Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ASML	ASML HLDG NV	152,500	$303M	5.5%	—	—	CALL	N07059210
SMH	VANECK ETF TRUST	460,000	$302M	5.5%	—	—	PUT	92189F676
AMZN	AMAZON COM INC	1,050,000	$250M	4.5%	—	—	CALL	023135106
MSFT	MICROSOFT CORP	600,000	$224M	4.1%	—	—	CALL	594918104
SPCX	SPACE EXPLORATION TECHN CORP	1,078,800	$184M	3.3%	—	—	CLASS A COM STK	84615Q103
TXN	TEXAS INSTRS INC	582,000	$173M	3.1%	—	—	COM	882508104
QQQ	INVESCO QQQ TR	220,000	$162M	2.9%	—	—	PUT	46090E103
AMZN	AMAZON COM INC	655,000	$156M	2.8%	—	—	COM	023135106
FOXA	FOX CORP	2,293,000	$120M	2.2%	—	—	CL A COM	35137L105
LSCC	LATTICE SEMICONDUCTOR CORP	738,000	$113M	2.0%	—	—	COM	518415104
TTMI	TTM TECHNOLOGIES INC	566,000	$106M	1.9%	—	—	COM	87305R109
SATS	ECHOSTAR CORP	880,000	$89.32M	1.6%	—	—	CL A	278768106
SNOW	SNOWFLAKE INC	346,000	$88.06M	1.6%	—	—	COM SHS	833445109
TXN	TEXAS INSTRS INC	280,000	$83.46M	1.5%	—	—	CALL	882508104
CRDO	CREDO TECHNOLOGY GROUP HOLDI	299,000	$81.31M	1.5%	—	—	ORDINARY SHARES	G25457105
SPCX	SPACE EXPLORATION TECHN CORP	400,000	$68.34M	1.2%	—	—	CALL	84615Q103
TTMI	TTM TECHNOLOGIES INC	330,000	$61.72M	1.1%	—	—	CALL	87305R109
SNOW	SNOWFLAKE INC	240,000	$61.08M	1.1%	—	—	CALL	833445109
MSFT	MICROSOFT CORP	157,900	$58.9M	1.1%	—	—	COM	594918104
ENTG	ENTEGRIS INC	300,000	$53.96M	1.0%	—	—	CALL	29362U104
SNDK	SANDISK CORP	23,000	$52.3M	0.9%	—	—	CALL	80004C200
TMUS	T-MOBILE US INC	300,000	$50.32M	0.9%	—	—	CALL	872590104
MSI	MOTOROLA SOLUTIONS INC	120,000	$49.83M	0.9%	—	—	COM NEW	620076307
LSCC	LATTICE SEMICONDUCTOR CORP	300,000	$45.89M	0.8%	—	—	CALL	518415104
SGI	SOMNIGROUP INTERNATIONAL INC	578,600	$45.36M	0.8%	—	—	COM	88023U101
FTAI	FTAI AVIATION LTD	160,000	$43.28M	0.8%	—	—	CALL	G3730V105
GOOG	ALPHABET INC	120,000	$42.4M	0.8%	—	—	CAP STK CL C	02079K107
WSM	WILLIAMS SONOMA INC	160,000	$37.3M	0.7%	—	—	CALL	969904101
MTZ	MASTEC INC	88,800	$36.95M	0.7%	—	—	COM	576323109
FOXA	FOX CORP	700,000	$36.51M	0.7%	—	—	CALL	35137L105
