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   27,388,636 210,100 SH   SOLE   210,100 0 0
DATADOG INC CL A COM 23804L103   5,902,800 60,000 SH   SOLE   60,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   8,311,950 22,500 SH Put SOLE   22,500 0 0
NVIDIA CORPORATION COM 67066G104   55,204,110 130,500 SH   SOLE   130,500 0 0
NVIDIA CORPORATION COM 67066G104   122,252,780 289,000 SH Call SOLE   289,000 0 0
SNOWFLAKE INC CL A 833445109   40,123,440 228,000 SH   SOLE   228,000 0 0
SNOWFLAKE INC CL A 833445109   2,199,750 12,500 SH Call SOLE   12,500 0 0
TESLA INC COM 88160R101   16,779,457 64,100 SH   SOLE   64,100 0 0
TESLA INC COM 88160R101   198,945,200 760,000 SH Call SOLE   760,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   9,624,580 161,000 SH   SOLE   161,000 0 0
META PLATFORMS INC CL A 30303M102   31,826,082 110,900 SH   SOLE   110,900 0 0
XPENG INC ADS 98422D105   28,182,000 2,100,000 SH Call SOLE   2,100,000 0 0
APPLE INC COM 037833100   1,357,790 7,000 SH   SOLE   7,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   27,310,092 55,850 SH   SOLE   55,850 0 0
ADVANCED MICRO DEVICES INC COM 007903107   25,686,705 225,500 SH   SOLE   225,500 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,993,425 17,500 SH Call SOLE   17,500 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   2,509,364 10,700 SH   SOLE   10,700 0 0
ALPHABET INC CAP STK CL A 02079K305   11,850,300 99,000 SH   SOLE   99,000 0 0
MICROSOFT CORP COM 594918104   17,669,940 51,888 SH   SOLE   51,888 0 0
NETFLIX INC COM 64110L106   440,490 1,000 SH   SOLE   1,000 0 0
NAVITAS SEMICONDUCTOR CORP COM 63942X106   1,072,445 101,750 SH   SOLE   101,750 0 0
UNITY SOFTWARE INC COM 91332U101   15,370,680 354,000 SH   SOLE   354,000 0 0
UNITY SOFTWARE INC COM 91332U101   86,840,000 2,000,000 SH Call SOLE   2,000,000 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102   363,560 61,000 SH   SOLE   61,000 0 0
COHERENT CORP COM 19247G107   24,842,554 487,300 SH   SOLE   487,300 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   90,153,000 1,260,000 SH Call SOLE   1,260,000 0 0
HUBSPOT INC COM 443573100   7,502,469 14,100 SH   SOLE   14,100 0 0
KULICKE & SOFFA INDS INC COM 501242101   1,016,595 17,100 SH   SOLE   17,100 0 0
MONGODB INC CL A 60937P106   410,990 1,000 SH   SOLE   1,000 0 0
SERVICENOW INC COM 81762P102   29,705,734 52,860 SH   SOLE   52,860 0 0
ONTO INNOVATION INC COM 683344105   1,048,230 9,000 SH   SOLE   9,000 0 0
ORACLE CORP COM 68389X105   51,342,081 431,120 SH   SOLE   431,120 0 0
PALO ALTO NETWORKS INC COM 697435105   5,110,200 20,000 SH   SOLE   20,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104   21,435,500 86,000 SH   SOLE   86,000 0 0
ATLASSIAN CORPORATION CL A 049468101   6,376,780 38,000 SH   SOLE   38,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   3,027,600 30,000 SH Call SOLE   30,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   49,613,492 730,900 SH   SOLE   730,900 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   132,366,000 1,950,000 SH Call SOLE   1,950,000 0 0
ELASTIC N V ORD SHS N14506104   18,723,040 292,000 SH   SOLE   292,000 0 0