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   4,903,280 47,688 SH   SOLE   47,688 0 0
ALPHABET INC CAP STK CL C 02079K107   15,119,503 114,672 SH   SOLE   114,672 0 0
AMAZON COM INC COM 023135106   10,770,878 84,730 SH   SOLE   84,730 0 0
AMN HEALTHCARE SVCS INC COM 001744101   3,068,695 36,026 SH   SOLE   36,026 0 0
APPLIED MATLS INC COM 038222105   13,471,185 97,300 SH   SOLE   97,300 0 0
ARCH RESOURCES INC CL A 03940R107   1,092,224 6,400 SH   SOLE   6,400 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   270,880 4,000 SH   SOLE   4,000 0 0
AXON ENTERPRISE INC COM 05464C101   11,485,703 57,720 SH   SOLE   57,720 0 0
B & G FOODS INC NEW COM 05508R106   8,406,500 850,000 SH Put SOLE   850,000 0 0
BANK OZK LITTLE ROCK ARK COM 06417N103   5,375,150 145,000 SH Put SOLE   145,000 0 0
BECTON DICKINSON & CO COM 075887109   233,970 905 SH   SOLE   905 0 0
BIO-TECHNE CORP COM 09073M104   10,762,343 158,107 SH   SOLE   158,107 0 0
BLOCK H & R INC COM 093671105   13,675,856 317,600 SH Put SOLE   317,600 0 0
BLOCK INC CL A 852234103   17,704,000 400,000 SH Put SOLE   400,000 0 0
BORGWARNER INC COM 099724106   4,037,000 100,000 SH Put SOLE   100,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107   20,311,051 384,679 SH   SOLE   384,679 0 0
BROADCOM INC COM 11135F101   348,013 419 SH   SOLE   419 0 0
BRUNSWICK CORP COM 117043109   15,800,000 200,000 SH Put SOLE   200,000 0 0
CAE INC COM 124765108   12,230,590 523,794 SH   SOLE   523,794 0 0
CAPITAL ONE FINL CORP COM 14040H105   11,646,000 120,000 SH Put SOLE   120,000 0 0
CHARLES RIV LABS INTL INC COM 159864107   3,646,404 18,606 SH   SOLE   18,606 0 0
CITIGROUP INC COM NEW 172967424   12,339,000 300,000 SH Put SOLE   300,000 0 0
CLEAN HARBORS INC COM 184496107   26,822,452 160,268 SH   SOLE   160,268 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   9,520,574 56,880 SH   SOLE   56,880 0 0
CRYOPORT INC COM PAR $0.001 229050307   2,691,273 196,300 SH Put SOLE   196,300 0 0
D R HORTON INC COM 23331A109   8,525,595 79,330 SH   SOLE   79,330 0 0
DATADOG INC CL A COM 23804L103   9,037,312 99,213 SH   SOLE   99,213 0 0
DECKERS OUTDOOR CORP COM 243537107   9,042,843 17,590 SH   SOLE   17,590 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   6,946,074 235,940 SH   SOLE   235,940 0 0
EATON CORP PLC SHS G29183103   5,766,878 27,039 SH   SOLE   27,039 0 0
ELEVANCE HEALTH INC COM 036752103   304,794 700 SH   SOLE   700 0 0
ELI LILLY & CO COM 532457108   10,554,605 19,650 SH   SOLE   19,650 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   298,500 15,000 SH   SOLE   15,000 0 0
ENTEGRIS INC COM 29362U104   3,895,762 41,484 SH   SOLE   41,484 0 0
ETSY INC COM 29786A106   5,315,128 82,303 SH   SOLE   82,303 0 0
EXPONENT INC COM 30214U102   6,745,109 78,798 SH   SOLE   78,798 0 0
FAIR ISAAC CORP COM 303250104   4,332,228 4,988 SH   SOLE   4,988 0 0
FIRST INDL RLTY TR INC COM 32054K103   214,155 4,500 SH   SOLE   4,500 0 0
FISERV INC COM 337738108   299,344 2,650 SH   SOLE   2,650 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   7,208,325 79,650 SH   SOLE   79,650 0 0
FORD MTR CO DEL COM 345370860   4,222,800 340,000 SH Put SOLE   340,000 0 0
FRANKLIN RESOURCES INC COM 354613101   9,827,084 399,800 SH Put SOLE   399,800 0 0
GAMESTOP CORP NEW CL A 36467W109   33,463,180 2,033,000 SH Put SOLE   2,033,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   209,530 4,600 SH   SOLE   4,600 0 0
GENERAL MTRS CO COM 37045V100   2,472,750 75,000 SH Put SOLE   75,000 0 0
GOGO INC COM 38046C109   5,558,187 465,900 SH Put SOLE   465,900 0 0
GUESS INC COM 401617105   9,738,000 450,000 SH Put SOLE   450,000 0 0
HCA HEALTHCARE INC COM 40412C101   12,053,020 49,000 SH Put SOLE   49,000 0 0
HOLOGIC INC COM 436440101   27,518,766 396,524 SH   SOLE   396,524 0 0
HOWMET AEROSPACE INC COM 443201108   2,238,963 48,410 SH   SOLE   48,410 0 0
HUBBELL INC COM 443510607   33,548,660 107,044 SH   SOLE   107,044 0 0
INMODE LTD SHS M5425M103   5,626,906 184,731 SH   SOLE   184,731 0 0
ISHARES TR S&P MC 400GR ETF 464287606   7,240,182 100,224 SH   SOLE   100,224 0 0
LEMONADE INC COM 52567D107   3,486,000 300,000 SH Put SOLE   300,000 0 0
LENNOX INTL INC COM 526107107   10,100,145 26,974 SH   SOLE   26,974 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   10,924,492 175,353 SH   SOLE   175,353 0 0
