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
ACV AUCTIONS INC COM CL A 00091G104   31,552,689 1,552,026 SH   SOLE   1,552,026 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104   4,519,864 101,730 SH   SOLE   101,730 0 0
AIRBNB INC COM CL A 009066101   16,485,300 130,000 SH Put SOLE   130,000 0 0
ALBEMARLE CORP COM 012653101   4,735,500 50,000 SH Put SOLE   50,000 0 0
AMAZON COM INC COM 023135106   20,060,288 107,660 SH   SOLE   107,660 0 0
AMAZON COM INC COM 023135106   65,215,500 350,000 SH Call SOLE   350,000 0 0
ARISTA NETWORKS INC COM 040413106   7,676,400 20,000 SH Put SOLE   20,000 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   10,010,700 70,000 SH   SOLE   70,000 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   8,227,130 55,101 SH   SOLE   55,101 0 0
ASTERA LABS INC COM 04626A103   9,168,250 175,000 SH Put SOLE   175,000 0 0
ASTERA LABS INC COM 04626A103   85,027,503 1,622,972 SH   SOLE   1,622,972 0 0
ASTERA LABS INC COM 04626A103   2,619,500 50,000 SH Call SOLE   50,000 0 0
AUDIOEYE INC COM NEW 050734201   11,774,125 515,279 SH   SOLE   515,279 0 0
AXON ENTERPRISE INC COM 05464C101   20,897,482 52,296 SH   SOLE   52,296 0 0
AZEK CO INC CL A 05478C105   23,412,262 500,262 SH   SOLE   500,262 0 0
BLEND LABS INC CL A 09352U108   7,109,494 1,895,865 SH   SOLE   1,895,865 0 0
CARVANA CO CL A 146869102   46,139,150 265,000 SH Put SOLE   265,000 0 0
CARVANA CO CL A 146869102   50,553,013 290,351 SH   SOLE   290,351 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   9,274,411 550,737 SH   SOLE   550,737 0 0
CHAMPION HOMES INC COM 830830105   38,383,234 404,673 SH   SOLE   404,673 0 0
CIRRUS LOGIC INC COM 172755100   3,726,300 30,000 SH Put SOLE   30,000 0 0
COMMVAULT SYS INC COM 204166102   67,722,001 440,182 SH   SOLE   440,182 0 0
COMPASS INC CL A 20464U100   15,275,000 2,500,000 SH   SOLE   2,500,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   26,002,000 100,000 SH Put SOLE   100,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   55,904,300 215,000 SH   SOLE   215,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   28,555,492 101,813 SH   SOLE   101,813 0 0
DATADOG INC CL A COM 23804L103   42,653,893 370,710 SH   SOLE   370,710 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   6,507,200 166,000 SH   SOLE   166,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   3,920,000 100,000 SH Call SOLE   100,000 0 0
DUOLINGO INC CL A COM 26603R106   19,741,400 70,000 SH Call SOLE   70,000 0 0
EBAY INC. COM 278642103   6,511,000 100,000 SH Put SOLE   100,000 0 0
ELASTIC N V ORD SHS N14506104   3,838,000 50,000 SH   SOLE   50,000 0 0
ELI LILLY & CO COM 532457108   64,235,080 72,505 SH   SOLE   72,505 0 0
ELI LILLY & CO COM 532457108   77,076,780 87,000 SH Put SOLE   87,000 0 0
ENOVIX CORPORATION COM 293594107   2,335,000 250,000 SH   SOLE   250,000 0 0
ENOVIX CORPORATION COM 293594107   4,670,000 500,000 SH Call SOLE   500,000 0 0
ENPHASE ENERGY INC COM 29355A107   6,781,200 60,000 SH Call SOLE   60,000 0 0
ESTABLISHMENT LABS HLDGS INC COM G31249108   9,216,510 213,000 SH Put SOLE   213,000 0 0
ESTABLISHMENT LABS HLDGS INC COM G31249108   20,384,886 471,109 SH   SOLE   471,109 0 0
FIRST SOLAR INC COM 336433107   12,472,000 50,000 SH Put SOLE   50,000 0 0
FIRST SOLAR INC COM 336433107   37,554,190 150,554 SH   SOLE   150,554 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   24,834,000 200,000 SH Put SOLE   200,000 0 0
GE VERNOVA INC COM 36828A101   25,498,000 100,000 SH Put SOLE   100,000 0 0
GE VERNOVA INC COM 36828A101   82,440,644 323,322 SH   SOLE   323,322 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200   7,339,786 172,945 SH   SOLE   172,945 0 0
GLAUKOS CORP COM 377322102   80,440,083 617,440 SH   SOLE   617,440 0 0
GLAUKOS CORP COM 377322102   6,514,000 50,000 SH Call SOLE   50,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   11,139,975 22,500 SH Call SOLE   22,500 0 0
HA SUSTAINABLE INFRA CAP INC COM 41068X100   17,235,000 500,000 SH Call SOLE   500,000 0 0
HA SUSTAINABLE INFRA CAP INC COM 41068X100   10,341,000 300,000 SH   SOLE   300,000 0 0
IES HLDGS INC COM 44951W106   23,842,214 119,438 SH   SOLE   119,438 0 0
INFORMATICA INC COM CL A 45674M101   2,780,800 110,000 SH   SOLE   110,000 0 0
INSMED INC COM PAR $.01 457669307   42,219,988 578,356 SH   SOLE   578,356 0 0
INSMED INC COM PAR $.01 457669307   10,950,000 150,000 SH Put SOLE   150,000 0 0
