Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	MICROSOFT CORP	1,231,600	$613M	10.5%	—	—	CALL	594918904
—	NVIDIA CORPORATION	2,288,200	$362M	6.2%	—	—	PUT	67066G954
—	MICROSOFT CORP	643,200	$320M	5.5%	—	—	PUT	594918954
—	TESLA INC	686,400	$218M	3.7%	—	—	PUT	88160R951
—	BROADCOM INC	589,400	$162M	2.8%	—	—	PUT	11135F951
—	MICRON TECHNOLOGY INC	1,096,900	$135M	2.3%	—	—	PUT	595112953
—	INTEL CORP	5,072,600	$114M	1.9%	—	—	CALL	458140900
—	TESLA INC	336,400	$107M	1.8%	—	—	CALL	88160R901
—	ADVANCED MICRO DEVICES INC	718,400	$102M	1.7%	—	—	PUT	007903957
—	AMAZON COM INC	450,700	$98.88M	1.7%	—	—	PUT	023135956
—	NVIDIA CORPORATION	599,000	$94.64M	1.6%	—	—	CALL	67066G904
—	TAIWAN SEMICONDUCTOR MFG LTD	393,000	$89.01M	1.5%	—	—	PUT	874039950
—	META PLATFORMS INC	110,100	$81.26M	1.4%	—	—	CALL	30303M902
—	TAIWAN SEMICONDUCTOR MFG LTD	339,500	$76.89M	1.3%	—	—	CALL	874039900
—	VANECK ETF TRUST	1,423,000	$74.08M	1.3%	—	—	PUT	92189F956
—	SNOWFLAKE INC	314,400	$70.35M	1.2%	—	—	PUT	833445959
—	VALE S A	6,688,700	$64.95M	1.1%	—	—	CALL	91912E905
—	ARM HOLDINGS PLC	383,100	$61.96M	1.1%	—	—	PUT	042068955
—	BOEING CO	281,600	$59M	1.0%	—	—	PUT	097023955
—	CARNIVAL CORP	2,044,600	$57.49M	1.0%	—	—	PUT	143658950
—	AMAZON COM INC	260,400	$57.13M	1.0%	—	—	CALL	023135906
—	BANK AMERICA CORP	1,202,300	$56.89M	1.0%	—	—	CALL	060505904
—	ADVANCED MICRO DEVICES INC	399,200	$56.65M	1.0%	—	—	CALL	007903907
—	ALPHABET INC	283,200	$49.91M	0.9%	—	—	PUT	02079K957
—	SNOWFLAKE INC	212,400	$47.53M	0.8%	—	—	CALL	833445909
—	MICRON TECHNOLOGY INC	377,400	$46.52M	0.8%	—	—	CALL	595112903
—	LULULEMON ATHLETICA INC	194,400	$46.19M	0.8%	—	—	PUT	550021959
—	ARM HOLDINGS PLC	283,400	$45.84M	0.8%	—	—	CALL	042068905
—	BROADCOM INC	163,700	$45.12M	0.8%	—	—	CALL	11135F901
—	CITIGROUP INC	513,800	$43.73M	0.7%	—	—	PUT	172967954
—	WELLS FARGO CO NEW	537,800	$43.09M	0.7%	—	—	PUT	949746951
—	AMERICAN EXPRESS CO	134,200	$42.81M	0.7%	—	—	PUT	025816959
—	NETFLIX INC	31,900	$42.72M	0.7%	—	—	PUT	64110L956
—	VANECK ETF TRUST	800,100	$41.65M	0.7%	—	—	CALL	92189F906
—	TARGET CORP	405,200	$39.97M	0.7%	—	—	CALL	87612E906
—	QUALCOMM INC	232,200	$36.98M	0.6%	—	—	CALL	747525903
—	AMERICAN EXPRESS CO	114,400	$36.49M	0.6%	—	—	CALL	025816909
—	TARGET CORP	369,200	$36.42M	0.6%	—	—	PUT	87612E956
—	SHOPIFY INC	315,600	$36.4M	0.6%	—	—	PUT	82509L957
—	SHOPIFY INC	312,100	$36M	0.6%	—	—	CALL	82509L907
