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        <nameOfIssuer>AAON INC</nameOfIssuer>
        <titleOfClass>COM PAR $0.004</titleOfClass>
        <cusip>000360206</cusip>
        <value>4441714</value>
        <shrsOrPrnAmt>
            <sshPrnamt>41188</sshPrnamt>
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            <Sole>41188</Sole>
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        <nameOfIssuer>ADOBE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>00724F101</cusip>
        <value>9044063</value>
        <shrsOrPrnAmt>
            <sshPrnamt>17467</sshPrnamt>
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            <Sole>17467</Sole>
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            <None>0</None>
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    <infoTable>
        <nameOfIssuer>AERCAP HOLDINGS NV</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>N00985106</cusip>
        <value>7369500</value>
        <shrsOrPrnAmt>
            <sshPrnamt>77803</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>77803</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>AGILENT TECHNOLOGIES INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>00846U101</cusip>
        <value>2108416</value>
        <shrsOrPrnAmt>
            <sshPrnamt>14200</sshPrnamt>
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        <votingAuthority>
            <Sole>14200</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>AIRBNB INC</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>009066101</cusip>
        <value>2771306</value>
        <shrsOrPrnAmt>
            <sshPrnamt>21854</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>21854</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>ALIBABA GROUP HLDG LTD</nameOfIssuer>
        <titleOfClass>SPONSORED ADS</titleOfClass>
        <cusip>01609W102</cusip>
        <value>1910160</value>
        <shrsOrPrnAmt>
            <sshPrnamt>18000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>18000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>ALLEGION PLC</nameOfIssuer>
        <titleOfClass>ORD SHS</titleOfClass>
        <cusip>G0176J109</cusip>
        <value>3154834</value>
        <shrsOrPrnAmt>
            <sshPrnamt>21647</sshPrnamt>
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        <votingAuthority>
            <Sole>21647</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>ALPHABET INC</nameOfIssuer>
        <titleOfClass>CAP STK CL C</titleOfClass>
        <cusip>02079K107</cusip>
        <value>1356747</value>
        <shrsOrPrnAmt>
            <sshPrnamt>8115</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>8115</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>AMAZON COM INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>023135106</cusip>
        <value>8264667</value>
        <shrsOrPrnAmt>
            <sshPrnamt>44355</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>44355</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>AMERICAN TOWER CORP NEW</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>03027X100</cusip>
        <value>4186080</value>
        <shrsOrPrnAmt>
            <sshPrnamt>18000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>18000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>APPLIED INDL TECHNOLOGIES IN</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>03820C105</cusip>
        <value>1569720</value>
        <shrsOrPrnAmt>
            <sshPrnamt>7035</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>7035</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>ARBOR REALTY TRUST INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>038923108</cusip>
        <value>11117620</value>
        <shrsOrPrnAmt>
            <sshPrnamt>714500</sshPrnamt>
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            <Sole>714500</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>ARCH RESOURCES INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>03940R107</cusip>
        <value>483560</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3500</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3500</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>ARISTA NETWORKS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>040413106</cusip>
        <value>9595500</value>
        <shrsOrPrnAmt>
            <sshPrnamt>25000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <putCall>Call</putCall>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>25000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>ARISTA NETWORKS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>040413106</cusip>
        <value>10651773</value>
        <shrsOrPrnAmt>
            <sshPrnamt>27752</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>27752</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>ARM HOLDINGS PLC</nameOfIssuer>
        <titleOfClass>SPONSORED ADS</titleOfClass>
        <cusip>042068205</cusip>
        <value>4290300</value>
        <shrsOrPrnAmt>
            <sshPrnamt>30000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>30000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>ASTRAZENECA PLC</nameOfIssuer>
        <titleOfClass>SPONSORED ADR</titleOfClass>
        <cusip>046353108</cusip>
        <value>311640</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>4000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>ATMUS FILTRATION TECHNOLOGIE</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>04956D107</cusip>
        <value>2657687</value>
        <shrsOrPrnAmt>
            <sshPrnamt>70815</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>70815</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>AVALONBAY CMNTYS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>053484101</cusip>
        <value>259038</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1150</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1150</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>AXON ENTERPRISE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>05464C101</cusip>
        <value>8855935</value>
        <shrsOrPrnAmt>
            <sshPrnamt>22162</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>22162</Sole>
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            <None>0</None>
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        <nameOfIssuer>BAIDU INC</nameOfIssuer>
        <titleOfClass>SPON ADR REP A</titleOfClass>
        <cusip>056752108</cusip>
        <value>2316380</value>
        <shrsOrPrnAmt>
