VITESSE ENERGY INC (VTS) - GAINED 11.8%

AMGEN INC (AMGN) - GAINED 1.6%

HP INC (HPQ) - GAINED 6%

BILIBILI INC (BILI) - GAINED 1.4%

FUTU HOLDINGS LIMITED (FUTU) - GAINED 6.6%

CATERPILLAR INC (CAT) - GAINED 2.3%

ALBEMARLE CORPORATION (ALB) - GAINED 2.1%

DAQO NEW ENERGY CORP (DQ) - GAINED 7.68%

SEA LIMITED (SE) - LOSS 7.36%

DOXIMITY INC (DOCS) - LOSS 4.13%

MICROSTRATEGY INC (MSTR) - GAIN 7.26%

NEWMONT CORP (NEM) - LOSS 1.52%

NVIDIA CORP (NVDA Jul21'23 425 Put) - GAIN 11.51%

THE MOSIAC COMPANY (MOS) - LOSS 4.2%

NVIDIA CORP (NVDA) - GAIN 3%

TRANE TECHNOLOGIES PLC (TT) - BREAKEVEN

THE WALT DISNEY COMPANY (DIS) - BREAKEVEN

MONSTER BEVERAGE CORP (MNST) - LOSS 2.4%

HALLIBURTON CO (HAL) - GAIN 4.32%

SPDR S&P 500 ETF TRUST (SPDR S&P 500 ETF TRUST) - LOSS 49.37%

RIOT PLATFORMS INC (RIOT) - GAIN 13%

MARA DIGITAL HOLDINGS INC (MARA) - GAIN 5.75%

COINBASE GLOBAL INC (COIN) - GAIN 12.9%

MICROSTRATEGY INC (MSTR) - GAIN 9.14%

TWILIO INC (TWLO) - BREAKEVEN

EXPEDIA GROUP INC (EXPE) - LOSS 3%

POOL CORP (POOL) - LOSS 2.7%

CENTURION CORP LTD (OU8.SI) - GAIN 13%

MATCH GROUP INC (MTCH) - GAIN 4.37%

EXPEDIA GROUP INC (EXPE) - GAIN 2.95%

POOL CORP (POOL) - GAIN 3.09%

NVIDIA CORP (NVDA Jul14'23 427.5 Call) - LOSS 0.7%

FUTU HOLDINGS LTD ADR (FUTU) - GAIN 5.77%

TENCENT MUSIC ENTERTAINMENT GROUP (TME) - LOSS 8.23%

JINKOSOLAR HOLDING COMPANY LIMITED (JKS) - LOSS 3.22%

MINISO GROUP HOLDING LTD (MNSO) - GAIN 14.01%

CENTURION CORP LTD (OU8.SI) - GAIN 30.47%

SPDR S&P 500 ETF TRUST (SPY) - LOSS 1.1%

VIPSHOP HOLDINGS LIMITED ADR (VIPS) - GAIN 6%

TRIP.COM GROUP LIMITED ADR (TCOM) - GAIN 5.59%

MONSTER BEVERAGE CORP (MNST) - BREAKEVEN

WARNER BROS DISCOVERY INC (WBD) - GAIN 10.35%

MINISO GROUP HOLDING LTD (MNSO) - GAIN 31.21%

MICROSTRATEGY INC CL-A (MSTR) - GAIN 7.34%

THE WALT DISNEY CO (DIS) - LOSS 2.58%

NKE INC CL-B (NKE) - GAIN 2.85%

VEEVA SYSTEMS INC CL-A (VEEV) - GAIN 11.58%

AMAZON.COM INC (AMZN) - LOSS 6.58%

MOTOROLA SOLUTIONS, INC (MSI) - LOSS 3.88%

NIKE INC CL-B (NKE) - GAIN 9.89%

META PLATFORMS INC CLASS A (META) - LOSS 1.37%

DUOLINGO (DUOL) - LOSS 8.85%

META PLATFORMS INC CLASS A (META) - LOSS 2.17%

ALPHABET INC CLASS C (GOOG) - GAIN 7.31%

MCDONALD'S CORP (MCD) - GAIN 5.77%

MICROSOFT CORP (MSFT) - GAIN 8.81%

THE TRADE DESK INC CLASS A (TTD) - GAIN 14.23%

WINNEBAGO INDUSTRIES (WGO) - GAIN 19.83%

POOL CORP (POOL) - GAIN 3.60%

VEEVA SYSTEMS INC-CLASS A (VEEV) - GAIN 2.84%