—	CROWDSTRIKE HLDGS INC	70,100	$35.7M	0.6%	—	—	PUT	22788C955
—	JPMORGAN CHASE & CO.	122,100	$35.4M	0.6%	—	—	PUT	46625H950
—	PDD HOLDINGS INC	330,000	$34.54M	0.6%	—	—	CALL	722304902
—	PALANTIR TECHNOLOGIES INC	252,500	$34.42M	0.6%	—	—	PUT	69608A958
—	META PLATFORMS INC	45,800	$33.8M	0.6%	—	—	PUT	30303M952
—	CATERPILLAR INC	86,200	$33.46M	0.6%	—	—	CALL	149123901
—	FORD MTR CO	3,047,200	$33.06M	0.6%	—	—	CALL	345370900
—	AIRBNB INC	249,300	$32.99M	0.6%	—	—	CALL	009066901
—	FORD MTR CO	3,001,700	$32.57M	0.6%	—	—	PUT	345370950
—	BOEING CO	154,800	$32.44M	0.6%	—	—	CALL	097023905
—	INTEL CORP	1,392,300	$31.19M	0.5%	—	—	PUT	458140950
—	AMERICAN AIRLS GROUP INC	2,738,700	$30.73M	0.5%	—	—	PUT	02376R952
—	BLOCK INC	444,800	$30.21M	0.5%	—	—	CALL	852234903
—	ALPHABET INC	166,500	$29.34M	0.5%	—	—	CALL	02079K907
—	JD.COM INC	870,200	$28.4M	0.5%	—	—	CALL	47215P906
—	CARNIVAL CORP	994,400	$27.96M	0.5%	—	—	CALL	143658900
—	NIO INC	7,864,700	$26.98M	0.5%	—	—	PUT	62914V956
—	ISHARES TR	725,000	$26.64M	0.5%	—	—	CALL	464287901
—	APPLE INC	129,700	$26.61M	0.5%	—	—	CALL	037833900
—	WELLS FARGO CO NEW	331,000	$26.52M	0.5%	—	—	CALL	949746901
—	UBER TECHNOLOGIES INC	275,400	$25.7M	0.4%	—	—	PUT	90353T950
—	PDD HOLDINGS INC	245,000	$25.64M	0.4%	—	—	PUT	722304952
—	PAYPAL HLDGS INC	341,800	$25.4M	0.4%	—	—	CALL	70450Y903
—	APPLE INC	119,200	$24.46M	0.4%	—	—	PUT	037833950
—	FREEPORT-MCMORAN INC	533,800	$23.14M	0.4%	—	—	CALL	35671D907
—	UNITED AIRLS HLDGS INC	281,600	$22.42M	0.4%	—	—	PUT	910047959
—	NIKE INC	310,600	$22.07M	0.4%	—	—	CALL	654106903
—	FIRST SOLAR INC	129,500	$21.44M	0.4%	—	—	PUT	336433957
—	CROWDSTRIKE HLDGS INC	42,000	$21.39M	0.4%	—	—	CALL	22788C905
—	EXXON MOBIL CORP	197,000	$21.24M	0.4%	—	—	CALL	30231G902
—	ISHARES INC	725,300	$20.93M	0.4%	—	—	CALL	464286903
—	VALE S A	2,144,100	$20.82M	0.4%	—	—	PUT	91912E955
—	NIO INC	6,027,000	$20.67M	0.4%	—	—	CALL	62914V906
—	NIKE INC	280,700	$19.94M	0.3%	—	—	PUT	654106953
—	INTERNATIONAL BUSINESS MACHS	67,400	$19.87M	0.3%	—	—	CALL	459200901
—	PFIZER INC	799,000	$19.37M	0.3%	—	—	PUT	717081953
—	TEVA PHARMACEUTICAL INDS LTD	1,125,900	$18.87M	0.3%	—	—	CALL	881624909
—	DELTA AIR LINES INC DEL	379,100	$18.64M	0.3%	—	—	CALL	247361902
—	ISHARES TR	501,300	$18.42M	0.3%	—	—	PUT	464287951
—	HOME DEPOT INC	49,900	$18.3M	0.3%	—	—	CALL	437076902
—	ADOBE INC	47,100	$18.22M	0.3%	—	—	CALL	00724F901
