# EDGAR Filing Document

**Accession Number:** 0000900529
**File Stem:** 0001172661-25-003308
**Filing Date:** 2025-8
**Character Count:** 18140
**Document Hash:** c084bf1466b6edfd7875981217e71fcb
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-003308.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0001172661-25-003308

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250814

**EFFECTIVENESS DATE**: 20250814

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** ARDSLEY ADVISORY PARTNERS LP
- **CENTRAL INDEX KEY:** 0000900529

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-04639
- **FILM NUMBER:** 251214966

**BUSINESS ADDRESS:**
- **STREET 1:** 105 ROWAYTON AVE
- **CITY:** NORWALK
- **STATE:** CT
- **ZIP:** 06853
- **BUSINESS PHONE:** 203-564-4230

**MAIL ADDRESS:**
- **STREET 1:** 105 ROWAYTON AVE
- **CITY:** NORWALK
- **STATE:** CT
- **ZIP:** 06853

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** ARDSLEY ADVISORY PARTNERS
- **DATE OF NAME CHANGE:** 19940208

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** ARDSLEY ADVISORY PARTNERS LP<br>**Address:** 105 Rowayton Ave<br>Norwalk, CT 06853

**Form 13F File Number:** 028-04639

**CRD Number (if applicable):** 000301116

**SEC File Number (if applicable):** 801-114966

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Steven Napoli<br>**Title:** Partner<br>**Phone:** 203-564-4230

**Signature, Place, and Date of Signing:**

/s/ Steven Napoli  Stamford, CT  08-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 145

