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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
SPOTIFY TECHNOLOGY S A SHS L8681T102 2,948 12,600 SH   SOLE   12,600 0 0
MONDAY COM LTD SHS M7S64H106 1,821 5,900 SH   SOLE   5,900 0 0
ELASTIC N V ORD SHS N14506104 6,536 53,100 SH   SOLE   53,100 0 0
SINOVAC BIOTECH LTD SHS P8696W104 0 29,100 SH   SOLE   29,100 0 0
AFFIRM HLDGS INC COM CL A 00827B106 492 4,900 SH   SOLE   4,900 0 0
AIRBNB INC COM CL A 009066101 1,465 8,800 SH   SOLE   8,800 0 0
AMAZON COM INC COM 023135106 11,200 3,359 SH   SOLE   3,359 0 0
AMPLITUDE INC COM CL A 03213A104 2,546 48,100 SH   SOLE   48,100 0 0
ASANA INC CL A 04342Y104 11,659 156,400 SH   SOLE   156,400 0 0
CARNIVAL CORP COMMON STOCK 143658300 3,842 191,000 SH   SOLE   191,000 0 0
DARDEN RESTAURANTS INC COM 237194105 4,971 33,000 SH   SOLE   33,000 0 0
ENPHASE ENERGY INC COM 29355A107 1,262 6,900 SH   SOLE   6,900 0 0
META PLATFORMS INC CL A 30303M102 34,734 103,270 SH   SOLE   103,270 0 0
FOSSIL GROUP INC COM 34988V106 575 55,900 SH   SOLE   55,900 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 25,248 66,000 SH   SOLE   66,000 0 0
HALLIBURTON CO COM 406216101 297 13,000 SH   SOLE   13,000 0 0
JAKKS PAC INC COM NEW 47012E403 2,317 228,100 SH   SOLE   228,100 0 0
NETFLIX INC COM 64110L106 3,554 5,900 SH   SOLE   5,900 0 0
PINTEREST INC CL A 72352L106 988 27,200 SH   SOLE   27,200 0 0
PITNEY BOWES INC COM 724479100 139 21,000 SH   SOLE   21,000 0 0
REVLON INC CL A NEW 761525609 234 20,700 SH   SOLE   20,700 0 0
RYDER SYS INC COM 783549108 206 2,500 SH   SOLE   2,500 0 0
SALESFORCE COM INC COM 79466L302 14,434 56,800 SH   SOLE   56,800 0 0
SPARTANNASH CO COM 847215100 399 15,500 SH   SOLE   15,500 0 0
BLOCK INC CL A 852234103 2,148 13,300 SH   SOLE   13,300 0 0
TESLA INC COM 88160R101 1,902 1,800 SH   SOLE   1,800 0 0
TWILIO INC CL A 90138F102 1,369 5,200 SH   SOLE   5,200 0 0
VIACOMCBS INC CL B 92556H206 754 25,000 SH   SOLE   25,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,250 6,800 SH   SOLE   6,800 0 0