Value Aligned Research Advisors, LLC Hedge Fund

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
LITE	LUMENTUM HLDGS INC	1,172,201	$432,062	4.3%	$256.82	0.0%	COM	55024U109
APLD	APPLIED DIGITAL CORP	5,643,550	$138,380	1.4%	$28.80	0.0%	COM NEW	038169207
CORZ	CORE SCIENTIFIC INC NEW	8,089,697	$117,786	1.2%	$17.44	0.0%	COM	21874A106
SEI	SOLARIS ENERGY INFRAS INC	975,939	$44,864	0.5%	$48.29	0.0%	COM CL A	83418M103
STX	SEAGATE TECHNOLOGY HLDNGS PL	126,282	$34,777	0.3%	$258.92	0.0%	ORD SHS	G7997R103
ORCL	ORACLE CORP	141,409	$27,562	0.3%	$238.05	0.0%	COM	68389X105
GLXY	GALAXY DIGITAL INC.	1,061,151	$23,727	0.2%	$30.98	0.0%	CL A	36317J209
GTLB	GITLAB INC	7,800	$293	0.0%	$45.69	-5.3%	CALL	37637K108
ASML	ASML HOLDING N V	203	$217	0.0%	$1069.86	—	N Y REGISTRY SHS	N07059210

Increased Positions (34)

NVDA NVIDIA CORPORATION 10.6%

Value ($000) $1,058,537 (+94.7%) Shares 5,675,800 (+94.8%) Est. Cost $124.46 Unrealized +49.6%

AMZN AMAZON COM INC 4.7%

Value ($000) $471,635 (+63.2%) Shares 2,043,300 (+55.2%) Est. Cost $226.05 Unrealized +1.2%

GOOGL ALPHABET INC 5.1%

Value ($000) $511,630 (+51.3%) Shares 1,634,600 (+17.5%) Est. Cost $164.12 Unrealized +74.0%

COHR COHERENT CORP 2.5%

Value ($000) $246,441 (+236.1%) Shares 1,335,217 (+96.2%) Est. Cost $120.25 Unrealized +24.4%

GEV GE VERNOVA INC 1.8%

Value ($000) $177,257 (+426.8%) Shares 271,213 (+395.7%) Est. Cost $554.93 Unrealized +9.8%

FIX COMFORT SYS USA INC 1.4%

Value ($000) $137,213 (+203.9%) Shares 147,021 (+168.7%) Est. Cost $831.48 Unrealized +11.0%

TSM TAIWAN SEMICONDUCTOR MFG LTD 4.0%

Value ($000) $394,236 (+29.7%) Shares 1,297,300 (+19.2%) Est. Cost $198.89 Unrealized —

AMAT APPLIED MATLS INC 1.4%

Value ($000) $138,320 (+172.4%) Shares 538,231 (+117.1%) Est. Cost $208.62 Unrealized +14.8%

HUT HUT 8 CORP 1.3%

Value ($000) $128,104 (+88.8%) Shares 2,788,516 (+43.1%) Est. Cost $27.55 Unrealized +60.0%

LRCX LAM RESEARCH CORP 1.2%

Value ($000) $121,030 (+80.5%) Shares 707,033 (+41.2%) Est. Cost $101.84 Unrealized +52.5%

NBIS NEBIUS GROUP N.V. 2.8%

Value ($000) $276,710 (+22.7%) Shares 3,305,776 (+64.5%) Est. Cost $59.57 Unrealized +74.0%

EME EMCOR GROUP INC 0.7%

Value ($000) $67,975 (+285.0%) Shares 111,108 (+308.8%) Est. Cost $637.44 Unrealized +1.6%

CIFR CIPHER MINING INC 1.1%

Value ($000) $109,925 (+71.0%) Shares 7,447,495 (+45.9%) Est. Cost $10.72 Unrealized +64.6%

