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
1 800 FLOWERS COM INC CL A 68243Q106   862,190 74,973 SH   SOLE   74,973 0 0
ACV AUCTIONS INC COM CL A 00091G104   2,738,986 212,160 SH   SOLE   212,160 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   14,499,932 37,626 SH   SOLE   37,626 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   5,780,550 15,000 SH Put SOLE   15,000 0 0
AEHR TEST SYS COM 00760J108   4,426,151 142,687 SH   SOLE   142,687 0 0
AES CORP COM 00130H105   7,199,029 298,963 SH   SOLE   298,963 0 0
ALTERYX INC COM CL A 02156B103   41,530,331 705,818 SH   SOLE   705,818 0 0
ALTERYX INC COM CL A 02156B103   4,942,560 84,000 SH Call SOLE   84,000 0 0
APPLIED MATLS INC COM 038222105   1,473,837 11,999 SH   SOLE   11,999 0 0
BARNES & NOBLE ED INC COM 06777U101   1,265,446 832,530 SH   SOLE   832,530 0 0
BLACKLINE INC COM 09239B109   8,012,002 119,315 SH   SOLE   119,315 0 0
CHICKEN SOUP FOR THE SOUL EN CL A 16842Q100   609,804 304,902 SH   SOLE   304,902 0 0
CIRCOR INTL INC COM 17273K109   2,402,744 77,209 SH   SOLE   77,209 0 0
CLARIVATE PLC ORD SHS G21810109   4,697,113 500,225 SH   SOLE   500,225 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   2,965,075 20,037 SH   SOLE   20,037 0 0
ELASTIC N V ORD SHS N14506104   4,160,636 71,859 SH   SOLE   71,859 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   7,104,267 296,877 SH   SOLE   296,877 0 0
EVERQUOTE INC COM CL A 30041R108   1,949,169 140,228 SH   SOLE   140,228 0 0
FIVE9 INC COM 338307101   17,349,311 239,996 SH   SOLE   239,996 0 0
FIVE9 INC COM 338307101   2,891,600 40,000 SH Put SOLE   40,000 0 0
FLEX LTD ORD Y2573F102   49,693,155 2,159,633 SH   SOLE   2,159,633 0 0
INTEL CORP COM 458140100   12,022,560 368,000 SH   SOLE   368,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   5,134,880 16,000 SH Put SOLE   16,000 0 0
ISHARES TR MBS ETF 464288588   1,694,151 17,884 SH   SOLE   17,884 0 0
ISHARES TR MBS ETF 464288588   3,741,835 39,500 SH Call SOLE   39,500 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   3,568,000 20,000 SH Put SOLE   20,000 0 0
LYFT INC CL A COM 55087P104   8,334,889 899,125 SH   SOLE   899,125 0 0
META PLATFORMS INC CL A 30303M102   20,842,392 98,341 SH   SOLE   98,341 0 0
META PLATFORMS INC CL A 30303M102   2,967,160 14,000 SH Put SOLE   14,000 0 0
MICROSOFT CORP COM 594918104   29,448,980 102,147 SH   SOLE   102,147 0 0
MONDAY COM LTD SHS M7S64H106   5,792,367 40,577 SH   SOLE   40,577 0 0
MONGODB INC CL A 60937P106   1,398,720 6,000 SH   SOLE   6,000 0 0
MONOLITHIC PWR SYS INC COM 609839105   1,501,620 3,000 SH   SOLE   3,000 0 0
NETFLIX INC COM 64110L106   18,783,748 54,370 SH   SOLE   54,370 0 0
NEW RELIC INC COM 64829B100   2,710,440 36,000 SH   SOLE   36,000 0 0
NEXTRACKER INC CLASS A COM 65290E101   4,532,500 125,000 SH   SOLE   125,000 0 0
NVIDIA CORPORATION COM 67066G104   24,808,472 89,313 SH   SOLE   89,313 0 0
NVIDIA CORPORATION COM 67066G104   2,777,700 10,000 SH Put SOLE   10,000 0 0
PAYMENTUS HOLDINGS INC COM CL A 70439P108   2,048,707 231,231 SH   SOLE   231,231 0 0
PINTEREST INC CL A 72352L106   17,567,170 644,194 SH   SOLE   644,194 0 0
PINTEREST INC CL A 72352L106   2,727,000 100,000 SH Put SOLE   100,000 0 0
PRIMORIS SVCS CORP COM 74164F103   4,284,453 173,741 SH   SOLE   173,741 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   188,713 26,959 SH   SOLE   26,959 0 0
R1 RCM INC COM 77634L105   8,593,350 572,890 SH   SOLE   572,890 0 0
SALESFORCE INC COM 79466L302   15,713,496 78,654 SH   SOLE   78,654 0 0
SALESFORCE INC COM 79466L302   2,996,700 15,000 SH Put SOLE   15,000 0 0
SMARTSHEET INC COM CL A 83200N103   2,949,403 61,703 SH   SOLE   61,703 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   9,825,360 24,000 SH Put SOLE   24,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   28,841,209 215,845 SH   SOLE   215,845 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   2,672,400 20,000 SH Put SOLE   20,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   23,337,509 250,887 SH   SOLE   250,887 0 0
TPI COMPOSITES INC COM 87266J104   5,184,882 397,309 SH   SOLE   397,309 0 0
TYLER TECHNOLOGIES INC COM 902252105   2,837,120 8,000 SH   SOLE   8,000 0 0
WAYFAIR INC CL A 94419L101   755,480 22,000 SH   SOLE   22,000 0 0