INSPIRE MED SYS INC COM 457730109   15,828,750 75,000 SH Put SOLE   75,000 0 0
INSTALLED BLDG PRODS INC COM 45780R101   54,499,058 221,298 SH   SOLE   221,298 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706   4,311,000 100,000 SH Call SOLE   100,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   195,374,421 400,300 SH Put SOLE   400,300 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   22,089,000 100,000 SH Call SOLE   100,000 0 0
MERCADOLIBRE INC COM 58733R102   23,726,813 11,563 SH   SOLE   11,563 0 0
META PLATFORMS INC CL A 30303M102   11,448,800 20,000 SH Put SOLE   20,000 0 0
MICRON TECHNOLOGY INC COM 595112103   10,371,000 100,000 SH   SOLE   100,000 0 0
MODINE MFG CO COM 607828100   31,961,491 240,692 SH   SOLE   240,692 0 0
MONDAY COM LTD SHS M7S64H106   78,404,194 282,263 SH   SOLE   282,263 0 0
MONDAY COM LTD SHS M7S64H106   30,554,700 110,000 SH Put SOLE   110,000 0 0
MONGODB INC CL A 60937P106   39,916,096 147,646 SH   SOLE   147,646 0 0
NATERA INC COM 632307104   74,230,966 584,726 SH   SOLE   584,726 0 0
NET POWER INC COM CL A 64107A105   7,010,000 1,000,000 SH   SOLE   1,000,000 0 0
NOVA LTD COM M7516K103   8,333,600 40,000 SH   SOLE   40,000 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   4,095,000 300,000 SH   SOLE   300,000 0 0
NVIDIA CORPORATION COM 67066G104   12,144,000 100,000 SH Call SOLE   100,000 0 0
NVIDIA CORPORATION COM 67066G104   91,754,842 755,557 SH   SOLE   755,557 0 0
ORMAT TECHNOLOGIES INC COM 686688102   26,929,000 350,000 SH   SOLE   350,000 0 0
PALO ALTO NETWORKS INC COM 697435105   3,247,100 9,500 SH   SOLE   9,500 0 0
PAYCHEX INC COM 704326107   13,419,000 100,000 SH Put SOLE   100,000 0 0
PRIMORIS SVCS CORP COM 74164F103   48,778,662 839,853 SH   SOLE   839,853 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105   43,508,846 543,046 SH   SOLE   543,046 0 0
REDDIT INC CL A 75734B100   46,803,200 710,000 SH Put SOLE   710,000 0 0
REDDIT INC CL A 75734B100   105,406,080 1,599,000 SH   SOLE   1,599,000 0 0
ROKU INC COM CL A 77543R102   895,920 12,000 SH   SOLE   12,000 0 0
RUBRIK INC. CL A 781154109   33,147,550 1,031,028 SH   SOLE   1,031,028 0 0
RXSIGHT INC COM 78349D107   33,993,555 687,711 SH   SOLE   687,711 0 0
SAMSARA INC COM CL A 79589L106   4,812,000 100,000 SH Put SOLE   100,000 0 0
SAMSARA INC COM CL A 79589L106   77,015,338 1,600,485 SH   SOLE   1,600,485 0 0
SAREPTA THERAPEUTICS INC COM 803607100   17,249,557 138,118 SH   SOLE   138,118 0 0
SHARKNINJA INC COM SHS G8068L108   21,045,278 193,591 SH   SOLE   193,591 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   18,774,673 309,099 SH   SOLE   309,099 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   8,199,900 135,000 SH Put SOLE   135,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   70,020,700 190,000 SH Put SOLE   190,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   94,712,210 257,000 SH   SOLE   257,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104   13,741,200 33,000 SH Call SOLE   33,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   17,419,101 100,300 SH Call SOLE   100,300 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   87,098,284 501,516 SH   SOLE   501,516 0 0
TESLA INC COM 88160R101   18,314,100 70,000 SH   SOLE   70,000 0 0
TESLA INC COM 88160R101   13,081,500 50,000 SH Put SOLE   50,000 0 0
THE TRADE DESK INC COM CL A 88339J105   32,873,289 299,802 SH   SOLE   299,802 0 0
THOR INDS INC COM 885160101   13,186,800 120,000 SH Call SOLE   120,000 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   66,226,902 1,496,315 SH   SOLE   1,496,315 0 0
TRANSMEDICS GROUP INC COM 89377M109   3,194,479 20,347 SH   SOLE   20,347 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   8,396,000 40,000 SH Put SOLE   40,000 0 0
UPSTART HLDGS INC COM 91680M107   12,003,000 300,000 SH Put SOLE   300,000 0 0
UPSTART HLDGS INC COM 91680M107   18,404,600 460,000 SH   SOLE   460,000 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   58,908,000 240,000 SH Put SOLE   240,000 0 0
VEEVA SYS INC CL A COM 922475108   4,197,400 20,000 SH   SOLE   20,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   49,940,498 501,965 SH   SOLE   501,965 0 0
WIX COM LTD SHS M98068105   20,060,400 120,000 SH Call SOLE   120,000 0 0
ZETA GLOBAL HOLDINGS CORP CL A 98956A105   74,977,526 2,513,494 SH   SOLE   2,513,494 0 0