Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	MICROSOFT CORP	1,445,100	$609M	9.3%	—	—	PUT	594918954
—	NVIDIA CORPORATION	4,070,200	$547M	8.3%	—	—	PUT	67066G954
—	MICROSOFT CORP	879,300	$371M	5.6%	—	—	CALL	594918904
—	BROADCOM INC	894,500	$207M	3.1%	—	—	PUT	11135F951
—	TESLA INC	496,900	$201M	3.0%	—	—	CALL	88160R901
—	TAIWAN SEMICONDUCTOR MFG LTD	890,700	$176M	2.7%	—	—	PUT	874039950
—	AMAZON COM INC	788,300	$173M	2.6%	—	—	PUT	023135956
—	APPLE INC	682,500	$171M	2.6%	—	—	PUT	037833950
—	ADVANCED MICRO DEVICES INC	1,249,900	$151M	2.3%	—	—	PUT	007903957
—	TESLA INC	328,900	$133M	2.0%	—	—	PUT	88160R951
—	META PLATFORMS INC	167,800	$98.25M	1.5%	—	—	PUT	30303M952
—	ALPHABET INC	471,200	$89.2M	1.4%	—	—	PUT	02079K957
—	NVIDIA CORPORATION	639,500	$85.88M	1.3%	—	—	CALL	67066G904
—	AMAZON COM INC	363,900	$79.84M	1.2%	—	—	CALL	023135906
—	MICRON TECHNOLOGY INC	912,500	$76.8M	1.2%	—	—	PUT	595112953
—	CARNIVAL CORP	2,750,800	$68.55M	1.0%	—	—	PUT	143658950
—	BOEING CO	380,900	$67.42M	1.0%	—	—	PUT	097023955
—	WELLS FARGO CO NEW	949,000	$66.66M	1.0%	—	—	PUT	949746951
—	AMERICAN AIRLS GROUP INC	3,269,800	$56.99M	0.9%	—	—	PUT	02376R952
—	INTEL CORP	2,759,900	$55.34M	0.8%	—	—	CALL	458140900
—	BANK AMERICA CORP	1,258,800	$55.32M	0.8%	—	—	PUT	060505954
—	PAYPAL HLDGS INC	596,900	$50.95M	0.8%	—	—	CALL	70450Y903
—	LULULEMON ATHLETICA INC	130,500	$49.91M	0.8%	—	—	PUT	550021959
—	JD.COM INC	1,435,800	$49.78M	0.8%	—	—	CALL	47215P906
—	VANECK ETF TRUST	1,381,300	$46.84M	0.7%	—	—	CALL	92189F906
—	BROADCOM INC	200,500	$46.48M	0.7%	—	—	CALL	11135F901
—	VANECK ETF TRUST	1,329,900	$45.1M	0.7%	—	—	PUT	92189F956
—	PDD HOLDINGS INC	464,500	$45.05M	0.7%	—	—	PUT	722304952
—	AMERICAN EXPRESS CO	150,900	$44.79M	0.7%	—	—	CALL	025816909
MSFT	MICROSOFT CORP	106,005	$44.68M	0.7%	$420.64	+0.4%	—	594918104
—	BOEING CO	244,600	$43.29M	0.7%	—	—	CALL	097023905
—	JPMORGAN CHASE & CO.	177,100	$42.45M	0.6%	—	—	PUT	46625H950
—	CITIGROUP INC	597,400	$42.05M	0.6%	—	—	PUT	172967954
—	MICRON TECHNOLOGY INC	498,600	$41.96M	0.6%	—	—	CALL	595112903
—	BLOCK INC	490,900	$41.72M	0.6%	—	—	PUT	852234953
—	ISHARES TR	1,369,000	$41.67M	0.6%	—	—	CALL	464287901
—	INTEL CORP	2,024,400	$40.59M	0.6%	—	—	PUT	458140950
—	BANK AMERICA CORP	910,800	$40.03M	0.6%	—	—	CALL	060505904
—	JPMORGAN CHASE & CO.	166,000	$39.79M	0.6%	—	—	CALL	46625H900
—	CARNIVAL CORP	1,585,100	$39.5M	0.6%	—	—	CALL	143658900
—	AMERICAN EXPRESS CO	131,100	$38.91M	0.6%	—	—	PUT	025816959
