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
ACV AUCTIONS INC COM CL A 00091G104   25,586,975 1,402,026 SH   SOLE   1,402,026 0 0
AES CORP COM 00130H105   8,883,392 505,600 SH Call SOLE   505,600 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105   31,917,102 1,130,209 SH   SOLE   1,130,209 0 0
AMAZON COM INC COM 023135106   21,268,902 110,059 SH   SOLE   110,059 0 0
APPLE INC COM 037833100   44,167,014 209,700 SH   SOLE   209,700 0 0
APPLOVIN CORP COM CL A 03831W108   3,328,800 40,000 SH Put SOLE   40,000 0 0
APPLOVIN CORP COM CL A 03831W108   4,743,540 57,000 SH   SOLE   57,000 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   16,362,000 100,000 SH   SOLE   100,000 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   17,824,866 130,700 SH Put SOLE   130,700 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   31,868,324 233,673 SH   SOLE   233,673 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   18,729,254 18,313 SH   SOLE   18,313 0 0
ASPEN TECHNOLOGY INC COM 29109X106   680,705 3,427 SH   SOLE   3,427 0 0
ASTERA LABS INC COM 04626A103   56,915,767 940,601 SH   SOLE   940,601 0 0
AUDIOEYE INC COM NEW 050734201   7,290,135 413,977 SH   SOLE   413,977 0 0
AXON ENTERPRISE INC COM 05464C101   19,218,580 65,316 SH   SOLE   65,316 0 0
AZEK CO INC CL A 05478C105   21,076,038 500,262 SH   SOLE   500,262 0 0
BANDWIDTH INC COM CL A 05988J103   1,688,000 100,000 SH Call SOLE   100,000 0 0
BANDWIDTH INC COM CL A 05988J103   559,555 33,149 SH   SOLE   33,149 0 0
BENTLEY SYS INC COM CL B 08265T208   2,073,120 42,000 SH   SOLE   42,000 0 0
BLEND LABS INC CL A 09352U108   809,480 343,000 SH   SOLE   343,000 0 0
BRAZE INC COM CL A 10576N102   5,826,000 150,000 SH Call SOLE   150,000 0 0
CARVANA CO CL A 146869102   3,218,000 25,000 SH Put SOLE   25,000 0 0
CARVANA CO CL A 146869102   42,376,555 329,215 SH   SOLE   329,215 0 0
COMFORT SYS USA INC COM 199908104   18,247,200 60,000 SH   SOLE   60,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   72,097,200 360,000 SH Put SOLE   360,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   62,452,197 311,840 SH   SOLE   311,840 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   15,327,600 40,000 SH Put SOLE   40,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   47,409,800 123,724 SH   SOLE   123,724 0 0
DATADOG INC CL A COM 23804L103   49,083,904 378,471 SH   SOLE   378,471 0 0
DELL TECHNOLOGIES INC CL C 24703L202   2,758,200 20,000 SH Put SOLE   20,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   1,526,800 40,000 SH Call SOLE   40,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   11,988,548 314,083 SH   SOLE   314,083 0 0
ELASTIC N V ORD SHS N14506104   55,542,516 487,600 SH   SOLE   487,600 0 0
ELI LILLY & CO COM 532457108   61,503,369 67,931 SH   SOLE   67,931 0 0
ESTABLISHMENT LABS HLDGS INC COM G31249108   10,022,928 220,575 SH   SOLE   220,575 0 0
EVERQUOTE INC COM CL A 30041R108   8,588,312 411,712 SH   SOLE   411,712 0 0
FACTSET RESH SYS INC COM 303075105   8,165,400 20,000 SH Put SOLE   20,000 0 0
FIRST SOLAR INC COM 336433107   33,943,905 150,554 SH   SOLE   150,554 0 0
GE VERNOVA INC COM 36828A101   29,156,700 170,000 SH Put SOLE   170,000 0 0
GE VERNOVA INC COM 36828A101   89,162,904 519,870 SH   SOLE   519,870 0 0
GLAUKOS CORP COM 377322102   48,630,843 410,907 SH   SOLE   410,907 0 0
IES HLDGS INC COM 44951W106   6,269,850 45,000 SH   SOLE   45,000 0 0
INSMED INC COM PAR $.01 457669307   13,460,300 200,900 SH Call SOLE   200,900 0 0
INSMED INC COM PAR $.01 457669307   18,192,845 271,535 SH   SOLE   271,535 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100   12,474,372 1,555,408 SH   SOLE   1,555,408 0 0
JFROG LTD ORD SHS M6191J100   3,755,000 100,000 SH Call SOLE   100,000 0 0
JFROG LTD ORD SHS M6191J100   16,146,500 430,000 SH   SOLE   430,000 0 0
MERCADOLIBRE INC COM 58733R102   34,633,012 21,074 SH   SOLE   21,074 0 0
MICRON TECHNOLOGY INC COM 595112103   73,262,999 557,006 SH   SOLE   557,006 0 0
MKS INSTRS INC COM 55306N104   1,566,960 12,000 SH   SOLE   12,000 0 0
