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
AMAZON COM INC COM 023135106   12,214 80,384 SH   SOLE   80,384 0 0
DATADOG INC CL A COM 23804L103   6,336 52,200 SH   SOLE   52,200 0 0
NVIDIA CORPORATION COM 67066G104   32,387 65,400 SH   SOLE   65,400 0 0
SNOWFLAKE INC CL A 833445109   18,845 94,700 SH   SOLE   94,700 0 0
TESLA INC COM 88160R101   100,123 402,943 SH   SOLE   402,943 0 0
TESLA INC COM 88160R101   217,420 875,000 SH Call SOLE   875,000 0 0
META PLATFORMS INC CL A 30303M102   17,290 48,848 SH   SOLE   48,848 0 0
ADOBE INC COM 00724F101   38,346 64,275 SH   SOLE   64,275 0 0
ADVANCED MICRO DEVICES INC COM 007903107   124,427 844,090 SH   SOLE   844,090 0 0
ADVANCED MICRO DEVICES INC COM 007903107   140,703 954,500 SH Call SOLE   954,500 0 0
ALPHABET INC CAP STK CL A 02079K305   12,013 86,000 SH   SOLE   86,000 0 0
MICROSOFT CORP COM 594918104   11,586 30,810 SH   SOLE   30,810 0 0
UNITY SOFTWARE INC COM 91332U101   30,418 743,891 SH   SOLE   743,891 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102   12,311 637,200 SH   SOLE   637,200 0 0
GITLAB INC CLASS A COM 37637K108   24,473 388,700 SH   SOLE   388,700 0 0
MONGODB INC CL A 60937P106   10,385 25,400 SH   SOLE   25,400 0 0
SERVICENOW INC COM 81762P102   10,986 15,550 SH   SOLE   15,550 0 0
ORACLE CORP COM 68389X105   717 6,800 SH   SOLE   6,800 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   36,307 504,900 SH   SOLE   504,900 0 0
ELASTIC N V ORD SHS N14506104   1,163 10,317 SH   SOLE   10,317 0 0
ISHARES TR ISHARES SEMICDTR 464287523   9,218 16,000 SH Put SOLE   16,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,022 1,350 SH   SOLE   1,350 0 0
BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100   1,199 121,600 SH   SOLE   121,600 0 0
CANAAN INC SPONSORED ADS 134748102   446 193,000 SH   SOLE   193,000 0 0
CONFLUENT INC CLASS A COM 20717M103   29,833 1,274,927 SH   SOLE   1,274,927 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   42,263 243,000 SH   SOLE   243,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   2,244 12,900 SH Call SOLE   12,900 0 0
SALESFORCE INC COM 79466L302   9,999 38,000 SH   SOLE   38,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   10,213 40,000 SH   SOLE   40,000 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   976 16,100 SH   SOLE   16,100 0 0
HASHICORP INC COM CL A 418100103   2,577 109,005 SH   SOLE   109,005 0 0
INTEL CORP COM 458140100   30,803 613,000 SH   SOLE   613,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   7,627 38,000 SH Put SOLE   38,000 0 0
LUMENTUM HLDGS INC COM 55024U109   5,504 105,000 SH   SOLE   105,000 0 0
MARATHON DIGITAL HOLDINGS IN COM 565788106   571 24,300 SH   SOLE   24,300 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   2,729 63,000 SH Put SOLE   63,000 0 0
PALO ALTO NETWORKS INC COM 697435105   9,878 33,500 SH   SOLE   33,500 0 0
TERADYNE INC COM 880770102   1,042 9,600 SH   SOLE   9,600 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   46,966 451,600 SH   SOLE   451,600 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   4,181 40,200 SH Call SOLE   40,200 0 0
ZSCALER INC COM 98980G102   6,647 30,000 SH   SOLE   30,000 0 0