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
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,902 12,600 SH   SOLE   12,600 0 0
MONDAY COM LTD SHS M7S64H106 932 5,900 SH   SOLE   5,900 0 0
ELASTIC N V ORD SHS N14506104 4,723 53,100 SH   SOLE   53,100 0 0
AFFIRM HLDGS INC COM CL A 00827B106 226 4,900 SH   SOLE   4,900 0 0
AIRBNB INC COM CL A 009066101 1,511 8,800 SH   SOLE   8,800 0 0
AMAZON COM INC COM 023135106 8,016 2,459 SH   SOLE   2,459 0 0
AMPLITUDE INC COM CL A 03213A104 610 33,100 SH   SOLE   33,100 0 0
ASANA INC CL A 04342Y104 6,251 156,400 SH   SOLE   156,400 0 0
CARNIVAL CORP COMMON STOCK 143658300 3,862 191,000 SH   SOLE   191,000 0 0
DARDEN RESTAURANTS INC COM 237194105 4,387 33,000 SH   SOLE   33,000 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C201 7,830 1,098,279 SH   SOLE   1,098,279 0 0
META PLATFORMS INC CL A 30303M102 16,034 72,110 SH   SOLE   72,110 0 0
FOSSIL GROUP INC COM 34988V106 538 55,900 SH   SOLE   55,900 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 21,786 66,000 SH   SOLE   66,000 0 0
HALLIBURTON CO COM 406216101 454 12,000 SH   SOLE   12,000 0 0
JAKKS PAC INC COM NEW 47012E403 3,200 228,100 SH   SOLE   228,100 0 0
NETFLIX INC COM 64110L106 2,210 5,900 SH   SOLE   5,900 0 0
PINTEREST INC CL A 72352L106 669 27,200 SH   SOLE   27,200 0 0
PITNEY BOWES INC COM 724479100 109 21,000 SH   SOLE   21,000 0 0
REVLON INC CL A NEW 761525609 167 20,700 SH   SOLE   20,700 0 0
SALESFORCE COM INC COM 79466L302 12,059 56,800 SH   SOLE   56,800 0 0
SPARTANNASH CO COM 847215100 511 15,500 SH   SOLE   15,500 0 0
BLOCK INC CL A 852234103 1,803 13,300 SH   SOLE   13,300 0 0
TESLA INC COM 88160R101 2,047 1,900 SH   SOLE   1,900 0 0
TWILIO INC CL A 90138F102 857 5,200 SH   SOLE   5,200 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206 472 12,500 SH   SOLE   12,500 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 797 6,800 SH   SOLE   6,800 0 0