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
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104   709,950 15,000 SH   SOLE   0 0 15,000
ALPHABET INC CAP STK CL C 02079K107   3,533,300 10,000 SH   SOLE   0 0 10,000
AMAZON COM INC COM 023135106   5,958,500 25,000 SH   SOLE   0 0 25,000
AMTECH SYS INC COM PAR $0.01N 032332504   1,154,000 50,000 SH   SOLE   0 0 50,000
APPLIED MATLS INC COM 038222105   12,291,000 17,000 SH   SOLE   0 0 17,000
CELSIUS HLDGS INC COM NEW 15118V207   1,756,800 60,000 SH   SOLE   0 0 60,000
CLOUDFLARE INC CL A COM 18915M107   9,811,200 40,000 SH   SOLE   0 0 40,000
COHERENT CORP COM 19247G107   3,944,700 10,000 SH   SOLE   0 0 10,000
CORE SCIENTIFIC INC NEW COM 21874A106   19,192,500 750,000 SH   SOLE   0 0 750,000
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   5,167,050 19,000 SH   SOLE   0 0 19,000
CROWDSTRIKE HLDGS INC CL A 22788C105   1,526,280 2,000 SH   SOLE   0 0 2,000
DOORDASH INC CL A 25809K105   2,767,950 15,000 SH   SOLE   0 0 15,000
ENTEGRIS INC COM 29362U104   899,300 5,000 SH   SOLE   0 0 5,000
FERRARI N V COM N3167Y103   2,978,320 8,000 SH   SOLE   0 0 8,000
FLEX LTD ORD Y2573F102   2,431,050 15,000 SH   SOLE   0 0 15,000
GALAXY DIGITAL INC. CL A 36317J209   6,288,200 230,000 SH   SOLE   0 0 230,000
ROBINHOOD MKTS INC COM CL A 770700102   3,008,400 30,000 SH Call SOLE   0 0 30,000
INFLEQTION INC *W EXP 02/17/203 45676K111   3,971,492 578,092 SH   SOLE   0 0 578,092
INFLEQTION INC COM SHS 45676K103   1,332,000 100,000 SH Call SOLE   0 0 100,000
INVESCO QQQ TR UNIT SER 1 46090E103   5,891,200 8,000 SH   SOLE   0 0 8,000
ISHARES INC MSCI STH KOR ETF 464286772   5,047,500 25,000 SH   SOLE   0 0 25,000
KEEL INFRASTRUCTURE CORP COM SHS 486917107   1,722,000 300,000 SH   SOLE   0 0 300,000
LEGENCE CORP CL A 52476L109   14,062,950 165,000 SH   SOLE   0 0 165,000
LUMENTUM HLDGS INC COM 55024U109   8,580,600 10,000 SH   SOLE   0 0 10,000
M/I HOMES INC COM 55305B101   12,863,200 80,000 SH   SOLE   0 0 80,000
MIAMI INTL HLDGS INC COM 59356Q108   1,114,800 30,000 SH   SOLE   0 0 30,000
NOKIA CORP SPONSORED ADR 654902204   3,452,800 260,000 SH   SOLE   0 0 260,000
NVIDIA CORPORATION COM 67066G104   9,204,140 46,000 SH   SOLE   0 0 46,000
PROPETRO HLDG CORP COM 74347M108   3,298,200 230,000 SH   SOLE   0 0 230,000
REDWIRE CORPORATION COM 75776W103   1,223,000 100,000 SH   SOLE   0 0 100,000
ROKU INC COM CL A 77543R102   690,700 5,000 SH   SOLE   0 0 5,000
SANDISK CORP COM 80004C200   40,927,140 18,000 SH   SOLE   0 0 18,000
STMICROELECTRONICS N V NY REGISTRY 861012102   1,123,350 15,000 SH   SOLE   0 0 15,000
SYMBOTIC INC CLASS A COM 87151X101   1,348,500 30,000 SH   SOLE   0 0 30,000
TURNING PT BRANDS INC COM 90041L105   3,409,362 40,200 SH Put SOLE   0 0 40,200
TURNING PT BRANDS INC COM 90041L105   2,120,250 25,000 SH   SOLE   0 0 25,000
WOLFSPEED INC COMMON STOCK 97785W106   723,750 15,000 SH   SOLE   0 0 15,000
XOMETRY INC CLASS A COM 98423F109   2,895,600 30,000 SH   SOLE   0 0 30,000