BE BLOOM ENERGY CORP 3.0%

Value ($000) $302,077 (+10.8%) Shares 3,476,548 (+7.8%) Est. Cost $34.53 Unrealized +204.3%

EQT EQT CORP 1.6%

Value ($000) $156,282 (+22.4%) Shares 2,915,700 (+24.2%) Est. Cost $53.44 Unrealized +5.0%

AVGO BROADCOM INC 3.0%

Value ($000) $301,799 (+9.6%) Shares 872,000 (+4.4%) Est. Cost $305.73 Unrealized +16.8%

GEV GE VERNOVA INC 0.2%

Value ($000) $23,267 (+12512.9%) Shares 35,600 (+11766.7%) Est. Cost $554.93 Unrealized +9.8%

KLAC KLA CORP 0.6%

Value ($000) $61,709 (+54.0%) Shares 50,786 (+36.7%) Est. Cost $910.43 Unrealized +28.7%

SNOW SNOWFLAKE INC 0.7%

Value ($000) $68,489 (+42.7%) Shares 312,224 (+46.7%) Est. Cost $224.08 Unrealized +8.9%

AAPL APPLE INC 0.7%

Value ($000) $71,771 (+35.1%) Shares 264,000 (+26.6%) Est. Cost — Unrealized —

AVGO BROADCOM INC 1.0%

Value ($000) $100,369 (+20.4%) Shares 290,000 (+14.8%) Est. Cost $305.73 Unrealized +16.8%

RIOT RIOT PLATFORMS INC 1.2%

Value ($000) $121,938 (+15.0%) Shares 9,624,147 (+72.8%) Est. Cost $13.49 Unrealized +26.8%

MSFT MICROSOFT CORP 2.1%

Value ($000) $205,103 (+8.1%) Shares 424,100 (+15.8%) Est. Cost $429.32 Unrealized +16.6%

BTDR BITDEER TECHNOLOGIES GROUP 0.4%

Value ($000) $36,630 (+55.5%) Shares 3,267,614 (+137.0%) Est. Cost $14.60 Unrealized +10.3%

CRWV COREWEAVE INC 4.3%

Value ($000) $431,681 (+2.4%) Shares 6,028,220 (+95.8%) Est. Cost $110.03 Unrealized -7.9%

VRT VERTIV HOLDINGS CO 0.6%

Value ($000) $59,069 (+13.1%) Shares 364,600 (+5.3%) Est. Cost $102.97 Unrealized +68.6%

GTLB GITLAB INC 0.3%

Value ($000) $27,365 (-14.8%) Shares 729,152 (+2.4%) Est. Cost $45.69 Unrealized -5.3%

TSSI TSS INC DEL 0.0%

Value ($000) $3,256 (-58.3%) Shares 460,510 (+6.8%) Est. Cost $12.20 Unrealized +5.9%

LGN LEGENCE CORP 0.1%

Value ($000) $10,832 (+71.3%) Shares 251,681 (+22.6%) Est. Cost $32.96 Unrealized +19.9%

CEG CONSTELLATION ENERGY CORP 0.1%

Value ($000) $13,601 (+45.0%) Shares 38,500 (+35.1%) Est. Cost $278.81 Unrealized +30.3%

VST VISTRA CORP 0.1%

Value ($000) $14,407 (+25.7%) Shares 89,300 (+52.6%) Est. Cost $153.95 Unrealized +18.2%

ORCL ORACLE CORP 1.0%

Value ($000) $100,983 (+2.6%) Shares 518,100 (+48.0%) Est. Cost $238.05 Unrealized 0.0%

BKV BKV CORP 0.1%

Value ($000) $5,221 (+32.3%) Shares 192,295 (+12.7%) Est. Cost $22.17 Unrealized +13.3%

