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
Estimated average burden
hours per response: 23.8
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
ACV AUCTIONS INC COM CL A 00091G104   36,650,683 2,419,187 SH   SOLE   2,419,187 0 0
ADVANCED ENERGY INDS COM 007973100   3,049,760 28,000 SH Put SOLE   28,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   6,200,800 80,000 SH Call SOLE   80,000 0 0
AMAZON COM INC COM 023135106   18,096,054 119,100 SH Put SOLE   119,100 0 0
AMAZON COM INC COM 023135106   18,598,368 122,406 SH   SOLE   122,406 0 0
APPLE INC COM 037833100   17,327,700 90,000 SH Put SOLE   90,000 0 0
APTIV PLC SHS G6095L109   37,066,562 413,136 SH   SOLE   413,136 0 0
ARGENX SE SPONSORED ADR 04016X101   9,510,750 25,000 SH Call SOLE   25,000 0 0
ARTERIS INC COM 04302A104   4,257,545 722,843 SH   SOLE   722,843 0 0
AXON ENTERPRISE INC COM 05464C101   23,237,817 89,954 SH   SOLE   89,954 0 0
AZEK CO INC CL A 05478C105   30,877,772 807,262 SH   SOLE   807,262 0 0
BAIDU INC SPON ADR REP A 056752108   5,954,500 50,000 SH Call SOLE   50,000 0 0
BIOGEN INC COM 09062X103   5,390,179 20,830 SH   SOLE   20,830 0 0
BROADCOM INC COM 11135F101   2,232,500 2,000 SH   SOLE   2,000 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   16,694,000 100,000 SH Call SOLE   100,000 0 0
CARVANA CO CL A 146869102   15,882,000 300,000 SH Call SOLE   300,000 0 0
CELSIUS HLDGS INC COM NEW 15118V207   8,178,000 150,000 SH Put SOLE   150,000 0 0
CELSIUS HLDGS INC COM NEW 15118V207   8,148,777 149,464 SH   SOLE   149,464 0 0
CONFLUENT INC CLASS A COM 20717M103   6,669,000 285,000 SH Call SOLE   285,000 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   9,735,000 500,000 SH Call SOLE   500,000 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   17,352,871 891,262 SH   SOLE   891,262 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   42,312,141 165,722 SH   SOLE   165,722 0 0
DATADOG INC CL A COM 23804L103   5,462,100 45,000 SH Call SOLE   45,000 0 0
DATADOG INC CL A COM 23804L103   28,724,698 236,651 SH   SOLE   236,651 0 0
DECKERS OUTDOOR CORP COM 243537107   26,965,803 40,342 SH   SOLE   40,342 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   53,355,569 1,450,668 SH   SOLE   1,450,668 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   3,678,000 100,000 SH Put SOLE   100,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   14,792,663 419,650 SH   SOLE   419,650 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   2,467,500 70,000 SH Call SOLE   70,000 0 0
ELASTIC N V ORD SHS N14506104   82,296,696 730,228 SH   SOLE   730,228 0 0
ELASTIC N V ORD SHS N14506104   2,254,000 20,000 SH Call SOLE   20,000 0 0
ELI LILLY & CO COM 532457108   17,487,600 30,000 SH Put SOLE   30,000 0 0
ELI LILLY & CO COM 532457108   18,386,463 31,542 SH   SOLE   31,542 0 0
ENPHASE ENERGY INC COM 29355A107   25,106,600 190,000 SH Put SOLE   190,000 0 0
ENPHASE ENERGY INC COM 29355A107   14,365,600 108,715 SH   SOLE   108,715 0 0
ETF MANAGERS TR PRIME CYBR SCRTY 26924G201   15,102,500 250,000 SH Put SOLE   250,000 0 0
ETSY INC COM 29786A106   8,105,000 100,000 SH Call SOLE   100,000 0 0
EVERQUOTE INC COM CL A 30041R108   1,210,683 98,912 SH   SOLE   98,912 0 0
FIRST SOLAR INC COM 336433107   19,563,083 113,554 SH   SOLE   113,554 0 0
FIVE9 INC COM 338307101   1,573,800 20,000 SH Call SOLE   20,000 0 0
FIVE9 INC COM 338307101   15,336,760 194,901 SH   SOLE   194,901 0 0
FLUENCE ENERGY INC COM CL A 34379V103   1,908,000 80,000 SH Put SOLE   80,000 0 0
FLUENCE ENERGY INC COM CL A 34379V103   7,155,000 300,000 SH Call SOLE   300,000 0 0