—	ARM HOLDINGS PLC	312,500	$38.55M	0.6%	—	—	PUT	042068955
—	BLOCK INC	449,100	$38.17M	0.6%	—	—	CALL	852234903
—	VALE S A	4,272,300	$37.9M	0.6%	—	—	CALL	91912E905
—	ADVANCED MICRO DEVICES INC	307,500	$37.14M	0.6%	—	—	CALL	007903907
—	UNITED AIRLS HLDGS INC	374,500	$36.36M	0.6%	—	—	PUT	910047959
—	TEXAS INSTRS INC	187,900	$35.23M	0.5%	—	—	PUT	882508954
—	FORD MTR CO	3,545,800	$35.1M	0.5%	—	—	PUT	345370950
—	ALPHABET INC	184,700	$34.96M	0.5%	—	—	CALL	02079K907
—	PDD HOLDINGS INC	355,000	$34.43M	0.5%	—	—	CALL	722304902
—	UBER TECHNOLOGIES INC	560,900	$33.83M	0.5%	—	—	PUT	90353T950
—	DELTA AIR LINES INC DEL	543,500	$32.88M	0.5%	—	—	CALL	247361902
—	UNITED AIRLS HLDGS INC	337,200	$32.74M	0.5%	—	—	CALL	910047909
—	NETFLIX INC	35,800	$31.91M	0.5%	—	—	PUT	64110L956
—	TARGET CORP	225,700	$30.51M	0.5%	—	—	PUT	87612E956
—	ARM HOLDINGS PLC	225,900	$27.87M	0.4%	—	—	CALL	042068905
—	VALE S A	3,137,700	$27.83M	0.4%	—	—	PUT	91912E955
—	FREEPORT-MCMORAN INC	718,700	$27.37M	0.4%	—	—	PUT	35671D957
—	CITIGROUP INC	385,000	$27.1M	0.4%	—	—	CALL	172967904
—	MARVELL TECHNOLOGY INC	245,300	$27.09M	0.4%	—	—	PUT	573874954
—	SOFI TECHNOLOGIES INC	1,744,500	$26.86M	0.4%	—	—	PUT	83406F952
—	NORWEGIAN CRUISE LINE HLDG L	1,022,600	$26.31M	0.4%	—	—	PUT	G66721954
—	ADOBE INC	58,300	$25.93M	0.4%	—	—	PUT	00724F951
—	QUALCOMM INC	168,400	$25.87M	0.4%	—	—	PUT	747525953
—	NETFLIX INC	28,800	$25.67M	0.4%	—	—	CALL	64110L906
—	CROWDSTRIKE HLDGS INC	73,300	$25.08M	0.4%	—	—	PUT	22788C955
—	PALANTIR TECHNOLOGIES INC	331,100	$25.04M	0.4%	—	—	PUT	69608A958
—	CATERPILLAR INC	69,000	$25.03M	0.4%	—	—	CALL	149123901
—	GENERAL MTRS CO	467,700	$24.91M	0.4%	—	—	PUT	37045V950
—	NIO INC	5,565,200	$24.26M	0.4%	—	—	CALL	62914V906
—	AIRBNB INC	184,300	$24.22M	0.4%	—	—	PUT	009066951
—	SOFI TECHNOLOGIES INC	1,566,500	$24.12M	0.4%	—	—	CALL	83406F902
—	NIO INC	5,486,800	$23.92M	0.4%	—	—	PUT	62914V956
—	APPLE INC	95,000	$23.79M	0.4%	—	—	CALL	037833900
—	NIKE INC	311,000	$23.53M	0.4%	—	—	PUT	654106953
—	DELTA AIR LINES INC DEL	372,800	$22.55M	0.3%	—	—	PUT	247361952
—	ISHARES TR	740,300	$22.54M	0.3%	—	—	PUT	464287951
—	AMERICAN AIRLS GROUP INC	1,290,300	$22.49M	0.3%	—	—	CALL	02376R902
—	PETROLEO BRASILEIRO SA PETRO	1,722,000	$21.94M	0.3%	—	—	PUT	71654V951
—	PAYPAL HLDGS INC	255,900	$21.84M	0.3%	—	—	PUT	70450Y953
—	FORD MTR CO	2,121,100	$21M	0.3%	—	—	CALL	345370900
—	EXXON MOBIL CORP	193,600	$20.83M	0.3%	—	—	PUT	30231G952
—	TEVA PHARMACEUTICAL INDS LTD	923,400	$20.35M	0.3%	—	—	PUT	881624959
