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
ALPHABET INC CAP STK CL A 02079K305   25,510,000 134,760 SH   SOLE   134,760 0 0
ALPHABET INC CAP STK CL C 02079K107   2,111,000 11,087 SH   SOLE   11,087 0 0
ALPHABET INC CAP STK CL A 02079K305   15,144,000 80,000 SH Call SOLE   0 0 80,000
AMAZON COM INC COM 023135106   34,799,000 158,616 SH   SOLE   158,616 0 0
AMAZON COM INC COM 023135106   4,278,105 19,500 SH Call SOLE   0 0 19,500
APPLE INC COM 037833100   33,597,000 134,162 SH   SOLE   134,162 0 0
ARISTA NETWORKS INC COM SHS 040413205   21,561,000 195,068 SH   SOLE   195,068 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   24,906,000 201,900 SH   SOLE   201,900 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   5,872,000 8,473 SH   SOLE   8,473 0 0
ASTERA LABS INC COM 04626A103   6,252,000 47,204 SH   SOLE   47,204 0 0
BLACKSTONE INC COM 09260D107   9,202,000 53,368 SH   SOLE   53,368 0 0
BOEING CO COM 097023105   15,409,000 87,054 SH   SOLE   87,054 0 0
BROADCOM INC COM 11135F101   8,469,000 36,531 SH   SOLE   36,531 0 0
BROADCOM INC COM 11135F101   4,636,800 20,000 SH Call SOLE   0 0 20,000
CVS HEALTH CORP COM 126650100   1,795,600 40,000 SH Put SOLE   0 0 40,000
DISNEY WALT CO COM 254687106   24,861,000 223,267 SH   SOLE   223,267 0 0
DISNEY WALT CO COM 254687106   6,625,325 59,500 SH Call SOLE   0 0 59,500
DUOLINGO INC CL A COM 26603R106   24,162,000 74,520 SH   SOLE   74,520 0 0
ELECTRONIC ARTS INC COM 285512109   1,155,000 7,895 SH   SOLE   7,895 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   24,948 24,948 SH   SOLE   24,948 0 0
FLUTTER ENTMT PLC SHS G3643J108   21,970,000 85,007 SH   SOLE   85,007 0 0
GE AEROSPACE COM NEW 369604301   12,778,000 76,611 SH   SOLE   76,611 0 0
GE VERNOVA INC COM 36828A101   14,561,000 44,269 SH   SOLE   44,269 0 0
GE VERNOVA INC COM 36828A101   6,578,600 20,000 SH Call SOLE   0 0 20,000
INTUITIVE SURGICAL INC COM NEW 46120E602   13,451,000 25,771 SH   SOLE   25,771 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   204,492,000 400,000 SH Put SOLE   0 0 400,000
LENNAR CORP CL A 526057104   1,069,000 7,839 SH   SOLE   7,839 0 0
META PLATFORMS INC CL A 30303M102   45,488,000 77,690 SH   SOLE   77,690 0 0
MGM RESORTS INTERNATIONAL COM 552953101   11,610,000 335,060 SH   SOLE   335,060 0 0
MICROSOFT CORP COM 594918104   26,780,000 63,534 SH   SOLE   63,534 0 0
NETFLIX INC COM 64110L106   18,391,000 20,634 SH   SOLE   20,634 0 0
NVIDIA CORPORATION COM 67066G104   115,542,000 860,391 SH   SOLE   860,391 0 0
ORACLE CORP COM 68389X105   17,218,000 103,326 SH   SOLE   103,326 0 0
ORACLE CORP COM 68389X105   4,999,200 30,000 SH Call SOLE   0 0 30,000
PARAMOUNT GLOBAL CLASS B COM 92556H206   10,125,000 967,960 SH   SOLE   967,960 0 0
PARAMOUNT GLOBAL CLASS A COM 92556H107   1,958,000 87,815 SH   SOLE   87,815 0 0
RTX CORPORATION COM 75513E101   20,323,000 175,624 SH   SOLE   175,624 0 0
SOFI TECHNOLOGIES INC COM 83406F102   8,016,000 520,513 SH   SOLE   520,513 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   7,831,000 17,504 SH   SOLE   17,504 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   2,236,900 5,000 SH Call SOLE   0 0 5,000
SUPER MICRO COMPUTER INC COM NEW 86800U302   477,000 15,666 SH   SOLE   15,666 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   19,438,000 105,596 SH   SOLE   105,596 0 0
TESLA INC COM 88160R101   9,542,000 23,627 SH   SOLE   23,627 0 0
TESLA INC COM 88160R101   24,230,400 60,000 SH Call SOLE   0 0 60,000
TOLL BROTHERS INC COM 889478103   987,000 7,839 SH   SOLE   7,839 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   828,000 78,378 SH   SOLE   78,378 0 0
WELLS FARGO CO NEW COM 949746101   12,152,000 173,001 SH   SOLE   173,001 0 0
WYNN RESORTS LTD COM 983134107   3,085,000 35,805 SH   SOLE   35,805 0 0
ZILLOW GROUP INC CL A 98954M101   6,108,000 86,212 SH   SOLE   86,212 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   1,161,000 15,675 SH   SOLE   15,675 0 0
ZSCALER INC COM 98980G102   9,851,000 54,603 SH   SOLE   54,603 0 0