            <sshPrnamt>22000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>22000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>BIO-TECHNE CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>09073M104</cusip>
        <value>1238355</value>
        <shrsOrPrnAmt>
            <sshPrnamt>15493</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>15493</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>BLACKSTONE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>09260D107</cusip>
        <value>4191168</value>
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            <sshPrnamt>27370</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>27370</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>BLACKSTONE MTG TR INC</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>09257W100</cusip>
        <value>7666733</value>
        <shrsOrPrnAmt>
            <sshPrnamt>403300</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <putCall>Put</putCall>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>403300</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>BLOCK INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>852234103</cusip>
        <value>11069737</value>
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            <sshPrnamt>164900</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <putCall>Put</putCall>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>164900</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>BOOZ ALLEN HAMILTON HLDG COR</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>099502106</cusip>
        <value>6596012</value>
        <shrsOrPrnAmt>
            <sshPrnamt>40526</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>40526</Sole>
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            <None>0</None>
        </votingAuthority>
    </infoTable>
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        <nameOfIssuer>BOSTON SCIENTIFIC CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>101137107</cusip>
        <value>4712828</value>
        <shrsOrPrnAmt>
            <sshPrnamt>56239</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>56239</Sole>
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            <None>0</None>
        </votingAuthority>
    </infoTable>
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        <nameOfIssuer>BROADCOM INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>11135F101</cusip>
        <value>722775</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4190</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>4190</Sole>
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        </votingAuthority>
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        <nameOfIssuer>BROADCOM INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>11135F101</cusip>
        <value>17250000</value>
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            <sshPrnamt>100000</sshPrnamt>
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        <putCall>Call</putCall>
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        <votingAuthority>
            <Sole>100000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>CAE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>124765108</cusip>
        <value>3371006</value>
        <shrsOrPrnAmt>
            <sshPrnamt>179787</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>179787</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>CAMECO CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>13321L108</cusip>
        <value>5253600</value>
        <shrsOrPrnAmt>
            <sshPrnamt>110000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>110000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>CAPITAL ONE FINL CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>14040H105</cusip>
        <value>9582720</value>
        <shrsOrPrnAmt>
            <sshPrnamt>64000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <putCall>Put</putCall>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>64000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>CARRIER GLOBAL CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>14448C104</cusip>
        <value>5392830</value>
        <shrsOrPrnAmt>
            <sshPrnamt>67000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>67000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>CAVA GROUP INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>148929102</cusip>
        <value>1290517</value>
        <shrsOrPrnAmt>
            <sshPrnamt>10420</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>10420</Sole>
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            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>CBOE GLOBAL MKTS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>12503M108</cusip>
        <value>7158568</value>
        <shrsOrPrnAmt>
            <sshPrnamt>34942</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>34942</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>CBRE GROUP INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>12504L109</cusip>
        <value>2937728</value>
        <shrsOrPrnAmt>
            <sshPrnamt>23600</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>23600</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>CHARLES RIV LABS INTL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>159864107</cusip>
        <value>943486</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4790</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>4790</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
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        <nameOfIssuer>CLEAN HARBORS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>184496107</cusip>
        <value>9531592</value>
        <shrsOrPrnAmt>
            <sshPrnamt>39434</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>39434</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>CONSTELLATION ENERGY CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>21037T109</cusip>
        <value>9259052</value>
        <shrsOrPrnAmt>
            <sshPrnamt>35609</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>35609</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
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        <nameOfIssuer>CORNING INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>219350105</cusip>
        <value>14669325</value>
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            <sshPrnamt>324902</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>324902</Sole>
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            <None>0</None>
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        <nameOfIssuer>CROWDSTRIKE HLDGS INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>22788C105</cusip>
        <value>6170340</value>
        <shrsOrPrnAmt>
            <sshPrnamt>22000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>22000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>CROWN CASTLE INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>22822V101</cusip>
        <value>5931500</value>
        <shrsOrPrnAmt>
            <sshPrnamt>50000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>50000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>CURTISS WRIGHT CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>231561101</cusip>
        <value>12885963</value>
        <shrsOrPrnAmt>
            <sshPrnamt>39204</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>39204</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>CYBERARK SOFTWARE LTD</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>M2682V108</cusip>
        <value>7811649</value>
        <shrsOrPrnAmt>
            <sshPrnamt>26788</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>26788</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>D R HORTON INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>23331A109</cusip>
        <value>2625377</value>
        <shrsOrPrnAmt>
            <sshPrnamt>13762</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>13762</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>DANAHER CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>235851102</cusip>
        <value>6208743</value>
        <shrsOrPrnAmt>
            <sshPrnamt>22332</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>22332</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>EAGLE MATLS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>26969P108</cusip>
        <value>6615950</value>
        <shrsOrPrnAmt>
            <sshPrnamt>23000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>23000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>EASTGROUP PPTYS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>277276101</cusip>
        <value>5156232</value>
        <shrsOrPrnAmt>
            <sshPrnamt>27600</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>27600</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>EATON CORP PLC</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>G29183103</cusip>
        <value>16706565</value>
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            <sshPrnamt>50406</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>50406</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>ECHOSTAR CORP</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>278768106</cusip>
        <value>3998502</value>
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            <sshPrnamt>161100</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <putCall>Call</putCall>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>161100</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>ELEVANCE HEALTH INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>036752103</cusip>
        <value>364000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>700</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>700</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>ELI LILLY &amp; CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>532457108</cusip>
        <value>10504591</value>
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            <sshPrnamt>11857</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>11857</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>ENDEAVOR GROUP HLDGS INC</nameOfIssuer>
        <titleOfClass>CL A COM</titleOfClass>
        <cusip>29260Y109</cusip>
        <value>428400</value>
        <shrsOrPrnAmt>
            <sshPrnamt>15000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>15000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>ENTEGRIS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>29362U104</cusip>
        <value>2183870</value>
        <shrsOrPrnAmt>
            <sshPrnamt>19407</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>19407</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>EQUIFAX INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>294429105</cusip>
        <value>901269</value>
        <shrsOrPrnAmt>
            <sshPrnamt>3067</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3067</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>EXPONENT INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>30214U102</cusip>
        <value>3020797</value>
        <shrsOrPrnAmt>
            <sshPrnamt>26204</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>26204</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>FAIR ISAAC CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>303250104</cusip>
        <value>3799582</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1955</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1955</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>FISERV INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>337738108</cusip>
        <value>359300</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>FORTUNE BRANDS INNOVATIONS I</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>34964C106</cusip>
        <value>5291402</value>
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            <sshPrnamt>59102</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>59102</Sole>
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            <None>0</None>
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        <nameOfIssuer>FTAI AVIATION LTD</nameOfIssuer>
        <titleOfClass>SHS</titleOfClass>
        <cusip>G3730V105</cusip>
        <value>5846271</value>
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            <sshPrnamt>43990</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>43990</Sole>
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            <None>0</None>
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        <nameOfIssuer>GAMESTOP CORP NEW</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>36467W109</cusip>
        <value>7431613</value>
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            <sshPrnamt>324100</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <putCall>Put</putCall>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>324100</Sole>
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            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>GAMING &amp; LEISURE PPTYS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>36467J108</cusip>
        <value>236670</value>
        <shrsOrPrnAmt>
