The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107   44,562,043 302,300 SH   SOLE   302,300 0 0
AMAZON COM INC COM 023135106   40,554,153 266,909 SH   SOLE   266,909 0 0
COPART INC COM 217204106   19,531,400 398,600 SH   SOLE   398,600 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   44,732,064 175,200 SH   SOLE   175,200 0 0
DECKERS OUTDOOR CORP COM 243537107   31,750,425 47,500 SH   SOLE   47,500 0 0
ELI LILLY & CO COM 532457108   28,038,452 48,100 SH   SOLE   48,100 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   19,325,095 814,374 SH   SOLE   814,374 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   303,044,800 740,000 SH Put SOLE   0 0 740,000
ISHARES TR 20 YR TR BD ETF 464287432   294,217,440 2,975,500 SH Call SOLE   0 0 2,975,500
ISHARES TR RUSSELL 2000 ETF 464287655   183,248,230 913,000 SH Call SOLE   0 0 913,000
ISHARES TR RUSSELL 2000 ETF 464287655   203,720,650 1,015,000 SH Put SOLE   0 0 1,015,000
MAPLEBEAR INC COM 565394103   99,776,368 4,251,230 SH   SOLE   4,251,230 0 0
MAPLEBEAR INC COM 565394103   92,696,924 3,949,592 SH   DFND 1 3,949,592 0 0
MICROSOFT CORP COM 594918104   64,339,692 171,098 SH   SOLE   171,098 0 0
NETFLIX INC COM 64110L106   30,153,939 61,933 SH   SOLE   61,933 0 0
NVIDIA CORPORATION COM 67066G104   11,687,192 23,600 SH   SOLE   23,600 0 0
PALO ALTO NETWORKS INC COM 697435105   43,583,264 147,800 SH   SOLE   147,800 0 0
SALESFORCE INC COM 79466L302   51,716,483 196,536 SH   SOLE   196,536 0 0
SCHLUMBERGER LTD COM STK 806857108   24,833,488 477,200 SH   SOLE   477,200 0 0
SERVICENOW INC COM 81762P102   29,888,766 42,306 SH   SOLE   42,306 0 0
SPDR GOLD TR GOLD SHS 78463V107   256,167,800 1,340,000 SH Call SOLE   0 0 1,340,000
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   45,806,370 284,600 SH   SOLE   284,600 0 0
UBER TECHNOLOGIES INC COM 90353T100   8,368,841 135,924 SH   SOLE   135,924 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   29,319,955 945,500 SH   SOLE   945,500 0 0
WW INTL INC COM 98262P101   8,979,810 1,026,264 SH   SOLE   1,026,264 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   32,767,622 566,326 SH   SOLE   566,326 0 0