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
ACV AUCTIONS INC COM CL A 00091G104   115,564,767 5,684,445 SH   SOLE   5,684,445 0 0
ADOBE INC COM 00724F101   145,957,004 281,890 SH   SOLE   281,890 0 0
ADVANCED MICRO DEVICES INC COM 007903107   82,040,000 500,000 SH Call SOLE   0 0 0
ADVANCED MICRO DEVICES INC COM 007903107   338,661,120 2,064,000 SH   SOLE   2,064,000 0 0
AFFIRM HLDGS INC COM CL A 00827B106   20,404,204 499,858 SH   SOLE   499,858 0 0
ALPHABET INC CAP STK CL A 02079K305   36,406,894 219,517 SH   SOLE   219,517 0 0
AMAZON COM INC COM 023135106   173,493,167 931,107 SH   SOLE   931,107 0 0
AMERICAN TOWER CORP NEW COM 03027X100   43,287,788 186,136 SH   SOLE   186,136 0 0
APPLE INC COM 037833100   99,016,845 424,965 SH   SOLE   424,965 0 0
ASTERA LABS INC COM 04626A103   52,390,000 1,000,000 SH Call SOLE   0 0 0
ASTERA LABS INC COM 04626A103   375,557,191 7,168,490 SH   SOLE   7,168,490 0 0
BATH & BODY WORKS INC COM 070830104   30,130,118 943,926 SH   SOLE   943,926 0 0
CIENA CORP COM NEW 171779309   136,681,205 2,219,211 SH   SOLE   2,219,211 0 0
CONFLUENT INC CLASS A COM 20717M103   55,166,826 2,706,910 SH   SOLE   2,706,910 0 0
DECKERS OUTDOOR CORP COM 243537107   94,257,911 591,144 SH   SOLE   591,144 0 0
DOLLAR GEN CORP NEW COM 256677105   50,742,000 600,000 SH Call SOLE   0 0 0
ELASTIC N V ORD SHS N14506104   129,554,837 1,687,791 SH   SOLE   1,687,791 0 0
FIVE BELOW INC COM 33829M101   68,648,922 777,011 SH   SOLE   777,011 0 0
GITLAB INC CLASS A COM 37637K108   25,604,814 496,795 SH   SOLE   496,795 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   25,375,287 6,677,707 SH   SOLE   6,677,707 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   488,070,000 1,000,000 SH Put SOLE   1,000,000 0 0
JOBY AVIATION INC COMMON STOCK G65163100   5,030,000 1,000,000 SH   SOLE   1,000,000 0 0
LUMENTUM HLDGS INC COM 55024U109   107,176,657 1,691,017 SH   SOLE   1,691,017 0 0
MASTERCARD INCORPORATED CL A 57636Q104   39,839,784 80,680 SH   SOLE   80,680 0 0
MERCADOLIBRE INC COM 58733R102   58,813,278 28,662 SH   SOLE   28,662 0 0
MICRON TECHNOLOGY INC COM 595112103   40,089,101 386,550 SH   SOLE   386,550 0 0
NUTANIX INC CL A 67059N108   8,289,786 139,912 SH   SOLE   139,912 0 0
NVIDIA CORPORATION COM 67066G104   24,288,000 200,000 SH Call SOLE   0 0 0
RALPH LAUREN CORP CL A 751212101   73,182,241 377,481 SH   SOLE   377,481 0 0
REDDIT INC CL A 75734B100   22,579,578 342,530 SH   SOLE   342,530 0 0
RH COM 74967X103   83,607,500 250,000 SH Call SOLE   0 0 0
RH COM 74967X103   117,443,121 351,174 SH   SOLE   351,174 0 0
ROBLOX CORP CL A 771049103   39,297,790 887,885 SH   SOLE   887,885 0 0
SCHLUMBERGER LTD COM STK 806857108   41,950,000 1,000,000 SH Call SOLE   0 0 0
SEA LTD SPONSORD ADS 81141R100   101,299,712 1,074,456 SH   SOLE   1,074,456 0 0
SENTINELONE INC CL A 81730H109   90,965,464 3,802,904 SH   SOLE   3,802,904 0 0
SHERWIN WILLIAMS CO COM 824348106   36,118,959 94,634 SH   SOLE   94,634 0 0
SONDER HOLDINGS INC CL A NEW 83542D300   4,739,066 1,012,621 SH   SOLE   1,012,621 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   143,440,000 250,000 SH Put SOLE   250,000 0 0
TABOOLA.COM LTD ORD SHS M8744T106   2,436,000 725,000 SH   SOLE   725,000 0 0
TESLA INC COM 88160R101   148,887,092 569,075 SH   SOLE   569,075 0 0
ULTA BEAUTY INC COM 90384S303   73,068,954 187,780 SH   SOLE   187,780 0 0
WAYFAIR INC CL A 94419L101   78,120,369 1,390,537 SH   SOLE   1,390,537 0 0