            <sshPrnamt>4600</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>4600</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>GLOBAL PMTS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>37940X102</cusip>
        <value>358470</value>
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            <sshPrnamt>3500</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>3500</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>GOGO INC</nameOfIssuer>
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        <cusip>38046C109</cusip>
        <value>5550140</value>
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            <sshPrnamt>773000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
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        <putCall>Call</putCall>
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        <votingAuthority>
            <Sole>773000</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>GRANITE CONSTR INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>387328107</cusip>
        <value>5153200</value>
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            <sshPrnamt>65000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>65000</Sole>
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            <None>0</None>
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        <nameOfIssuer>HARMONIC INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>413160102</cusip>
        <value>3642500</value>
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            <sshPrnamt>250000</sshPrnamt>
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        <putCall>Call</putCall>
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        <votingAuthority>
            <Sole>250000</Sole>
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            <None>0</None>
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        <nameOfIssuer>HOLOGIC INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>436440101</cusip>
        <value>2720764</value>
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            <sshPrnamt>33400</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>33400</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>HUBBELL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>443510607</cusip>
        <value>7067775</value>
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            <sshPrnamt>16500</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>16500</Sole>
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            <None>0</None>
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        <nameOfIssuer>HUNT J B TRANS SVCS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>445658107</cusip>
        <value>917657</value>
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            <sshPrnamt>5325</sshPrnamt>
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            <Sole>5325</Sole>
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            <None>0</None>
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        <nameOfIssuer>INFOSYS LTD</nameOfIssuer>
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        <cusip>456788108</cusip>
        <value>3621102</value>
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            <sshPrnamt>162600</sshPrnamt>
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        <votingAuthority>
            <Sole>162600</Sole>
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            <None>0</None>
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        <nameOfIssuer>INTERNATIONAL PAPER CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>460146103</cusip>
        <value>3791200</value>
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            <sshPrnamt>77609</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>77609</Sole>
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            <None>0</None>
        </votingAuthority>
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        <nameOfIssuer>INTUITIVE SURGICAL INC</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>46120E602</cusip>
        <value>6800651</value>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>13843</Sole>
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            <None>0</None>
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        <nameOfIssuer>ISHARES TR</nameOfIssuer>
        <titleOfClass>S&amp;P SML 600 GWT</titleOfClass>
        <cusip>464287887</cusip>
        <value>1883115</value>
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            <sshPrnamt>13500</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>13500</Sole>
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            <None>0</None>
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        <nameOfIssuer>ISHARES TR</nameOfIssuer>
        <titleOfClass>US HOME CONS ETF</titleOfClass>
        <cusip>464288752</cusip>
        <value>737180</value>
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            <sshPrnamt>5800</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>5800</Sole>
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            <None>0</None>
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    <infoTable>
        <nameOfIssuer>JD.COM INC</nameOfIssuer>
        <titleOfClass>SPON ADS CL A</titleOfClass>
        <cusip>47215P106</cusip>
        <value>2800000</value>
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            <sshPrnamt>70000</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
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            <Sole>70000</Sole>
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            <None>0</None>
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        <nameOfIssuer>JOHNSON &amp; JOHNSON</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>478160104</cusip>
        <value>4196058</value>
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            <sshPrnamt>25892</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>25892</Sole>
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            <None>0</None>
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    <infoTable>
        <nameOfIssuer>LAUDER ESTEE COS INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>518439104</cusip>
        <value>4984500</value>
        <shrsOrPrnAmt>
            <sshPrnamt>50000</sshPrnamt>
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        <putCall>Call</putCall>
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        <votingAuthority>
            <Sole>50000</Sole>
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            <None>0</None>
