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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACV AUCTIONS INC COM CL A 00091G104   3,168,601 168,812 SH   SOLE   168,812 0 0
ADT INC DEL COM 00090Q103   3,191,536 474,931 SH   SOLE   474,931 0 0
AES CORP COM 00130H105   12,209,971 680,980 SH   SOLE   680,980 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   15,156,467 139,357 SH   SOLE   139,357 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   10,360,071 143,174 SH   SOLE   143,174 0 0
ALPHABET INC CAP STK CL A 02079K305   29,333,698 194,353 SH   SOLE   194,353 0 0
AMAZON COM INC COM 023135106   36,794,634 203,984 SH   SOLE   203,984 0 0
APPLE INC COM 037833100   29,840,264 174,016 SH   SOLE   174,016 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   2,085,909 139,900 SH   SOLE   139,900 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   12,118,259 12,487 SH   SOLE   12,487 0 0
AUTONATION INC COM 05329W102   2,135,320 12,896 SH   SOLE   12,896 0 0
BEYOND INC COM 690370101   6,192,249 172,438 SH   SOLE   172,438 0 0
BLACKLINE INC COM 09239B109   4,520,600 70,000 SH   SOLE   70,000 0 0
BRUNSWICK CORP COM 117043109   2,248,240 23,293 SH   SOLE   23,293 0 0
CAMPBELL SOUP CO COM 134429109   2,154,625 48,473 SH   SOLE   48,473 0 0
CARVANA CO CL A 146869102   16,449,368 187,116 SH   SOLE   187,116 0 0
CHEWY INC CL A 16679L109   1,763,767 110,859 SH   SOLE   110,859 0 0
COHERENT CORP COM 19247G107   2,460,808 40,594 SH   SOLE   40,594 0 0
CONAGRA BRANDS INC COM 205887102   2,175,576 73,400 SH   SOLE   73,400 0 0
CONFLUENT INC CLASS A COM 20717M103   28,371,636 929,608 SH   SOLE   929,608 0 0
COSTAR GROUP INC COM 22160N109   4,057,200 42,000 SH   SOLE   42,000 0 0
DATADOG INC CL A COM 23804L103   16,345,606 132,246 SH   SOLE   132,246 0 0
DIGITAL TURBINE INC COM NEW 25400W102   1,399,245 534,063 SH   SOLE   534,063 0 0
DIGITAL TURBINE INC COM NEW 25400W102   4,637,400 1,770,000 SH Call SOLE   1,770,000 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603   8,056,228 418,071 SH   SOLE   418,071 0 0
DISNEY WALT CO COM 254687106   8,116,995 66,337 SH   SOLE   66,337 0 0
DOORDASH INC CL A 25809K105   8,370,484 60,779 SH   SOLE   60,779 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   24,503,690 539,610 SH   SOLE   539,610 0 0
DUTCH BROS INC CL A 26701L100   4,110,447 124,559 SH   SOLE   124,559 0 0
DYNATRACE INC COM NEW 268150109   9,069,732 195,300 SH Call SOLE   195,300 0 0
ENTEGRIS INC COM 29362U104   24,197,615 172,176 SH   SOLE   172,176 0 0
ETSY INC COM 29786A106   1,954,259 28,438 SH   SOLE   28,438 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   10,689,931 144,108 SH   SOLE   144,108 0 0
FIVE9 INC COM 338307101   1,552,750 25,000 SH   SOLE   25,000 0 0
FLEX LTD ORD Y2573F102   12,142,284 424,407 SH   SOLE   424,407 0 0
GAP INC COM 364760108   28,358,234 1,029,337 SH   SOLE   1,029,337 0 0
GENERAL MLS INC COM 370334104   2,082,377 29,761 SH   SOLE   29,761 0 0
GOLAR LNG LTD SHS G9456A100   2,394,860 99,537 SH   SOLE   99,537 0 0
HASHICORP INC COM CL A 418100103   28,199,456 1,046,362 SH   SOLE   1,046,362 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   3,065,517 172,900 SH   SOLE   172,900 0 0
HUBSPOT INC COM 443573100   33,254,672 53,075 SH   SOLE   53,075 0 0
IMAX CORP COM 45245E109   4,925,139 304,585 SH   SOLE   304,585 0 0
INFINERA CORP COM 45667G103   2,284,538 378,862 SH   SOLE   378,862 0 0
INTEL CORP COM 458140100   24,343,456 551,131 SH   SOLE   551,131 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   37,296,840 84,000 SH Put SOLE   84,000 0 0
