The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 977,980 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | |||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 5,695,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 14,604,300 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | |||
| BURFORD CAP LTD | ORD SHS | G17977110 | 9,439,500 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | |||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 1,078,792 | 4,600 | SH | SOLE | 4,600 | 0 | 0 | |||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 4,570,800 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| CLOUDFLARE INC | CL A COM | 18915M107 | 8,171,250 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| CYTEK BIOSCIENCES INC | COM | 23285D109 | 3,250,247 | 380,591 | SH | SOLE | 380,591 | 0 | 0 | |||
| DANAHER CORPORATION | COM | 235851102 | 3,600,000 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| DECKERS OUTDOOR CORP | COM | 243537107 | 7,914,900 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| ENERGY RECOVERY INC | COM | 29270J100 | 6,987,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| FERRARI N V | COM | N3167Y103 | 8,780,670 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | |||
| GALLAGHER ARTHUR J & CO | COM | 363576109 | 10,978,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| INMODE LTD | SHS | M5425M103 | 11,205,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| INSPIRE MED SYS INC | COM | 457730109 | 2,597,120 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | |||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 107,131,800 | 290,000 | SH | Put | SOLE | 290,000 | 0 | 0 | ||
| LILLY ELI & CO | COM | 532457108 | 7,034,700 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 1,793,400 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 34,054,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 5,726,370 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 9,517,950 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | |||
| PROLOGIS INC. | COM | 74340W103 | 7,970,950 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | |||
| REPLIGEN CORP | COM | 759916109 | 1,980,440 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | |||
| SYNOPSYS INC | COM | 871607107 | 1,132,066 | 2,600 | SH | SOLE | 2,600 | 0 | 0 | |||
| VISA INC | COM CL A | 92826C839 | 3,562,200 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||