**Form 13F Information Table Value Total:** $760623476

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 2092230 | 7000 | SH | Put | SOLE |  | 7000 | 0 | 0 |
| ADMA BIOLOGICS INC | COM | 000899104 |  | 7284000 | 400000 | SH |  | SOLE |  | 400000 | 0 | 0 |
| ADVANCED ENERGY INDS | COM | 007973100 |  | 4637500 | 35000 | SH |  | SOLE |  | 35000 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 21994500 | 155000 | SH | Put | SOLE |  | 155000 | 0 | 0 |
| AES CORP | COM | 00130H105 |  | 1052000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 |  | 13531930 | 197000 | SH |  | SOLE |  | 197000 | 0 | 0 |
| ALDEYRA THERAPEUTICS INC | COM | 01438T106 |  | 7851500 | 2050000 | SH |  | SOLE |  | 2050000 | 0 | 0 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 1134100 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 10288620 | 58000 | SH |  | SOLE |  | 58000 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 13816530 | 63000 | SH |  | SOLE |  | 63000 | 0 | 0 |
| AMBARELLA INC | SHS | G037AX101 |  | 330325 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| AMPLITUDE INC | COM CL A | 03213A104 |  | 372000 | 30000 | SH | Call | SOLE |  | 30000 | 0 | 0 |
| AMPLITUDE INC | COM CL A | 03213A104 |  | 2604000 | 210000 | SH |  | SOLE |  | 210000 | 0 | 0 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 2800640 | 8000 | SH |  | SOLE |  | 8000 | 0 | 0 |
| ARCHER AVIATION INC | COM CL A | 03945R102 |  | 1085000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 22303580 | 218000 | SH |  | SOLE |  | 218000 | 0 | 0 |
| ARLO TECHNOLOGIES INC | COM | 04206A101 |  | 576640 | 34000 | SH | Put | SOLE |  | 34000 | 0 | 0 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 |  | 17387050 | 107500 | SH |  | SOLE |  | 107500 | 0 | 0 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 |  | 4043500 | 25000 | SH | Call | SOLE |  | 25000 | 0 | 0 |
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 |  | 118000 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| ARS PHARMACEUTICALS INC | COM | 82835W108 |  | 8288750 | 475000 | SH |  | SOLE |  | 475000 | 0 | 0 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 2404170 | 3000 | SH | Put | SOLE |  | 3000 | 0 | 0 |
| ATLAS ENERGY SOLUTIONS INC | COM NEW | 642045108 |  | 2674000 | 200000 | SH |  | SOLE |  | 200000 | 0 | 0 |
| AUTODESK INC | COM | 052769106 |  | 2476560 | 8000 | SH |  | SOLE |  | 8000 | 0 | 0 |
| BALLARD PWR SYS INC NEW | COM | 058586108 |  | 79500 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| BIOCERES CROP SOLUTIONS CORP | SHS | G1117K114 |  | 4441455 | 993614 | SH |  | SOLE |  | 993614 | 0 | 0 |
| BLOCK INC | CL A | 852234103 |  | 475510 | 7000 | SH |  | SOLE |  | 7000 | 0 | 0 |
| BLOOM ENERGY CORP | COM CL A | 093712107 |  | 2870400 | 120000 | SH |  | SOLE |  | 120000 | 0 | 0 |
| BOX INC | CL A | 10316T104 |  | 1623075 | 47500 | SH |  | SOLE |  | 47500 | 0 | 0 |
| BOX INC | CL A | 10316T104 |  | 1708500 | 50000 | SH | Call | SOLE |  | 50000 | 0 | 0 |
| BRIGHTSPRING HEALTH SVCS INC | COM | 10950A106 |  | 3538500 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 21225050 | 77000 | SH |  | SOLE |  | 77000 | 0 | 0 |
| BWX TECHNOLOGIES INC | COM | 05605H100 |  | 12245100 | 85000 | SH |  | SOLE |  | 85000 | 0 | 0 |
| CAMECO CORP | COM | 13321L108 |  | 2820740 | 38000 | SH |  | SOLE |  | 38000 | 0 | 0 |
| CELESTICA INC | COM | 15101Q207 |  | 21074850 | 135000 | SH |  | SOLE |  | 135000 | 0 | 0 |
| CENTRUS ENERGY CORP | CL A | 15643U104 |  | 457950 | 2500 | SH |  | SOLE |  | 2500 | 0 | 0 |
| CIENA CORP | COM NEW | 171779309 |  | 8946300 | 110000 | SH |  | SOLE |  | 110000 | 0 | 0 |