LIBERTY MEDIA CORP DEL NOTE 2.250% 8/1 531229AQ5   194,600 200,000 PRN   SOLE   200,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   29,064,000 350,000 SH Call SOLE   350,000 0 0
LULULEMON ATHLETICA INC COM 550021109   6,637,891 17,214 SH   SOLE   17,214 0 0
MARTIN MARIETTA MATLS INC COM 573284106   4,827,245 11,760 SH   SOLE   11,760 0 0
MASTERCARD INCORPORATED CL A 57636Q104   6,630,701 16,748 SH   SOLE   16,748 0 0
MEDIFAST INC COM 58470H101   7,485,000 100,000 SH Put SOLE   100,000 0 0
META PLATFORMS INC CL A 30303M102   15,610,920 52,000 SH Put SOLE   52,000 0 0
META PLATFORMS INC CL A 30303M102   19,586,601 65,243 SH   SOLE   65,243 0 0
MICROSOFT CORP COM 594918104   19,137,292 60,609 SH   SOLE   60,609 0 0
MONGODB INC CL A 60937P106   8,830,498 25,532 SH   SOLE   25,532 0 0
NEXTRACKER INC CLASS A COM 65290E101   10,913,279 271,745 SH   SOLE   271,745 0 0
NORFOLK SOUTHN CORP COM 655844108   4,923,250 25,000 SH Put SOLE   25,000 0 0
NOVANTA INC COM 67000B104   5,802,435 40,452 SH   SOLE   40,452 0 0
NVIDIA CORPORATION COM 67066G104   14,137,610 32,501 SH   SOLE   32,501 0 0
NXP SEMICONDUCTORS N V COM N6596X109   3,142,742 15,720 SH   SOLE   15,720 0 0
ON SEMICONDUCTOR CORP COM 682189105   656,785 7,066 SH   SOLE   7,066 0 0
ONEMAIN HLDGS INC COM 68268W103   8,018,000 200,000 SH Put SOLE   200,000 0 0
PALO ALTO NETWORKS INC COM 697435105   5,647,660 24,090 SH   SOLE   24,090 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   6,257,790 485,100 SH Put SOLE   485,100 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105   6,929,472 211,200 SH Call SOLE   211,200 0 0
PROCTER AND GAMBLE CO COM 742718109   10,411,487 71,380 SH   SOLE   71,380 0 0
PROLOGIS INC. COM 74340W103   213,199 1,900 SH   SOLE   1,900 0 0
PURE STORAGE INC CL A 74624M102   21,728,200 610,000 SH Call SOLE   610,000 0 0
QUALCOMM INC COM 747525103   211,014 1,900 SH   SOLE   1,900 0 0
RH COM 74967X103   2,878,880 10,890 SH   SOLE   10,890 0 0
ROCKWELL AUTOMATION INC COM 773903109   14,029,642 49,077 SH   SOLE   49,077 0 0
S&P GLOBAL INC COM 78409V104   3,751,299 10,266 SH   SOLE   10,266 0 0
SALESFORCE INC COM 79466L302   7,360,914 36,300 SH   SOLE   36,300 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   15,168,500 230,000 SH Put SOLE   230,000 0 0
SEAWORLD ENTMT INC COM 81282V100   8,787,500 190,000 SH Put SOLE   190,000 0 0
SHOPIFY INC CL A 82509L107   8,583,861 157,300 SH   SOLE   157,300 0 0
SIGNET JEWELERS LIMITED SHS G81276100   7,181,000 100,000 SH Put SOLE   100,000 0 0
SMITH A O CORP COM 831865209   6,613,000 100,000 SH Call SOLE   100,000 0 0
STRYKER CORPORATION COM 863667101   4,059,153 14,854 SH   SOLE   14,854 0 0
SYNOPSYS INC COM 871607107   24,571,877 53,537 SH   SOLE   53,537 0 0
TECK RESOURCES LTD CL B 878742204   4,309,000 100,000 SH Call SOLE   100,000 0 0
TECK RESOURCES LTD CL B 878742204   6,840,538 158,750 SH   SOLE   158,750 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   6,589,000 100,000 SH Put SOLE   100,000 0 0
TETRA TECH INC NEW COM 88162G103   5,000,875 32,894 SH   SOLE   32,894 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   4,209,893 50,082 SH   SOLE   50,082 0 0
UPSTART HLDGS INC COM 91680M107   13,556,500 475,000 SH Put SOLE   475,000 0 0
VALLEY NATL BANCORP COM 919794107   22,268,840 2,601,500 SH Put SOLE   2,601,500 0 0
VERISK ANALYTICS INC COM 92345Y106   6,076,329 25,721 SH   SOLE   25,721 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   16,993,332 456,810 SH   SOLE   456,810 0 0
VISA INC COM CL A 92826C839   6,048,803 26,298 SH   SOLE   26,298 0 0
VULCAN MATLS CO COM 929160109   12,697,361 62,852 SH   SOLE   62,852 0 0
W & T OFFSHORE INC COM 92922P106   219,000 50,000 SH   SOLE   50,000 0 0
WATSCO INC COM 942622200   3,731,496 9,879 SH   SOLE   9,879 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   6,661,478 17,754 SH   SOLE   17,754 0 0
WESTERN DIGITAL CORP. COM 958102105   13,680,148 299,806 SH   SOLE   299,806 0 0
WINNEBAGO INDS INC COM 974637100   8,917,500 150,000 SH Put SOLE   150,000 0 0
XYLEM INC COM 98419M100   7,710,241 84,700 SH   SOLE   84,700 0 0
YUM CHINA HLDGS INC COM 98850P109   13,166,636 236,300 SH Put SOLE   236,300 0 0