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 |
| ||||||||||||||||||||
| 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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 7,232 | 2,600 | SH | SOLE | 2,600 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 6,703 | 2,400 | SH | SOLE | 2,400 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 17,506 | 5,370 | SH | SOLE | 5,370 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 19,909 | 114,020 | SH | SOLE | 114,020 | 0 | 0 | ||
| BLOCK INC | CL A | 852234103 | 4,068 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
| CATALENT INC | COM | 148806102 | 6,100 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 3,849 | 106,100 | SH | SOLE | 106,100 | 0 | 0 | ||
| CHEGG INC | COM | 163092109 | 3,628 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| CLOUDFLARE INC | CL A COM | 18915M107 | 4,190 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 20,528 | 90,400 | SH | SOLE | 90,400 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 4,102 | 35,000 | SH | Call | SOLE | 35,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 5,559 | 25,000 | SH | Call | SOLE | 25,000 | 0 | 0 | |
| GENERAC HLDGS INC | COM | 368736104 | 17,241 | 58,000 | SH | SOLE | 58,000 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 8,980 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 9,050 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
| LULULEMON ATHLETICA INC | COM | 550021109 | 6,581 | 18,020 | SH | SOLE | 18,020 | 0 | 0 | ||
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 6,586 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 9,744 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 14,297 | 183,560 | SH | SOLE | 183,560 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 3,894 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |
| MYT NETHERLANDS PARENT B V | ADS | 55406W103 | 1,835 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 16,266 | 600,000 | SH | Call | SOLE | 600,000 | 0 | 0 | |
| NVIDIA CORP | COM | 67066G104 | 18,991 | 69,600 | SH | SOLE | 69,600 | 0 | 0 | ||
| OLLIES BARGAIN OUTLET HLDGS | COM | 681116109 | 1,074 | 25,000 | SH | Put | SOLE | 25,000 | 0 | 0 | |
| PALO ALTO NETWORKS INC | COM | 697435105 | 20,437 | 32,830 | SH | SOLE | 32,830 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 6,927 | 59,900 | SH | SOLE | 59,900 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 3,470 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
| PVH CORP | COM | 693656100 | 3,831 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| RALPH LAUREN CORP | CL A | 751212101 | 4,538 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 15,288 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| SELECT SECTOR SPDR TR | SBI INT-FINL | 81369Y605 | 19,160 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 22,932 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 17,319 | 31,100 | SH | SOLE | 31,100 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 3,380 | 5,000 | SH | Call | SOLE | 5,000 | 0 | 0 | |
| SILICON LABORATORIES INC | COM | 826919102 | 6,774 | 45,100 | SH | SOLE | 45,100 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 3,599 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| SNOWFLAKE INC | CL A | 833445109 | 13,748 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 19,074 | 128,350 | SH | SOLE | 128,350 | 0 | 0 | ||
| TAPESTRY INC | COM | 876030107 | 2,601 | 70,000 | SH | Call | SOLE | 70,000 | 0 | 0 | |
| TARGET CORP | COM | 87612E106 | 9,550 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 4,944 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 6,592 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
| UNITED AIRLS HLDGS INC | COM | 910047109 | 5,563 | 120,000 | SH | Call | SOLE | 120,000 | 0 | 0 | |
| VEEVA SYS INC | CL A COM | 922475108 | 12,748 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| WAYFAIR INC | CL A | 94419L101 | 4,985 | 45,000 | SH | Call | SOLE | 45,000 | 0 | 0 | |
| YETI HLDGS INC | COM | 98585X104 | 5,998 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |