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
APPLE INC COM 037833100   5,649 24,243 SH   SOLE   24,243 0 0
AES CORP COM 00130H105   5,706 284,444 SH   SOLE   284,444 0 0
APPLIED MATLS INC COM 038222105   2,627 13,000 SH   SOLE   13,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   2,826 17,225 SH   SOLE   17,225 0 0
AMAZON COM INC COM 023135106   14,656 78,658 SH   SOLE   78,658 0 0
ARISTA NETWORKS INC COM 040413106   4,023 10,482 SH   SOLE   10,482 0 0
APPLIED DIGITAL CORP COM NEW 038169207   165 20,000 SH   SOLE   20,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   8,501 10,202 SH   SOLE   10,202 0 0
BLOOM ENERGY CORP COM CL A 093712107   1,026 97,153 SH   SOLE   97,153 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   1,762 35,740 SH   SOLE   35,740 0 0
BOOKING HOLDINGS INC COM 09857L108   3,589 852 SH   SOLE   852 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   921 2,000 SH   SOLE   2,000 0 0
DUTCH BROS INC CL A 26701L100   932 29,100 SH   SOLE   29,100 0 0
CANADIAN NATL RY CO COM 136375102   7,058 60,249 SH   SOLE   60,249 0 0
CAPITAL ONE FINL CORP COM 14040H105   2,515 16,800 SH   SOLE   16,800 0 0
COSTCO WHSL CORP NEW COM 22160K105   5,602 6,319 SH   SOLE   6,319 0 0
COPART INC COM 217204106   4,632 88,404 SH   SOLE   88,404 0 0
CARVANA CO CL A 146869102   6,783 38,957 SH   SOLE   38,957 0 0
DEERE & CO COM 244199105   1,831 4,388 SH   SOLE   4,388 0 0
DELL TECHNOLOGIES INC CL C 24703L202   640 5,400 SH   SOLE   5,400 0 0
DANAHER CORPORATION COM 235851102   3,513 12,637 SH   SOLE   12,637 0 0
DOMINOS PIZZA INC COM 25754A201   7,502 17,440 SH   SOLE   17,440 0 0
FIRST SOLAR INC COM 336433107   2,195 8,800 SH   SOLE   8,800 0 0
FORTIVE CORP COM 34959J108   3,632 46,021 SH   SOLE   46,021 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S A 531229771   4,915 68,713 SH   SOLE   68,713 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   9,556 123,419 SH   SOLE   123,419 0 0
GENERAL DYNAMICS CORP COM 369550108   1,908 6,314 SH   SOLE   6,314 0 0
GE VERNOVA INC COM 36828A101   5,101 20,007 SH   SOLE   20,007 0 0
GENERAL MTRS CO COM 37045V100   531 11,850 SH   SOLE   11,850 0 0
ALPHABET INC CAP STK CL A 02079K305   5,623 33,904 SH   SOLE   33,904 0 0
HOME DEPOT INC COM 437076102   2,026 5,000 SH   SOLE   5,000 0 0
HESS CORP COM 42809H107   73,796 543,414 SH   SOLE   543,414 0 0
HOWMET AEROSPACE INC COM 443201108   1,203 12,000 SH   SOLE   12,000 0 0
INGERSOLL RAND INC COM 45687V106   13,258 135,062 SH   SOLE   135,062 0 0
JOHNSON & JOHNSON COM 478160104   3,889 24,000 SH   SOLE   24,000 0 0
JPMORGAN CHASE & CO. COM 46625H100   4,963 23,535 SH   SOLE   23,535 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   1,099 20,366 SH   SOLE   20,366 0 0
LUMENTUM HLDGS INC COM 55024U109   723 11,400 SH   SOLE   11,400 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   3,378 30,851 SH   SOLE   30,851 0 0
META PLATFORMS INC CL A 30303M102   7,156 12,500 SH   SOLE   12,500 0 0
3M CO COM 88579Y101   1,332 9,742 SH   SOLE   9,742 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107   291 35,000 SH   SOLE   35,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   2,589 35,895 SH   SOLE   35,895 0 0
MICROSOFT CORP COM 594918104   9,989 23,213 SH   SOLE   23,213 0 0
NVIDIA CORPORATION COM 67066G104   10,026 82,561 SH   SOLE   82,561 0 0
NEXTRACKER INC CLASS A COM 65290E101   3,437 91,700 SH   SOLE   91,700 0 0
ON HLDG AG NAMEN AKT A H5919C104   5,416 108,000 SH   SOLE   108,000 0 0
OTIS WORLDWIDE CORP COM 68902V107   2,334 22,458 SH   SOLE   22,458 0 0
OCCIDENTAL PETE CORP COM 674599105   2,798 54,279 SH   SOLE   54,279 0 0
PEPSICO INC COM 713448108   731 4,300 SH   SOLE   4,300 0 0
PARKER-HANNIFIN CORP COM 701094104   5,939 9,400 SH   SOLE   9,400 0 0
PLANET FITNESS INC CL A 72703H101   3,769 46,400 SH   SOLE   46,400 0 0
FERRARI N V COM N3167Y103   3,291 7,000 SH   SOLE   7,000 0 0
REDDIT INC CL A 75734B100   929 14,100 SH   SOLE   14,100 0 0
SUNRUN INC COM 86771W105   968 53,600 SH   SOLE   53,600 0 0
SWEETGREEN INC COM CL A 87043Q108   464 13,100 SH   SOLE   13,100 0 0
SOHO HOUSE & CO INC COM CL A 586001109   180 35,300 SH   SOLE   35,300 0 0
SNOWFLAKE INC CL A 833445109   345 3,000 SH   SOLE   3,000 0 0
SYNOPSYS INC COM 871607107   1,064 2,102 SH   SOLE   2,102 0 0
SPHERE ENTERTAINMENT CO CL A 55826T102   2,429 54,974 SH   SOLE   54,974 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   811 2,200 SH   SOLE   2,200 0 0
TRANSDIGM GROUP INC COM 893641100   9,939 6,964 SH   SOLE   6,964 0 0
TARGET CORP COM 87612E106   4,996 32,056 SH   SOLE   32,056 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   6,234 50,393 SH   SOLE   50,393 0 0
T-MOBILE US INC COM 872590104   2,702 13,093 SH   SOLE   13,093 0 0
TRACTOR SUPPLY CO COM 892356106   408 1,404 SH   SOLE   1,404 0 0
TESLA INC COM 88160R101   667 2,551 SH   SOLE   2,551 0 0
TEXAS INSTRS INC COM 882508104   4,733 22,913 SH   SOLE   22,913 0 0
UBER TECHNOLOGIES INC COM 90353T100   12,634 168,100 SH   SOLE   168,100 0 0
UNITEDHEALTH GROUP INC COM 91324P102   4,331 7,408 SH   SOLE   7,408 0 0
UNION PAC CORP COM 907818108   2,268 9,203 SH   SOLE   9,203 0 0
UNITED RENTALS INC COM 911363109   3,115 3,847 SH   SOLE   3,847 0 0
VISA INC COM CL A 92826C839   7,149 26,000 SH   SOLE   26,000 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   471 13,500 SH   SOLE   13,500 0 0
VULCAN MATLS CO COM 929160109   4,914 19,621 SH   SOLE   19,621 0 0
WAYFAIR INC CL A 94419L101   506 9,015 SH   SOLE   9,015 0 0
WESTERN DIGITAL CORP. COM 958102105   7,000 102,498 SH   SOLE   102,498 0 0
UNITED STATES STL CORP NEW COM 912909108   2,466 69,796 SH   SOLE   69,796 0 0
EXXON MOBIL CORP COM 30231G102   5,541 47,266 SH   SOLE   47,266 0 0
SPDR GOLD TR GOLD SHS 78463V107   3,184 13,100 SH   SOLE   13,100 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   12,361 342,135 SH   SOLE   342,135 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   6,650 30,106 SH   SOLE   30,106 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   11,502 23,567 SH   SOLE   23,567 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   1,947 7,934 SH   SOLE   7,934 0 0
ISHARES TR ISHARES SEMICDTR 464287523   5,234 22,700 SH   SOLE   22,700 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   27,877 48,587 SH   SOLE   48,587 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   2,616 29,800 SH   SOLE   29,800 0 0
SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860   10,002 223,900 SH   SOLE   223,900 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   1,762 11,443 SH   SOLE   11,443 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   9,281 46,320 SH   SOLE   46,320 0 0
EQUINIX INC COM 29444U700   1,949 2,196 SH   SOLE   2,196 0 0
APPLIED MATLS INC COM 038222105   30,308 150,000 SH Call SOLE   150,000 0 0
AMAZON COM INC COM 023135106   23,291 125,000 SH Call SOLE   125,000 0 0
ARISTA NETWORKS INC COM 040413106   1,919 5,000 SH Call SOLE   5,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   12,499 15,000 SH Call SOLE   15,000 0 0
CENTURY ALUM CO COM 156431108   812 50,000 SH Call SOLE   50,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   5,079 100,000 SH Call SOLE   100,000 0 0
ENOVIX CORPORATION COM 293594107   280 30,000 SH Call SOLE   30,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   3,494 70,000 SH Call SOLE   70,000 0 0
GE VERNOVA INC COM 36828A101   2,550 10,000 SH Call SOLE   10,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   28,716 130,000 SH Call SOLE   130,000 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107   125 15,000 SH Call SOLE   15,000 0 0
MICROSOFT CORP COM 594918104   27,970 65,000 SH Call SOLE   65,000 0 0
SPHERE ENTERTAINMENT CO CL A 55826T102   4,944 111,900 SH Call SOLE   111,900 0 0
TRIP COM GROUP LTD ADS 89677Q107   1,486 25,000 SH Call SOLE   25,000 0 0
TARGET CORP COM 87612E106   23,379 150,000 SH Call SOLE   150,000 0 0
TESLA INC COM 88160R101   3,401 13,000 SH Call SOLE   13,000 0 0
VALE S A SPONSORED ADS 91912E105   3,504 300,000 SH Call SOLE   300,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108   896 100,000 SH Call SOLE   100,000 0 0
APPLIED MATLS INC COM 038222105   10,103 50,000 SH Put SOLE   50,000 0 0
AMAZON COM INC COM 023135106   4,658 25,000 SH Put SOLE   25,000 0 0
ARISTA NETWORKS INC COM 040413106   1,919 5,000 SH Put SOLE   5,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   12,499 15,000 SH Put SOLE   15,000 0 0
MICROSOFT CORP COM 594918104   21,515 50,000 SH Put SOLE   50,000 0 0
SPHERE ENTERTAINMENT CO CL A 55826T102   6,627 150,000 SH Put SOLE   150,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   8,684 50,000 SH Put SOLE   50,000 0 0