FLUENCE ENERGY INC COM CL A 34379V103   28,381,500 1,190,000 SH   SOLE   1,190,000 0 0
FORMFACTOR INC COM 346375108   13,286,721 318,550 SH   SOLE   318,550 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   13,790,000 500,000 SH Put SOLE   500,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   16,548,000 600,000 SH   SOLE   600,000 0 0
HUB GROUP INC CL A 443320106   18,388,000 200,000 SH   SOLE   200,000 0 0
INSMED INC COM PAR $.01 457669307   10,489,836 338,491 SH   SOLE   338,491 0 0
INSPIRE MED SYS INC COM 457730109   28,841,695 141,777 SH   SOLE   141,777 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106   44,431,127 415,089 SH   SOLE   415,089 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   10,035,500 50,000 SH Put SOLE   50,000 0 0
JD.COM INC SPON ADR CL A 47215P106   3,611,250 125,000 SH Call SOLE   125,000 0 0
KARUNA THERAPEUTICS INC COM 48576A100   15,163,994 47,910 SH   SOLE   47,910 0 0
LANTHEUS HLDGS INC COM 516544103   7,750,000 125,000 SH Call SOLE   125,000 0 0
LANTHEUS HLDGS INC COM 516544103   19,088,870 307,885 SH   SOLE   307,885 0 0
LANTHEUS HLDGS INC COM 516544103   10,031,600 161,800 SH Put SOLE   161,800 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   20,068,501 290,890 SH   SOLE   290,890 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   34,057,604 566,023 SH   SOLE   566,023 0 0
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   30,960,250 1,475,000 SH Call SOLE   1,475,000 0 0
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   36,244,084 1,726,731 SH   SOLE   1,726,731 0 0
LUMENTUM HLDGS INC COM 55024U109   4,612,960 88,000 SH   SOLE   88,000 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105   19,039,566 82,287 SH   SOLE   82,287 0 0
MARVELL TECHNOLOGY INC COM 573874104   37,943,072 629,134 SH   SOLE   629,134 0 0
MERCADOLIBRE INC COM 58733R102   85,900,376 54,660 SH   SOLE   54,660 0 0
META PLATFORMS INC CL A 30303M102   1,791,746 5,062 SH   SOLE   5,062 0 0
MICRON TECHNOLOGY INC COM 595112103   4,921,302 57,667 SH   SOLE   57,667 0 0
MICRON TECHNOLOGY INC COM 595112103   3,413,600 40,000 SH Call SOLE   40,000 0 0
MKS INSTRS INC COM 55306N104   24,677,381 239,889 SH   SOLE   239,889 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   38,917,692 898,377 SH   SOLE   898,377 0 0
MONDAY COM LTD SHS M7S64H106   20,574,210 109,548 SH   SOLE   109,548 0 0
MONGODB INC CL A 60937P106   57,555,041 140,773 SH   SOLE   140,773 0 0
MP MATERIALS CORP COM CL A 553368101   19,850,000 1,000,000 SH Call SOLE   1,000,000 0 0
NEXTERA ENERGY INC COM 65339F101   45,555,000 750,000 SH   SOLE   750,000 0 0
NOVA LTD COM M7516K103   14,095,664 102,596 SH   SOLE   102,596 0 0
NUVEI CORPORATION SUB VTG SHS 67079A102   1,838,200 70,000 SH   SOLE   70,000 0 0
NUVEI CORPORATION SUB VTG SHS 67079A102   1,838,200 70,000 SH Put SOLE   70,000 0 0
NUVEI CORPORATION SUB VTG SHS 67079A102   3,939,000 150,000 SH Call SOLE   150,000 0 0
NVENT ELECTRIC PLC SHS G6700G107   28,173,757 476,794 SH   SOLE   476,794 0 0
NVIDIA CORPORATION COM 67066G104   19,808,800 40,000 SH Put SOLE   40,000 0 0
NVIDIA CORPORATION COM 67066G104   45,898,475 92,683 SH   SOLE   92,683 0 0
PALO ALTO NETWORKS INC COM 697435105   32,217,704 109,257 SH   SOLE   109,257 0 0
PAYCHEX INC COM 704326107   1,786,650 15,000 SH Call SOLE   15,000 0 0
PAYPAL HLDGS INC COM 70450Y103   4,605,750 75,000 SH Call SOLE   75,000 0 0
PHREESIA INC COM 71944F106   6,945,000 300,000 SH Call SOLE   300,000 0 0
PHREESIA INC COM 71944F106   12,801,950 553,000 SH   SOLE   553,000 0 0