EQT EQT CORP 0.1%

Value ($000) $14,772 (+8.8%) Shares 275,600 (+10.5%) Est. Cost $53.44 Unrealized +5.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	5,675,800 (+94.8%)	$1,058,537 (+94.7%)	10.6%	$124.46	+49.6%	CALL	67066G104
AMZN	AMAZON COM INC	2,043,300 (+55.2%)	$471,635 (+63.2%)	4.7%	$226.05	+1.2%	CALL	023135106
GOOGL	ALPHABET INC	1,634,600 (+17.5%)	$511,630 (+51.3%)	5.1%	$164.12	+74.0%	CALL	02079K305
COHR	COHERENT CORP	1,335,217 (+96.2%)	$246,441 (+236.1%)	2.5%	$120.25	+24.4%	COM	19247G107
GEV	GE VERNOVA INC	271,213 (+395.7%)	$177,257 (+426.8%)	1.8%	$554.93	+9.8%	COM	36828A101
FIX	COMFORT SYS USA INC	147,021 (+168.7%)	$137,213 (+203.9%)	1.4%	$831.48	+11.0%	COM	199908104
TSM	TAIWAN SEMICONDUCTOR MFG LTD	1,297,300 (+19.2%)	$394,236 (+29.7%)	4.0%	$198.89	—	PUT	874039100
AMAT	APPLIED MATLS INC	538,231 (+117.1%)	$138,320 (+172.4%)	1.4%	$208.62	+14.8%	COM	038222105
HUT	HUT 8 CORP	2,788,516 (+43.1%)	$128,104 (+88.8%)	1.3%	$27.55	+60.0%	COM	44812J104
LRCX	LAM RESEARCH CORP	707,033 (+41.2%)	$121,030 (+80.5%)	1.2%	$101.84	+52.5%	COM NEW	512807306
NBIS	NEBIUS GROUP N.V.	3,305,776 (+64.5%)	$276,710 (+22.7%)	2.8%	$59.57	+74.0%	SHS CLASS A	N97284108
EME	EMCOR GROUP INC	111,108 (+308.8%)	$67,975 (+285.0%)	0.7%	$637.44	+1.6%	COM	29084Q100
CIFR	CIPHER MINING INC	7,447,495 (+45.9%)	$109,925 (+71.0%)	1.1%	$10.72	+64.6%	COM	17253J106
BE	BLOOM ENERGY CORP	3,476,548 (+7.8%)	$302,077 (+10.8%)	3.0%	$34.53	+204.3%	COM CL A	093712107
EQT	EQT CORP	2,915,700 (+24.2%)	$156,282 (+22.4%)	1.6%	$53.44	+5.0%	COM	26884L109
AVGO	BROADCOM INC	872,000 (+4.4%)	$301,799 (+9.6%)	3.0%	$305.73	+16.8%	CALL	11135F101
GEV	GE VERNOVA INC	35,600 (+11766.7%)	$23,267 (+12512.9%)	0.2%	$554.93	+9.8%	CALL	36828A101
KLAC	KLA CORP	50,786 (+36.7%)	$61,709 (+54.0%)	0.6%	$910.43	+28.7%	COM NEW	482480100
SNOW	SNOWFLAKE INC	312,224 (+46.7%)	$68,489 (+42.7%)	0.7%	$224.08	+8.9%	COM SHS	833445109
AAPL	APPLE INC	264,000 (+26.6%)	$71,771 (+35.1%)	0.7%	—	—	PUT	037833100
AVGO	BROADCOM INC	290,000 (+14.8%)	$100,369 (+20.4%)	1.0%	$305.73	+16.8%	PUT	11135F101
RIOT	RIOT PLATFORMS INC	9,624,147 (+72.8%)	$121,938 (+15.0%)	1.2%	$13.49	+26.8%	COM	767292105
MSFT	MICROSOFT CORP	424,100 (+15.8%)	$205,103 (+8.1%)	2.1%	$429.32	+16.6%	CALL	594918104
BTDR	BITDEER TECHNOLOGIES GROUP	3,267,614 (+137.0%)	$36,630 (+55.5%)	0.4%	$14.60	+10.3%	CL A ORD SHS	G11448100
CRWV	COREWEAVE INC	6,028,220 (+95.8%)	$431,681 (+2.4%)	4.3%	$110.03	-7.9%	COM CL A	21873S108
VRT	VERTIV HOLDINGS CO	364,600 (+5.3%)	$59,069 (+13.1%)	0.6%	$102.97	+68.6%	CALL	92537N108
GTLB	GITLAB INC	729,152 (+2.4%)	$27,365 (-14.8%)	0.3%	$45.69	-5.3%	CLASS A COM	37637K108
TSSI	TSS INC DEL	460,510 (+6.8%)	$3,256 (-58.3%)	0.0%	$12.20	+5.9%	COM	87288V101
LGN	LEGENCE CORP	251,681 (+22.6%)	$10,832 (+71.3%)	0.1%	$32.96	+19.9%	CL A	52476L109
CEG	CONSTELLATION ENERGY CORP	38,500 (+35.1%)	$13,601 (+45.0%)	0.1%	$278.81	+30.3%	CALL	21037T109
VST	VISTRA CORP	89,300 (+52.6%)	$14,407 (+25.7%)	0.1%	$153.95	+18.2%	CALL	92840M102
ORCL	ORACLE CORP	518,100 (+48.0%)	$100,983 (+2.6%)	1.0%	$238.05	0.0%	CALL	68389X105
BKV	BKV CORP	192,295 (+12.7%)	$5,221 (+32.3%)	0.1%	$22.17	+13.3%	COM	05603J108
EQT	EQT CORP	275,600 (+10.5%)	$14,772 (+8.8%)	0.1%	$53.44	+5.0%	CALL	26884L109

