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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7,958 70,000 SH   SOLE   70,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 2,666 65,000 SH   SOLE   65,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 9,312 70,000 SH   SOLE   70,000 0 0
CLOUDFLARE INC CL A COM 18915M107 5,600 128,000 SH   SOLE   128,000 0 0
CYTEK BIOSCIENCES INC COM 23285D109 17,698 1,649,400 SH   SOLE   1,649,400 0 0
DANAHER CORPORATION COM 235851102 5,577 22,000 SH   SOLE   22,000 0 0
DECKERS OUTDOOR CORP COM 243537107 3,830 15,000 SH   SOLE   15,000 0 0
ENERGY RECOVERY INC COM 29270J100 3,301 170,000 SH   SOLE   170,000 0 0
FERRARI N V COM N3167Y103 11,009 60,000 SH   SOLE   60,000 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 6,538 10,000 SH   SOLE   10,000 0 0
INMODE LTD SHS M5425M103 14,230 635,000 SH   SOLE   635,000 0 0
INSPIRE MED SYS INC COM 457730109 2,740 15,000 SH   SOLE   15,000 0 0
MICROSOFT CORP COM 594918104 12,842 50,000 SH   SOLE   50,000 0 0
REPLIGEN CORP COM 759916109 24,116 148,500 SH   SOLE   148,500 0 0
SERVICENOW INC COM 81762P102 9,510 20,000 SH   SOLE   20,000 0 0
VISA INC COM CL A 92826C839 8,860 45,000 SH   SOLE   45,000 0 0