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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   449,633 4,113 SH   SOLE NONE 4,113 0 0
ABBVIE INC COM 00287Y109   21,695,800 140,000 SH   SOLE NONE 140,000 0 0
ADOBE INC COM 00724F101   18,708,183 31,358 SH   SOLE NONE 31,358 0 0
ADVANCED MICRO DEVICES INC COM 007903107   58,964,000 400,000 SH Call SOLE NONE 400,000 0 0
ALBEMARLE CORP COM 012653101   5,524,771 38,239 SH   SOLE NONE 38,239 0 0
ALPHABET INC CAP STK CL C 02079K107   70,465,000 500,000 SH   SOLE NONE 500,000 0 0
ALPHABET INC CAP STK CL A 02079K305   72,724,011 520,610 SH   SOLE NONE 520,610 0 0
AMAZON.COM INC COM 023135106   51,659,600 340,000 SH Call SOLE NONE 340,000 0 0
AMAZON.COM INC COM 023135106   50,140,200 330,000 SH Put SOLE NONE 330,000 0 0
AMAZON.COM INC COM 023135106   44,062,600 289,999 SH   SOLE NONE 289,999 0 0
APPLE INC COM 037833100   9,626,500 50,000 SH Call SOLE NONE 50,000 0 0
APPLE INC COM 037833100   67,801,557 352,161 SH   SOLE NONE 352,161 0 0
APPLIED MATERIALS INC COM 038222105   1,777,260 10,966 SH   SOLE NONE 10,966 0 0
APTIV PLC SHS G6095L109   8,134,554 90,665 SH   SOLE NONE 90,665 0 0
AT&T INC COM 00206R102   4,195,000 250,000 SH Put SOLE NONE 250,000 0 0
AT&T INC COM 00206R102   390,085 23,247 SH   SOLE NONE 23,247 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103   22,912,599 98,349 SH   SOLE NONE 98,349 0 0
BAKER HUGHES CO CL A 05722G100   15,381,000 449,999 SH   SOLE NONE 449,999 0 0
BANK OF AMERICA CORP COM 060505104   195,791 5,815 SH   SOLE NONE 5,815 0 0
BERKSHIRE HATHAWAY INC CL B NEW 084670702   39,589,260 111,000 SH   SOLE NONE 111,000 0 0
BEYOND MEAT INC COM 08862E109   187,906 21,113 SH   SOLE NONE 21,113 0 0
BLOCK INC CL A 852234103   2,111,810 27,302 SH   SOLE NONE 27,302 0 0
BOEING CO/THE COM 097023105   335,209 1,286 SH   SOLE NONE 1,286 0 0
BOOKING HOLDINGS INC COM 09857L108   17,736,100 4,999 SH   SOLE NONE 4,999 0 0
BROADCOM INC COM 11135F101   111,626,116 100,000 SH   SOLE NONE 100,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   2,359,159 127,247 SH   SOLE NONE 127,247 0 0
CATERPILLAR INC COM 149123101   18,923 64 SH   SOLE NONE 64 0 0
CHEVRON CORP COM 166764100   11,932,800 79,999 SH   SOLE NONE 79,999 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   4,573,920 1,999 SH   SOLE NONE 1,999 0 0
CIGNA GROUP/THE COM 125523100   5,989,000 19,999 SH   SOLE NONE 19,999 0 0
CITIGROUP INC COM NEW 172967424   1,580,803 30,731 SH   SOLE NONE 30,731 0 0
COCA-COLA CO/THE COM 191216100   468,199 7,945 SH   SOLE NONE 7,945 0 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A 192446102   20,770,750 274,999 SH   SOLE NONE 274,999 0 0
CORNING INC COM 219350105   1,296,135 42,566 SH   SOLE NONE 42,566 0 0