MTZ	MASTEC INC	80,000	$33.28M	0.6%	—	—	CALL	576323109
SGI	SOMNIGROUP INTERNATIONAL INC	400,000	$31.36M	0.6%	—	—	CALL	88023U101
DDOG	DATADOG INC	120,000	$31.24M	0.6%	—	—	CALL	23804L103
LION	LIONSGATE STUDIOS CORP	1,905,800	$29.18M	0.5%	—	—	COM	53626N102
CBRS	CEREBRAS SYSTEMS INC	132,000	$29.17M	0.5%	—	—	COM CL A	15675D103
DDOG	DATADOG INC	107,001	$27.86M	0.5%	—	—	CL A COM	23804L103
SNPS	SYNOPSYS INC	60,000	$26.76M	0.5%	—	—	CALL	871607107
CVNA	CARVANA CO	370,000	$24.35M	0.4%	—	—	CALL	146869102
STX	SEAGATE TECHNOLOGY HLDNGS PL	25,001	$24.13M	0.4%	—	—	ORD SHS	G7997R103
TLN	TALEN ENERGY CORP	61,192	$23.51M	0.4%	—	—	COM	87422Q109
STM	STMICROELECTRONICS N V	292,500	$21.91M	0.4%	—	—	CALL	861012102
CRDO	CREDO TECHNOLOGY GROUP HOLDI	80,000	$21.76M	0.4%	—	—	CALL	G25457105
CHTR	CHARTER COMMUNICATIONS INC	150,000	$21.33M	0.4%	—	—	CALL	16119P108
WULF	TERAWULF INC	780,000	$19.27M	0.3%	—	—	COM	88080T104
TLN	TALEN ENERGY CORP	50,000	$19.21M	0.3%	—	—	CALL	87422Q109
DASH	DOORDASH INC	100,000	$18.45M	0.3%	—	—	CALL	25809K105
COMP	COMPASS INC	1,390,000	$17.14M	0.3%	—	—	CL A	20464U100
DASH	DOORDASH INC	86,000	$15.87M	0.3%	—	—	CL A	25809K105
FTAI	FTAI AVIATION LTD	57,200	$15.47M	0.3%	—	—	SHS	G3730V105
JHX	JAMES HARDIE INDS PLC	518,400	$13.57M	0.2%	—	—	ORD SHS	G4253H101
HUT	HUT 8 CORP	113,800	$13.14M	0.2%	—	—	COM	44812J104
QNT	QUANTINUUM INC	150,000	$12.26M	0.2%	—	—	CL A COM	74768A104
VZ	VERIZON COMMUNICATIONS INC	256,500	$10.86M	0.2%	—	—	CALL	92343V104
T	AT&T INC	409,500	$8.477M	0.2%	—	—	CALL	00206R102
DLR	DIGITAL RLTY TR INC	39,054	$7.013M	0.1%	—	—	COM	253868103
LION	LIONSGATE STUDIOS CORP	400,000	$6.124M	0.1%	—	—	CALL	53626N102
STM	STMICROELECTRONICS N V	80,000	$5.991M	0.1%	—	—	NY REGISTRY	861012102
CPNG	COUPANG INC	340,000	$5.906M	0.1%	—	—	CL A	22266T109
CVNA	CARVANA CO	70,000	$4.607M	0.1%	—	—	CL A	146869102
TMUS	T-MOBILE US INC	1	$168	0.0%	—	—	COM	872590104
T	AT&T INC	1	$21	0.0%	—	—	COM	00206R102

