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

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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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   328,104 4,557 SH   SOLE   4,557 0 0
ALLY FINL INC COM 02005N100   412,568 10,400 SH   SOLE   10,400 0 0
ALPHABET INC CAP STK CL C 02079K107   5,575,968 30,400 SH   SOLE   30,400 0 0
AMAZON COM INC COM 023135106   5,213,112 26,976 SH   SOLE   26,976 0 0
AMGEN INC COM 031162100   312,450 1,000 SH   SOLE   1,000 0 0
APPLE INC COM 037833100   1,996,045 9,477 SH   SOLE   9,477 0 0
ARISTA NETWORKS INC COM 040413106   539,739 1,540 SH   SOLE   1,540 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,445,117 1,413 SH   SOLE   1,413 0 0
BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100   271,890 26,500 SH   SOLE   26,500 0 0
BLOCK INC NOTE 5/0 852234AJ2   447,090 500,000 PRN   SOLE   500,000 0 0
BLOCK INC NOTE 0.250%11/0 852234AK9   82,965 100,000 PRN   SOLE   100,000 0 0
BLOOM ENERGY CORP COM CL A 093712107   260,712 21,300 SH   SOLE   21,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   2,338,592 7,599 SH   SOLE   7,599 0 0
CAMTEK LTD ORD M20791105   250,480 2,000 SH   SOLE   2,000 0 0
CIPHER MINING INC COM 17253J106   225,286 54,286 SH   SOLE   54,286 0 0
CITIGROUP INC COM NEW 172967424   1,434,830 22,610 SH   SOLE   22,610 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   311,122 1,400 SH   SOLE   1,400 0 0
CONSTELLATION ENERGY CORP COM 21037T109   540,729 2,700 SH   SOLE   2,700 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   1,218,300 131,000 SH   SOLE   131,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   1,501,150 10,885 SH   SOLE   10,885 0 0
ELI LILLY & CO COM 532457108   543,228 600 SH   SOLE   600 0 0
EVERCORE INC CLASS A 29977A105   687,819 3,300 SH   SOLE   3,300 0 0
GE VERNOVA INC COM 36828A101   205,812 1,200 SH   SOLE   1,200 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   2,793,076 6,175 SH   SOLE   6,175 0 0
HUT 8 CORP COM 44812J104   607,574 40,532 SH   SOLE   40,532 0 0
IRIS ENERGY LTD ORDINARY SHARES Q4982L109   779,010 69,000 SH   SOLE   69,000 0 0
ISHARES BITCOIN TR SHS 46438F101   990,060 29,000 SH   SOLE   29,000 0 0
ISHARES TR EXPANDED TECH 464287515   225,940 2,600 SH   SOLE   2,600 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   4,057,800 200 SH Call SOLE   200 0 0
JPMORGAN CHASE & CO. COM 46625H100   2,669,832 13,200 SH   SOLE   13,200 0 0
LAM RESEARCH CORP COM 512807108   288,574 271 SH   SOLE   271 0 0
LAZARD INC COM 52110M109   702,206 18,392 SH   SOLE   18,392 0 0
MAKEMYTRIP LIMITED MAURITIUS NOTE 2/1 56087FAB0   4,409,376 2,000,000 PRN   SOLE   2,000,000 0 0
META PLATFORMS INC CL A 30303M102   1,660,900 3,294 SH   SOLE   3,294 0 0
MICRON TECHNOLOGY INC COM 595112103   11,307,239 85,967 SH   SOLE   85,967 0 0
MICROSOFT CORP COM 594918104   7,437,694 16,641 SH   SOLE   16,641 0 0
NETFLIX INC COM 64110L106   228,109 338 SH   SOLE   338 0 0
NOVO-NORDISK A S ADR 670100205   428,220 3,000 SH   SOLE   3,000 0 0
NRG ENERGY INC COM NEW 629377508   362,049 4,650 SH   SOLE   4,650 0 0
NVIDIA CORPORATION COM 67066G104   29,175,453 236,162 SH   SOLE   236,162 0 0
ONTO INNOVATION INC COM 683344105   219,560 1,000 SH   SOLE   1,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   253,300 10,000 SH   SOLE   10,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   795,041 5,980 SH   SOLE   5,980 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   250,580 3,400 SH   SOLE   3,400 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   40,245,240 840 SH Put SOLE   840 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   23,955,500 500 SH Put SOLE   500 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   48,965,042 1,022 SH Put SOLE   1,022 0 0
SEA LTD NOTE 0.250% 9/1 81141RAG5   2,612,450 3,000,000 PRN   SOLE   3,000,000 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   4,414,689 42,749 SH   SOLE   42,749 0 0
SYNOPSYS INC COM 871607107   3,238,911 5,443 SH   SOLE   5,443 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   20,990,686 120,768 SH   SOLE   120,768 0 0
TERAWULF INC COM 88080T104   1,094,700 246,000 SH   SOLE   246,000 0 0
VISTRA CORP COM 92840M102   593,262 6,900 SH   SOLE   6,900 0 0
WESTERN DIGITAL CORP. COM 958102105   24,053,565 317,455 SH   SOLE   317,455 0 0
XPENG INC ADS 98422D105   2,199,000 300,000 SH   SOLE   300,000 0 0