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
AAON INC COM PAR $0.004 000360206   16,194,013 183,814 SH   SOLE   183,814 0 0
ACV AUCTIONS INC COM CL A 00091G104   48,984,313 2,609,713 SH   SOLE   2,609,713 0 0
ADVANCED MICRO DEVICES INC COM 007903107   7,219,600 40,000 SH Put SOLE   40,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   9,939,404 55,069 SH   SOLE   55,069 0 0
AES CORP COM 00130H105   11,663,465 650,500 SH Call SOLE   650,500 0 0
AMAZON COM INC COM 023135106   20,542,757 113,886 SH   SOLE   113,886 0 0
AMAZON COM INC COM 023135106   7,034,820 39,000 SH Put SOLE   39,000 0 0
APPFOLIO INC COM CL A 03783C100   1,008,673 4,088 SH   SOLE   4,088 0 0
ARGENX SE SPONSORED ADR 04016X101   30,209,742 76,729 SH   SOLE   76,729 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   11,352,867 75,100 SH Put SOLE   75,100 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   34,030,030 225,111 SH   SOLE   225,111 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   17,146,264 17,668 SH   SOLE   17,668 0 0
ASPEN TECHNOLOGY INC COM 29109X106   6,398,400 30,000 SH Call SOLE   30,000 0 0
ASPEN TECHNOLOGY INC COM 29109X106   39,854,141 186,863 SH   SOLE   186,863 0 0
ASTERA LABS INC COM 04626A103   3,709,500 50,000 SH Put SOLE   50,000 0 0
ASTERA LABS INC COM 04626A103   56,978,959 768,014 SH   SOLE   768,014 0 0
AXON ENTERPRISE INC COM 05464C101   18,448,969 58,965 SH   SOLE   58,965 0 0
AZEK CO INC CL A 05478C105   33,007,698 657,262 SH   SOLE   657,262 0 0
BLEND LABS INC CL A 09352U108   650,000 200,000 SH   SOLE   200,000 0 0
BLOCK INC CL A 852234103   28,757,200 340,000 SH Call SOLE   340,000 0 0
BRAZE INC COM CL A 10576N102   1,772,000 40,000 SH Call SOLE   40,000 0 0
CLOUDFLARE INC CL A COM 18915M107   2,323,920 24,000 SH   SOLE   24,000 0 0
CLOUDFLARE INC CL A COM 18915M107   23,239,200 240,000 SH Call SOLE   240,000 0 0
COMFORT SYS USA INC COM 199908104   19,062,600 60,000 SH   SOLE   60,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   55,455,000 300,000 SH Put SOLE   300,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   84,258,512 455,821 SH   SOLE   455,821 0 0
COSTAR GROUP INC COM 22160N109   4,830,000 50,000 SH Call SOLE   50,000 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   19,878,826 938,123 SH   SOLE   938,123 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   45,347,776 141,451 SH   SOLE   141,451 0 0
DATADOG INC CL A COM 23804L103   33,363,472 269,931 SH   SOLE   269,931 0 0
DATADOG INC CL A COM 23804L103   12,360,000 100,000 SH Call SOLE   100,000 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   31,644,000 900,000 SH   SOLE   900,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   3,405,750 75,000 SH Put SOLE   75,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   14,050,172 309,407 SH   SOLE   309,407 0 0
DUOLINGO INC CL A COM 26603R106   5,735,080 26,000 SH   SOLE   26,000 0 0
ELASTIC N V ORD SHS N14506104   11,026,400 110,000 SH Put SOLE   110,000 0 0
ELASTIC N V ORD SHS N14506104   50,906,182 507,843 SH   SOLE   507,843 0 0
ELI LILLY & CO COM 532457108   21,971,924 28,243 SH   SOLE   28,243 0 0
ELI LILLY & CO COM 532457108   31,118,400 40,000 SH Call SOLE   40,000 0 0
ENPHASE ENERGY INC COM 29355A107   6,049,000 50,000 SH Call SOLE   50,000 0 0