Exited Positions (4)

FN FABRINET 0.4%

Value ($000) $42,594 Shares 116,817 Est. Cost $218.27 Unrealized +99.3%

WULF TERAWULF INC 0.1%

Value ($000) $12,984 Shares 1,136,932 Est. Cost $7.64 Unrealized +75.4%

TAC TRANSALTA CORP 0.1%

Value ($000) $10,174 Shares 745,013 Est. Cost $9.93 Unrealized +50.3%

FXI ISHARES TR 0.0%

Value ($000) $3,703 Shares 90,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
FN	FABRINET	116,817	$42,594	0.4%	$218.27	+99.3%	—	G3323L100
WULF	TERAWULF INC	1,136,932	$12,984	0.1%	$7.64	+75.4%	—	88080T104
TAC	TRANSALTA CORP	745,013	$10,174	0.1%	$9.93	+50.3%	—	89346D107
FXI	ISHARES TR	90,000	$3,703	0.0%	—	—	PUT	464287184

Decreased Positions (15)

CEG CONSTELLATION ENERGY CORP 1.1%

Value ($000) $104,878 (-66.2%) Shares 296,877 (-68.5%) Est. Cost $278.81 Unrealized +30.3%

VST VISTRA CORP 1.2%

Value ($000) $115,530 (-62.3%) Shares 716,107 (-54.2%) Est. Cost $153.95 Unrealized +18.2%

MU MICRON TECHNOLOGY INC 0.6%

Value ($000) $62,450 (-74.8%) Shares 218,808 (-85.3%) Est. Cost $96.10 Unrealized +138.7%

ALAB ASTERA LABS INC 1.0%

Value ($000) $94,545 (-65.0%) Shares 568,316 (-58.8%) Est. Cost $102.93 Unrealized +62.5%

TLN TALEN ENERGY CORP 0.6%

Value ($000) $58,980 (-68.8%) Shares 157,347 (-64.6%) Est. Cost $240.32 Unrealized +61.7%

NRG NRG ENERGY INC 0.2%

Value ($000) $21,575 (-85.1%) Shares 135,486 (-84.8%) Est. Cost $132.85 Unrealized +24.4%

