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
ADVANCED MICRO DEVICES INC COM 007903107   10,277,819 104,865 SH   SOLE   104,865 0 0
AECOM COM 00766T100   7,787,964 92,362 SH   SOLE   92,362 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   3,328,875 24,063 SH   SOLE   24,063 0 0
ALTICE USA INC CL A 02156K103   1,290,708 377,400 SH Put SOLE   377,400 0 0
AMERICAN EXPRESS CO COM 025816109   5,517,248 33,448 SH   SOLE   33,448 0 0
AMN HEALTHCARE SVCS INC COM 001744101   7,219,926 87,029 SH   SOLE   87,029 0 0
ANALOG DEVICES INC COM 032654105   6,791,073 34,434 SH   SOLE   34,434 0 0
APPLE INC COM 037833100   49,470,000 300,000 SH Put SOLE   300,000 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   6,533,148 45,966 SH   SOLE   45,966 0 0
APPLIED MATLS INC COM 038222105   6,716,222 54,679 SH   SOLE   54,679 0 0
ARCH RESOURCES INC CL A 03940R107   841,344 6,400 SH   SOLE   6,400 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   277,640 4,000 SH   SOLE   4,000 0 0
BANK OZK LITTLE ROCK ARK COM 06417N103   13,680,000 400,000 SH Put SOLE   400,000 0 0
BECTON DICKINSON & CO COM 075887109   224,024 905 SH   SOLE   905 0 0
BIO-TECHNE CORP COM 09073M104   6,253,104 84,285 SH   SOLE   84,285 0 0
BLOCK INC CL A 852234103   10,297,500 150,000 SH Put SOLE   150,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107   17,666,243 353,113 SH   SOLE   353,113 0 0
BROADCOM INC COM 11135F101   268,805 419 SH   SOLE   419 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   4,570,088 21,753 SH   SOLE   21,753 0 0
CAE INC COM 124765108   27,567,395 1,218,379 SH   SOLE   1,218,379 0 0
CAMPING WORLD HLDGS INC CL A 13462K109   9,875,684 473,200 SH Put SOLE   473,200 0 0
CAPITAL ONE FINL CORP COM 14040H105   43,272,000 450,000 SH Put SOLE   450,000 0 0
CARVANA CO CL A 146869102   8,811,000 900,000 SH Put SOLE   900,000 0 0
CHARLES RIV LABS INTL INC COM 159864107   5,496,971 27,237 SH   SOLE   27,237 0 0
CLEAN HARBORS INC COM 184496107   12,787,204 89,697 SH   SOLE   89,697 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   57,123,678 845,400 SH Put SOLE   845,400 0 0
D R HORTON INC COM 23331A109   7,256,218 74,278 SH   SOLE   74,278 0 0
DXC TECHNOLOGY CO COM 23355L106   13,955,760 546,000 SH Put SOLE   546,000 0 0
EATON CORP PLC SHS G29183103   8,114,320 47,358 SH   SOLE   47,358 0 0
EMPIRE ST RLTY TR INC CL A 292104106   4,543,000 700,000 SH Put SOLE   700,000 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   6,570,149 274,557 SH   SOLE   274,557 0 0
ENPHASE ENERGY INC COM 29355A107   2,008,384 9,551 SH   SOLE   9,551 0 0
EXACT SCIENCES CORP COM 30063P105   4,555,544 67,181 SH   SOLE   67,181 0 0
EXPONENT INC COM 30214U102   4,532,107 45,462 SH   SOLE   45,462 0 0
FAIR ISAAC CORP COM 303250104   11,035,044 15,704 SH   SOLE   15,704 0 0
FIRST INDL RLTY TR INC COM 32054K103   239,400 4,500 SH   SOLE   4,500 0 0
FISERV INC COM 337738108   299,530 2,650 SH   SOLE   2,650 0 0
FOUR CORNERS PPTY TR INC COM 35086T109   233,682 8,700 SH   SOLE   8,700 0 0
FRANKLIN RESOURCES INC COM 354613101   15,086,400 560,000 SH Put SOLE   560,000 0 0
GAMESTOP CORP NEW CL A 36467W109   61,845,532 2,686,600 SH Put SOLE   2,686,600 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   239,476 4,600 SH   SOLE   4,600 0 0
HOLOGIC INC COM 436440101   22,776,284 282,234 SH   SOLE   282,234 0 0
HOWMET AEROSPACE INC COM 443201108   9,942,544 234,660 SH   SOLE   234,660 0 0
HUBBELL INC COM 443510607   29,809,855 122,518 SH   SOLE   122,518 0 0
IMAX CORP COM 45245E109   5,862,156 305,639 SH   SOLE   305,639 0 0
INMODE LTD SHS M5425M103   6,658,834 208,349 SH   SOLE   208,349 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   9,887,966 38,705 SH   SOLE   38,705 0 0
ISHARES TR S&P MC 400GR ETF 464287606   4,433,620 62,000 SH   SOLE   62,000 0 0
LEMONADE INC COM 52567D107   8,337,822 584,700 SH Put SOLE   584,700 0 0
