The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| 2U INC | COM | 90214J101 | 3,823 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 5,199 | 55,900 | SH | SOLE | 55,900 | 0 | 0 | ||
| AIR PRODS & CHEMS INC | COM | 009158106 | 14,067 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 13,604 | 60,000 | SH | Call | SOLE | 60,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 6,023 | 2,920 | SH | SOLE | 2,920 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 5,027 | 2,430 | SH | SOLE | 2,430 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 16,677 | 5,390 | SH | SOLE | 5,390 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 12,730 | 90,000 | SH | Call | SOLE | 90,000 | 0 | 0 | |
| APPLE INC | COM | 037833100 | 16,432 | 134,520 | SH | SOLE | 134,520 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 7,392 | 86,300 | SH | SOLE | 86,300 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 4,283 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 15,513 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 5,475 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
| CVS HEALTH CORP | COM | 126650100 | 7,523 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| DICKS SPORTING GOODS INC | COM | 253393102 | 6,854 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 8,303 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 6,557 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 15,302 | 60,000 | SH | Call | SOLE | 60,000 | 0 | 0 | |
| LENNAR CORP | CL A | 526057104 | 8,098 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| LITHIA MTRS INC | CL A | 536797103 | 5,851 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| LOWES COS INC | COM | 548661107 | 7,607 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
| LULULEMON ATHLETICA INC | COM | 550021109 | 6,140 | 20,020 | SH | SOLE | 20,020 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 9,201 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 5,802 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 17,171 | 194,660 | SH | SOLE | 194,660 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 8,821 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 10,433 | 20,000 | SH | Call | SOLE | 20,000 | 0 | 0 | |
| NORDSTROM INC | COM | 655664100 | 6,627 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 16,284 | 430,000 | SH | Call | SOLE | 430,000 | 0 | 0 | |
| NVIDIA CORP | COM | 67066G104 | 10,679 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 14,824 | 46,030 | SH | SOLE | 46,030 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 14,643 | 60,300 | SH | SOLE | 60,300 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 5,622 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| PINTEREST INC | CL A | 72352L106 | 10,364 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| SAILPOINT TECHNOLOGIES HLDGS | COM | 78781P105 | 5,064 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 36,795 | 750,000 | SH | Call | SOLE | 750,000 | 0 | 0 | |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 36,795 | 750,000 | SH | Put | SOLE | 750,000 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 16,654 | 33,300 | SH | SOLE | 33,300 | 0 | 0 | ||
| SHIFT4 PMTS INC | CL A | 82452J109 | 4,101 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 3,873 | 3,500 | SH | Call | SOLE | 3,500 | 0 | 0 | |
| SILICON LABORATORIES INC | COM | 826919102 | 7,068 | 50,100 | SH | SOLE | 50,100 | 0 | 0 | ||
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | 7,339 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 16,050 | 70,000 | SH | Call | SOLE | 70,000 | 0 | 0 | |
| SPLUNK INC | COM | 848637104 | 9,477 | 69,950 | SH | SOLE | 69,950 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 9,484 | 70,000 | SH | Call | SOLE | 70,000 | 0 | 0 | |
| TJX COS INC NEW | COM | 872540109 | 7,938 | 120,000 | SH | Call | SOLE | 120,000 | 0 | 0 | |
| TWILIO INC | CL A | 90138F102 | 10,223 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 5,451 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| ULTA BEAUTY INC | COM | 90384S303 | 12,367 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
| UNITED PARCEL SERVICE INC | CL B | 911312106 | 13,599 | 80,000 | SH | Call | SOLE | 80,000 | 0 | 0 | |
| VEEVA SYS INC | CL A COM | 922475108 | 12,409 | 47,500 | SH | SOLE | 47,500 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 3,148 | 10,000 | SH | Call | SOLE | 10,000 | 0 | 0 | |
| WORKDAY INC | CL A | 98138H101 | 9,937 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
| WW INTL INC | COM | 98262P101 | 7,692 | 245,900 | SH | SOLE | 245,900 | 0 | 0 | ||
| WW INTL INC | COM | 98262P101 | 4,066 | 130,000 | SH | Call | SOLE | 130,000 | 0 | 0 | |