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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107   4,422,005 29,998 SH   SOLE   27,422 0 2,576
CELESTICA INC SUB VTG SHS 15101Q108   36,885,627 1,259,755 SH   SOLE   1,034,006 0 225,749
CELESTICA INC SUB VTG SHS 15101Q108   23,438,640 800,500 SH Put SOLE   800,500 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   11,374,356 567,866 SH   SOLE   523,599 0 44,267
DYNATRACE INC COM NEW 268150109   16,776,814 306,762 SH   SOLE   281,622 0 25,140
FLEX LTD ORD Y2573F102   33,856,990 1,111,523 SH   SOLE   1,022,677 0 88,846
GLOBAL E ONLINE LTD SHS M5216V106   1,232,176 31,092 SH   SOLE   25,000 0 6,092
GODADDY INC CL A 380237107   12,829,330 120,849 SH   SOLE   111,072 0 9,777
INFORMATICA CORP COM CL A 45674M101   25,407,006 894,928 SH   SOLE   819,029 0 75,899
INTERDIGITAL INC COM 45867G101   51,318,471 472,807 SH   SOLE   435,347 0 37,460
INTERDIGITAL INC COM 45867G101   40,962,996 377,400 SH Put SOLE   377,400 0 0
INTERDIGITAL INC COM 45867G101   10,354,716 95,400 SH Put SOLE   95,400 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   24,571,200 60,000 SH Put SOLE   60,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   40,142,000 200,000 SH Put SOLE   200,000 0 0
NVIDIA CORP COM 67066G104   20,151,493 40,692 SH   SOLE   37,439 0 3,253
PTC INC COM 69370C100   3,353,633 19,168 SH   SOLE   17,619 0 1,549
SPROUT SOCIAL INC COM CL A 85209W109   16,639,488 270,825 SH   SOLE   248,688 0 22,137
TALKSPACE INC COM 87427V103   12,700,000 5,000,000 SH   SOLE   5,000,000 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   38,538,398 1,262,726 SH   SOLE   1,161,800 0 100,926
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   27,979,200 160,000 SH Put SOLE   160,000 0 0
VESTIS CORPORATION COM SHS 29430C102   13,999,013 662,205 SH   SOLE   609,274 0 52,931
WIX COM LTD SHS M98068105   57,511,112 467,494 SH   SOLE   391,962 0 75,532
WIX COM LTD SHS M98068105   18,453,000 150,000 SH Put SOLE   150,000 0 0
ZILLOW GROUP INC CL A 98954M101   4,384,116 77,294 SH   SOLE   70,794 0 6,500