IREN IREN LIMITED 1.3%

Value ($000) $132,771 (-27.0%) Shares 3,515,247 (-9.2%) Est. Cost $10.66 Unrealized +384.1%

AAON AAON INC 0.0%

Value ($000) $3,199 (-93.5%) Shares 41,956 (-92.1%) Est. Cost $86.44 Unrealized +6.8%

INTC INTEL CORP 4.1%

Value ($000) $406,631 (+7.5%) Shares 11,019,800 (-2.3%) Est. Cost — Unrealized —

AGX ARGAN INC 0.4%

Value ($000) $40,374 (-33.8%) Shares 128,858 (-42.9%) Est. Cost $204.29 Unrealized +55.1%

VRT VERTIV HOLDINGS CO 3.5%

Value ($000) $352,111 (+5.1%) Shares 2,173,391 (-2.1%) Est. Cost $102.97 Unrealized +68.6%

EEM ISHARES TR 0.3%

Value ($000) $24,871 (-37.6%) Shares 454,600 (-39.1%) Est. Cost — Unrealized —

QCOM QUALCOMM INC 0.5%

Value ($000) $53,761 (-9.1%) Shares 314,300 (-11.6%) Est. Cost — Unrealized —

CLS CELESTICA INC 3.4%

Value ($000) $339,901 (+1.5%) Shares 1,149,828 (-15.4%) Est. Cost $114.76 Unrealized +162.6%

EWT ISHARES INC 0.0%

Value ($000) $318 (-37.6%) Shares 5,000 (-37.5%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CEG	CONSTELLATION ENERGY CORP	296,877 (-68.5%)	$104,878 (-66.2%)	1.1%	$278.81	+30.3%	COM	21037T109
VST	VISTRA CORP	716,107 (-54.2%)	$115,530 (-62.3%)	1.2%	$153.95	+18.2%	COM	92840M102
MU	MICRON TECHNOLOGY INC	218,808 (-85.3%)	$62,450 (-74.8%)	0.6%	$96.10	+138.7%	COM	595112103
ALAB	ASTERA LABS INC	568,316 (-58.8%)	$94,545 (-65.0%)	1.0%	$102.93	+62.5%	COM	04626A103
TLN	TALEN ENERGY CORP	157,347 (-64.6%)	$58,980 (-68.8%)	0.6%	$240.32	+61.7%	COM	87422Q109
NRG	NRG ENERGY INC	135,486 (-84.8%)	$21,575 (-85.1%)	0.2%	$132.85	+24.4%	COM NEW	629377508
IREN	IREN LIMITED	3,515,247 (-9.2%)	$132,771 (-27.0%)	1.3%	$10.66	+384.1%	ORDINARY SHARES	Q4982L109
AAON	AAON INC	41,956 (-92.1%)	$3,199 (-93.5%)	0.0%	$86.44	+6.8%	COM PAR $0.004	000360206
INTC	INTEL CORP	11,019,800 (-2.3%)	$406,631 (+7.5%)	4.1%	—	—	CALL	458140100
AGX	ARGAN INC	128,858 (-42.9%)	$40,374 (-33.8%)	0.4%	$204.29	+55.1%	COM	04010E109
VRT	VERTIV HOLDINGS CO	2,173,391 (-2.1%)	$352,111 (+5.1%)	3.5%	$102.97	+68.6%	COM CL A	92537N108
EEM	ISHARES TR	454,600 (-39.1%)	$24,871 (-37.6%)	0.3%	—	—	PUT	464287234
QCOM	QUALCOMM INC	314,300 (-11.6%)	$53,761 (-9.1%)	0.5%	—	—	PUT	747525103
CLS	CELESTICA INC	1,149,828 (-15.4%)	$339,901 (+1.5%)	3.4%	$114.76	+162.6%	COM	15101Q207
EWT	ISHARES INC	5,000 (-37.5%)	$318 (-37.6%)	0.0%	—	—	PUT	46434G772

Unchanged Positions (28)