| CIPHER MINING INC | COM | 17253J106 |  | 717000 | 150000 | SH |  | SOLE |  | 150000 | 0 | 0 |
| CLEAN ENERGY FUELS CORP | COM | 184499101 |  | 195000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| CLEAN ENERGY FUELS CORP | COM | 184499101 |  | 975000 | 500000 | SH | Call | SOLE |  | 500000 | 0 | 0 |
| CLEARWAY ENERGY INC | CL C | 18539C204 |  | 1760000 | 55000 | SH |  | SOLE |  | 55000 | 0 | 0 |
| COHERENT CORP | COM | 19247G107 |  | 7761270 | 87000 | SH |  | SOLE |  | 87000 | 0 | 0 |
| CORE SCIENTIFIC INC NEW | COM | 21874A106 |  | 7681500 | 450000 | SH |  | SOLE |  | 450000 | 0 | 0 |
| CORE SCIENTIFIC INC NEW | COM | 21874A106 |  | 1280250 | 75000 | SH | Call | SOLE |  | 75000 | 0 | 0 |
| CORNING INC | COM | 219350105 |  | 7993680 | 152000 | SH |  | SOLE |  | 152000 | 0 | 0 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 |  | 925900 | 10000 | SH | Put | SOLE |  | 10000 | 0 | 0 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 3055860 | 6000 | SH | Put | SOLE |  | 6000 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 |  | 7587800 | 110000 | SH |  | SOLE |  | 110000 | 0 | 0 |
| CYBERARK SOFTWARE LTD | SHS | M2682V108 |  | 7384872 | 18150 | SH |  | SOLE |  | 18150 | 0 | 0 |
| DAVE INC | CLASS A COM NEW | 23834J201 |  | 9394350 | 35000 | SH |  | SOLE |  | 35000 | 0 | 0 |
| DENISON MINES CORP | COM | 248356107 |  | 3640000 | 2000000 | SH |  | SOLE |  | 2000000 | 0 | 0 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 |  | 5361250 | 125000 | SH |  | SOLE |  | 125000 | 0 | 0 |
| EVOLV TECHNOLOGIES HLDNGS IN | COM CL A | 30049H102 |  | 1248000 | 200000 | SH |  | SOLE |  | 200000 | 0 | 0 |
| FERROGLOBE PLC | SHS | G33856108 |  | 7367874 | 2007595 | SH |  | SOLE |  | 2007595 | 0 | 0 |
| FIRST SOLAR INC | COM | 336433107 |  | 2483100 | 15000 | SH |  | SOLE |  | 15000 | 0 | 0 |
| FIRST SOLAR INC | COM | 336433107 |  | 4966200 | 30000 | SH | Call | SOLE |  | 30000 | 0 | 0 |
| FISERV INC | COM | 337738108 |  | 1775823 | 10300 | SH |  | SOLE |  | 10300 | 0 | 0 |
| FLEX LTD | ORD | Y2573F102 |  | 3394560 | 68000 | SH |  | SOLE |  | 68000 | 0 | 0 |
| FLOWSERVE CORP | COM | 34354P105 |  | 1308750 | 25000 | SH |  | SOLE |  | 25000 | 0 | 0 |
| FLUENCE ENERGY INC | COM CL A | 34379V103 |  | 1073600 | 160000 | SH |  | SOLE |  | 160000 | 0 | 0 |
| FLUOR CORP NEW | COM | 343412102 |  | 40810920 | 796000 | SH |  | SOLE |  | 796000 | 0 | 0 |
| FLUOR CORP NEW | COM | 343412102 |  | 3845250 | 75000 | SH | Call | SOLE |  | 75000 | 0 | 0 |
| FTAI INFRASTRUCTURE INC | COMMON STOCK | 35953C106 |  | 1234000 | 200000 | SH |  | SOLE |  | 200000 | 0 | 0 |
| GENEDX HOLDINGS CORP | COM CL A | 81663L200 |  | 7384800 | 80000 | SH |  | SOLE |  | 80000 | 0 | 0 |
| GLOBAL E ONLINE LTD | SHS | M5216V106 |  | 536640 | 16000 | SH |  | SOLE |  | 16000 | 0 | 0 |
| GLOBAL E ONLINE LTD | SHS | M5216V106 |  | 134160 | 4000 | SH | Call | SOLE |  | 4000 | 0 | 0 |
| GREEN PLAINS INC | COM | 393222104 |  | 301500 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| HA SUSTAINABLE INFRA CAP INC | COM | 41068X100 |  | 1477300 | 55000 | SH |  | SOLE |  | 55000 | 0 | 0 |
| HUBSPOT INC | COM | 443573100 |  | 2226520 | 4000 | SH | Put | SOLE |  | 4000 | 0 | 0 |
| HUMANA INC | COM | 444859102 |  | 12224000 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| HUT 8 CORP | COM | 44812J104 |  | 1395000 | 75000 | SH | Call | SOLE |  | 75000 | 0 | 0 |
| HUT 8 CORP | COM | 44812J104 |  | 9765000 | 525000 | SH |  | SOLE |  | 525000 | 0 | 0 |
| INDIVIOR PLC | ORD | G4766E116 |  | 10686500 | 725000 | SH |  | SOLE |  | 725000 | 0 | 0 |
| INTAPP INC | COM | 45827U109 |  | 1032400 | 20000 | SH | Put | SOLE |  | 20000 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | SOLAR ETF | 46138G706 |  | 3426000 | 100000 | SH | Call | SOLE |  | 100000 | 0 | 0 |
| ISHARES TR | MSCI INDIA SM CP | 46429B614 |  | 4630800 | 60000 | SH |  | SOLE |  | 60000 | 0 | 0 |
| ISHARES TR | GL CLEAN ENE ETF | 464288224 |  | 5244000 | 400000 | SH | Call | SOLE |  | 400000 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 1752120 | 18000 | SH | Put | SOLE |  | 18000 | 0 | 0 |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 |  | 3184350 | 65000 | SH |  | SOLE |  | 65000 | 0 | 0 |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 |  | 2057580 | 42000 | SH | Call | SOLE |  | 42000 | 0 | 0 |
| MAGNITE INC | COM | 55955D100 |  | 8924400 | 370000 | SH |  | SOLE |  | 370000 | 0 | 0 |
| MANHATTAN ASSOCIATES INC | COM | 562750109 |  | 1619254 | 8200 | SH |  | SOLE |  | 8200 | 0 | 0 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 34675200 | 448000 | SH | Put | SOLE |  | 448000 | 0 | 0 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 6101900 | 70000 | SH |  | SOLE |  | 70000 | 0 | 0 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 4704534 | 1800 | SH |  | SOLE |  | 1800 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 7011855 | 9500 | SH |  | SOLE |  | 9500 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 2465000 | 20000 | SH | Put | SOLE |  | 20000 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 20884500 | 42000 | SH |  | SOLE |  | 42000 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 3481870 | 7000 | SH | Put | SOLE |  | 7000 | 0 | 0 |
| MIRION TECHNOLOGIES INC | COM CL A | 60471A101 |  | 9973127 | 463220 | SH |  | SOLE |  | 463220 | 0 | 0 |
| MP MATERIALS CORP | COM CL A | 553368101 |  | 3172050 | 95000 | SH |  | SOLE |  | 95000 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 11382605 | 8500 | SH |  | SOLE |  | 8500 | 0 | 0 |
| NEXGEN ENERGY LTD | COM | 65340P106 |  | 347309 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| NOKIA CORP | SPONSORED ADR | 654902204 |  | 1968400 | 380000 | SH |  | SOLE |  | 380000 | 0 | 0 |
| NOKIA CORP | SPONSORED ADR | 654902204 |  | 1243200 | 240000 | SH | Call | SOLE |  | 240000 | 0 | 0 |
| NRG ENERGY INC | COM NEW | 629377508 |  | 802900 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 |  | 6860000 | 500000 | SH |  | SOLE |  | 500000 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 23803640 | 151000 | SH |  | SOLE |  | 151000 | 0 | 0 |
| OKLO INC | COM CL A | 02156V109 |  | 1120008 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| ON SEMICONDUCTOR CORP | COM | 682189105 |  | 366870 | 7000 | SH | Put | SOLE |  | 7000 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 21863000 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| ORION GROUP HLDGS INC | COM | 68628V308 |  | 2947750 | 325000 | SH |  | SOLE |  | 325000 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 3990480 | 19500 | SH |  | SOLE |  | 19500 | 0 | 0 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 2229600 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| PERPETUA RESOURCES CORP | COM | 714266103 |  | 910500 | 75000 | SH |  | SOLE |  | 75000 | 0 | 0 |
| PLANET LABS PBC | COM CL A | 72703X106 |  | 762500 | 125000 | SH |  | SOLE |  | 125000 | 0 | 0 |
| PLANET LABS PBC | COM CL A | 72703X106 |  | 183000 | 30000 | SH | Call | SOLE |  | 30000 | 0 | 0 |
| PLUG POWER INC | COM NEW | 72919P202 |  | 372575 | 250000 | SH |  | SOLE |  | 250000 | 0 | 0 |
| POWERFLEET INC | COM | 73931J109 |  | 754250 | 175000 | SH |  | SOLE |  | 175000 | 0 | 0 |