—	ALIBABA GROUP HLDG LTD	235,300	$19.95M	0.3%	—	—	CALL	01609W902
—	FUTU HLDGS LTD	248,200	$19.85M	0.3%	—	—	PUT	36118L956
—	FUTU HLDGS LTD	241,900	$19.35M	0.3%	—	—	CALL	36118L906
—	PFIZER INC	728,600	$19.33M	0.3%	—	—	PUT	717081953
—	JD.COM INC	527,500	$18.29M	0.3%	—	—	PUT	47215P956
—	TARGET CORP	134,200	$18.14M	0.3%	—	—	CALL	87612E906
—	CATERPILLAR INC	48,500	$17.59M	0.3%	—	—	PUT	149123951
—	ISHARES BITCOIN TRUST ETF	325,100	$17.25M	0.3%	—	—	CALL	46438F901
—	CHEVRON CORP NEW	118,700	$17.19M	0.3%	—	—	CALL	166764900
—	ISHARES BITCOIN TRUST ETF	318,600	$16.9M	0.3%	—	—	PUT	46438F951
—	TEVA PHARMACEUTICAL INDS LTD	749,400	$16.52M	0.3%	—	—	CALL	881624909
—	SNOWFLAKE INC	106,000	$16.37M	0.2%	—	—	CALL	833445909
—	WELLS FARGO CO NEW	230,800	$16.21M	0.2%	—	—	CALL	949746901
—	BILIBILI INC	883,000	$15.99M	0.2%	—	—	CALL	090040906
—	TAIWAN SEMICONDUCTOR MFG LTD	80,100	$15.82M	0.2%	—	—	CALL	874039900
—	PFIZER INC	593,400	$15.74M	0.2%	—	—	CALL	717081903
—	AIRBNB INC	116,700	$15.34M	0.2%	—	—	CALL	009066901
—	PALANTIR TECHNOLOGIES INC	200,100	$15.14M	0.2%	—	—	CALL	69608A908
—	TEXAS INSTRS INC	79,600	$14.93M	0.2%	—	—	CALL	882508904
—	KRANESHARES TRUST	500,300	$14.63M	0.2%	—	—	CALL	500767906
—	VISA INC	43,900	$13.87M	0.2%	—	—	PUT	92826C959
—	QUALCOMM INC	90,300	$13.87M	0.2%	—	—	CALL	747525903
—	DISNEY WALT CO	123,000	$13.7M	0.2%	—	—	PUT	254687956
—	SUPER MICRO COMPUTER INC	442,400	$13.48M	0.2%	—	—	PUT	86800U954
—	CARVANA CO	65,000	$13.22M	0.2%	—	—	PUT	146869952
—	HOME DEPOT INC	33,900	$13.19M	0.2%	—	—	CALL	437076902
—	SHOPIFY INC	120,900	$12.86M	0.2%	—	—	PUT	82509L957
—	ASML HOLDING N V	18,000	$12.47M	0.2%	—	—	PUT	N07059950
—	META PLATFORMS INC	20,900	$12.24M	0.2%	—	—	CALL	30303M902
—	FREEPORT-MCMORAN INC	320,200	$12.19M	0.2%	—	—	CALL	35671D907
—	SHOPIFY INC	111,800	$11.89M	0.2%	—	—	CALL	82509L907
—	EXXON MOBIL CORP	109,200	$11.75M	0.2%	—	—	CALL	30231G902
—	BARRICK GOLD CORP	506,300	$11.29M	0.2%	—	—	PUT	067901958
—	PETROLEO BRASILEIRO SA PETRO	881,400	$11.23M	0.2%	—	—	CALL	71654V901
TEVA	TEVA PHARMACEUTICAL INDS LTD	503,972	$11.11M	0.2%	$16.77	—	—	881624209
—	ADOBE INC	24,400	$10.85M	0.2%	—	—	CALL	00724F901
—	CHEVRON CORP NEW	69,000	$9.994M	0.2%	—	—	PUT	166764950
—	NIKE INC	130,500	$9.875M	0.1%	—	—	CALL	654106903
—	MORGAN STANLEY	77,000	$9.68M	0.1%	—	—	PUT	617446958
—	CISCO SYS INC	161,800	$9.579M	0.1%	—	—	CALL	17275R902
—	LULULEMON ATHLETICA INC	24,700	$9.446M	0.1%	—	—	CALL	550021909