KLAVIYO INC COM SER A 49845K101   4,034,096 158,324 SH   SOLE   158,324 0 0
LAS VEGAS SANDS CORP COM 517834107   4,096,760 79,241 SH   SOLE   79,241 0 0
LENDINGTREE INC NEW COM 52603B107   2,837,330 67,013 SH   SOLE   67,013 0 0
LUMENTUM HLDGS INC COM 55024U109   2,005,415 42,353 SH   SOLE   42,353 0 0
LYFT INC CL A COM 55087P104   12,228,774 631,978 SH   SOLE   631,978 0 0
MAPLEBEAR INC COM 565394103   28,888,153 774,689 SH   SOLE   774,689 0 0
MARVELL TECHNOLOGY INC COM 573874104   12,123,103 171,037 SH   SOLE   171,037 0 0
MATCH GROUP INC NEW COM 57667L107   4,035,860 111,242 SH   SOLE   111,242 0 0
MDU RES GROUP INC COM 552690109   2,112,869 83,844 SH   SOLE   83,844 0 0
NCINO INC COM 63947X101   6,260,515 167,483 SH   SOLE   167,483 0 0
NETAPP INC COM 64110D104   2,022,247 19,265 SH   SOLE   19,265 0 0
NUTANIX INC CL A 67059N108   4,034,143 65,362 SH   SOLE   65,362 0 0
ORACLE CORP COM 68389X105   24,289,708 193,374 SH   SOLE   193,374 0 0
OUTFRONT MEDIA INC COM 69007J106   10,693,282 636,884 SH   SOLE   636,884 0 0
PAYPAL HLDGS INC COM 70450Y103   4,220,370 63,000 SH   SOLE   63,000 0 0
PDF SOLUTIONS INC COM 693282105   1,495,958 44,430 SH   SOLE   44,430 0 0
PHREESIA INC COM 71944F106   5,372,070 224,491 SH   SOLE   224,491 0 0
PINTEREST INC CL A 72352L106   60,490,274 1,744,744 SH   SOLE   1,744,744 0 0
PINTEREST INC CL A 72352L106   2,222,347 64,100 SH Call SOLE   64,100 0 0
PRIMORIS SVCS CORP COM 74164F103   1,272,247 29,886 SH   SOLE   29,886 0 0
RH COM 74967X103   28,109,806 80,715 SH   SOLE   80,715 0 0
ROCKET COS INC COM CL A 77311W101   407,400 28,000 SH   SOLE   28,000 0 0
RTX CORPORATION COM 75513E101   2,072,122 21,246 SH   SOLE   21,246 0 0
RTX CORPORATION COM 75513E101   15,604,800 160,000 SH Call SOLE   160,000 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   16,389,920 176,141 SH   SOLE   176,141 0 0
SEMTECH CORP COM 816850101   1,811,866 65,910 SH   SOLE   65,910 0 0
SMARTRENT INC COM CL A 83193G107   1,179,122 439,971 SH   SOLE   439,971 0 0
SMUCKER J M CO COM NEW 832696405   3,362,743 26,716 SH   SOLE   26,716 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   313,842,000 600,000 SH Put SOLE   600,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   24,116,238 91,384 SH   SOLE   91,384 0 0
STRATASYS LTD SHS M85548101   3,738,491 321,729 SH   SOLE   321,729 0 0
SUNRUN INC COM 86771W105   2,398,760 182,000 SH   SOLE   182,000 0 0
SWEETGREEN INC COM CL A 87043Q108   3,678,033 145,607 SH   SOLE   145,607 0 0
SYNCHRONY FINANCIAL COM 87165B103   2,069,760 48,000 SH Put SOLE   48,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   11,406,704 83,842 SH   SOLE   83,842 0 0
TARGET CORP COM 87612E106   32,818,229 185,194 SH   SOLE   185,194 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   4,722,998 54,658 SH   SOLE   54,658 0 0
TRIP COM GROUP LTD ADS 89677Q107   1,942,220 44,252 SH   SOLE   44,252 0 0
TURTLE BEACH CORP COM NEW 900450206   3,299,426 191,382 SH   SOLE   191,382 0 0
UWM HOLDINGS CORPORATION COM CL A 91823B109   960,970 132,365 SH   SOLE   132,365 0 0
VARONIS SYS INC COM 922280102   776,230 16,456 SH   SOLE   16,456 0 0
VEEVA SYS INC CL A COM 922475108   17,351,959 74,893 SH   SOLE   74,893 0 0
VISTRA CORP COM 92840M102   8,128,085 116,699 SH   SOLE   116,699 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   6,795,021 205,785 SH   SOLE   205,785 0 0
WAYFAIR INC CL A 94419L101   28,496,567 419,808 SH   SOLE   419,808 0 0
WEAVE COMMUNICATIONS INC COM 94724R108   4,583,298 399,242 SH   SOLE   399,242 0 0