—	BANK AMERICA CORP	375,200	$17.75M	0.3%	—	—	PUT	060505954
—	ADOBE INC	45,500	$17.6M	0.3%	—	—	PUT	00724F951
—	QUALCOMM INC	107,800	$17.17M	0.3%	—	—	PUT	747525953
—	FREEPORT-MCMORAN INC	377,600	$16.37M	0.3%	—	—	PUT	35671D957
—	UNITED AIRLS HLDGS INC	204,400	$16.28M	0.3%	—	—	CALL	910047909
—	ISHARES BITCOIN TRUST ETF	260,100	$15.92M	0.3%	—	—	CALL	46438F901
—	PAYPAL HLDGS INC	213,700	$15.88M	0.3%	—	—	PUT	70450Y953
—	BLOCK INC	232,200	$15.77M	0.3%	—	—	PUT	852234953
—	SCHWAB CHARLES CORP	172,200	$15.71M	0.3%	—	—	CALL	808513905
—	PETROLEO BRASILEIRO SA PETRO	1,227,300	$15.4M	0.3%	—	—	PUT	71654V951
—	VERIZON COMMUNICATIONS INC	344,800	$14.92M	0.3%	—	—	CALL	92343V904
—	MARVELL TECHNOLOGY INC	192,500	$14.9M	0.3%	—	—	CALL	573874904
—	DELTA AIR LINES INC DEL	295,500	$14.53M	0.2%	—	—	PUT	247361952
—	HOME DEPOT INC	39,500	$14.48M	0.2%	—	—	PUT	437076952
—	PFIZER INC	589,000	$14.28M	0.2%	—	—	CALL	717081903
—	FUTU HLDGS LTD	113,100	$13.98M	0.2%	—	—	PUT	36118L956
—	ISHARES INC	465,400	$13.43M	0.2%	—	—	PUT	464286953
—	JD.COM INC	410,100	$13.39M	0.2%	—	—	PUT	47215P956
—	NORWEGIAN CRUISE LINE HLDG L	637,100	$12.92M	0.2%	—	—	PUT	G66721954
—	EXXON MOBIL CORP	119,500	$12.88M	0.2%	—	—	PUT	30231G952
—	CATERPILLAR INC	32,900	$12.77M	0.2%	—	—	PUT	149123951
—	MARVELL TECHNOLOGY INC	165,000	$12.77M	0.2%	—	—	PUT	573874954
—	ANALOG DEVICES INC	52,600	$12.52M	0.2%	—	—	CALL	032654905
—	JPMORGAN CHASE & CO.	42,000	$12.18M	0.2%	—	—	CALL	46625H900
—	CITIGROUP INC	141,100	$12.01M	0.2%	—	—	CALL	172967904
—	ZOOM COMMUNICATIONS INC	153,600	$11.98M	0.2%	—	—	CALL	98980L901
—	ZOOM COMMUNICATIONS INC	153,200	$11.95M	0.2%	—	—	PUT	98980L951
—	CHEVRON CORP NEW	82,000	$11.74M	0.2%	—	—	CALL	166764900
—	WALMART INC	114,200	$11.17M	0.2%	—	—	PUT	931142953
—	KRANESHARES TRUST	323,200	$11.1M	0.2%	—	—	PUT	500767952
—	AIRBNB INC	83,300	$11.02M	0.2%	—	—	PUT	009066951
—	APPLIED MATLS INC	60,000	$10.98M	0.2%	—	—	CALL	038222905
—	PALANTIR TECHNOLOGIES INC	80,300	$10.95M	0.2%	—	—	CALL	69608A908
—	SALESFORCE INC	38,200	$10.42M	0.2%	—	—	PUT	79466L952
—	SALESFORCE INC	37,500	$10.23M	0.2%	—	—	CALL	79466L902
—	INTERNATIONAL BUSINESS MACHS	33,700	$9.934M	0.2%	—	—	PUT	459200951
—	CISCO SYS INC	142,500	$9.887M	0.2%	—	—	CALL	17275R902
—	SOFI TECHNOLOGIES INC	536,200	$9.764M	0.2%	—	—	PUT	83406F952
—	KE HLDGS INC	536,300	$9.514M	0.2%	—	—	CALL	482497904