Increased Positions (11)

NVDA NVIDIA CORPORATION 7.8%

Value $432M (+45.8%) Shares 2,160,000 (+217.8%) Est. Cost — Unrealized —

CLS CELESTICA INC 2.1%

Value $117M (+274.5%) Shares 321,000 (+189.2%) Est. Cost — Unrealized —

LYV LIVE NATION ENTERTAINMENT IN 1.7%

Value $91.56M (+200.2%) Shares 500,000 (+525.7%) Est. Cost — Unrealized —

VRT VERTIV HOLDINGS CO 1.0%

Value $53.57M (+968.9%) Shares 160,000 (+1894.8%) Est. Cost — Unrealized —

V VISA INC 2.5%

Value $137M (+51.4%) Shares 400,000 (+233.6%) Est. Cost — Unrealized —

V VISA INC 1.0%

Value $53.87M (+345.5%) Shares 157,000 (+292.5%) Est. Cost — Unrealized —

CLS CELESTICA INC 1.0%

Value $56.54M (+111.3%) Shares 155,000 (+308.2%) Est. Cost — Unrealized —

NTRA NATERA INC 1.6%

Value $88.22M (+29.7%) Shares 325,000 (+139.2%) Est. Cost — Unrealized —

ROKU ROKU INC 0.4%

Value $22.1M (+229.0%) Shares 160,000 (+125.4%) Est. Cost — Unrealized —

ENTG ENTEGRIS INC 0.5%

Value $29.68M (+63.3%) Shares 165,000 (+6.5%) Est. Cost — Unrealized —

COHR COHERENT CORP 0.6%

Value $30.37M (-15.0%) Shares 77,000 (+28.5%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	2,160,000 (+217.8%)	$432M (+45.8%)	7.8%	—	—	CALL	67066G104
CLS	CELESTICA INC	321,000 (+189.2%)	$117M (+274.5%)	2.1%	—	—	COM	15101Q207
LYV	LIVE NATION ENTERTAINMENT IN	500,000 (+525.7%)	$91.56M (+200.2%)	1.7%	—	—	CALL	538034109
VRT	VERTIV HOLDINGS CO	160,000 (+1894.8%)	$53.57M (+968.9%)	1.0%	—	—	CALL	92537N108
V	VISA INC	400,000 (+233.6%)	$137M (+51.4%)	2.5%	—	—	CALL	92826C839
V	VISA INC	157,000 (+292.5%)	$53.87M (+345.5%)	1.0%	—	—	COM CL A	92826C839
CLS	CELESTICA INC	155,000 (+308.2%)	$56.54M (+111.3%)	1.0%	—	—	CALL	15101Q207
NTRA	NATERA INC	325,000 (+139.2%)	$88.22M (+29.7%)	1.6%	—	—	CALL	632307104
ROKU	ROKU INC	160,000 (+125.4%)	$22.1M (+229.0%)	0.4%	—	—	COM CL A	77543R102
ENTG	ENTEGRIS INC	165,000 (+6.5%)	$29.68M (+63.3%)	0.5%	—	—	COM	29362U104
COHR	COHERENT CORP	77,000 (+28.5%)	$30.37M (-15.0%)	0.6%	—	—	CALL	19247G107

Exited Positions (39)