MU MICRON TECHNOLOGY INC 2.1%

Value ($000) $205,096 Shares 718,600 Est. Cost $96.10 Unrealized +138.7%

TSM TAIWAN SEMICONDUCTOR MFG LTD 5.6%

Value ($000) $555,511 Shares 1,828,000 Est. Cost $198.89 Unrealized —

CRWV COREWEAVE INC 0.3%

Value ($000) $33,886 Shares 473,200 Est. Cost $110.03 Unrealized -7.9%

AMD ADVANCED MICRO DEVICES INC 1.0%

Value ($000) $94,723 Shares 442,300 Est. Cost — Unrealized —

ORCL ORACLE CORP 0.2%

Value ($000) $14,989 Shares 76,900 Est. Cost $238.05 Unrealized 0.0%

NBIS NEBIUS GROUP N.V. 0.2%

Value ($000) $19,152 Shares 228,800 Est. Cost $59.57 Unrealized +74.0%

LRCX LAM RESEARCH CORP 0.3%

Value ($000) $25,232 Shares 147,400 Est. Cost $101.84 Unrealized +52.5%

MU MICRON TECHNOLOGY INC 0.1%

Value ($000) $12,958 Shares 45,400 Est. Cost $96.10 Unrealized +138.7%

AMAT APPLIED MATLS INC 0.2%

Value ($000) $23,797 Shares 92,600 Est. Cost $208.62 Unrealized +14.8%

AVGO BROADCOM INC 0.8%

Value ($000) $76,111 Shares 219,909 Est. Cost $305.73 Unrealized +16.8%

VST VISTRA CORP 0.1%

Value ($000) $8,373 Shares 51,900 Est. Cost $153.95 Unrealized +18.2%

AMZN AMAZON COM INC 0.2%

Value ($000) $17,196 Shares 74,500 Est. Cost $226.05 Unrealized +1.2%

GOOGL ALPHABET INC 0.0%

Value ($000) $3,600 Shares 11,502 Est. Cost $164.12 Unrealized +74.0%

CLS CELESTICA INC 0.0%

Value ($000) $3,991 Shares 13,500 Est. Cost $114.76 Unrealized +162.6%

COHR COHERENT CORP 0.0%

Value ($000) $1,347 Shares 7,300 Est. Cost $120.25 Unrealized +24.4%

GEV GE VERNOVA INC 0.1%

Value ($000) $9,281 Shares 14,200 Est. Cost $554.93 Unrealized +9.8%

VRT VERTIV HOLDINGS CO 0.1%

Value ($000) $7,031 Shares 43,400 Est. Cost $102.97 Unrealized +68.6%

GOOG ALPHABET INC 0.0%

Value ($000) $1,502 Shares 4,785 Est. Cost $172.99 Unrealized +65.5%

CEG CONSTELLATION ENERGY CORP 0.0%

Value ($000) $4,663 Shares 13,200 Est. Cost $278.81 Unrealized +30.3%

SNOW SNOWFLAKE INC 0.1%

Value ($000) $10,836 Shares 49,400 Est. Cost $224.08 Unrealized +8.9%

HNRG HALLADOR ENERGY COMPANY 0.1%

Value ($000) $6,107 Shares 320,759 Est. Cost $17.03 Unrealized +19.0%

NVDA NVIDIA CORPORATION 1.9%

Value ($000) $186,761 Shares 1,001,400 Est. Cost $124.46 Unrealized +49.6%

AMZN AMAZON COM INC 0.0%

Value ($000) $1,136 Shares 4,922 Est. Cost $226.05 Unrealized +1.2%

BE BLOOM ENERGY CORP 0.0%

Value ($000) $1,503 Shares 17,300 Est. Cost $34.53 Unrealized +204.3%

TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%