LENNAR CORP CL A 526057104   5,740,583 54,615 SH   SOLE   54,615 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   46,005,334 614,798 SH   SOLE   614,798 0 0
LINCOLN NATL CORP IND COM 534187109   5,617,500 250,000 SH Put SOLE   250,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   3,318,770 47,411 SH   SOLE   47,411 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   23,800,000 340,000 SH Call SOLE   340,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   16,563,194 46,649 SH   SOLE   46,649 0 0
MASTERCARD INCORPORATED CL A 57636Q104   18,353,295 50,503 SH   SOLE   50,503 0 0
META PLATFORMS INC CL A 30303M102   423,880 2,000 SH   SOLE   2,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101   17,768,000 400,000 SH Put SOLE   400,000 0 0
MICROSOFT CORP COM 594918104   12,794,466 44,379 SH   SOLE   44,379 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101   9,534,698 267,303 SH   SOLE   267,303 0 0
MOODYS CORP COM 615369105   3,336,842 10,904 SH   SOLE   10,904 0 0
NEXTRACKER INC CLASS A COM 65290E101   6,526,800 180,000 SH   SOLE   180,000 0 0
NIO INC SPON ADS 62914V106   4,169,317 396,700 SH Put SOLE   396,700 0 0
NOVANTA INC COM 67000B104   9,587,877 60,267 SH   SOLE   60,267 0 0
NVIDIA CORPORATION COM 67066G104   10,144,994 36,523 SH   SOLE   36,523 0 0
ON HLDG AG NAMEN AKT A H5919C104   6,206,000 200,000 SH Call SOLE   200,000 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   4,426,304 198,400 SH Put SOLE   198,400 0 0
PARKER-HANNIFIN CORP COM 701094104   5,368,685 15,973 SH   SOLE   15,973 0 0
PEPSICO INC COM 713448108   6,888,023 37,784 SH   SOLE   37,784 0 0
PFIZER INC COM 717081103   212,160 5,200 SH   SOLE   5,200 0 0
PROLOGIS INC. COM 74340W103   237,063 1,900 SH   SOLE   1,900 0 0
QUALCOMM INC COM 747525103   242,402 1,900 SH   SOLE   1,900 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   3,870,000 250,000 SH Put SOLE   250,000 0 0
ROCKWELL AUTOMATION INC COM 773903109   11,747,684 40,033 SH   SOLE   40,033 0 0
S&P GLOBAL INC COM 78409V104   241,339 700 SH   SOLE   700 0 0
SALESFORCE INC COM 79466L302   10,562,369 52,870 SH   SOLE   52,870 0 0
SILVERGATE CAP CORP CL A 82837P408   405,000 250,000 SH Put SOLE   250,000 0 0
SONOS INC COM 83570H108   13,416,156 683,800 SH Call SOLE   683,800 0 0
SPDR SER TR S&P SEMICNDCTR 78464A862   8,386,524 40,200 SH   SOLE   40,200 0 0
SPLUNK INC NOTE 1.125% 6/1 848637AF1   213,625 250,000 PRN   SOLE   250,000 0 0
SYNOPSYS INC COM 871607107   30,643,916 79,337 SH   SOLE   79,337 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   18,604,000 200,000 SH Call SOLE   200,000 0 0
TECK RESOURCES LTD CL B 878742204   273,750 7,500 SH   SOLE   7,500 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   14,581,699 32,595 SH   SOLE   32,595 0 0
TETRA TECH INC NEW COM 88162G103   23,641,198 160,923 SH   SOLE   160,923 0 0
UNITED RENTALS INC COM 911363109   8,644,981 21,844 SH   SOLE   21,844 0 0
UPSTART HLDGS INC COM 91680M107   15,592,857 981,300 SH Put SOLE   981,300 0 0
VALLEY NATL BANCORP COM 919794107   24,024,000 2,600,000 SH Put SOLE   2,600,000 0 0
VIRGIN GALACTIC HOLDINGS INC COM 92766K106   3,997,755 987,100 SH Put SOLE   987,100 0 0
VISA INC COM CL A 92826C839   18,766,163 83,235 SH   SOLE   83,235 0 0
VULCAN MATLS CO COM 929160109   20,022,081 116,706 SH   SOLE   116,706 0 0
W & T OFFSHORE INC COM 92922P106   254,000 50,000 SH   SOLE   50,000 0 0
WASTE MGMT INC DEL COM 94106L109   3,087,992 18,925 SH   SOLE   18,925 0 0
WATERS CORP COM 941848103   7,491,188 24,194 SH   SOLE   24,194 0 0
WATSCO INC COM 942622200   15,766,419 49,555 SH   SOLE   49,555 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   5,184,577 14,964 SH   SOLE   14,964 0 0
WINNEBAGO INDS INC COM 974637100   11,118,790 192,700 SH Put SOLE   192,700 0 0
WYNN RESORTS LTD COM 983134107   8,777,661 78,435 SH   SOLE   78,435 0 0
YUM CHINA HLDGS INC COM 98850P109   38,420,679 606,100 SH Put SOLE   606,100 0 0