TSM TAIWAN SEMICONDUCTOR MANUFAC 4.3%

Value $237M Shares 279,745 Est. Cost — Unrealized —

LRCX LAM RESEARCH CORP 2.4%

Value $135M Shares 251,721 Est. Cost — Unrealized —

LRCX LAM RESEARCH CORP 2.4%

Value $133M Shares 621,000 Est. Cost — Unrealized —

GOOGL ALPHABET INC 1.3%

Value $69.01M Shares 95,856 Est. Cost — Unrealized —

ADI ANALOG DEVICES INC 1.2%

Value $63.63M Shares 79,814 Est. Cost — Unrealized —

OKTA OKTA INC 1.0%

Value $54.7M Shares 277,814 Est. Cost — Unrealized —

SE SEA LTD 1.0%

Value $53.83M Shares 259,841 Est. Cost — Unrealized —

MU MICRON TECHNOLOGY INC 0.9%

Value $49.32M Shares 146,000 Est. Cost — Unrealized —

VST VISTRA CORP 0.8%

Value $45.1M Shares 119,919 Est. Cost — Unrealized —

META META PLATFORMS INC 0.8%

Value $42.62M Shares 74,500 Est. Cost — Unrealized —

META META PLATFORMS INC 0.7%

Value $40.05M Shares 27,925 Est. Cost — Unrealized —

SHW SHERWIN WILLIAMS CO 0.7%

Value $39.11M Shares 122,000 Est. Cost — Unrealized —

UAL UNITED AIRLS HLDGS INC 0.7%

Value $38.67M Shares 167,847 Est. Cost — Unrealized —

ZG ZILLOW GROUP INC 0.7%

Value $38.08M Shares 367,778 Est. Cost — Unrealized —

ADI ANALOG DEVICES INC 0.6%

Value $33.09M Shares 104,000 Est. Cost — Unrealized —

SHW SHERWIN WILLIAMS CO 0.6%

Value $32.05M Shares 39,907 Est. Cost — Unrealized —

BABA ALIBABA GROUP HLDG LTD 0.5%

Value $29.17M Shares 92,910 Est. Cost — Unrealized —

BA BOEING CO 0.4%

Value $23.88M Shares 120,000 Est. Cost — Unrealized —

FIGR FIGURE TECHNOLOGY SOLUTIO 0.4%

Value $23.12M Shares 681,000 Est. Cost — Unrealized —

FDS FACTSET RESH SYS INC 0.4%

Value $21.7M Shares 39,907 Est. Cost — Unrealized —

BA BOEING CO 0.4%

Value $19.9M Shares 39,907 Est. Cost — Unrealized —

ASML ASML HLDG NV 0.4%

Value $19.81M Shares 15,000 Est. Cost — Unrealized —

CHWY CHEWY INC 0.4%

Value $19.71M Shares 291,826 Est. Cost — Unrealized —

UAL UNITED AIRLS HLDGS INC 0.4%

Value $19.61M Shares 213,000 Est. Cost — Unrealized —

CHWY CHEWY INC 0.3%

Value $17.28M Shares 640,000 Est. Cost — Unrealized —

DG DOLLAR GEN CORP 0.2%

Value $13.65M Shares 45,997 Est. Cost — Unrealized —

INFY INFOSYS LTD 0.2%

Value $10.81M Shares 319,850 Est. Cost — Unrealized —

VST VISTRA CORP 0.1%

Value $6.013M Shares 40,000 Est. Cost — Unrealized —

BTDR BITDEER TECHNOLOGIES GROUP 0.1%

Value $5.622M Shares 259,841 Est. Cost — Unrealized —

Z ZILLOW GROUP INC 0.1%

Value $4.759M Shares 115,000 Est. Cost — Unrealized —

ZG ZILLOW GROUP INC 0.1%

Value $4.743M Shares 114,600 Est. Cost — Unrealized —

TTD THE TRADE DESK INC 0.1%

Value $3.404M Shares 59,910 Est. Cost — Unrealized —

PURR HYPERLIQUID STRATEGIES INC 0.1%

Value $2.927M Shares 575,000 Est. Cost — Unrealized —

OKTA OKTA INC 0.0%

Value $2.755M Shares 35,000 Est. Cost — Unrealized —