Value ($000) $207 Shares 680 Est. Cost $198.89 Unrealized —

MSFT MICROSOFT CORP 0.0%

Value ($000) $181 Shares 374 Est. Cost $429.32 Unrealized +16.6%

NRG NRG ENERGY INC 0.0%

Value ($000) $494 Shares 3,100 Est. Cost $132.85 Unrealized +24.4%

NVDA NVIDIA CORPORATION 0.2%

Value ($000) $18,139 Shares 97,259 Est. Cost $124.46 Unrealized +49.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MU	MICRON TECHNOLOGY INC	718,600	$205,096	2.1%	$96.10	+138.7%	CALL	595112103
TSM	TAIWAN SEMICONDUCTOR MFG LTD	1,828,000	$555,511	5.6%	$198.89	—	CALL	874039100
CRWV	COREWEAVE INC	473,200	$33,886	0.3%	$110.03	-7.9%	CALL	21873S108
AMD	ADVANCED MICRO DEVICES INC	442,300	$94,723	1.0%	—	—	CALL	007903107
ORCL	ORACLE CORP	76,900	$14,989	0.2%	$238.05	0.0%	PUT	68389X105
NBIS	NEBIUS GROUP N.V.	228,800	$19,152	0.2%	$59.57	+74.0%	CALL	N97284108
LRCX	LAM RESEARCH CORP	147,400	$25,232	0.3%	$101.84	+52.5%	CALL	512807306
MU	MICRON TECHNOLOGY INC	45,400	$12,958	0.1%	$96.10	+138.7%	PUT	595112103
AMAT	APPLIED MATLS INC	92,600	$23,797	0.2%	$208.62	+14.8%	CALL	038222105
AVGO	BROADCOM INC	219,909	$76,111	0.8%	$305.73	+16.8%	COM	11135F101
VST	VISTRA CORP	51,900	$8,373	0.1%	$153.95	+18.2%	PUT	92840M102
AMZN	AMAZON COM INC	74,500	$17,196	0.2%	$226.05	+1.2%	PUT	023135106
GOOGL	ALPHABET INC	11,502	$3,600	0.0%	$164.12	+74.0%	CAP STK CL A	02079K305
CLS	CELESTICA INC	13,500	$3,991	0.0%	$114.76	+162.6%	CALL	15101Q207
COHR	COHERENT CORP	7,300	$1,347	0.0%	$120.25	+24.4%	CALL	19247G107
GEV	GE VERNOVA INC	14,200	$9,281	0.1%	$554.93	+9.8%	PUT	36828A101
VRT	VERTIV HOLDINGS CO	43,400	$7,031	0.1%	$102.97	+68.6%	PUT	92537N108
GOOG	ALPHABET INC	4,785	$1,502	0.0%	$172.99	+65.5%	CAP STK CL C	02079K107
CEG	CONSTELLATION ENERGY CORP	13,200	$4,663	0.0%	$278.81	+30.3%	PUT	21037T109
SNOW	SNOWFLAKE INC	49,400	$10,836	0.1%	$224.08	+8.9%	CALL	833445109
HNRG	HALLADOR ENERGY COMPANY	320,759	$6,107	0.1%	$17.03	+19.0%	COM	40609P105
NVDA	NVIDIA CORPORATION	1,001,400	$186,761	1.9%	$124.46	+49.6%	PUT	67066G104
AMZN	AMAZON COM INC	4,922	$1,136	0.0%	$226.05	+1.2%	COM	023135106
BE	BLOOM ENERGY CORP	17,300	$1,503	0.0%	$34.53	+204.3%	CALL	093712107
TSM	TAIWAN SEMICONDUCTOR MFG LTD	680	$207	0.0%	$198.89	—	SPONSORED ADS	874039100
MSFT	MICROSOFT CORP	374	$181	0.0%	$429.32	+16.6%	COM	594918104
NRG	NRG ENERGY INC	3,100	$494	0.0%	$132.85	+24.4%	CALL	629377508
NVDA	NVIDIA CORPORATION	97,259	$18,139	0.2%	$124.46	+49.6%	COM	67066G104