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 | 19,989 | 135,600 | SH | SOLE | 135,600 | 0 | 0 | ||
| AFFIRM HLDGS INC | COM CL A | 00827B106 | 13,759 | 280,000 | SH | Put | SOLE | 280,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 7,264 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 6,835 | 48,500 | SH | SOLE | 48,500 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 16,318 | 107,400 | SH | SOLE | 107,400 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 7,962 | 40,100 | SH | SOLE | 40,100 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 15,002 | 77,920 | SH | SOLE | 77,920 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 5,862 | 70,400 | SH | SOLE | 70,400 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 19,915 | 78,000 | SH | SOLE | 78,000 | 0 | 0 | ||
| DEXCOM INC | COM | 252131107 | 4,964 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| EATON CORP PLC | SHS | G29183103 | 7,225 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 2,254 | 20,000 | SH | Put | SOLE | 20,000 | 0 | 0 | |
| HOME DEPOT INC | COM | 437076102 | 1,733 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| LILLY ELI & CO | COM | 532457108 | 5,829 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 9,699 | 18,970 | SH | SOLE | 18,970 | 0 | 0 | ||
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 4,685 | 50,400 | SH | SOLE | 50,400 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 8,880 | 104,060 | SH | SOLE | 104,060 | 0 | 0 | ||
| MYT NETHERLANDS PARENT B V | ADS | 55406W103 | 1,786 | 560,000 | SH | SOLE | 560,000 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 19,576 | 39,530 | SH | SOLE | 39,530 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 19,438 | 65,920 | SH | SOLE | 65,920 | 0 | 0 | ||
| PARKER HANNIFIN CORP | COM | 701094104 | 8,293 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 4,125 | 45,000 | SH | Put | SOLE | 45,000 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 19,852 | 28,100 | SH | SOLE | 28,100 | 0 | 0 | ||
| SILICON LABORATORIES INC | COM | 826919102 | 4,312 | 32,600 | SH | SOLE | 32,600 | 0 | 0 | ||
| SILICON LABORATORIES INC | COM | 826919102 | 6,614 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
| SNOWFLAKE INC | CL A | 833445109 | 14,905 | 74,900 | SH | SOLE | 74,900 | 0 | 0 | ||
| TARGET CORP | COM | 87612E106 | 7,121 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | 9,800 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 7,701 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| WILLIAMS SONOMA INC | COM | 969904101 | 3,027 | 15,000 | SH | Put | SOLE | 15,000 | 0 | 0 | |