PLUG POWER INC COM NEW 72919P202   5,760,000 1,280,000 SH Call SOLE   1,280,000 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105   14,186,451 338,498 SH   SOLE   338,498 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   18,068,566 261,031 SH   SOLE   261,031 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   2,768,800 40,000 SH Put SOLE   40,000 0 0
RAMBUS INC DEL COM 750917106   13,650,000 200,000 SH Call SOLE   200,000 0 0
RAMBUS INC DEL COM 750917106   40,583,225 594,626 SH   SOLE   594,626 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   50,151,404 2,137,741 SH   SOLE   2,137,741 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   21,114,000 900,000 SH Call SOLE   900,000 0 0
ROKU INC COM CL A 77543R102   36,309,367 396,131 SH   SOLE   396,131 0 0
ROKU INC COM CL A 77543R102   29,972,820 327,000 SH Call SOLE   327,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   2,589,800 20,000 SH Put SOLE   20,000 0 0
RXSIGHT INC COM 78349D107   11,548,495 286,421 SH   SOLE   286,421 0 0
SAMSARA INC COM CL A 79589L106   16,690,000 500,000 SH Put SOLE   500,000 0 0
SAMSARA INC COM CL A 79589L106   52,298,616 1,566,765 SH   SOLE   1,566,765 0 0
SEMTECH CORP COM 816850101   1,424,150 65,000 SH   SOLE   65,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   7,770,000 500,000 SH Call SOLE   500,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   7,138,532 459,365 SH   SOLE   459,365 0 0
SHUTTERSTOCK INC COM 825690100   19,312,000 400,000 SH   SOLE   400,000 0 0
SIGMA LITHIUM CORPORATION COM 826599102   9,459,000 300,000 SH   SOLE   300,000 0 0
SIGMA LITHIUM CORPORATION COM 826599102   7,251,900 230,000 SH Call SOLE   230,000 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   13,399,749 218,700 SH   SOLE   218,700 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   1,838,100 30,000 SH Call SOLE   30,000 0 0
SITIME CORP COM 82982T106   13,703,846 112,253 SH   SOLE   112,253 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   25,606,185 344,818 SH   SOLE   344,818 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   12,823,200 137,000 SH Call SOLE   137,000 0 0
STARBUCKS CORP COM 855244109   14,401,500 150,000 SH Call SOLE   150,000 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   6,100,000 400,000 SH Call SOLE   400,000 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   15,250,000 1,000,000 SH   SOLE   1,000,000 0 0
SUNRUN INC COM 86771W105   19,630,000 1,000,000 SH Put SOLE   1,000,000 0 0
SUNRUN INC COM 86771W105   25,519,000 1,300,000 SH   SOLE   1,300,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   70,762,224 680,406 SH   SOLE   680,406 0 0
TESLA INC COM 88160R101   24,848,000 100,000 SH Put SOLE   100,000 0 0
TESLA INC COM 88160R101   24,848,000 100,000 SH   SOLE   100,000 0 0
THE TRADE DESK INC COM CL A 88339J105   32,367,752 449,802 SH   SOLE   449,802 0 0
UNIVERSAL DISPLAY CORP COM 91347P105   2,868,900 15,000 SH Put SOLE   15,000 0 0
VEEVA SYS INC CL A COM 922475108   25,027,600 130,000 SH   SOLE   130,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   14,409,000 300,000 SH Put SOLE   300,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   36,159,578 752,854 SH   SOLE   752,854 0 0
VIAVI SOLUTIONS INC COM 925550105   15,767,284 1,565,768 SH   SOLE   1,565,768 0 0
VISTRA CORP COM 92840M102   7,704,000 200,000 SH Call SOLE   200,000 0 0
VISTRA CORP COM 92840M102   5,007,600 130,000 SH   SOLE   130,000 0 0
VITA COCO CO INC COM 92846Q107   7,779,953 303,312 SH   SOLE   303,312 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   7,787,500 175,000 SH   SOLE   175,000 0 0
WOLFSPEED INC COM 977852102   8,702,000 200,000 SH Put SOLE   200,000 0 0