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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 6,019 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 4,974 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 4,615 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 12,136 | 107,400 | SH | SOLE | 107,400 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 5,574 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 12,441 | 90,020 | SH | SOLE | 90,020 | 0 | 0 | ||
| CATALENT INC | COM | 148806102 | 5,427 | 75,000 | SH | Call | SOLE | 75,000 | 0 | 0 | |
| CHEGG INC | COM | 163092109 | 2,107 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| CLOUDFLARE INC | CL A COM | 18915M107 | 2,766 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 12,839 | 77,900 | SH | SOLE | 77,900 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 5,621 | 60,000 | SH | Call | SOLE | 60,000 | 0 | 0 | |
| GENERAC HLDGS INC | COM | 368736104 | 6,235 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| GENERAC HLDGS INC | COM | 368736104 | 8,016 | 45,000 | SH | Put | SOLE | 45,000 | 0 | 0 | |
| LULULEMON ATHLETICA INC | COM | 550021109 | 5,038 | 18,020 | SH | SOLE | 18,020 | 0 | 0 | ||
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 5,438 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 6,268 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 9,196 | 183,560 | SH | SOLE | 183,560 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 9,018 | 180,000 | SH | Put | SOLE | 180,000 | 0 | 0 | |
| MYT NETHERLANDS PARENT B V | ADS | 55406W103 | 1,728 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| NORDSTROM INC | COM | 655664100 | 836 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| NVIDIA CORP | COM | 67066G104 | 12,819 | 105,600 | SH | SOLE | 105,600 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 12,528 | 76,490 | SH | SOLE | 76,490 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 3,873 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 12,423 | 32,900 | SH | SOLE | 32,900 | 0 | 0 | ||
| SILICON LABORATORIES INC | COM | 826919102 | 5,567 | 45,100 | SH | SOLE | 45,100 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 6,798 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 5,099 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
| SPLUNK INC | COM | 848637104 | 8,148 | 108,350 | SH | SOLE | 108,350 | 0 | 0 | ||
| TARGET CORP | COM | 87612E106 | 11,129 | 75,000 | SH | Call | SOLE | 75,000 | 0 | 0 | |
| VEEVA SYS INC | CL A COM | 922475108 | 9,068 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| ZSCALER INC | COM | 98980G102 | 4,931 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |