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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
BANK OF N.T. BUTTERFIELD SHS NEW G0772R208   3,199,000 100,000 SH   SOLE   100,000 0 0
FIVER INTERNATIONAL ORD SHS M4R82T106   1,264,200 60,000 SH   SOLE   60,000 0 0
SIMILARWEB LTD SHS M84137104   20,549,052 2,283,228 SH   SOLE   2,283,228 0 0
TABOOLA.COM LTD WRNT *W EXP 99/99/999 M8744T114   38,700 90,000 SH   SOLE   90,000 0 0
ANGI INC COM CL A NEW 00183L102   7,235,594 2,761,677 SH   SOLE   2,761,677 0 0
API GROUP CORP. COM STK 00187Y100   14,736,068 375,250 SH   SOLE   375,250 0 0
ALPHABET INC CAP STK CL A 02079K305   4,905,225 32,500 SH   SOLE   32,500 0 0
ALPHABET INC CAP STK CL A 02079K305   6,791,850 45,000 SH Call SOLE   45,000 0 0
AMAZON.COM COM 023135106   50,055,450 277,500 SH   SOLE   277,500 0 0
AMAZON.COM COM 023135106   27,057,000 150,000 SH Call SOLE   150,000 0 0
APOLLO GLOBAL MGT COM 03769M106   6,184,750 55,000 SH   SOLE   55,000 0 0
APPLE INC COM 037833100   1,457,580 8,500 SH   SOLE   8,500 0 0
ARAMARK COM 03852U106   14,570,781 448,056 SH   SOLE   448,056 0 0
ARCHER AVIATION INCWTS *W EXP 09/16/202 03945R110   80,976 112,467 SH   SOLE   112,467 0 0
BALL CORP COM 058498106   33,680,000 500,000 SH   SOLE   500,000 0 0
BANK OF AMERICA. COM 060505104   568,800 15,000 SH   SOLE   15,000 0 0
CVS CORP COM 126650100   3,988,000 50,000 SH   SOLE   50,000 0 0
CAESARS ENTERTAINMENT COM 12769G100   8,835,480 202,000 SH   SOLE   202,000 0 0
CANTALOUPE INC COM 138103106   10,899,274 1,695,066 SH   SOLE   1,695,066 0 0
COGENT COMMUNICATIONS COM NEW 19239V302   15,061,309 230,542 SH   SOLE   230,542 0 0
DELL TECHNOLOGIES CL C 24703L202   570,550 5,000 SH   SOLE   5,000 0 0
DIME COMMUNITY BANCSHARES COM 25432X102   4,883,431 253,553 SH   SOLE   253,553 0 0
DISCOVER FINANCIAL SERVICES COM 254709108   3,932,700 30,000 SH   SOLE   30,000 0 0
EDWARDS LIFESCIENCES COM 28176E108   668,920 7,000 SH   SOLE   7,000 0 0
GOLDMAN SACHS GROUP COM 38141G104   2,297,295 5,500 SH   SOLE   5,500 0 0
IAC INC COM NEW 44891N208   30,069,145 563,726 SH   SOLE   563,726 0 0
INNOVID CORP CLASS A WRTNS *W EXP 11/30/202 457679116   998 22,187 SH   SOLE   22,187 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   84,361,900 190,000 SH Put SOLE   190,000 0 0
ISHARES SILVER TR ISHARES 46428Q109   1,137,500 50,000 SH Call SOLE   50,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   7,360,500 35,000 SH Call SOLE   35,000 0 0
JPMORGAN CHASE & CO COM 46625H100   2,403,600 12,000 SH   SOLE   12,000 0 0
MP MATERIALS COM CL A 553368101   716,416 50,099 SH   SOLE   50,099 0 0
MATCH GROUP COM 57667L107   12,400,468 341,799 SH   SOLE   341,799 0 0
MICROSOFT CORP COM 594918104   77,286,264 183,700 SH   SOLE   183,700 0 0
MICROSOFT CORP COM 594918104   66,347,544 157,700 SH Put SOLE   157,700 0 0
NIKE INC. CL B 654106103   16,258,540 173,000 SH   SOLE   173,000 0 0
NIKE INC. CL B 654106103   18,796,000 200,000 SH Call SOLE   200,000 0 0
OFFERPAD SOLUTIONS INC COM CL A 67623L307   6,252,269 771,885 SH   SOLE   771,885 0 0
PALO ALTO NETWORKS INC COM 697435105   710,325 2,500 SH   SOLE   2,500 0 0
RANPAK HOLDINGS CORP COM CL A 75321W103   5,448,283 692,285 SH   SOLE   692,285 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   496,916,500 950,000 SH Put SOLE   950,000 0 0
SPDR SER TR S&P REGL BKG ETF S&P REGL BKG 78464A698   3,771,000 75,000 SH   SOLE   75,000 0 0
SPDR S&P BIOTECHCS S&P BIOTECH 78464A870   1,660,575 17,500 SH   SOLE   17,500 0 0
SNOWFLAKE CL A 833445109   404,000 2,500 SH   SOLE   2,500 0 0
BLOCK INC CL A 852234103   634,350 7,500 SH   SOLE   7,500 0 0
T-MOBILE US INC COM 872590104   24,490,018 150,043 SH   SOLE   150,043 0 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109   18,533,037 124,810 SH   SOLE   124,810 0 0
TECK RESOURCES CL B 878742204   2,289,000 50,000 SH   SOLE   50,000 0 0
TIMKEN COM 887389104   3,060,050 35,000 SH   SOLE   35,000 0 0
TRIMBLE COM 896239100   5,029,605 78,148 SH   SOLE   78,148 0 0
TRIUMPH GROUP COM 896818101   1,203,907 80,047 SH   SOLE   80,047 0 0
UBER COM 90353T100   36,100,611 468,900 SH   SOLE   468,900 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   3,487,345 15,500 SH   SOLE   15,500 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   3,374,850 15,000 SH Put SOLE   15,000 0 0