CROWDSTRIKE HOLDINGS INC CL A 22788C105   464,172 1,818 SH   SOLE NONE 1,818 0 0
CSX CORP COM 126408103   5,200,500 149,999 SH   SOLE NONE 149,999 0 0
DATADOG INC CL A COM 23804L103   700,241 5,769 SH   SOLE NONE 5,769 0 0
DEERE & CO COM 244199105   101,567 254 SH   SOLE NONE 254 0 0
DELTA AIR LINES INC COM NEW 247361702   372,932 9,270 SH   SOLE NONE 9,270 0 0
DEVON ENERGY CORP COM 25179M103   6,795,000 150,000 SH   SOLE NONE 150,000 0 0
DOCUSIGN INC COM 256163106   621,609 10,456 SH   SOLE NONE 10,456 0 0
DR HORTON INC COM 23331A109   13,678,200 90,000 SH   SOLE NONE 90,000 0 0
DUPONT DE NEMOURS INC COM 26614N102   5,000,450 64,999 SH   SOLE NONE 64,999 0 0
ELEVANCE HEALTH INC COM 036752103   14,146,800 30,000 SH   SOLE NONE 30,000 0 0
EMERSON ELECTRIC CO COM 291011104   7,299,750 75,000 SH   SOLE NONE 75,000 0 0
EOG RESOURCES INC COM 26875P101   5,442,750 45,000 SH   SOLE NONE 45,000 0 0
ESTEE LAUDER COS INC/THE CL A 518439104   355,241 2,429 SH   SOLE NONE 2,429 0 0
EXPEDIA GROUP INC COM NEW 30212P303   2,728,122 17,973 SH   SOLE NONE 17,973 0 0
FACEBOOK INC CL A 30303M102   88,490,000 250,000 SH Call SOLE NONE 250,000 0 0
FACEBOOK INC CL A 30303M102   21,237,600 60,000 SH Put SOLE NONE 60,000 0 0
FEDEX CORP COM 31428X106   1,512,508 5,979 SH   SOLE NONE 5,979 0 0
GENERAL MOTORS CO COM 37045V100   666,424 18,553 SH   SOLE NONE 18,553 0 0
GENUINE PARTS CO COM 372460105   19,097,488 137,888 SH   SOLE NONE 137,888 0 0
GILEAD SCIENCES INC COM 375558103   293,904 3,628 SH   SOLE NONE 3,628 0 0
GOLDMAN SACHS GROUP INC/THE COM 38141G104   11,959 31 SH   SOLE NONE 31 0 0
GOODYEAR TIRE & RUBBER CO/THE COM 382550101   160,957 11,240 SH   SOLE NONE 11,240 0 0
HESS CORP COM 42809H107   20,903,200 144,999 SH   SOLE NONE 144,999 0 0
HUMANA INC COM 444859102   6,867,150 15,000 SH   SOLE NONE 15,000 0 0
ILLUMINA INC COM 452327109   266,923 1,917 SH   SOLE NONE 1,917 0 0
INTEL CORP COM 458140100   2,778,775 55,299 SH   SOLE NONE 55,299 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   203,091 602 SH   SOLE NONE 602 0 0
JOHNSON & JOHNSON COM 478160104   47,049,430 300,175 SH   SOLE NONE 300,175 0 0
JPMORGAN CHASE & CO COM 46625H100   205,821 1,210 SH   SOLE NONE 1,210 0 0
LAM RESEARCH CORP COM 512807108   23,497,800 30,000 SH   SOLE NONE 30,000 0 0
MASTERCARD INC CL A 57636Q104   2,986 7 SH   SOLE NONE 7 0 0
METLIFE INC COM 59156R108   20,830,950 315,000 SH   SOLE NONE 315,000 0 0
MICROCHIP TECHNOLOGY INC COM 595017104   21,955,854 243,467 SH   SOLE NONE 243,467 0 0
MICRON TECHNOLOGY INC COM 595112103   526,889 6,174 SH   SOLE NONE 6,174 0 0
MICROSOFT CORP COM 594918104   118,452,600 314,999 SH   SOLE NONE 314,999 0 0