—	SUPER MICRO COMPUTER INC	291,500	$8.885M	0.1%	—	—	CALL	86800U904
—	PALO ALTO NETWORKS INC	47,600	$8.661M	0.1%	—	—	PUT	697435955
—	MARVELL TECHNOLOGY INC	77,900	$8.604M	0.1%	—	—	CALL	573874904
—	CROWDSTRIKE HLDGS INC	25,100	$8.588M	0.1%	—	—	CALL	22788C905
—	NEWMONT CORP	221,000	$8.226M	0.1%	—	—	CALL	651639906
—	KE HLDGS INC	439,100	$8.088M	0.1%	—	—	CALL	482497904
—	AMERICAN INTL GROUP INC	107,200	$7.804M	0.1%	—	—	PUT	026874954
—	NORWEGIAN CRUISE LINE HLDG L	302,500	$7.783M	0.1%	—	—	CALL	G66721904
—	ISHARES INC	330,000	$7.428M	0.1%	—	—	CALL	464286903
—	BARRICK GOLD CORP	327,900	$7.309M	0.1%	—	—	CALL	067901908
—	AMERICAN INTL GROUP INC	100,200	$7.295M	0.1%	—	—	CALL	026874904
—	WALMART INC	74,700	$6.749M	0.1%	—	—	CALL	931142903
—	SNOWFLAKE INC	43,700	$6.748M	0.1%	—	—	PUT	833445959
—	NEWMONT CORP	178,000	$6.625M	0.1%	—	—	PUT	651639956
—	ANALOG DEVICES INC	30,100	$6.395M	0.1%	—	—	PUT	032654955
—	KE HLDGS INC	340,100	$6.265M	0.1%	—	—	PUT	482497954
—	FIRST SOLAR INC	35,000	$6.168M	0.1%	—	—	PUT	336433957
FUTU	FUTU HLDGS LTD	76,899	$6.151M	0.1%	$66.38	—	—	36118L106
—	CISCO SYS INC	99,100	$5.867M	0.1%	—	—	PUT	17275R952
—	VERIZON COMMUNICATIONS INC	142,200	$5.687M	0.1%	—	—	CALL	92343V904
—	LAM RESEARCH CORP	75,000	$5.417M	0.1%	—	—	PUT	512807958
—	WESTERN DIGITAL CORP	90,800	$5.414M	0.1%	—	—	PUT	958102955
—	ANALOG DEVICES INC	25,000	$5.312M	0.1%	—	—	CALL	032654905
IBIT	ISHARES BITCOIN TRUST ETF	100,048	$5.308M	0.1%	$53.05	—	—	46438F101
—	PALO ALTO NETWORKS INC	29,100	$5.295M	0.1%	—	—	CALL	697435905
—	FIRST SOLAR INC	30,000	$5.287M	0.1%	—	—	CALL	336433907
MU	MICRON TECHNOLOGY INC	61,484	$5.174M	0.1%	$101.38	-0.1%	—	595112103
—	DISNEY WALT CO	46,200	$5.144M	0.1%	—	—	CALL	254687906
—	APPLIED MATLS INC	31,500	$5.123M	0.1%	—	—	PUT	038222955
—	ORACLE CORP	30,700	$5.116M	0.1%	—	—	PUT	68389X955
—	UBER TECHNOLOGIES INC	83,300	$5.025M	0.1%	—	—	CALL	90353T900
—	SCHWAB CHARLES CORP	66,700	$4.936M	0.1%	—	—	CALL	808513905
—	ALIBABA GROUP HLDG LTD	58,000	$4.918M	0.1%	—	—	PUT	01609W952
VALE	VALE S A	548,577	$4.866M	0.1%	$10.70	—	—	91912E105
PFE	PFIZER INC	176,126	$4.673M	0.1%	$25.14	-0.1%	—	717081103
AAPL	APPLE INC	17,839	$4.467M	0.1%	$217.36	+7.9%	—	037833100
—	BAIDU INC	50,000	$4.216M	0.1%	—	—	PUT	056752958
—	ISHARES INC	186,800	$4.205M	0.1%	—	—	PUT	464286953
NVDA	NVIDIA CORPORATION	30,530	$4.1M	0.1%	$118.67	+16.1%	—	67066G104
GDX	VANECK ETF TRUST	114,223	$3.873M	0.1%	$33.58	—	—	92189F106
—	CLOUDFLARE INC	33,700	$3.629M	0.1%	—	—	CALL	18915M907
—	BILIBILI INC	190,900	$3.457M	0.1%	—	—	PUT	090040956
—	SALESFORCE INC	10,300	$3.444M	0.1%	—	—	PUT	79466L952
—	CLOUDFLARE INC	31,700	$3.413M	0.1%	—	—	PUT	18915M957
—	VERIZON COMMUNICATIONS INC	85,200	$3.407M	0.1%	—	—	PUT	92343V954
SOFI	SOFI TECHNOLOGIES INC	214,632	$3.305M	0.1%	$8.77	+48.0%	—	83406F102
—	STARBUCKS CORP	36,000	$3.285M	0.0%	—	—	PUT	855244959
—	WESTERN DIGITAL CORP	52,500	$3.131M	0.0%	—	—	CALL	958102905
AAL	AMERICAN AIRLS GROUP INC	175,324	$3.056M	0.0%	$13.88	+3.6%	—	02376R102
—	MASTERCARD INCORPORATED	5,800	$3.054M	0.0%	—	—	CALL	57636Q904
—	SEA LTD	28,700	$3.045M	0.0%	—	—	CALL	81141R900
PBR	PETROLEO BRASILEIRO SA PETRO	235,600	$3.03M	0.0%	$13.31	—	—	71654V408
—	WALMART INC	33,300	$3.009M	0.0%	—	—	PUT	931142953
MRVL	MARVELL TECHNOLOGY INC	27,161	$3M	0.0%	$82.86	+11.6%	—	573874104
—	LI AUTO INC	122,100	$2.929M	0.0%	—	—	PUT	50202M952
—	TAKE-TWO INTERACTIVE SOFTWAR	15,800	$2.908M	0.0%	—	—	CALL	874054909
NEM	NEWMONT CORP	77,712	$2.892M	0.0%	$44.36	+0.6%	—	651639106
LULU	LULULEMON ATHLETICA INC	7,454	$2.85M	0.0%	$318.15	+2.6%	—	550021109
—	LUCID GROUP INC	917,500	$2.771M	0.0%	—	—	PUT	549498953
ADBE	ADOBE INC	6,186	$2.751M	0.0%	$495.13	0.0%	—	00724F101
SHOP	SHOPIFY INC	24,703	$2.627M	0.0%	$92.91	+4.7%	—	82509L107
—	MCDONALDS CORP	8,900	$2.58M	0.0%	—	—	PUT	580135951
—	BAIDU INC	30,000	$2.529M	0.0%	—	—	CALL	056752908
—	KRANESHARES TRUST	85,000	$2.485M	0.0%	—	—	PUT	500767956
—	SALESFORCE INC	7,200	$2.407M	0.0%	—	—	CALL	79466L902
—	SEA LTD	19,900	$2.111M	0.0%	—	—	PUT	81141R950
MS	MORGAN STANLEY	16,696	$2.099M	0.0%	$87.54	+36.5%	—	617446448
NKE	NIKE INC	26,732	$2.023M	0.0%	$76.48	0.0%	—	654106103
ADI	ANALOG DEVICES INC	9,308	$1.978M	0.0%	$199.27	+8.8%	—	032654105
—	LI AUTO INC	81,600	$1.958M	0.0%	—	—	CALL	50202M902
—	LUCID GROUP INC	635,626	$1.92M	0.0%	$2.96	—	—	549498103
—	SNAP INC	175,000	$1.885M	0.0%	—	—	PUT	83304A956
AMZN	AMAZON COM INC	8,575	$1.881M	0.0%	$176.98	+15.6%	—	023135106
—	INTERNATIONAL BUSINESS MACHS	8,500	$1.869M	0.0%	—	—	CALL	459200901
PDD	PDD HOLDINGS INC	18,845	$1.828M	0.0%	$133.07	—	—	722304102
—	ITAU UNIBANCO HLDG S A	365,000	$1.813M	0.0%	—	—	CALL	465562906
—	STARBUCKS CORP	19,300	$1.761M	0.0%	—	—	CALL	855244909
F	FORD MTR CO	177,375	$1.756M	0.0%	$10.50	-6.0%	—	345370860
—	HOME DEPOT INC	4,500	$1.75M	0.0%	—	—	PUT	437076952
SMCI	SUPER MICRO COMPUTER INC	55,822	$1.701M	0.0%	$36.35	0.0%	—	86800U302
INTC	INTEL CORP	83,330	$1.671M	0.0%	$22.99	-2.0%	—	458140100
