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 | 7,125 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 4,588 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 4,259 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 9,022 | 107,400 | SH | SOLE | 107,400 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 8,202 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 11,112 | 85,520 | SH | SOLE | 85,520 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 403 | 85,000 | SH | Call | SOLE | 85,000 | 0 | 0 | |
| CATALENT INC | COM | 148806102 | 4,276 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 2,713 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 8,729 | 82,900 | SH | SOLE | 82,900 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 6,317 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 8,977 | 28,020 | SH | SOLE | 28,020 | 0 | 0 | ||
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 4,409 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| MACYS INC | COM | 55616P104 | 8,260 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 5,176 | 103,560 | SH | SOLE | 103,560 | 0 | 0 | ||
| MYT NETHERLANDS PARENT B V | ADS | 55406W103 | 668 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 10,317 | 70,600 | SH | SOLE | 70,600 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 11,022 | 78,990 | SH | SOLE | 78,990 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 2,493 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 10,910 | 28,100 | SH | SOLE | 28,100 | 0 | 0 | ||
| SILICON LABORATORIES INC | COM | 826919102 | 5,440 | 40,100 | SH | SOLE | 40,100 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 8,612 | 60,000 | SH | Call | SOLE | 60,000 | 0 | 0 | |
| SPLUNK INC | COM | 848637104 | 5,884 | 68,350 | SH | SOLE | 68,350 | 0 | 0 | ||
| TARGET CORP | COM | 87612E106 | 2,981 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 7,262 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||