CloudAlpha Capital Management Limited/Hong Kong 13FHR Quarterly holdings report by institutional manager | SEC 2 Nov 23

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

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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
AMAZON COM INC	COM	023135106	20,276	159,500	SH		SOLE		159,500	0	0
DATADOG INC	CL A COM	23804L103	902	9,900	SH		SOLE		9,900	0	0
INVESCO QQQ TR	UNIT SER 1	46090E103	14,868	41,500	SH	Put	SOLE		41,500	0	0
NVIDIA CORPORATION	COM	67066G104	65,618	150,850	SH		SOLE		150,850	0	0
NVIDIA CORPORATION	COM	67066G104	4,350	10,000	SH	Call	SOLE		10,000	0	0
SNOWFLAKE INC	CL A	833445109	23,407	153,214	SH		SOLE		153,214	0	0
TESLA INC	COM	88160R101	84,125	336,204	SH		SOLE		336,204	0	0
TESLA INC	COM	88160R101	140,123	560,000	SH	Call	SOLE		560,000	0	0
TESLA INC	COM	88160R101	2,752	11,000	SH	Put	SOLE		11,000	0	0
MARVELL TECHNOLOGY INC	COM	573874104	899	16,600	SH		SOLE		16,600	0	0
META PLATFORMS INC	CL A	30303M102	14,800	49,300	SH		SOLE		49,300	0	0
META PLATFORMS INC	CL A	30303M102	11,108	37,000	SH	Call	SOLE		37,000	0	0
APPLE INC	COM	037833100	18,135	105,925	SH		SOLE		105,925	0	0
APPLE INC	COM	037833100	7,448	43,500	SH	Call	SOLE		43,500	0	0
ADOBE SYSTEMS INCORPORATED	COM	00724F101	11,728	23,000	SH		SOLE		23,000	0	0
ADVANCED MICRO DEVICES INC	COM	007903107	123,271	1,198,900	SH		SOLE		1,198,900	0	0
ADVANCED MICRO DEVICES INC	COM	007903107	262,397	2,552,000	SH	Call	SOLE		2,552,000	0	0
ALPHABET INC	CAP STK CL A	02079K305	89,691	685,400	SH		SOLE		685,400	0	0
ALPHABET INC	CAP STK CL A	02079K305	65,430	500,000	SH	Call	SOLE		500,000	0	0
MICROSOFT CORP	COM	594918104	88,239	279,460	SH		SOLE		279,460	0	0
MICROSOFT CORP	COM	594918104	195,765	620,000	SH	Call	SOLE		620,000	0	0
NAVITAS SEMICONDUCTOR CORP	COM	63942X106	434	62,500	SH		SOLE		62,500	0	0
UNITY SOFTWARE INC	COM	91332U101	11,426	364,000	SH		SOLE		364,000	0	0
APPLIED OPTOELECTRONICS INC	COM	03823U102	1,455	132,590	SH		SOLE		132,590	0	0
COHERENT CORP	COM	19247G107	1,567	48,000	SH		SOLE		48,000	0	0
GITLAB INC	CLASS A COM	37637K108	8,434	186,500	SH		SOLE		186,500	0	0
HUBSPOT INC	COM	443573100	2,221	4,510	SH		SOLE		4,510	0	0
MONGODB INC	CL A	60937P106	1,764	5,100	SH		SOLE		5,100	0	0
SERVICENOW INC	COM	81762P102	559	1,000	SH		SOLE		1,000	0	0
ORACLE CORP	COM	68389X105	57,991	547,500	SH		SOLE		547,500	0	0
SUPER MICRO COMPUTER INC	COM	86800U104	25,228	92,000	SH		SOLE		92,000	0	0
SNAP INC	CL A	83304A106	2,673	300,000	SH	Call	SOLE		300,000	0	0
ZOOM VIDEO COMMUNICATIONS IN	CL A	98980L101	83,044	1,187,361	SH		SOLE		1,187,361	0	0
ZOOM VIDEO COMMUNICATIONS IN	CL A	98980L101	304,239	4,350,000	SH	Call	SOLE		4,350,000	0	0
ELASTIC N V	ORD SHS	N14506104	838	10,317	SH		SOLE		10,317	0	0
BROADCOM INC	COM	11135F101	2,355	2,835	SH		SOLE		2,835	0	0
CAMTEK LTD	ORD	M20791105	1,525	24,500	SH		SOLE		24,500	0	0
CELESTICA INC	SUB VTG SHS	15101Q108	1,422	58,000	SH		SOLE		58,000	0	0
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	G25457105	2,028	133,000	SH		SOLE		133,000	0	0
FABRINET	SHS	G3323L100	1,416	8,500	SH		SOLE		8,500	0	0
KRANESHARES TR	CSI CHI INTERNET	500767306	90,321	3,300,000	SH	Call	SOLE		3,300,000	0	0
PALANTIR TECHNOLOGIES INC	CL A	69608A108	7,008	438,000	SH		SOLE		438,000	0	0
VANECK ETF TRUST	SEMICONDUCTR ETF	92189F676	4,784	33,000	SH	Put	SOLE		33,000	0	0
ISHARES TR	ISHARES SEMICDTR	464287523	3,079	6,500	SH	Put	SOLE		6,500	0	0
SPDR SER TR	S&P RETAIL ETF	78464A714	4,565	75,000	SH	Put	SOLE		75,000	0	0

CloudAlpha Capital Management Limited/Hong Kong 13F-HRQuarterly holdings report by institutional manager