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
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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
ADOBE SYSTEMS INCORPORATED COM 00724F101   3,422,930 7,000 SH   SOLE   7,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   6,265,050 55,000 SH   SOLE   55,000 0 0
ALLY FINL INC COM 02005N100   2,430,900 90,000 SH   SOLE   90,000 0 0
ALPHABET INC CAP STK CL A 02079K305   7,780,500 65,000 SH   SOLE   65,000 0 0
AMAZON COM INC COM 023135106   22,813,000 175,000 SH   SOLE   175,000 0 0
ANTERO RESOURCES CORP COM 03674X106   2,303,000 100,000 SH Call SOLE   100,000 0 0
ANTERO RESOURCES CORP COM 03674X106   2,418,150 105,000 SH   SOLE   105,000 0 0
APPLE INC COM 037833100   11,638,200 60,000 SH   SOLE   60,000 0 0
ASANA INC CL A 04342Y104   2,204,000 100,000 SH   SOLE   100,000 0 0
AUTODESK INC COM 052769106   7,672,875 37,500 SH   SOLE   37,500 0 0
BAIDU INC SPON ADR REP A 056752108   2,738,200 20,000 SH Call SOLE   20,000 0 0
BOEING CO COM 097023105   5,279,000 25,000 SH   SOLE   25,000 0 0
CARNIVAL CORP COMMON STOCK 143658300   1,883,000 100,000 SH   SOLE   100,000 0 0
DATADOG INC CL A COM 23804L103   3,935,200 40,000 SH   SOLE   40,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   1,352,750 25,000 SH   SOLE   25,000 0 0
EQT CORP COM 26884L109   6,580,800 160,000 SH   SOLE   160,000 0 0
FARFETCH LTD ORD SH CL A 30744W107   1,510,000 250,000 SH   SOLE   250,000 0 0
GITLAB INC CLASS A COM 37637K108   511,100 10,000 SH   SOLE   10,000 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   1,291,600 20,000 SH   SOLE   20,000 0 0
HUNT J B TRANS SVCS INC COM 445658107   3,620,600 20,000 SH   SOLE   20,000 0 0
INTUIT COM 461202103   4,581,900 10,000 SH   SOLE   10,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   3,745,400 20,000 SH   SOLE   20,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   4,803,500 50,000 SH   SOLE   50,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   1,793,400 30,000 SH   SOLE   30,000 0 0
META PLATFORMS INC CL A 30303M102   12,196,650 42,500 SH   SOLE   42,500 0 0
MICRON TECHNOLOGY INC COM 595112103   5,048,800 80,000 SH   SOLE   80,000 0 0
MICROSOFT CORP COM 594918104   23,837,800 70,000 SH   SOLE   70,000 0 0
MONGODB INC CL A 60937P106   3,698,910 9,000 SH   SOLE   9,000 0 0
NVIDIA CORPORATION COM 67066G104   6,345,300 15,000 SH Call SOLE   15,000 0 0
NVIDIA CORPORATION COM 67066G104   9,517,950 22,500 SH   SOLE   22,500 0 0
ON SEMICONDUCTOR CORP COM 682189105   3,310,300 35,000 SH   SOLE   35,000 0 0
ORACLE CORP COM 68389X105   5,954,500 50,000 SH   SOLE   50,000 0 0
PINTEREST INC CL A 72352L106   2,734,000 100,000 SH   SOLE   100,000 0 0
QUALCOMM INC COM 747525103   11,904,000 100,000 SH   SOLE   100,000 0 0
QUALCOMM INC COM 747525103   7,142,400 60,000 SH Put SOLE   60,000 0 0
RISKIFIED LTD SHS CL A M8216R109   1,458,000 300,000 SH   SOLE   300,000 0 0
SAP SE SPON ADR 803054204   12,312,900 90,000 SH   SOLE   90,000 0 0
SHOPIFY INC CL A 82509L107   3,230,000 50,000 SH   SOLE   50,000 0 0
SNAP INC CL A 83304A106   5,920,000 500,000 SH Call SOLE   500,000 0 0
SNOWFLAKE INC CL A 833445109   2,287,740 13,000 SH   SOLE   13,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   4,432,800 10,000 SH   SOLE   10,000 0 0
TECK RESOURCES LTD CL B 878742204   14,735,000 350,000 SH   SOLE   350,000 0 0
TERADYNE INC COM 880770102   1,113,300 10,000 SH   SOLE   10,000 0 0
TWILIO INC CL A 90138F102   1,908,600 30,000 SH   SOLE   30,000 0 0
UNITY SOFTWARE INC COM 91332U101   3,256,500 75,000 SH   SOLE   75,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   6,192,500 250,000 SH   SOLE   250,000 0 0
XPO INC COM 983793100   3,245,000 55,000 SH   SOLE   55,000 0 0