| PROFOUND MED CORP | COM NEW | 74319B502 |  | 1947000 | 330000 | SH |  | SOLE |  | 330000 | 0 | 0 |
| PUBMATIC INC | COM CL A | 74467Q103 |  | 435400 | 35000 | SH |  | SOLE |  | 35000 | 0 | 0 |
| REMITLY GLOBAL INC | COM | 75960P104 |  | 5631000 | 300000 | SH |  | SOLE |  | 300000 | 0 | 0 |
| RIOT PLATFORMS INC | COM | 767292105 |  | 3672500 | 325000 | SH |  | SOLE |  | 325000 | 0 | 0 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 |  | 2435680 | 26000 | SH |  | SOLE |  | 26000 | 0 | 0 |
| ROBLOX CORP | CL A | 771049103 |  | 1578000 | 15000 | SH |  | SOLE |  | 15000 | 0 | 0 |
| ROGERS CORP | COM | 775133101 |  | 684800 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| SAMSARA INC | COM CL A | 79589L106 |  | 676260 | 17000 | SH | Put | SOLE |  | 17000 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 11822920 | 11500 | SH |  | SOLE |  | 11500 | 0 | 0 |
| SHOALS TECHNOLOGIES GROUP IN | CL A | 82489W107 |  | 1275000 | 300000 | SH |  | SOLE |  | 300000 | 0 | 0 |
| SHOALS TECHNOLOGIES GROUP IN | CL A | 82489W107 |  | 850000 | 200000 | SH | Call | SOLE |  | 200000 | 0 | 0 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 6851790 | 59400 | SH |  | SOLE |  | 59400 | 0 | 0 |
| SOLARIS ENERGY INFRAS INC | COM CL A | 83418M103 |  | 565800 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 30892500 | 50000 | SH | Call | SOLE |  | 50000 | 0 | 0 |
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 |  | 3968150 | 130000 | SH |  | SOLE |  | 130000 | 0 | 0 |
| SUNOPTA INC | COM | 8676EP108 |  | 5916000 | 1020000 | SH |  | SOLE |  | 1020000 | 0 | 0 |
| SUNRUN INC | COM | 86771W105 |  | 1615550 | 197500 | SH | Call | SOLE |  | 197500 | 0 | 0 |
| SUNRUN INC | COM | 86771W105 |  | 2535800 | 310000 | SH |  | SOLE |  | 310000 | 0 | 0 |
| SURGERY PARTNERS INC | COM | 86881A100 |  | 6669000 | 300000 | SH |  | SOLE |  | 300000 | 0 | 0 |
| TD SYNNEX CORPORATION | COM | 87162W100 |  | 814200 | 6000 | SH |  | SOLE |  | 6000 | 0 | 0 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 |  | 10035865 | 59500 | SH |  | SOLE |  | 59500 | 0 | 0 |
| TERADYNE INC | COM | 880770102 |  | 1429728 | 15900 | SH |  | SOLE |  | 15900 | 0 | 0 |
| TERAWULF INC | COM | 88080T104 |  | 7227000 | 1650000 | SH |  | SOLE |  | 1650000 | 0 | 0 |
| TERAWULF INC | COM | 88080T104 |  | 1314000 | 300000 | SH | Call | SOLE |  | 300000 | 0 | 0 |
| TETRA TECHNOLOGIES INC DEL | COM | 88162F105 |  | 588000 | 175000 | SH |  | SOLE |  | 175000 | 0 | 0 |
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 |  | 6704000 | 400000 | SH |  | SOLE |  | 400000 | 0 | 0 |
| THE TRADE DESK INC | COM CL A | 88339J105 |  | 575920 | 8000 | SH | Put | SOLE |  | 8000 | 0 | 0 |
| TRANSALTA CORP | COM | 89346D107 |  | 1132572 | 105000 | SH |  | SOLE |  | 105000 | 0 | 0 |
| TRIPADVISOR INC | COM | 896945201 |  | 783000 | 60000 | SH | Call | SOLE |  | 60000 | 0 | 0 |
| TRIPADVISOR INC | COM | 896945201 |  | 2466450 | 189000 | SH |  | SOLE |  | 189000 | 0 | 0 |
| UNIVERSAL TECHNICAL INST INC | COM | 913915104 |  | 1525050 | 45000 | SH | Put | SOLE |  | 45000 | 0 | 0 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 1952160 | 7000 | SH | Put | SOLE |  | 7000 | 0 | 0 |
| WNS HLDGS LTD | COM SHS | G98196101 |  | 2213400 | 35000 | SH |  | SOLE |  | 35000 | 0 | 0 |
| XPLR INFRASTRUCTURE LP | COM UNIT PART IN | 65341B106 |  | 5986000 | 730000 | SH |  | SOLE |  | 730000 | 0 | 0 |
| ZETA GLOBAL HOLDINGS CORP | CL A | 98956A105 |  | 573130 | 37000 | SH | Put | SOLE |  | 37000 | 0 | 0 |
| ZSCALER INC | COM | 98980G102 |  | 5023040 | 16000 | SH |  | SOLE |  | 16000 | 0 | 0 |

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