ENPHASE ENERGY INC COM 29355A107   12,098,000 100,000 SH Put SOLE   100,000 0 0
ESTABLISHMENT LABS HLDGS INC COM G31249108   8,464,517 166,297 SH   SOLE   166,297 0 0
EVERQUOTE INC COM CL A 30041R108   3,998,585 215,441 SH   SOLE   215,441 0 0
FABRINET SHS G3323L100   3,591,380 19,000 SH Call SOLE   19,000 0 0
FIRST SOLAR INC COM 336433107   52,927,915 313,554 SH   SOLE   313,554 0 0
FLYWIRE CORPORATION COM VTG 302492103   4,341,750 175,000 SH   SOLE   175,000 0 0
FLYWIRE CORPORATION COM VTG 302492103   3,721,500 150,000 SH Call SOLE   150,000 0 0
FORMFACTOR INC COM 346375108   15,995,323 350,544 SH   SOLE   350,544 0 0
GE VERNOVA LLC COM 36828A101   17,777,500 130,000 SH   SOLE   130,000 0 0
GENERAC HLDGS INC COM 368736104   25,228,000 200,000 SH   SOLE   200,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   31,240,000 1,100,000 SH   SOLE   1,100,000 0 0
INFORMATICA INC COM CL A 45674M101   59,569,580 1,701,988 SH   SOLE   1,701,988 0 0
INFORMATICA INC COM CL A 45674M101   5,250,000 150,000 SH Put SOLE   150,000 0 0
INSMED INC COM PAR $.01 457669307   2,715,713 100,100 SH Call SOLE   100,100 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100   43,955,927 2,965,987 SH   SOLE   2,965,987 0 0
IRON MTN INC DEL COM 46284V101   8,021,000 100,000 SH Call SOLE   100,000 0 0
IRON MTN INC DEL COM 46284V101   2,807,350 35,000 SH   SOLE   35,000 0 0
ISHARES TR EXPANDED TECH 464287515   81,006,500 950,000 SH Put SOLE   950,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   31,545,000 150,000 SH Put SOLE   150,000 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   13,208,802 235,493 SH   SOLE   235,493 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   5,609,000 100,000 SH Call SOLE   100,000 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   7,291,700 130,000 SH Put SOLE   130,000 0 0
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   2,812,000 200,000 SH Call SOLE   200,000 0 0
LUMENTUM HLDGS INC COM 55024U109   2,130,750 45,000 SH Call SOLE   45,000 0 0
MASTEC INC COM 576323109   18,650,000 200,000 SH Call SOLE   200,000 0 0
MERCADOLIBRE INC COM 58733R102   79,637,957 52,672 SH   SOLE   52,672 0 0
MICRON TECHNOLOGY INC COM 595112103   29,472,500 250,000 SH Put SOLE   250,000 0 0
MICRON TECHNOLOGY INC COM 595112103   106,999,322 907,620 SH   SOLE   907,620 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   3,215,000 100,000 SH Put SOLE   100,000 0 0
MONDAY COM LTD SHS M7S64H106   22,528,274 99,740 SH   SOLE   99,740 0 0
MONGODB INC CL A 60937P106   53,669,041 149,646 SH   SOLE   149,646 0 0
NATERA INC COM 632307104   56,933,667 622,498 SH   SOLE   622,498 0 0
NET POWER INC COM CL A 64107A105   11,105,250 975,000 SH   SOLE   975,000 0 0
NETFLIX INC COM 64110L106   6,073,300 10,000 SH Put SOLE   10,000 0 0
NEXTERA ENERGY INC COM 65339F101   67,552,870 1,057,000 SH   SOLE   1,057,000 0 0
NEXTERA ENERGY INC COM 65339F101   7,669,200 120,000 SH Call SOLE   120,000 0 0
NOVA LTD COM M7516K103   33,608,011 189,469 SH   SOLE   189,469 0 0
NOVA LTD COM M7516K103   17,738,000 100,000 SH Put SOLE   100,000 0 0
NRG ENERGY INC COM NEW 629377508   3,384,500 50,000 SH Put SOLE   50,000 0 0
NRG ENERGY INC COM NEW 629377508   24,956,423 368,687 SH   SOLE   368,687 0 0
NUVEI CORPORATION SUB VTG SHS 67079A102   2,213,400 70,000 SH Put SOLE   70,000 0 0
