The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| CELLEBRITE DI LTD | ORDINARY SHARES | M2197Q107 | 10,565,200 | 1,220,000 | SH | SOLE | 1,220,000 | 0 | 0 | |||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 21,063,900 | 82,500 | SH | SOLE | 82,500 | 0 | 0 | |||
| DOLLAR GEN CORP NEW | COM | 256677105 | 13,595,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| ISHARES TR | 20 YR TR BD ETF | 464287432 | 19,776,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| ISHARES TR | 20 YR TR BD ETF | 464287432 | 19,776,000 | 2,000 | SH | Call | SOLE | 2,000 | 0 | 0 | ||
| KRANESHARES TR | CSI CHI INTERNET | 500767306 | 8,370,000 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | |||
| LAMB WESTON HLDGS INC | COM | 513272104 | 29,184,300 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | |||
| LAMB WESTON HLDGS INC | COM | 513272104 | 2,291,508 | 212 | SH | Call | SOLE | 212 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 32,292,000 | 2,208 | SH | Call | SOLE | 2,208 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 3,656,250 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| PALO ALTO NETWORKS INC | COM | 697435105 | 20,641,600 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| SPDR SER TR | S&P RETAIL ETF | 78464A714 | 7,232,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 30,785,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| WYNN RESORTS LTD | COM | 983134107 | 2,040,864 | 22,400 | SH | SOLE | 22,400 | 0 | 0 | |||