KWEB	KRANESHARES TRUST	57,060	$1.668M	0.0%	$32.16	—	—	500767306
—	NEW ORIENTAL ED & TECHNOLOGY	25,300	$1.624M	0.0%	—	—	CALL	647581906
QCOM	QUALCOMM INC	10,473	$1.609M	0.0%	$161.05	-0.9%	—	747525103
—	ON SEMICONDUCTOR CORP	25,000	$1.576M	0.0%	—	—	CALL	682189905
BILI	BILIBILI INC	86,157	$1.56M	0.0%	$21.72	—	—	090040106
—	RIVIAN AUTOMOTIVE INC	115,000	$1.53M	0.0%	—	—	PUT	76954A953
—	BARRICK GOLD CORP	87,820	$1.361M	0.0%	$16.38	—	—	067901108
—	TAKE-TWO INTERACTIVE SOFTWAR	7,300	$1.344M	0.0%	—	—	PUT	874054959
—	UNITED STATES STL CORP NEW	38,700	$1.315M	0.0%	—	—	CALL	912909908
SMH	VANECK ETF TRUST	5,370	$1.301M	0.0%	$243.47	—	—	92189F676
ARM	ARM HOLDINGS PLC	10,330	$1.274M	0.0%	$116.71	—	—	042068205
EWZ	ISHARES INC	55,500	$1.249M	0.0%	$24.97	—	—	464286400
—	ASML HOLDING N V	1,800	$1.248M	0.0%	—	—	CALL	N07059900
—	GENERAL MTRS CO	22,500	$1.199M	0.0%	—	—	CALL	37045V900
TXN	TEXAS INSTRS INC	6,313	$1.184M	0.0%	$182.80	+5.7%	—	882508104
BA	BOEING CO	6,341	$1.122M	0.0%	$190.48	-17.6%	—	097023105
ASML	ASML HOLDING N V	1,605	$1.112M	0.0%	$853.72	—	—	N07059210
WFC	WELLS FARGO CO NEW	15,741	$1.106M	0.0%	$44.15	+51.0%	—	949746101
DIS	DISNEY WALT CO	9,769	$1.088M	0.0%	$97.75	+5.9%	—	254687106
BAC	BANK AMERICA CORP	24,463	$1.075M	0.0%	$38.87	+10.2%	—	060505104
XOM	EXXON MOBIL CORP	9,811	$1.055M	0.0%	$110.09	+2.1%	—	30231G102
—	ITAU UNIBANCO HLDG S A	212,300	$1.055M	0.0%	—	—	PUT	465562956
—	CLEVELAND-CLIFFS INC NEW	106,600	$1.002M	0.0%	—	—	CALL	185899901
XYZ	BLOCK INC	11,355	$965K	0.0%	$69.22	+18.5%	—	852234103
—	MCDONALDS CORP	3,300	$957K	0.0%	—	—	CALL	580135901
—	MORGAN STANLEY	7,600	$955K	0.0%	—	—	CALL	617446908
WMT	WALMART INC	10,453	$944K	0.0%	$71.03	+20.8%	—	931142103
AMD	ADVANCED MICRO DEVICES INC	7,697	$930K	0.0%	$146.15	-1.5%	—	007903107
—	MOBILEYE GLOBAL INC	42,500	$847K	0.0%	—	—	CALL	60741F904
—	MASTERCARD INCORPORATED	1,600	$843K	0.0%	—	—	PUT	57636Q954
BIDU	BAIDU INC	9,841	$830K	0.0%	$84.34	—	—	056752108
ABNB	AIRBNB INC	6,193	$814K	0.0%	$129.67	+3.9%	—	009066101
—	APPLIED MATLS INC	5,000	$813K	0.0%	—	—	CALL	038222905
UBER	UBER TECHNOLOGIES INC	13,176	$795K	0.0%	$64.56	+10.6%	—	90353T100
—	PINTEREST INC	27,200	$789K	0.0%	—	—	PUT	72352L956
ITUB	ITAU UNIBANCO HLDG S A	157,000	$779K	0.0%	$5.13	—	—	465562106
—	LUCID GROUP INC	240,000	$725K	0.0%	—	—	CALL	549498903
—	ON SEMICONDUCTOR CORP	11,500	$725K	0.0%	—	—	PUT	682189955
—	LAM RESEARCH CORP	10,000	$722K	0.0%	—	—	CALL	512807908