NUVEI CORPORATION SUB VTG SHS 67079A102   2,454,629 77,629 SH   SOLE   77,629 0 0
NVENT ELECTRIC PLC SHS G6700G107   51,025,140 676,726 SH   SOLE   676,726 0 0
NVIDIA CORPORATION COM 67066G104   22,589,000 25,000 SH Put SOLE   25,000 0 0
NVIDIA CORPORATION COM 67066G104   47,436,900 52,500 SH   SOLE   52,500 0 0
PALO ALTO NETWORKS INC COM 697435105   19,677,991 69,257 SH   SOLE   69,257 0 0
PHREESIA INC COM 71944F106   2,393,000 100,000 SH Call SOLE   100,000 0 0
PHREESIA INC COM 71944F106   17,062,090 713,000 SH   SOLE   713,000 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105   37,892,488 766,744 SH   SOLE   766,744 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   12,325,500 150,000 SH   SOLE   150,000 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   42,739,200 640,000 SH Call SOLE   640,000 0 0
RAMBUS INC DEL COM 750917106   25,754,805 416,677 SH   SOLE   416,677 0 0
RAMBUS INC DEL COM 750917106   18,543,000 300,000 SH Call SOLE   300,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   13,687,500 1,250,000 SH Call SOLE   1,250,000 0 0
RXSIGHT INC COM 78349D107   40,390,699 783,069 SH   SOLE   783,069 0 0
SAMSARA INC COM CL A 79589L106   58,122,607 1,538,042 SH   SOLE   1,538,042 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   18,910,323 200,300 SH Call SOLE   200,300 0 0
SEMTECH CORP COM 816850101   1,786,850 65,000 SH   SOLE   65,000 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   29,082,320 377,987 SH   SOLE   377,987 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   31,438,228 369,818 SH   SOLE   369,818 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   10,647,000 150,000 SH Put SOLE   150,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   14,196,000 200,000 SH Call SOLE   200,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   59,924,829 227,074 SH   SOLE   227,074 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   4,486,300 17,000 SH Put SOLE   17,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   54,420,000 400,000 SH Put SOLE   400,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   89,346,212 656,716 SH   SOLE   656,716 0 0
TESLA INC COM 88160R101   31,642,200 180,000 SH Call SOLE   180,000 0 0
TESLA INC COM 88160R101   17,579,000 100,000 SH   SOLE   100,000 0 0
TESLA INC COM 88160R101   19,336,900 110,000 SH Put SOLE   110,000 0 0
TEXAS ROADHOUSE INC COM 882681109   6,178,800 40,000 SH Put SOLE   40,000 0 0
THE TRADE DESK INC COM CL A 88339J105   61,272,853 700,902 SH   SOLE   700,902 0 0
TIDEWATER INC NEW COM 88642R109   13,800,000 150,000 SH   SOLE   150,000 0 0
VEEVA SYS INC CL A COM 922475108   4,633,800 20,000 SH   SOLE   20,000 0 0
VEEVA SYS INC CL A COM 922475108   4,633,800 20,000 SH Put SOLE   20,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   40,995,482 501,965 SH   SOLE   501,965 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   16,334,000 200,000 SH Put SOLE   200,000 0 0
VIANT TECHNOLOGY INC COM CL A 92557A101   2,719,004 255,066 SH   SOLE   255,066 0 0
VIAVI SOLUTIONS INC COM 925550105   4,268,519 469,584 SH   SOLE   469,584 0 0
VISTRA CORP COM 92840M102   45,272,500 650,000 SH Put SOLE   650,000 0 0
VISTRA CORP COM 92840M102   32,789,966 470,782 SH   SOLE   470,782 0 0
ZILLOW GROUP INC CL A 98954M101   9,572,000 200,000 SH Call SOLE   200,000 0 0