The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
AMAZON COM INC | COM | 023135106 | 62,484 | 346,400 | SH | SOLE | 346,400 | 0 | 0 | |||
NVIDIA CORPORATION | COM | 67066G104 | 120,811 | 133,706 | SH | SOLE | 133,706 | 0 | 0 | |||
SNOWFLAKE INC | CL A | 833445109 | 10,019 | 62,000 | SH | SOLE | 62,000 | 0 | 0 | |||
TESLA INC | COM | 88160R101 | 84,771 | 482,229 | SH | SOLE | 482,229 | 0 | 0 | |||
TESLA INC | COM | 88160R101 | 65,482 | 372,500 | SH | Call | SOLE | 372,500 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 78,421 | 161,500 | SH | SOLE | 161,500 | 0 | 0 | |||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 53,064 | 294,000 | SH | SOLE | 294,000 | 0 | 0 | |||
MICROSOFT CORP | COM | 594918104 | 60,289 | 143,300 | SH | SOLE | 143,300 | 0 | 0 | |||
APPLIED OPTOELECTRONICS INC | COM | 03823U102 | 11,520 | 831,200 | SH | SOLE | 831,200 | 0 | 0 | |||
MONGODB INC | CL A | 60937P106 | 359 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | |||
SERVICENOW INC | COM | 81762P102 | 762 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | |||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 970 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | |||
COINBASE GLOBAL INC | COM CL A | 19260Q107 | 40,298 | 152,000 | SH | SOLE | 152,000 | 0 | 0 | |||
SALESFORCE INC | COM | 79466L302 | 301 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | |||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 321 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | |||
PALO ALTO NETWORKS INC | COM | 697435105 | 284 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | |||
ARISTA NETWORKS INC | COM | 040413106 | 18,559 | 64,000 | SH | SOLE | 64,000 | 0 | 0 | |||
AMPHENOL CORP NEW | CL A | 032095101 | 7,082 | 61,400 | SH | SOLE | 61,400 | 0 | 0 | |||
ARM HOLDINGS PLC | SPONSORED ADR | 042068205 | 1,000 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | |||
BROADCOM INC | COM | 11135F101 | 42,015 | 31,700 | SH | SOLE | 31,700 | 0 | 0 | |||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 2,143 | 6,884 | SH | SOLE | 6,884 | 0 | 0 | |||
CELESTICA INC | SUB VTG SHS | 15101Q108 | 759 | 16,890 | SH | SOLE | 16,890 | 0 | 0 | |||
CURTISS WRIGHT CORP | COM | 231561101 | 2,585 | 10,100 | SH | SOLE | 10,100 | 0 | 0 | |||
DELL TECHNOLOGIES INC | CL C | 24703L202 | 24,420 | 214,000 | SH | SOLE | 214,000 | 0 | 0 | |||
EATON CORP PLC | SHS | G29183103 | 3,036 | 9,710 | SH | SOLE | 9,710 | 0 | 0 | |||
ALPHABET INC | CAP STK CL C | 02079K107 | 4,568 | 30,000 | SH | Put | SOLE | 30,000 | 0 | 0 | ||
HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 4,929 | 278,000 | SH | SOLE | 278,000 | 0 | 0 | |||
KRANESHARES TRUST | CSI CHI INTERNET | 500767306 | 3,413 | 130,000 | SH | Put | SOLE | 130,000 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 34,884 | 295,900 | SH | SOLE | 295,900 | 0 | 0 | |||
MICRON TECHNOLOGY INC | COM | 595112103 | 11,789 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | ||
SUPER MICRO COMPUTER INC | COM | 86800U104 | 8,080 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | |||
VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | 10,350 | 46,000 | SH | Put | SOLE | 46,000 | 0 | 0 | ||
DIREXION SHS ETF TR | DLY SCOND 3XBU | 25459W458 | 43,087 | 926,000 | SH | SOLE | 926,000 | 0 | 0 | |||
VERTIV HOLDINGS CO | COM CL A | 92537N108 | 14,611 | 178,900 | SH | SOLE | 178,900 | 0 | 0 | |||
WESTERN DIGITAL CORP. | COM | 958102105 | 5,548 | 81,300 | SH | SOLE | 81,300 | 0 | 0 | |||
WESTERN DIGITAL CORP. | COM | 958102105 | 5,800 | 85,000 | SH | Call | SOLE | 85,000 | 0 | 0 |