The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 1,028,200 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 2,644,096 | 20,800 | SH | SOLE | 20,800 | 0 | 0 | ||
APPLIED DIGITAL CORP | COM NEW | 038169207 | 3,419,520 | 548,000 | SH | SOLE | 548,000 | 0 | 0 | ||
APPLIED DIGITAL CORP | COM NEW | 038169207 | 3,057,600 | 490,000 | SH | Call | SOLE | 490,000 | 0 | 0 | |
APPLIED OPTOELECTRONICS INC | COM | 03823U102 | 1,316,400 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
CAMECO CORP | COM | 13321L108 | 554,960 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
CAMTEK LTD | ORD | M20791105 | 2,739,440 | 44,000 | SH | SOLE | 44,000 | 0 | 0 | ||
CELESTICA INC | SUB VTG SHS | 15101Q108 | 3,849,640 | 157,000 | SH | SOLE | 157,000 | 0 | 0 | ||
GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 | 1,135,680 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 35,827,000 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
META PLATFORMS INC | CL A | 30303M102 | 1,350,945 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 3,523,419 | 8,100 | SH | SOLE | 8,100 | 0 | 0 | ||
SEMTECH CORP | COM | 816850101 | 7,338,750 | 285,000 | SH | SOLE | 285,000 | 0 | 0 |