        </votingAuthority>
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    <infoTable>
        <nameOfIssuer>LIBERTY ENERGY INC</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>53115L104</cusip>
        <value>967214</value>
        <shrsOrPrnAmt>
            <sshPrnamt>50666</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>50666</Sole>
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            <None>0</None>
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    <infoTable>
        <nameOfIssuer>LIBERTY MEDIA CORP DEL</nameOfIssuer>
        <titleOfClass>COM LBTY ONE S C</titleOfClass>
        <cusip>531229755</cusip>
        <value>6695140</value>
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            <sshPrnamt>86467</sshPrnamt>
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        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>86467</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LIBERTY MEDIA CORP DEL</nameOfIssuer>
        <titleOfClass>NOTE 2.250% 8/1</titleOfClass>
        <cusip>531229AQ5</cusip>
        <value>274883</value>
        <shrsOrPrnAmt>
            <sshPrnamt>250000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>250000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LIVE NATION ENTERTAINMENT IN</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>538034109</cusip>
        <value>14627864</value>
        <shrsOrPrnAmt>
            <sshPrnamt>133600</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <putCall>Put</putCall>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>133600</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LIVE NATION ENTERTAINMENT IN</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>538034109</cusip>
        <value>17780629</value>
        <shrsOrPrnAmt>
            <sshPrnamt>162395</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>162395</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>LIVE NATION ENTERTAINMENT IN</nameOfIssuer>
        <titleOfClass>NOTE 3.125% 1/1</titleOfClass>
        <cusip>538034BA6</cusip>
        <value>307435</value>
        <shrsOrPrnAmt>
            <sshPrnamt>250000</sshPrnamt>
            <sshPrnamtType>PRN</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>250000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MARA HOLDINGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>565788106</cusip>
        <value>4903306</value>
        <shrsOrPrnAmt>
            <sshPrnamt>302300</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <putCall>Put</putCall>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>302300</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MARTIN MARIETTA MATLS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>573284106</cusip>
        <value>5788879</value>
        <shrsOrPrnAmt>
            <sshPrnamt>10755</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>10755</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MCKESSON CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>58155Q103</cusip>
        <value>12360500</value>
        <shrsOrPrnAmt>
            <sshPrnamt>25000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <putCall>Put</putCall>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>25000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MERCK &amp; CO INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>58933Y105</cusip>
        <value>227120</value>
        <shrsOrPrnAmt>
            <sshPrnamt>2000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>2000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MERITAGE HOMES CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>59001A102</cusip>
        <value>2377787</value>
        <shrsOrPrnAmt>
            <sshPrnamt>11595</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>11595</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>META PLATFORMS INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>30303M102</cusip>
        <value>20165344</value>
        <shrsOrPrnAmt>
            <sshPrnamt>35227</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>35227</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MIRION TECHNOLOGIES INC</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>60471A101</cusip>
        <value>3819150</value>
        <shrsOrPrnAmt>
            <sshPrnamt>345000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>345000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>MONRO INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>610236101</cusip>
        <value>4320342</value>
        <shrsOrPrnAmt>
            <sshPrnamt>149700</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <putCall>Put</putCall>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>149700</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NETFLIX INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>64110L106</cusip>
        <value>5732320</value>
        <shrsOrPrnAmt>
            <sshPrnamt>8082</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>8082</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NEXTRACKER INC</nameOfIssuer>
        <titleOfClass>CLASS A COM</titleOfClass>
        <cusip>65290E101</cusip>
        <value>2323760</value>
        <shrsOrPrnAmt>
            <sshPrnamt>62000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <putCall>Call</putCall>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>62000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NEXTRACKER INC</nameOfIssuer>
        <titleOfClass>CLASS A COM</titleOfClass>
        <cusip>65290E101</cusip>
        <value>4100424</value>
        <shrsOrPrnAmt>
            <sshPrnamt>109403</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>109403</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NUTANIX INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>67059N108</cusip>
        <value>3436500</value>
        <shrsOrPrnAmt>
            <sshPrnamt>58000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>58000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>NVIDIA CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>67066G104</cusip>
        <value>2853840</value>
        <shrsOrPrnAmt>
            <sshPrnamt>23500</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>23500</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>OKTA INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>679295105</cusip>
        <value>1716882</value>
        <shrsOrPrnAmt>
            <sshPrnamt>23095</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>23095</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>OKTA INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>679295105</cusip>
