 200,000 SH Put SOLE   0 0 200,000
INVESCO QQQ TRUST SERIES 1 QQQ 46090E103   4,617,440 8,000 SH   SOLE   0 0 8,000
ISHARES MSCI SOUTH KOREA ETF EWY 464286772   4,305,350 35,000 SH   SOLE   0 0 35,000
LEGENCE CORP-CL A LGN 52476L109   8,751,300 155,000 SH   SOLE   0 0 155,000
LUMENTUM HOLDINGS INC LITE 55024U109   7,027,600 10,000 SH   SOLE   0 0 10,000
M/I HOMES INC MHO 55305B101   8,571,500 70,000 SH   SOLE   0 0 70,000
META PLATFORMS INC-CLASS A META 30303M102   3,432,780 6,000 SH   SOLE   0 0 6,000
MONGODB INC MDB 60937P106   1,223,850 5,000 SH   SOLE   0 0 5,000
NVIDIA CORP NVDA 67066G104   5,755,200 33,000 SH   SOLE   0 0 33,000
POWER SOLUTIONS INTERNATIONA PSIX 73933G202   913,200 15,000 SH   SOLE   0 0 15,000
PROPETRO HOLDING CORP PUMP 74347M108   3,242,250 225,000 SH   SOLE   0 0 225,000
REDWIRE CORP RDW 75776W103   1,700,000 200,000 SH   SOLE   0 0 200,000
ROKU INC ROKU 77543R102   3,784,800 40,000 SH   SOLE   0 0 40,000
SANDISK CORP SNDK 80004C200   11,436,120 18,000 SH   SOLE   0 0 18,000
SK TELECOM CO LTD-SPON ADR SKM 78440P306   2,050,300 70,000 SH   SOLE   0 0 70,000
TURNING POINT BRANDS INC TPB 90041L105   2,430,120 28,000 SH   SOLE   0 0 28,000
UVIX 15MAY26 16 C -1X SHRT VIX FUT 92891H606   5,888,800 680,000 SH Call SOLE   0 0 680,000