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 1,182 12,600 SH   SOLE   12,600 0 0
MONDAY COM LTD SHS M7S64H106 608 5,900 SH   SOLE   5,900 0 0
ELASTIC N V ORD SHS N14506104 3,593 53,100 SH   SOLE   53,100 0 0
SINOVAC BIOTECH LTD SHS P8696W104 0 29,100 SH   SOLE   29,100 0 0
AIRBNB INC COM CL A 009066101 783 8,800 SH   SOLE   8,800 0 0
AMAZON COM INC COM 023135106 4,586 43,180 SH   SOLE   43,180 0 0
AMPLITUDE INC COM CL A 03213A104 472 33,100 SH   SOLE   33,100 0 0
ASANA INC CL A 04342Y104 2,749 156,400 SH   SOLE   156,400 0 0
CARNIVAL CORP COMMON STOCK 143658300 1,652 191,000 SH   SOLE   191,000 0 0
DARDEN RESTAURANTS INC COM 237194105 3,732 33,000 SH   SOLE   33,000 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C201 3,229 548,279 SH   SOLE   548,279 0 0
EXPRESS INC COM 30219E103 1,507 769,000 SH   SOLE   769,000 0 0
META PLATFORMS INC CL A 30303M102 9,370 58,110 SH   SOLE   58,110 0 0
FOSSIL GROUP INC COM 34988V106 289 55,900 SH   SOLE   55,900 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 19,603 66,000 SH   SOLE   66,000 0 0
HALLIBURTON CO COM 406216101 291 9,300 SH   SOLE   9,300 0 0
J JILL INC COM 46620W201 2,286 125,000 SH   SOLE   125,000 0 0
JAKKS PAC INC COM NEW 47012E403 2,887 228,100 SH   SOLE   228,100 0 0
PINTEREST INC CL A 72352L106 493 27,200 SH   SOLE   27,200 0 0
PITNEY BOWES INC COM 724479100 76 21,000 SH   SOLE   21,000 0 0
REVLON INC CL A NEW 761525609 112 20,700 SH   SOLE   20,700 0 0
SALESFORCE INC COM 79466L302 5,248 31,800 SH   SOLE   31,800 0 0
SPARTANNASH CO COM 847215100 467 15,500 SH   SOLE   15,500 0 0
BLOCK INC CL A 852234103 817 13,300 SH   SOLE   13,300 0 0
TESLA INC COM 88160R101 1,279 1,900 SH   SOLE   1,900 0 0
TWILIO INC CL A 90138F102 435 5,200 SH   SOLE   5,200 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206 308 12,500 SH   SOLE   12,500 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 734 6,800 SH   SOLE   6,800 0 0