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 | 902,450 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 6,223,110 | 34,500 | SH | SOLE | 34,500 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 1,371,840 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
APPLIED DIGITAL CORP | COM NEW | 038169207 | 749,000 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
APPLOVIN CORP | COM CL A | 03831W108 | 2,796,488 | 40,400 | SH | SOLE | 40,400 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 2,319,840 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 1,325,410 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
CAMECO CORP | COM | 13321L108 | 563,160 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
CAMTEK LTD | ORD | M20791105 | 4,378,323 | 52,266 | SH | SOLE | 52,266 | 0 | 0 | ||
CELESTICA INC | SUB VTG SHS | 15101Q108 | 3,359,535 | 74,756 | SH | SOLE | 74,756 | 0 | 0 | ||
CONSTELLATION ENERGY CORP | COM | 21037T109 | 1,848,500 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
GE VERNOVA LLC | COM | 36828A101 | 2,735,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
GEO GROUP INC NEW | COM | 36162J106 | 2,127,828 | 150,696 | SH | SOLE | 150,696 | 0 | 0 | ||
GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 | 864,900 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
HASBRO INC | COM | 418056107 | 1,130,400 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
LENDINGTREE INC NEW | COM | 52603B107 | 1,884,215 | 44,502 | SH | SOLE | 44,502 | 0 | 0 | ||
MARVELL TECHNOLOGY INC | COM | 573874104 | 3,331,360 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 2,913,480 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 2,593,580 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
MODINE MFG CO | COM | 607828100 | 1,142,280 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 1,278,200 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 3,162,460 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 3,216,700 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
ROKU INC | COM CL A | 77543R102 | 521,360 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
SEMTECH CORP | COM | 816850101 | 1,924,300 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 1,838,866 | 23,900 | SH | SOLE | 23,900 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 445,470 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 2,461,060 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
VERTIV HOLDINGS CO | COM CL A | 92537N108 | 6,026,838 | 73,795 | SH | SOLE | 73,795 | 0 | 0 | ||
VISTRA CORP | COM | 92840M102 | 696,500 | 10,000 | SH | SOLE | 10,000 | 0 | 0 |