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
CAPRI HOLDINGS LIMITED SHS G1890L107 2,306 60,000 SH   SOLE   60,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 12,111 73,000 SH   SOLE   73,000 0 0
CLOUDFLARE INC CL A COM 18915M107 4,701 85,000 SH   SOLE   85,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 2,390 14,500 SH   SOLE   14,500 0 0
CYTEK BIOSCIENCES INC COM 23285D109 12,070 820,000 SH   SOLE   820,000 0 0
DANAHER CORPORATION COM 235851102 10,332 40,000 SH   SOLE   40,000 0 0
DECKERS OUTDOOR CORP COM 243537107 3,595 11,500 SH   SOLE   11,500 0 0
ENERGY RECOVERY INC COM 29270J100 4,348 200,000 SH   SOLE   200,000 0 0
EQT CORP COM 26884L109 7,946 195,000 SH   SOLE   195,000 0 0
FERRARI N V COM N3167Y103 8,325 45,000 SH   SOLE   45,000 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 6,379 8,000 SH   SOLE   8,000 0 0
INMODE LTD SHS M5425M103 30,577 1,050,400 SH   SOLE   1,050,400 0 0
INSPIRE MED SYS INC COM 457730109 4,807 27,100 SH   SOLE   27,100 0 0
MICROSOFT CORP COM 594918104 12,111 52,000 SH   SOLE   52,000 0 0
NETFLIX INC COM 64110L106 13,420 57,000 SH   SOLE   57,000 0 0
OPTION CARE HEALTH INC COM NEW 68404L201 11,046 351,000 SH   SOLE   351,000 0 0
REPLIGEN CORP COM 759916109 10,067 53,800 SH   SOLE   53,800 0 0
VISA INC COM CL A 92826C839 10,304 58,000 SH   SOLE   58,000 0 0