NETFLIX INC COM 64110L106   728,372 1,496 SH   SOLE NONE 1,496 0 0
NEWMONT CORP COM 651639106   356,699 8,618 SH   SOLE NONE 8,618 0 0
NORTHERN TRUST CORP COM 665859104   25,419,981 301,255 SH   SOLE NONE 301,255 0 0
NVIDIA CORP COM 67066G104   79,235,200 160,000 SH Call SOLE NONE 160,000 0 0
NVIDIA CORP COM 67066G104   11,142,450 22,500 SH Put SOLE NONE 22,500 0 0
NVIDIA CORP COM 67066G104   1,102,855 2,227 SH   SOLE NONE 2,227 0 0
PALO ALTO NETWORKS INC COM 697435105   30,078 102 SH   SOLE NONE 102 0 0
PAYPAL HOLDINGS INC COM 70450Y103   7,983,300 130,000 SH Put SOLE NONE 130,000 0 0
PAYPAL HOLDINGS INC COM 70450Y103   5,058,587 82,374 SH   SOLE NONE 82,374 0 0
PEPSICO INC COM 713448108   29,161,018 171,696 SH   SOLE NONE 171,696 0 0
PFIZER INC COM 717081103   20,181,790 701,000 SH   SOLE NONE 701,000 0 0
PHILLIPS 66 COM 718546104   53,256,000 400,000 SH   SOLE NONE 400,000 0 0
PINTEREST INC CL A 72352L106   458,666 12,383 SH   SOLE NONE 12,383 0 0
PIONEER NATURAL RESOURCES CO COM 723787107   20,239,200 89,999 SH   SOLE NONE 89,999 0 0
PROCTER & GAMBLE CO/THE COM 742718109   44,544,203 303,972 SH   SOLE NONE 303,972 0 0
QORVO INC COM 74736K101   138,623 1,231 SH   SOLE NONE 1,231 0 0
QUALCOMM INC COM 747525103   9,400,950 65,000 SH Put SOLE NONE 65,000 0 0
QUALCOMM INC COM 747525103   10,189,184 70,450 SH   SOLE NONE 70,450 0 0
SALESFORCE INC COM 79466L302   1,192,287 4,531 SH   SOLE NONE 4,531 0 0
SERVICENOW INC COM 81762P102   109,506 155 SH   SOLE NONE 155 0 0
SHOPIFY INC CL A 82509L107   1,507,832 19,356 SH   SOLE NONE 19,356 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   1,346,792 11,980 SH   SOLE NONE 11,980 0 0
TAPESTRY INC COM 876030107   290,615 7,895 SH   SOLE NONE 7,895 0 0
TERADYNE INC COM 880770102   9,658 89 SH   SOLE NONE 89 0 0
TESLA INC COM 88160R101   43,484,000 174,999 SH   SOLE NONE 174,999 0 0
TESLA INC COM 88160R101   67,089,600 270,000 SH Call SOLE NONE 270,000 0 0
TESLA INC COM 88160R101   33,519,952 134,900 SH Put SOLE NONE 134,900 0 0
TWILIO INC CL A 90138F102   124,730 1,644 SH   SOLE NONE 1,644 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   227,369 6,031 SH   SOLE NONE 6,031 0 0
VISA INC COM CL A 92826C839   193,180 742 SH   SOLE NONE 742 0 0
VULCAN MATERIALS CO COM 929160109   4,994 22 SH   SOLE NONE 22 0 0
WALT DISNEY CO/THE COM 254687106   22,469,479 248,859 SH   SOLE NONE 248,859 0 0
WELLS FARGO & CO COM 949746101   129,449 2,630 SH   SOLE NONE 2,630 0 0
WESTERN DIGITAL CORP COM 958102105   408,957 7,809 SH   SOLE NONE 7,809 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   243,764 4,213 SH   SOLE NONE 4,213 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A 98980L101   3,562,637 49,543 SH   SOLE NONE 49,543 0 0