—	AMERICAN AIRLS GROUP INC	819,600	$9.196M	0.2%	—	—	CALL	02376R902
—	NETFLIX INC	6,700	$8.972M	0.2%	—	—	CALL	64110L906
—	KRANESHARES TRUST	255,000	$8.754M	0.1%	—	—	CALL	500767902
—	AFFIRM HLDGS INC	119,900	$8.29M	0.1%	—	—	PUT	00827B956
—	SEA LTD	48,700	$7.789M	0.1%	—	—	PUT	81141R950
—	MCDONALDS CORP	26,400	$7.713M	0.1%	—	—	PUT	580135951
—	TEVA PHARMACEUTICAL INDS LTD	452,800	$7.589M	0.1%	—	—	PUT	881624959
—	PETROLEO BRASILEIRO SA PETRO	546,800	$6.862M	0.1%	—	—	CALL	71654V901
—	ISHARES BITCOIN TRUST ETF	111,200	$6.807M	0.1%	—	—	PUT	46438F951
—	SEA LTD	42,100	$6.733M	0.1%	—	—	CALL	81141R900
—	LI AUTO INC	243,100	$6.59M	0.1%	—	—	CALL	50202M902
—	DISNEY WALT CO	52,800	$6.548M	0.1%	—	—	PUT	254687956
TSLA	TESLA INC	20,357	$6.467M	0.1%	$303.79	-0.8%	—	88160R101
—	FUTU HLDGS LTD	52,000	$6.427M	0.1%	—	—	CALL	36118L906
—	LI AUTO INC	235,800	$6.393M	0.1%	—	—	PUT	50202M952
—	NEWMONT CORP	109,300	$6.368M	0.1%	—	—	CALL	651639906
—	BARRICK MNG CORP	301,600	$6.279M	0.1%	—	—	CALL	06849F908
—	GENERAL MTRS CO	127,500	$6.274M	0.1%	—	—	PUT	37045V950
—	CARVANA CO	18,500	$6.234M	0.1%	—	—	CALL	146869902
—	PALO ALTO NETWORKS INC	29,400	$6.016M	0.1%	—	—	PUT	697435955
—	VISA INC	16,900	$6M	0.1%	—	—	CALL	92826C909
—	WALMART INC	59,400	$5.808M	0.1%	—	—	CALL	931142903
MSFT	MICROSOFT CORP	11,421	$5.681M	0.1%	$420.64	+2.8%	—	594918104
—	FIRST SOLAR INC	34,300	$5.678M	0.1%	—	—	CALL	336433907
—	SOFI TECHNOLOGIES INC	307,100	$5.592M	0.1%	—	—	CALL	83406F902
—	CARVANA CO	16,500	$5.56M	0.1%	—	—	PUT	146869952
—	KE HLDGS INC	302,900	$5.373M	0.1%	—	—	PUT	482497954
—	LULULEMON ATHLETICA INC	22,600	$5.369M	0.1%	—	—	CALL	550021909
—	MASTERCARD INCORPORATED	9,400	$5.282M	0.1%	—	—	CALL	57636Q904
—	CISCO SYS INC	75,600	$5.245M	0.1%	—	—	PUT	17275R952
—	AMERICAN INTL GROUP INC	60,800	$5.204M	0.1%	—	—	CALL	026874904
—	VERIZON COMMUNICATIONS INC	120,000	$5.192M	0.1%	—	—	PUT	92343V954
—	PALO ALTO NETWORKS INC	25,000	$5.116M	0.1%	—	—	CALL	697435905
—	GENERAL MTRS CO	101,100	$4.975M	0.1%	—	—	CALL	37045V900
—	NEWMONT CORP	84,500	$4.923M	0.1%	—	—	PUT	651639956
—	DISNEY WALT CO	37,000	$4.588M	0.1%	—	—	CALL	254687906
—	AMERICAN INTL GROUP INC	53,200	$4.553M	0.1%	—	—	PUT	026874954
—	TWILIO INC	35,900	$4.465M	0.1%	—	—	PUT	90138F952
C	CITIGROUP INC	50,784	$4.323M	0.1%	$72.26	-1.5%	—	172967424
—	SELECT SECTOR SPDR TR	50,100	$4.249M	0.1%	—	—	CALL	81369Y900
