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
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,871 3,300 SH   SOLE   3,300 0 0
AIRBNB INC COM CL A 009066101 11,521 69,200 SH   SOLE   69,200 0 0
AVANTOR INC COM 05352A100 2,929 69,500 SH   SOLE   69,500 0 0
BOEING CO COM 097023105 6,563 32,600 SH   SOLE   32,600 0 0
CATERPILLAR INC COM 149123101 5,809 28,100 SH   SOLE   28,100 0 0
CITIGROUP INC COM NEW 172967424 1,866 30,900 SH   SOLE   30,900 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101 1,326 60,900 SH   SOLE   60,900 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 3,003 11,900 SH   SOLE   11,900 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,369 86,200 SH   SOLE   86,200 0 0
EVERCORE INC CLASS A 29977A105 1,359 10,000 SH   SOLE   10,000 0 0
FORD MTR CO DEL COM 345370860 3,138 151,100 SH   SOLE   151,100 0 0
FREEPORT-MCMORAN INC CL B 35671D857 3,414 81,800 SH   SOLE   81,800 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 5,069 13,250 SH   SOLE   13,250 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 445 2,000 SH   SOLE   2,000 0 0
JPMORGAN CHASE & CO COM 46625H100 11,116 70,200 SH   SOLE   70,200 0 0
META PLATFORMS INC CL A 30303M102 336 1,000 SH   SOLE   1,000 0 0
NETFLIX INC COM 64110L106 361 600 SH   SOLE   600 0 0
OPTION CARE HEALTH INC COM NEW 68404L201 7,022 246,900 SH   SOLE   246,900 0 0
PAYPAL HLDGS INC COM 70450Y103 6,242 33,100 SH   SOLE   33,100 0 0
POLARIS INC COM 731068102 1,572 14,300 SH   SOLE   14,300 0 0
SCHLUMBERGER LTD COM STK 806857108 2,141 71,500 SH   SOLE   71,500 0 0
SOFI TECHNOLOGIES INC COM 83406F102 2,642 167,100 SH   SOLE   167,100 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 4,727 20,200 SH   SOLE   20,200 0 0
UBER TECHNOLOGIES INC COM 90353T100 4,390 104,700 SH   SOLE   104,700 0 0
VISA INC COM CL A 92826C839 2,167 10,000 SH   SOLE   10,000 0 0
WILLIAMS SONOMA INC COM 969904101 2,165 12,800 SH   SOLE   12,800 0 0