SG SWEETGREEN INC 0.0%

Value $2.076M Shares 159,925 Est. Cost — Unrealized —

EQPT EQUIPMENTSHARE COM INC 0.0%

Value $2.037M Shares 100,000 Est. Cost — Unrealized —

BABA ALIBABA GROUP HLDG LTD 0.0%

Value $1.506M Shares 12,000 Est. Cost — Unrealized —

AS AMER SPORTS INC 0.0%

Value $1.292M Shares 39,233 Est. Cost — Unrealized —

BTDR BITDEER TECHNOLOGIES GROUP 0.0%

Value $9 Shares 1 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TSM	TAIWAN SEMICONDUCTOR MANUFAC	279,745	$237M	4.3%	—	—	CALL	874039100
LRCX	LAM RESEARCH CORP	251,721	$135M	2.4%	—	—	CALL	512807306
LRCX	LAM RESEARCH CORP	621,000	$133M	2.4%	—	—	—	512807306
GOOGL	ALPHABET INC	95,856	$69.01M	1.3%	—	—	CALL	02079K305
ADI	ANALOG DEVICES INC	79,814	$63.63M	1.2%	—	—	CALL	032654105
OKTA	OKTA INC	277,814	$54.7M	1.0%	—	—	CALL	679295105
SE	SEA LTD	259,841	$53.83M	1.0%	—	—	CALL	81141R100
MU	MICRON TECHNOLOGY INC	146,000	$49.32M	0.9%	—	—	—	595112103
VST	VISTRA CORP	119,919	$45.1M	0.8%	—	—	CALL	92840M102
META	META PLATFORMS INC	74,500	$42.62M	0.8%	—	—	—	30303M102
META	META PLATFORMS INC	27,925	$40.05M	0.7%	—	—	CALL	30303M102
SHW	SHERWIN WILLIAMS CO	122,000	$39.11M	0.7%	—	—	—	824348106
UAL	UNITED AIRLS HLDGS INC	167,847	$38.67M	0.7%	—	—	CALL	910047109
ZG	ZILLOW GROUP INC	367,778	$38.08M	0.7%	—	—	CALL	98954M101
ADI	ANALOG DEVICES INC	104,000	$33.09M	0.6%	—	—	—	032654105
SHW	SHERWIN WILLIAMS CO	39,907	$32.05M	0.6%	—	—	CALL	824348106
BABA	ALIBABA GROUP HLDG LTD	92,910	$29.17M	0.5%	—	—	CALL	01609W102
BA	BOEING CO	120,000	$23.88M	0.4%	—	—	—	097023105
FIGR	FIGURE TECHNOLOGY SOLUTIO	681,000	$23.12M	0.4%	—	—	—	349381103
FDS	FACTSET RESH SYS INC	39,907	$21.7M	0.4%	—	—	CALL	303075105
BA	BOEING CO	39,907	$19.9M	0.4%	—	—	CALL	097023105
ASML	ASML HLDG NV	15,000	$19.81M	0.4%	—	—	—	N07059210
CHWY	CHEWY INC	291,826	$19.71M	0.4%	—	—	CALL	16679L109
UAL	UNITED AIRLS HLDGS INC	213,000	$19.61M	0.4%	—	—	—	910047109
CHWY	CHEWY INC	640,000	$17.28M	0.3%	—	—	—	16679L109
DG	DOLLAR GEN CORP	45,997	$13.65M	0.2%	—	—	CALL	256677105
INFY	INFOSYS LTD	319,850	$10.81M	0.2%	—	—	CALL	456788108
VST	VISTRA CORP	40,000	$6.013M	0.1%	—	—	—	92840M102
BTDR	BITDEER TECHNOLOGIES GROUP	259,841	$5.622M	0.1%	—	—	CALL	G11448100
Z	ZILLOW GROUP INC	115,000	$4.759M	0.1%	—	—	—	98954M200
ZG	ZILLOW GROUP INC	114,600	$4.743M	0.1%	—	—	—	98954M101
TTD	THE TRADE DESK INC	59,910	$3.404M	0.1%	—	—	CALL	88339J105
PURR	HYPERLIQUID STRATEGIES INC	575,000	$2.927M	0.1%	—	—	—	44916Y106
OKTA	OKTA INC	35,000	$2.755M	0.0%	—	—	—	679295105
SG	SWEETGREEN INC	159,925	$2.076M	0.0%	—	—	CALL	87043Q108
EQPT	EQUIPMENTSHARE COM INC	100,000	$2.037M	0.0%	—	—	—	29445S100
BABA	ALIBABA GROUP HLDG LTD	12,000	$1.506M	0.0%	—	—	—	01609W102
AS	AMER SPORTS INC	39,233	$1.292M	0.0%	—	—	—	G0260P102
BTDR	BITDEER TECHNOLOGIES GROUP	1	$9	0.0%	—	—	—	G11448100

Decreased Positions (10)