—	SELECT SECTOR SPDR TR	50,000	$4.241M	0.1%	—	—	PUT	81369Y950
—	MASTERCARD INCORPORATED	7,400	$4.158M	0.1%	—	—	PUT	57636Q954
—	NU HLDGS LTD	299,700	$4.112M	0.1%	—	—	CALL	G6683N903
—	UNITEDHEALTH GROUP INC	13,100	$4.087M	0.1%	—	—	PUT	91324P952
—	NORWEGIAN CRUISE LINE HLDG L	196,200	$3.979M	0.1%	—	—	CALL	G66721904
—	VISA INC	11,200	$3.977M	0.1%	—	—	PUT	92826C959
TEVA	TEVA PHARMACEUTICAL INDS LTD	236,216	$3.959M	0.1%	$16.76	—	—	881624209
—	CLOUDFLARE INC	19,800	$3.877M	0.1%	—	—	PUT	18915M957
—	ON SEMICONDUCTOR CORP	71,900	$3.768M	0.1%	—	—	PUT	682189955
—	XPENG INC	209,500	$3.746M	0.1%	—	—	CALL	98422D905
—	SNAP INC	425,200	$3.695M	0.1%	—	—	CALL	83304A906
—	SNAP INC	420,300	$3.652M	0.1%	—	—	PUT	83304A956
EWZ	ISHARES INC	126,245	$3.642M	0.1%	$28.51	—	—	464286400
GDX	VANECK ETF TRUST	69,222	$3.604M	0.1%	$52.06	—	—	92189F106
—	CHEVRON CORP NEW	25,100	$3.594M	0.1%	—	—	PUT	166764950
—	SUPER MICRO COMPUTER INC	71,000	$3.48M	0.1%	—	—	PUT	86800U952
AAL	AMERICAN AIRLS GROUP INC	290,303	$3.257M	0.1%	$11.32	-5.4%	—	02376R102
—	RIVIAN AUTOMOTIVE INC	207,000	$2.844M	0.0%	—	—	PUT	76954A953
SMH	VANECK ETF TRUST	10,169	$2.835M	0.0%	$222.86	—	—	92189F676
—	APPLIED MATLS INC	15,400	$2.819M	0.0%	—	—	PUT	038222955
—	XPENG INC	151,000	$2.7M	0.0%	—	—	PUT	98422D955
—	BARRICK MNG CORP	119,200	$2.482M	0.0%	—	—	PUT	06849F958
GOOG	ALPHABET INC	13,870	$2.46M	0.0%	$164.85	0.0%	—	02079K107
FUTU	FUTU HLDGS LTD	19,459	$2.405M	0.0%	$79.57	—	—	36118L106
—	ETSY INC	47,800	$2.398M	0.0%	—	—	PUT	29786A956
—	AFFIRM HLDGS INC	34,300	$2.372M	0.0%	—	—	CALL	00827B906
—	ROBINHOOD MKTS INC	24,800	$2.322M	0.0%	—	—	PUT	770700952
—	APPLOVIN CORP	6,500	$2.276M	0.0%	—	—	PUT	03831W958
FCX	FREEPORT-MCMORAN INC	52,404	$2.272M	0.0%	$38.36	-1.7%	—	35671D857
—	ORACLE CORP	10,000	$2.186M	0.0%	—	—	PUT	68389X955
—	ORACLE CORP	10,000	$2.186M	0.0%	—	—	CALL	68389X905
IBIT	ISHARES BITCOIN TRUST ETF	35,314	$2.162M	0.0%	$54.65	—	—	46438F101
—	MORGAN STANLEY	15,100	$2.127M	0.0%	—	—	PUT	617446958
—	REDDIT INC	14,000	$2.108M	0.0%	—	—	CALL	75734B900
SPY	SPDR S&P 500 ETF TR	3,406	$2.104M	0.0%	$596.25	—	—	78462F103
—	TWILIO INC	16,900	$2.102M	0.0%	—	—	CALL	90138F902
F	FORD MTR CO	192,048	$2.084M	0.0%	$9.98	-1.1%	—	345370860
—	UBER TECHNOLOGIES INC	22,000	$2.053M	0.0%	—	—	CALL	90353T900
—	CLOUDFLARE INC	10,100	$1.978M	0.0%	—	—	CALL	18915M907
PBR	PETROLEO BRASILEIRO SA PETRO	152,196	$1.904M	0.0%	$13.85	—	—	71654V408