MONDAY COM LTD SHS M7S64H106   65,904,920 273,737 SH   SOLE   273,737 0 0
MONDAY COM LTD SHS M7S64H106   19,020,040 79,000 SH Put SOLE   79,000 0 0
MONGODB INC CL A 60937P106   24,996,000 100,000 SH Call SOLE   100,000 0 0
NATERA INC COM 632307104   61,097,759 564,205 SH   SOLE   564,205 0 0
NET POWER INC COM CL A 64107A105   11,845,150 1,205,000 SH   SOLE   1,205,000 0 0
NEXTERA ENERGY INC COM 65339F101   14,162,000 200,000 SH   SOLE   200,000 0 0
NOVA LTD COM M7516K103   42,046,773 179,281 SH   SOLE   179,281 0 0
NRG ENERGY INC COM NEW 629377508   13,058,913 167,723 SH   SOLE   167,723 0 0
NRG ENERGY INC COM NEW 629377508   21,224,636 272,600 SH Call SOLE   272,600 0 0
NRG ENERGY INC COM NEW 629377508   19,433,856 249,600 SH Put SOLE   249,600 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   3,222,500 250,000 SH   SOLE   250,000 0 0
NVENT ELECTRIC PLC SHS G6700G107   11,475,718 149,794 SH   SOLE   149,794 0 0
NVIDIA CORPORATION COM 67066G104   99,577,811 806,037 SH   SOLE   806,037 0 0
ONEMAIN HLDGS INC COM 68268W103   3,879,200 80,000 SH Put SOLE   80,000 0 0
ORMAT TECHNOLOGIES INC COM 686688102   21,510,000 300,000 SH   SOLE   300,000 0 0
PALO ALTO NETWORKS INC COM 697435105   3,220,595 9,500 SH   SOLE   9,500 0 0
PRIMORIS SVCS CORP COM 74164F103   23,195,208 464,927 SH   SOLE   464,927 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105   46,592,976 762,694 SH   SOLE   762,694 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   15,914,400 240,000 SH   SOLE   240,000 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   5,910,740 80,200 SH Call SOLE   80,200 0 0
RAMBUS INC DEL COM 750917106   2,761,720 47,000 SH Call SOLE   47,000 0 0
REDDIT INC CL A 75734B100   104,001,931 1,627,828 SH   SOLE   1,627,828 0 0
REDDIT INC CL A 75734B100   15,972,500 250,000 SH Call SOLE   250,000 0 0
RXSIGHT INC COM 78349D107   48,968,332 813,833 SH   SOLE   813,833 0 0
SALESFORCE INC COM 79466L302   2,056,800 8,000 SH Call SOLE   8,000 0 0
SAMSARA INC COM CL A 79589L106   4,044,000 120,000 SH Call SOLE   120,000 0 0
SAMSARA INC COM CL A 79589L106   67,369,232 1,999,087 SH   SOLE   1,999,087 0 0
SAREPTA THERAPEUTICS INC COM 803607100   3,368,244 21,318 SH   SOLE   21,318 0 0
SEMTECH CORP COM 816850101   2,689,200 90,000 SH   SOLE   90,000 0 0
SHARKNINJA INC COM SHS G8068L108   12,232,767 162,778 SH   SOLE   162,778 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   38,331,757 473,290 SH   SOLE   473,290 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   20,247,500 250,000 SH Call SOLE   250,000 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   22,228,775 328,100 SH   SOLE   328,100 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   69,681,463 222,064 SH   SOLE   222,064 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   110,512,569 635,824 SH   SOLE   635,824 0 0
TESLA INC COM 88160R101   19,788,000 100,000 SH   SOLE   100,000 0 0
TESLA INC COM 88160R101   9,894,000 50,000 SH Call SOLE   50,000 0 0
THE TRADE DESK INC COM CL A 88339J105   54,871,201 561,802 SH   SOLE   561,802 0 0
THE TRADE DESK INC COM CL A 88339J105   4,883,500 50,000 SH Call SOLE   50,000 0 0
TIDEWATER INC NEW COM 88642R109   17,267,952 181,367 SH   SOLE   181,367 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   4,717,200 120,000 SH   SOLE   120,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   51,665,994 245,736 SH   SOLE   245,736 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   72,996,000 280,000 SH Put SOLE   280,000 0 0
VEEVA SYS INC CL A COM 922475108   3,660,200 20,000 SH   SOLE   20,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   43,455,110 501,965 SH   SOLE   501,965 0 0
VISTRA CORP COM 92840M102   28,375,378 330,023 SH   SOLE   330,023 0 0
VISTRA CORP COM 92840M102   30,806,634 358,300 SH Put SOLE   358,300 0 0
WESTERN DIGITAL CORP. COM 958102105   16,864,356 222,573 SH   SOLE   222,573 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105   2,647,500 150,000 SH Call SOLE   150,000 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105   11,645,735 659,815 SH   SOLE   659,815 0 0