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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALCON AG ORD SHS H01301128   1,417,288 18,392 SH   SOLE   18,392 0 0
ALPHABET INC CAP STK CL A 02079K305   24,680,196 188,600 SH   SOLE   188,600 0 0
ANALOG DEVICES INC COM 032654105   1,865,584 10,655 SH   SOLE   10,655 0 0
APPLIED MATLS INC COM 038222105   2,858,854 20,649 SH   SOLE   20,649 0 0
AXALTA COATING SYS LTD COM G0750C108   2,670,309 99,268 SH   SOLE   99,268 0 0
BOOKING HOLDINGS INC COM 09857L108   3,028,439 982 SH   SOLE   982 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   2,679,586 57,812 SH   SOLE   57,812 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   3,142,954 7,146 SH   SOLE   7,146 0 0
CROWN CASTLE INC COM 22822V101   1,991,897 21,644 SH   SOLE   21,644 0 0
CROWN HLDGS INC COM 228368106   2,015,220 22,776 SH   SOLE   22,776 0 0
DANAHER CORPORATION COM 235851102   2,159,959 8,706 SH   SOLE   8,706 0 0
DOLLAR TREE INC COM 256746108   2,548,945 23,945 SH   SOLE   23,945 0 0
ELI LILLY & CO COM 532457108   17,456,725 32,500 SH   SOLE   32,500 0 0
EQRX INC *W EXP 12/17/202 26886C115   14,629 364,824 SH   SOLE   364,824 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   2,022,495 36,593 SH   SOLE   36,593 0 0
FISERV INC COM 337738108   4,892,862 43,315 SH   SOLE   43,315 0 0
GODADDY INC CL A 380237107   5,948,494 79,867 SH   SOLE   79,867 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   12,539,450 35,000 SH Put SOLE   35,000 0 0
ISHARES TR IBOXX INV CP ETF 464287242   7,651,500 75,000 SH Put SOLE   75,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513   5,160,400 70,000 SH Put SOLE   70,000 0 0
META PLATFORMS INC CL A 30303M102   24,572,189 81,850 SH   SOLE   81,850 0 0
MICROSOFT CORP COM 594918104   9,377,775 29,700 SH   SOLE   29,700 0 0
NEUMORA THERAPEUTICS INC. COM 640979100   8,299,996 588,235 SH   SOLE   588,235 0 0
NVIDIA CORPORATION COM 67066G104   15,061,529 34,625 SH   SOLE   34,625 0 0
RANPAK HOLDINGS CORP COM CL A 75321W103   25,188,789 4,630,292 SH   SOLE   4,630,292 0 0
ROCKWELL AUTOMATION INC COM 773903109   1,927,336 6,742 SH   SOLE   6,742 0 0
SALESFORCE INC COM 79466L302   9,936,220 49,000 SH   SOLE   49,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   8,549,600 20,000 SH Put SOLE   20,000 0 0
SPDR SER TR S&P HOMEBUILD 78464A888   3,828,500 50,000 SH Put SOLE   50,000 0 0
SPDR SER TR S&P REGL BKG 78464A698   1,253,100 30,000 SH Put SOLE   30,000 0 0
SPROTT PHYSICAL GOLD TR UNIT 85207H104   671,751 46,910 SH   SOLE   46,910 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,942,782 33,864 SH   SOLE   33,864 0 0
T-MOBILE US INC COM 872590104   4,100,384 29,278 SH   SOLE   29,278 0 0
UNION PAC CORP COM 907818108   3,698,124 18,161 SH   SOLE   18,161 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   9,574,860 27,750 SH   SOLE   27,750 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   858,167 23,069 SH   SOLE   23,069 0 0
WABTEC COM 929740108   1,888,524 17,771 SH   SOLE   17,771 0 0