B	BARRICK MNG CORP	90,281	$1.88M	0.0%	$19.29	0.0%	—	06849F108
CSCO	CISCO SYS INC	26,794	$1.859M	0.0%	$60.38	0.0%	—	17275R102
—	LUCID GROUP INC	849,100	$1.792M	0.0%	—	—	CALL	549498903
—	ROBINHOOD MKTS INC	18,400	$1.723M	0.0%	—	—	CALL	770700902
INTC	INTEL CORP	70,168	$1.572M	0.0%	$21.69	-4.5%	—	458140100
—	UNITED STATES STL CORP NEW	26,700	$1.464M	0.0%	—	—	CALL	912909908
—	LUCID GROUP INC	656,200	$1.385M	0.0%	—	—	PUT	549498953
—	SUPER MICRO COMPUTER INC	27,500	$1.348M	0.0%	—	—	CALL	86800U902
PLTR	PALANTIR TECHNOLOGIES INC	9,559	$1.303M	0.0%	$62.00	+89.2%	—	69608A108
SOFI	SOFI TECHNOLOGIES INC	70,370	$1.281M	0.0%	$13.19	0.0%	—	83406F102
VALE	VALE S A	127,005	$1.233M	0.0%	$10.70	—	—	91912E105
TSM	TAIWAN SEMICONDUCTOR MFG LTD	5,407	$1.225M	0.0%	$150.31	—	—	874039100
WFC	WELLS FARGO CO NEW	14,667	$1.175M	0.0%	$59.19	+20.2%	—	949746101
—	WARNER BROS DISCOVERY INC	102,200	$1.171M	0.0%	—	—	CALL	934423904
WMT	WALMART INC	11,875	$1.161M	0.0%	$79.91	+18.6%	—	931142103
—	ETSY INC	22,700	$1.139M	0.0%	—	—	CALL	29786A906
SNOW	SNOWFLAKE INC	5,045	$1.129M	0.0%	$150.98	+19.8%	—	833445109
NCLH	NORWEGIAN CRUISE LINE HLDG L	55,656	$1.129M	0.0%	$22.96	-22.1%	—	G66721104
—	DELL TECHNOLOGIES INC	9,200	$1.128M	0.0%	—	—	PUT	24703L952
UBER	UBER TECHNOLOGIES INC	12,001	$1.12M	0.0%	$76.88	+7.1%	—	90353T100
—	MORGAN STANLEY	7,600	$1.071M	0.0%	—	—	CALL	617446908
AVGO	BROADCOM INC	3,838	$1.058M	0.0%	$215.92	0.0%	—	11135F101
VZ	VERIZON COMMUNICATIONS INC	24,274	$1.05M	0.0%	$41.82	0.0%	—	92343V104
—	MCDONALDS CORP	3,500	$1.023M	0.0%	—	—	CALL	580135901
AAPL	APPLE INC	4,870	$999K	0.0%	$201.41	0.0%	—	037833100
—	UNITEDHEALTH GROUP INC	3,200	$998K	0.0%	—	—	CALL	91324P902
BA	BOEING CO	4,676	$980K	0.0%	$190.48	-0.8%	—	097023105
IBM	INTERNATIONAL BUSINESS MACHS	3,149	$928K	0.0%	$249.42	+1.8%	—	459200101
FSLR	FIRST SOLAR INC	5,164	$855K	0.0%	$173.44	-14.9%	—	336433107
—	ENPHASE ENERGY INC	20,000	$793K	0.0%	—	—	PUT	29355A957
—	GRAB HOLDINGS LIMITED	151,500	$762K	0.0%	—	—	PUT	G4124C959
MA	MASTERCARD INCORPORATED	1,331	$748K	0.0%	$542.01	+1.7%	—	57636Q104
CAT	CATERPILLAR INC	1,914	$743K	0.0%	$330.84	0.0%	—	149123101
GOOGL	ALPHABET INC	4,204	$741K	0.0%	$177.69	-8.1%	—	02079K305
—	BANCO BRADESCO S A	227,200	$702K	0.0%	—	—	PUT	059460953
MU	MICRON TECHNOLOGY INC	5,500	$678K	0.0%	$101.38	-8.0%	—	595112103
