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
ACTIVISION BLIZZARD INC COM 00507V109   606,960 7,200 SH   SOLE   7,200 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   49,876 10,200 SH Call SOLE   10,200 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   1,134,457 2,320 SH   SOLE   2,320 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,768,567 15,526 SH   SOLE   15,526 0 0
ALPHABET INC CAP STK CL C 02079K107   2,076,329 17,164 SH   SOLE   17,164 0 0
AMAZON COM INC COM 023135106   4,300,577 32,990 SH   SOLE   32,990 0 0
APPLE INC COM 037833100   1,125,026 5,800 SH   SOLE   5,800 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   4,439,094 6,125 SH   SOLE   6,125 0 0
BLOCK INC NOTE 5/0 852234AJ2   414,563 500,000 PRN   SOLE   500,000 0 0
BLOCK INC NOTE 0.250%11/0 852234AK9   76,671 100,000 PRN   SOLE   100,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   6,459,854 27,545 SH   SOLE   27,545 0 0
COCA COLA CO COM 191216100   361,320 6,000 SH   SOLE   6,000 0 0
COSTCO WHSL CORP NEW COM 22160K105   807,570 1,500 SH   SOLE   1,500 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   372,169 2,534 SH   SOLE   2,534 0 0
DATADOG INC CL A COM 23804L103   354,168 3,600 SH   SOLE   3,600 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   1,152,614 14,200 SH   SOLE   14,200 0 0
ENPHASE ENERGY INC COM 29355A107   667,910 3,988 SH   SOLE   3,988 0 0
ALPHABET INC CAP STK CL C 02079K107   4,282,338 35,400 SH Call SOLE   35,400 0 0
INTEL CORP COM 458140100   1,875,349 56,081 SH   SOLE   56,081 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706   722,913 10,122 SH   SOLE   10,122 0 0
ISHARES TR 20 YR TR BD ETF 464287432   463,230 4,500 SH   SOLE   4,500 0 0
MAKEMYTRIP LIMITED MAURITIUS NOTE 2/1 56087FAB0   1,939,643 2,000,000 PRN   SOLE   2,000,000 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   1,152,046 42,700 SH   SOLE   42,700 0 0
META PLATFORMS INC CL A 30303M102   4,865,746 16,955 SH   SOLE   16,955 0 0
MICRON TECHNOLOGY INC COM 595112103   2,980,370 47,225 SH   SOLE   47,225 0 0
MICROSOFT CORP COM 594918104   13,196,947 38,753 SH   SOLE   38,753 0 0
MICROSOFT CORP COM 594918104   5,176,208 15,200 SH Call SOLE   15,200 0 0
NETFLIX INC COM 64110L106   2,263,238 5,138 SH   SOLE   5,138 0 0
NVIDIA CORPORATION COM 67066G104   12,859,808 30,400 SH Call SOLE   30,400 0 0
NVIDIA CORPORATION COM 67066G104   3,934,086 9,300 SH Call SOLE   9,300 0 0
NVIDIA CORPORATION COM 67066G104   14,826,005 35,048 SH   SOLE   35,048 0 0
ORACLE CORP COM 68389X105   297,725 2,500 SH   SOLE   2,500 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   176,295 11,500 SH   SOLE   11,500 0 0
PALO ALTO NETWORKS INC COM 697435105   3,419,746 13,384 SH   SOLE   13,384 0 0
PAYPAL HLDGS INC COM 70450Y103   200,190 3,000 SH   SOLE   3,000 0 0
PDD HOLDINGS INC NOTE 12/0 722304AC6   1,940,643 2,000,000 PRN   SOLE   2,000,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,847,100 5,000 SH   SOLE   5,000 0 0
SALESFORCE INC COM 79466L302   3,157,281 14,945 SH   SOLE   14,945 0 0
SEA LTD NOTE 0.250% 9/1 81141RAG5   2,410,650 3,000,000 PRN   SOLE   3,000,000 0 0
SEA LTD SPONSORD ADS 81141R100   2,278,012 39,249 SH   SOLE   39,249 0 0
SERVICENOW INC COM 81762P102   2,107,388 3,750 SH   SOLE   3,750 0 0
SNOWFLAKE INC CL A 833445109   279,808 1,590 SH   SOLE   1,590 0 0
SPDR GOLD TR GOLD SHS 78463V107   575,813 3,230 SH   SOLE   3,230 0 0
SYNOPSYS INC COM 871607107   5,109,971 11,736 SH   SOLE   11,736 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   6,277,224 62,200 SH   SOLE   62,200 0 0
TESLA INC COM 88160R101   501,028 1,914 SH   SOLE   1,914 0 0