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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
COSTCO WHOLESALE CORP COM 22160K105 11,948 25,300 SH   SOLE 0 11,948 0 0
OCCIDENTAL PETROLEUM CORP COM 674599105 6,206 101,000 SH   SOLE 0 6,206 0 0
TESLA INC COM 88160R101 4,835 18,230 SH   SOLE 0 4,835 0 0
APPLE INC COM 037833100 4,809 34,800 SH   SOLE 0 4,809 0 0
SYNOPSYS INC COM 871607107 4,582 15,000 SH   SOLE 0 4,582 0 0
DEERE & CO COM 244199105 3,338 10,000 SH   SOLE 0 3,338 0 0
CROWDSTRIKE HLDGS INC-CL A COM 22788C105 3,296 20,000 SH   SOLE 0 3,296 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,835 107,000 SH   SOLE 0 2,835 0 0
COLGATE-PALMOLIVE CO COM 194162103 2,810 40,000 SH   SOLE 0 2,810 0 0
MADISON SQUARE GARDEN SPORTS CORP COM 55825T103 2,733 20,000 SH   SOLE 0 2,733 0 0
NORTHROP GRUMMAN CORP COM 666807102 2,539 5,400 SH   SOLE 0 2,539 0 0
ENDEAVOR GROUP HLDGS INC-CL A COM 29260Y109 2,437 120,300 SH   SOLE 0 2,437 0 0
MOSAIC CO COM 61945C103 2,416 50,000 SH   SOLE 0 2,416 0 0
GENERAL MILLS INC COM 370334104 2,305 30,100 SH   SOLE 0 2,305 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,254 1,500 SH   SOLE 0 2,254 0 0
ELI LILLY & CO COM 532457108 1,875 5,800 SH   SOLE 0 1,875 0 0
CARRIER GLOBAL CORP COM 14448C104 1,866 52,500 SH   SOLE 0 1,866 0 0
WASTE MANAGEMENT INC COM 94106L109 1,602 10,000 SH   SOLE 0 1,602 0 0
TRANE TECHNOLOGIES PLC COM G8994E103 1,448 10,000 SH   SOLE 0 1,448 0 0
ROLLINS INC COM 775711104 1,387 40,000 SH   SOLE 0 1,387 0 0
WASTE CONNECTIONS INC COM 94106B101 1,351 10,000 SH   SOLE 0 1,351 0 0
FORD MOTOR CO COM 345370860 1,120 100,000 SH   SOLE 0 1,120 0 0
CROCS INC COM 227046109 1,029 15,000 SH   SOLE 0 1,029 0 0
FUTU HLDGS LTD-SPONSORED ADR SPONSORED ADR 36118L106 932 25,000 SH   SOLE 0 932 0 0
HOSTESS BRANDS INC-CL A COM 44109J106 929 40,000 SH   SOLE 0 929 0 0
OATLY GROUP AB COM 67421J108 899 342,000 SH   SOLE 0 899 0 0
SPORTRADAR GROUP AG-A COM H8088L103 880 100,000 SH   SOLE 0 880 0 0
CORE AND MAIN INC-CLASS A COM 21874C102 682 30,000 SH   SOLE 0 682 0 0
SOVOS BRANDS INC COM 84612U107 569 40,000 SH   SOLE 0 569 0 0
AMAZON.COM INC COM 023135106 339 3,000 SH   SOLE 0 339 0 0
COCA-COLA CO COM 191216100 308 5,500 SH   SOLE 0 308 0 0
ALPHABET INC-CL A COM 02079K305 304 3,180 SH   SOLE 0 304 0 0
BERKSHIRE HATHAWAY INC-CL B COM 084670702 261 980 SH   SOLE 0 261 0 0
MICROSOFT CORP COM 594918104 256 1,100 SH   SOLE 0 256 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 237 2,800 SH   SOLE 0 237 0 0
ALPHATEC HOLDINGS INC COM 02081G201 218 25,000 SH   SOLE 0 218 0 0
ALBEMARLE CORP COM 012653101 211 800 SH   SOLE 0 211 0 0