COHR COHERENT CORP 0.6%

Value $32.74M (-69.1%) Shares 83,000 (-81.3%) Est. Cost — Unrealized —

SE SEA LTD 0.5%

Value $26.25M (-55.2%) Shares 273,900 (-61.3%) Est. Cost — Unrealized —

LYV LIVE NATION ENTERTAINMENT IN 1.1%

Value $58.05M (-29.3%) Shares 317,000 (-41.1%) Est. Cost — Unrealized —

AMD ADVANCED MICRO DEVICES INC 1.0%

Value $54.61M (+47.5%) Shares 94,000 (-48.4%) Est. Cost — Unrealized —

TSM TAIWAN SEMICONDUCTOR MANUFAC 0.5%

Value $26.6M (-37.5%) Shares 55,700 (-55.8%) Est. Cost — Unrealized —

FPS FORGENT POWER SOLUTIONS INC 0.3%

Value $17.88M (-45.3%) Shares 320,000 (-71.3%) Est. Cost — Unrealized —

NVDA NVIDIA CORPORATION 2.8%

Value $155M (-5.7%) Shares 777,000 (-17.8%) Est. Cost — Unrealized —

NTRA NATERA INC 1.1%

Value $60.26M (-11.1%) Shares 222,000 (-34.5%) Est. Cost — Unrealized —

MU MICRON TECHNOLOGY INC 1.0%

Value $57.71M (+8.5%) Shares 50,000 (-20.6%) Est. Cost — Unrealized —

SG SWEETGREEN INC 0.2%

Value $9.252M (+21.9%) Shares 1,050,200 (-28.2%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
COHR	COHERENT CORP	83,000 (-81.3%)	$32.74M (-69.1%)	0.6%	—	—	COM	19247G107
SE	SEA LTD	273,900 (-61.3%)	$26.25M (-55.2%)	0.5%	—	—	SPONSORD ADS	81141R100
LYV	LIVE NATION ENTERTAINMENT IN	317,000 (-41.1%)	$58.05M (-29.3%)	1.1%	—	—	COM	538034109
AMD	ADVANCED MICRO DEVICES INC	94,000 (-48.4%)	$54.61M (+47.5%)	1.0%	—	—	COM	007903107
TSM	TAIWAN SEMICONDUCTOR MANUFAC	55,700 (-55.8%)	$26.6M (-37.5%)	0.5%	—	—	SPONSORED ADS	874039100
FPS	FORGENT POWER SOLUTIONS INC	320,000 (-71.3%)	$17.88M (-45.3%)	0.3%	—	—	COM SHS CL A	34631F102
NVDA	NVIDIA CORPORATION	777,000 (-17.8%)	$155M (-5.7%)	2.8%	—	—	COM	67066G104
NTRA	NATERA INC	222,000 (-34.5%)	$60.26M (-11.1%)	1.1%	—	—	COM	632307104
MU	MICRON TECHNOLOGY INC	50,000 (-20.6%)	$57.71M (+8.5%)	1.0%	—	—	CALL	595112103
SG	SWEETGREEN INC	1,050,200 (-28.2%)	$9.252M (+21.9%)	0.2%	—	—	COM CL A	87043Q108

Unchanged Positions (4)

AMD ADVANCED MICRO DEVICES INC 1.3%

Value $69.71M Shares 120,000 Est. Cost — Unrealized —

GOOGL ALPHABET INC 0.8%

Value $42.88M Shares 120,000 Est. Cost — Unrealized —

SNPS SYNOPSYS INC 1.0%

Value $55.31M Shares 124,000 Est. Cost — Unrealized —

FWONK LIBERTY MEDIA CORP DEL 0.3%

Value $16.21M Shares 170,400 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMD	ADVANCED MICRO DEVICES INC	120,000	$69.71M	1.3%	—	—	CALL	007903107
GOOGL	ALPHABET INC	120,000	$42.88M	0.8%	—	—	CAP STK CL A	02079K305
SNPS	SYNOPSYS INC	124,000	$55.31M	1.0%	—	—	COM	871607107
FWONK	LIBERTY MEDIA CORP DEL	170,400	$16.21M	0.3%	—	—	COM LBTY ONE S C	531229755