LI	LI AUTO INC	23,931	$649K	0.0%	$25.20	—	—	50202M102
CCL	CARNIVAL CORP	23,000	$647K	0.0%	$23.78	-10.0%	—	143658300
XOM	EXXON MOBIL CORP	5,802	$625K	0.0%	$104.51	0.0%	—	30231G102
AMD	ADVANCED MICRO DEVICES INC	4,346	$617K	0.0%	$135.11	-19.4%	—	007903107
NEM	NEWMONT CORP	10,480	$611K	0.0%	$44.36	+19.3%	—	651639106
NIO	NIO INC	168,600	$578K	0.0%	$3.88	—	—	62914V106
LULU	LULULEMON ATHLETICA INC	2,380	$565K	0.0%	$301.74	-8.7%	—	550021109
PANW	PALO ALTO NETWORKS INC	2,726	$558K	0.0%	$166.37	+11.6%	—	697435105
—	BLACKSTONE INC	3,500	$524K	0.0%	—	—	CALL	09260D907
ETSY	ETSY INC	10,224	$513K	0.0%	$49.74	0.0%	—	29786A106
AMZN	AMAZON COM INC	2,321	$509K	0.0%	$176.98	+11.8%	—	023135106
RIVN	RIVIAN AUTOMOTIVE INC	35,720	$491K	0.0%	$11.74	+15.6%	—	76954A103
MCD	MCDONALDS CORP	1,595	$466K	0.0%	$303.54	0.0%	—	580135101
—	LUCID GROUP INC	210,240	$444K	0.0%	$2.37	—	—	549498103
SHOP	SHOPIFY INC	3,729	$430K	0.0%	$92.91	+7.6%	—	82509L107
T	AT&T INC	14,735	$426K	0.0%	$26.96	0.0%	—	00206R102
AIG	AMERICAN INTL GROUP INC	4,979	$426K	0.0%	$76.16	+7.7%	—	026874784
TGT	TARGET CORP	4,214	$416K	0.0%	$114.13	-18.2%	—	87612E106
BEKE	KE HLDGS INC	22,742	$403K	0.0%	$17.72	—	—	482497104
AXP	AMERICAN EXPRESS CO	1,251	$399K	0.0%	$279.37	0.0%	—	025816109
KWEB	KRANESHARES TRUST	10,948	$376K	0.0%	$32.27	—	—	500767306
ON	ON SEMICONDUCTOR CORP	7,100	$372K	0.0%	$50.33	-13.6%	—	682189105
MS	MORGAN STANLEY	2,469	$348K	0.0%	$87.54	+38.2%	—	617446448
APP	APPLOVIN CORP	975	$341K	0.0%	$324.21	0.0%	—	03831W108
NFLX	NETFLIX INC	244	$327K	0.0%	$83.95	+34.7%	—	64110L106
GM	GENERAL MTRS CO	6,637	$327K	0.0%	$47.07	0.0%	—	37045V100
ADBE	ADOBE INC	814	$315K	0.0%	$385.32	0.0%	—	00724F101
FXI	ISHARES TR	8,504	$313K	0.0%	$35.82	—	—	464287184
PFE	PFIZER INC	11,667	$283K	0.0%	$25.14	-11.1%	—	717081103
XPEV	XPENG INC	15,149	$271K	0.0%	$17.89	—	—	98422D105
PYPL	PAYPAL HLDGS INC	3,413	$254K	0.0%	$77.71	-12.1%	—	70450Y103
XYZ	BLOCK INC	3,066	$208K	0.0%	$70.53	-17.5%	—	852234103
WBD	WARNER BROS DISCOVERY INC	14,039	$161K	0.0%	$9.33	0.0%	—	934423104
SNAP	SNAP INC	16,777	$146K	0.0%	$10.43	-20.4%	—	83304A106
GRAB	GRAB HOLDINGS LIMITED	28,815	$145K	0.0%	$4.66	-0.0%	—	G4124C109
—	WOLFSPEED INC	281,000	$112K	0.0%	—	—	CALL	977852902
BBD	BANCO BRADESCO S A	18,318	$57,000	0.0%	$2.23	—	—	059460303
—	WOLFSPEED INC	110,000	$44,000	0.0%	—	—	PUT	977852952
—	WOLFSPEED INC	29,500	$12,000	0.0%	$1.49	—	—	977852102