The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 2,734 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| AFFIRM HLDGS INC | COM CL A | 00827B106 | 463 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| AGCO CORP | COM | 001084102 | 5,841 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| AIRBNB INC | COM CL A | 009066101 | 2,233 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 5,563 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 8,150 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 1,652 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 1,318 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 5,677 | 8,500 | SH | SOLE | 8,500 | 0 | 0 | ||
| BILL COM HLDGS INC | COM | 090043100 | 2,268 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 1,698 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| CARNIVAL CORP | COMMON STOCK | 143658300 | 3,243 | 160,400 | SH | Call | SOLE | 160,400 | 0 | 0 | |
| CHEWY INC | CL A | 16679L109 | 1,020 | 25,000 | SH | Call | SOLE | 25,000 | 0 | 0 | |
| CLEAR SECURE INC | COM CL A | 18467V109 | 1,613 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| CNH INDL N V | SHS | N20944109 | 3,172 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| COCA COLA CO | COM | 191216100 | 6,200 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CONFLUENT INC | CLASS A COM | 20717M103 | 1,640 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 2,952 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| CS DISCO INC | COM | 126327105 | 1,036 | 30,500 | SH | SOLE | 30,500 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 3,745 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 3,029 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 12,464 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 6,858 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| DISNEY WALT CO | COM | 254687106 | 2,057 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 1,172 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| DYNATRACE INC | COM NEW | 268150109 | 2,120 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 3,271 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| GLOBALFOUNDRIES INC | ORDINARY SHARES | G39387108 | 3,121 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 1,830 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 2,688 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 1,829 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 3,529 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 3,574 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 5,559 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 1,558 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 4,436 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 3,746 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| NORFOLK SOUTHN CORP | COM | 655844108 | 4,991 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 5,457 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 12,357 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 1,157 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 793 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| RISKIFIED LTD | SHS CL A | M8216R109 | 181 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | 1,256 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| ROCKWELL AUTOMATION INC | COM | 773903109 | 7,701 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | ||
| SEAWORLD ENTMT INC | COM | 81282V100 | 2,233 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| SENTINELONE INC | CL A | 81730H109 | 1,162 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 3,045 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 2,301 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 917 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 18,066 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 2,445 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| TECK RESOURCES LTD | CL B | 878742204 | 6,059 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| TENABLE HLDGS INC | COM | 88025T102 | 4,045 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| TOAST INC | CL A | 888787108 | 1,304 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 1,548 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| UIPATH INC | CL A | 90364P105 | 324 | 15,000 | SH | Call | SOLE | 15,000 | 0 | 0 | |
| UNION PAC CORP | COM | 907818108 | 5,464 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| VANECK ETF TRUST | VANECK RUSSIA ET | 92189F403 | 480 | 85,000 | SH | Call | SOLE | 85,000 | 0 | 0 | |
| VICOR CORP | COM | 925815102 | 2,822 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 4,435 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 9,623 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| ZSCALER INC | COM | 98980G102 | 1,689 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||