CRWD	CROWDSTRIKE HLDGS INC	2,026	$693K	0.0%	$212.58	+56.4%	—	22788C105
SBUX	STARBUCKS CORP	7,599	$693K	0.0%	$90.76	+3.5%	—	855244109
—	WOLFSPEED INC	100,000	$666K	0.0%	—	—	CALL	977852902
—	ROBINHOOD MKTS INC	17,000	$633K	0.0%	—	—	CALL	770700902
FCX	FREEPORT-MCMORAN INC	16,369	$623K	0.0%	$41.09	+7.2%	—	35671D857
—	SNAP INC	57,300	$617K	0.0%	—	—	CALL	83304A906
PANW	PALO ALTO NETWORKS INC	3,373	$614K	0.0%	$164.61	+14.8%	—	697435105
SNOW	SNOWFLAKE INC	3,600	$556K	0.0%	$140.04	+0.5%	—	833445109
FSLR	FIRST SOLAR INC	2,977	$525K	0.0%	$199.06	0.0%	—	336433107
NFLX	NETFLIX INC	573	$511K	0.0%	$82.31	0.0%	—	64110L106
—	MOBILEYE GLOBAL INC	25,000	$498K	0.0%	—	—	PUT	60741F954
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	2,694	$496K	0.0%	$157.68	+10.0%	—	874054109
AMAT	APPLIED MATLS INC	3,044	$495K	0.0%	$179.18	0.0%	—	038222105
PLTR	PALANTIR TECHNOLOGIES INC	5,762	$436K	0.0%	$21.20	+174.7%	—	69608A108
WDC	WESTERN DIGITAL CORP	7,263	$433K	0.0%	$52.76	-5.1%	—	958102105
—	UNITED STATES STL CORP NEW	12,700	$432K	0.0%	—	—	PUT	912909958
—	WOLFSPEED INC	60,500	$403K	0.0%	—	—	PUT	977852952
GOOGL	ALPHABET INC	2,032	$385K	0.0%	$166.73	+4.4%	—	02079K305
BABA	ALIBABA GROUP HLDG LTD	4,500	$382K	0.0%	$84.89	—	—	01609W102
RIVN	RIVIAN AUTOMOTIVE INC	28,414	$378K	0.0%	$11.51	0.0%	—	76954A103
TSM	TAIWAN SEMICONDUCTOR MFG LTD	1,751	$346K	0.0%	$102.35	—	—	874039100
EDU	NEW ORIENTAL ED & TECHNOLOGY	5,372	$345K	0.0%	$75.33	—	—	647581206
—	INTERNATIONAL BUSINESS MACHS	1,500	$330K	0.0%	—	—	PUT	459200951
—	VISA INC	1,000	$316K	0.0%	—	—	CALL	92826C909
—	UNITED STATES STL CORP NEW	9,013	$306K	0.0%	$33.95	—	—	912909108
—	TAL EDUCATION GROUP	27,500	$276K	0.0%	—	—	PUT	874080954
TAL	TAL EDUCATION GROUP	26,931	$270K	0.0%	$11.22	—	—	874080104
META	META PLATFORMS INC	453	$265K	0.0%	$584.74	0.0%	—	30303M102
CAT	CATERPILLAR INC	715	$259K	0.0%	$344.35	+10.9%	—	149123101
—	NEW ORIENTAL ED & TECHNOLOGY	3,800	$244K	0.0%	—	—	PUT	647581956
CSCO	CISCO SYS INC	4,110	$243K	0.0%	$46.78	+18.4%	—	17275R102
HOOD	ROBINHOOD MKTS INC	6,335	$236K	0.0%	$21.08	+53.2%	—	770700102
—	CLEVELAND-CLIFFS INC NEW	25,000	$235K	0.0%	—	—	PUT	185899951
C	CITIGROUP INC	3,276	$231K	0.0%	$43.42	+50.6%	—	172967424
TSLA	TESLA INC	568	$229K	0.0%	$229.62	+40.1%	—	88160R101
—	BP PLC	7,400	$219K	0.0%	—	—	CALL	055622904
NIO	NIO INC	36,303	$158K	0.0%	$6.18	—	—	62914V106
—	TAL EDUCATION GROUP	15,000	$150K	0.0%	—	—	CALL	874080904
—	BANCO BRADESCO S A	50,000	$96,000	0.0%	—	—	CALL	059460903