        <value>6564222</value>
        <shrsOrPrnAmt>
            <sshPrnamt>88300</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <putCall>Call</putCall>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>88300</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ON SEMICONDUCTOR CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>682189105</cusip>
        <value>513062</value>
        <shrsOrPrnAmt>
            <sshPrnamt>7066</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>7066</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ONTO INNOVATION INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>683344105</cusip>
        <value>5189000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>25000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>25000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ORACLE CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>68389X105</cusip>
        <value>8520000</value>
        <shrsOrPrnAmt>
            <sshPrnamt>50000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>50000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PALANTIR TECHNOLOGIES INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>69608A108</cusip>
        <value>2488680</value>
        <shrsOrPrnAmt>
            <sshPrnamt>66900</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <putCall>Call</putCall>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>66900</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PALO ALTO NETWORKS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>697435105</cusip>
        <value>2249044</value>
        <shrsOrPrnAmt>
            <sshPrnamt>6580</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>6580</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PAYPAL HLDGS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>70450Y103</cusip>
        <value>6843231</value>
        <shrsOrPrnAmt>
            <sshPrnamt>87700</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>87700</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PERSPECTIVE THERAPEUTICS INC</nameOfIssuer>
        <titleOfClass>COM NEW</titleOfClass>
        <cusip>46489V302</cusip>
        <value>1372460</value>
        <shrsOrPrnAmt>
            <sshPrnamt>102806</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>102806</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PROLOGIS INC.</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>74340W103</cusip>
        <value>239932</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1900</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1900</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>PVH CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>693656100</cusip>
        <value>4033200</value>
        <shrsOrPrnAmt>
            <sshPrnamt>40000</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <putCall>Put</putCall>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>40000</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>QUALCOMM INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>747525103</cusip>
        <value>323095</value>
        <shrsOrPrnAmt>
            <sshPrnamt>1900</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>1900</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ROCKET COS INC</nameOfIssuer>
        <titleOfClass>COM CL A</titleOfClass>
        <cusip>77311W101</cusip>
        <value>3202293</value>
        <shrsOrPrnAmt>
            <sshPrnamt>166873</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>166873</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>ROCKWELL AUTOMATION INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>773903109</cusip>
        <value>2013450</value>
        <shrsOrPrnAmt>
            <sshPrnamt>7500</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>7500</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>RTX CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>75513E101</cusip>
        <value>4629524</value>
        <shrsOrPrnAmt>
            <sshPrnamt>38210</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>38210</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>S&amp;P GLOBAL INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>78409V104</cusip>
        <value>361634</value>
        <shrsOrPrnAmt>
            <sshPrnamt>700</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>700</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SHERWIN WILLIAMS CO</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>824348106</cusip>
        <value>5915122</value>
        <shrsOrPrnAmt>
            <sshPrnamt>15498</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>15498</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SHOPIFY INC</nameOfIssuer>
        <titleOfClass>CL A</titleOfClass>
        <cusip>82509L107</cusip>
        <value>5555786</value>
        <shrsOrPrnAmt>
            <sshPrnamt>69326</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>69326</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>SMITH A O CORP</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>831865209</cusip>
        <value>4904718</value>
        <shrsOrPrnAmt>
            <sshPrnamt>54600</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <putCall>Put</putCall>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>54600</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>STEEL DYNAMICS INC</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>858119100</cusip>
        <value>2760269</value>
        <shrsOrPrnAmt>
            <sshPrnamt>21893</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>21893</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>STERIS PLC</nameOfIssuer>
        <titleOfClass>SHS USD</titleOfClass>
        <cusip>G8473T100</cusip>
        <value>1968697</value>
        <shrsOrPrnAmt>
            <sshPrnamt>8117</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>8117</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>STRYKER CORPORATION</nameOfIssuer>
        <titleOfClass>COM</titleOfClass>
        <cusip>863667101</cusip>
        <value>4965519</value>
        <shrsOrPrnAmt>
            <sshPrnamt>13745</sshPrnamt>
            <sshPrnamtType>SH</sshPrnamtType>
        </shrsOrPrnAmt>
        <investmentDiscretion>SOLE</investmentDiscretion>
        <votingAuthority>
            <Sole>13745</Sole>
            <Shared>0</Shared>
            <None>0</None>
        </votingAuthority>
    </infoTable>
    <infoTable>
        <nameOfIssuer>TAIWAN SEMICONDUCTOR MFG LTD</nameOfIssuer>
        <titleOfClass>SPONSORED ADS</titleOfClass>
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</informationTable>
