ALPHABET INC CAP STK CL A 02079K305 63929952 262978 SH SOLE 262978 0 0 ALPHABET INC CAP STK CL C 02079K107 3219000 13217 SH SOLE 13217 0 0 ALPHABET INC CAP STK CL A 02079K305 4862000 20000 SH Call SOLE 0 0 20000 AMAZON COM INC COM 023135106 57367054 261270 SH SOLE 261270 0 0 AMAZON COM INC COM 023135106 9880650 45000 SH Call SOLE 0 0 45000 AMERICAN TOWER CORP NEW COM 03027X100 428489 2228 SH SOLE 2228 0 0 APPLE INC COM 037833100 36586257 143684 SH SOLE 143684 0 0 ARM HOLDINGS PLC SPONSORED ADS 042068205 42182697 298132 SH SOLE 298132 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 16297795 16835 SH SOLE 16835 0 0 ATLANTA BRAVES HLDGS INC COM SER C 047726302 1837821 44189 SH SOLE 44189 0 0 BIOHAVEN LTD COM G1110E107 176923 11787 SH SOLE 11787 0 0 BLACKSTONE INC COM 09260D107 11360671 66495 SH SOLE 66495 0 0 BOEING CO COM 097023105 30125120 139578 SH SOLE 139578 0 0 BROADCOM INC COM 11135F101 4009726 12154 SH SOLE 12154 0 0 BROADCOM INC COM 11135F101 19794600 60000 SH Call SOLE 0 0 60000 CAPITAL ONE FINL CORP COM 14040H105 21605356 101634 SH SOLE 101634 0 0 CHIME FINL INC COM SHS CL A 16935C109 7344321 364121 SH SOLE 364121 0 0 DISNEY WALT CO COM 254687106 28131047 245686 SH SOLE 245686 0 0 DISNEY WALT CO COM 254687106 6870000 60000 SH Call SOLE 0 0 60000 DRAFTKINGS INC NEW COM CL A 26142V105 1207347 32282 SH SOLE 32282 0 0 DUOLINGO INC CL A COM 26603R106 26251845 81568 SH SOLE 81568 0 0 FLUTTER ENTMT PLC SHS G3643J108 35094672 138168 SH SOLE 138168 0 0 GE AEROSPACE COM NEW 369604301 23001299 76462 SH SOLE 76462 0 0 GE VERNOVA INC COM 36828A101 44246974 71958 SH SOLE 71958 0 0 GE VERNOVA INC COM 36828A101 18447000 30000 SH Call SOLE 0 0 30000 HUT 8 CORP COM 44812J104 6299252 180961 SH SOLE 180961 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 312792770 521000 SH Put SOLE 0 0 521000 LAS VEGAS SANDS CORP COM 517834107 6992700 130000 SH SOLE 130000 0 0 LIQUIDIA CORPORATION COM NEW 53635D202 995011 43756 SH SOLE 43756 0 0 MARTIN MARIETTA MATLS INC COM 573284106 1232828 1956 SH SOLE 1956 0 0 META PLATFORMS INC CL A 30303M102 65516243 89213 SH SOLE 89213 0 0 MICROSOFT CORP COM 594918104 51061065 98583 SH SOLE 98583 0 0 MINERALYS THERAPEUTICS INC COM 603170101 738113 19465 SH SOLE 19465 0 0 NETFLIX INC COM 64110L106 38129253 31803 SH SOLE 31803 0 0 NEWS CORP NEW CL A 65249B109 11484066 373952 SH SOLE 373952 0 0 NVIDIA CORPORATION COM 67066G104 87134539 467009 SH SOLE 467009 0 0 NVIDIA CORPORATION COM 67066G104 27987000 150000 SH Call SOLE 0 0 150000 ORACLE CORP COM 68389X105 35078221 124727 SH SOLE 124727 0 0 PARAMOUNT SKYDANCE CORP COM CL B 69932A204 29976243 1584368 SH SOLE 1584368 0 0 PINTEREST INC CL A 72352L106 22103750 687092 SH SOLE 687092 0 0 RIOT PLATFORMS INC COM 767292105 15550821 817174 SH SOLE 817174 0 0 RTX CORPORATION COM 75513E101 38378474 229358 SH SOLE 229358 0 0 SCHOLASTIC CORP COM 807066105 2316950 84622 SH SOLE 84622 0 0 SCHWAB CHARLES CORP COM 808513105 6682900 70000 SH SOLE 70000 0 0 SIMON PPTY GROUP INC NEW COM 828806109 1519189 8095 SH SOLE 8095 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 15865540 22730 SH SOLE 22730 0 0 STARBUCKS CORP COM 855244109 17279635 204251 SH SOLE 204251 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 5167200 20000 SH SOLE 20000 0 0 TESLA INC COM 88160R101 1149601 2585 SH SOLE 2585 0 0 TESLA INC COM 88160R101 8894400 20000 SH Call SOLE 0 0 20000 UNION PAC CORP COM 907818108 1048065 4434 SH SOLE 4434 0 0 WELLS FARGO CO NEW COM 949746101 14479737 172748 SH SOLE 172748 0 0 WYNN RESORTS LTD COM 983134107 32492715 253315 SH SOLE 253315 0 0 ZILLOW GROUP INC CL A 98954M101 1861000 25000 SH SOLE 25000 0 0 ZSCALER INC COM 98980G102 14181410 47325 SH SOLE 47325 0 0