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
ADVANCED MICRO DEVICES INC COM 007903107   18,590,470 103,000 SH   SOLE   103,000 0 0
ALCON AG ORD SHS H01301128   3,246,811 38,982 SH   SOLE   38,982 0 0
AMAZON COM INC COM 023135106   28,320,562 157,005 SH   SOLE   157,005 0 0
ANALOG DEVICES INC COM 032654105   1,877,027 9,490 SH   SOLE   9,490 0 0
APPLIED MATLS INC COM 038222105   2,551,890 12,374 SH   SOLE   12,374 0 0
AXALTA COATING SYS LTD COM G0750C108   3,027,592 88,037 SH   SOLE   88,037 0 0
BOOKING HOLDINGS INC COM 09857L108   13,586,411 3,745 SH   SOLE   3,745 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   10,239,805 49,100 SH   SOLE   49,100 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   3,357,920 76,770 SH   SOLE   76,770 0 0
CONSTELLATION BRANDS INC CL A 21036P108   2,151,252 7,916 SH   SOLE   7,916 0 0
COSTAR GROUP INC COM 22160N109   6,935,880 71,800 SH   SOLE   71,800 0 0
CROWN CASTLE INC COM 22822V101   1,566,601 14,803 SH   SOLE   14,803 0 0
DOLLAR TREE INC COM 256746108   2,822,381 21,197 SH   SOLE   21,197 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   4,788,030 105,440 SH   SOLE   105,440 0 0
DUOLINGO INC CL A COM 26603R106   1,808,756 8,200 SH   SOLE   8,200 0 0
EQUIFAX INC COM 294429105   17,094,528 63,900 SH   SOLE   63,900 0 0
FISERV INC COM 337738108   3,925,179 24,560 SH   SOLE   24,560 0 0
GODADDY INC CL A 380237107   4,675,517 39,396 SH   SOLE   39,396 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   15,563,948 113,250 SH   SOLE   113,250 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   8,880,200 20,000 SH Call SOLE   20,000 0 0
ISHARES TR IBOXX HI YD ETF 464288513   116,595,000 1,500,000 SH Put SOLE   1,500,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   6,258,200 260,000 SH Call SOLE   260,000 0 0
META PLATFORMS INC CL A 30303M102   32,048,280 66,000 SH   SOLE   66,000 0 0
MICROSOFT CORP COM 594918104   26,648,405 63,340 SH   SOLE   63,340 0 0
NETFLIX INC COM 64110L106   11,660,736 19,200 SH   SOLE   19,200 0 0
NEUMORA THERAPEUTICS INC. COM 640979100   12,430,220 904,016 SH   SOLE   904,016 0 0
NIKE INC CL B 654106103   2,722,789 28,972 SH   SOLE   28,972 0 0
NOVO-NORDISK A S ADR 670100205   9,854,700 76,750 SH   SOLE   76,750 0 0
NVIDIA CORPORATION COM 67066G104   19,607,252 21,700 SH   SOLE   21,700 0 0
RANPAK HOLDINGS CORP COM CL A 75321W103   36,440,398 4,630,292 SH   SOLE   4,630,292 0 0
REVOLUTION MEDICINES INC *W EXP 12/17/202 76155X118   66,580 364,824 SH   SOLE   364,824 0 0
ROCKWELL AUTOMATION INC COM 773903109   2,744,037 9,419 SH   SOLE   9,419 0 0
SALESFORCE INC COM 79466L302   21,023,268 69,803 SH   SOLE   69,803 0 0
SAP SE SPON ADR 803054204   5,948,415 30,500 SH   SOLE   30,500 0 0
SPDR GOLD TR GOLD SHS 78463V107   32,915,200 160,000 SH Call SOLE   160,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   15,692,100 30,000 SH Call SOLE   30,000 0 0
SPROTT PHYSICAL GOLD TR UNIT 85207H104   811,543 46,910 SH   SOLE   46,910 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   20,696,606 152,125 SH   SOLE   152,125 0 0
T-MOBILE US INC COM 872590104   2,971,747 18,207 SH   SOLE   18,207 0 0
UBER TECHNOLOGIES INC COM 90353T100   9,908,613 128,700 SH   SOLE   128,700 0 0
VERISIGN INC COM 92343E102   2,562,744 13,523 SH   SOLE   13,523 0 0