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
AAON INC COM PAR $0.004 000360206   4,441,714 41,188 SH   SOLE   41,188 0 0
ADOBE INC COM 00724F101   9,044,063 17,467 SH   SOLE   17,467 0 0
AERCAP HOLDINGS NV SHS N00985106   7,369,500 77,803 SH   SOLE   77,803 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   2,108,416 14,200 SH   SOLE   14,200 0 0
AIRBNB INC COM CL A 009066101   2,771,306 21,854 SH   SOLE   21,854 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,910,160 18,000 SH   SOLE   18,000 0 0
ALLEGION PLC ORD SHS G0176J109   3,154,834 21,647 SH   SOLE   21,647 0 0
ALPHABET INC CAP STK CL C 02079K107   1,356,747 8,115 SH   SOLE   8,115 0 0
AMAZON COM INC COM 023135106   8,264,667 44,355 SH   SOLE   44,355 0 0
AMERICAN TOWER CORP NEW COM 03027X100   4,186,080 18,000 SH   SOLE   18,000 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   1,569,720 7,035 SH   SOLE   7,035 0 0
ARBOR REALTY TRUST INC COM 038923108   11,117,620 714,500 SH Put SOLE   714,500 0 0
ARCH RESOURCES INC CL A 03940R107   483,560 3,500 SH   SOLE   3,500 0 0
ARISTA NETWORKS INC COM 040413106   9,595,500 25,000 SH Call SOLE   25,000 0 0
ARISTA NETWORKS INC COM 040413106   10,651,773 27,752 SH   SOLE   27,752 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   4,290,300 30,000 SH   SOLE   30,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   311,640 4,000 SH   SOLE   4,000 0 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107   2,657,687 70,815 SH   SOLE   70,815 0 0
AVALONBAY CMNTYS INC COM 053484101   259,038 1,150 SH   SOLE   1,150 0 0
AXON ENTERPRISE INC COM 05464C101   8,855,935 22,162 SH   SOLE   22,162 0 0
BAIDU INC SPON ADR REP A 056752108   2,316,380 22,000 SH   SOLE   22,000 0 0
BIO-TECHNE CORP COM 09073M104   1,238,355 15,493 SH   SOLE   15,493 0 0
BLACKSTONE INC COM 09260D107   4,191,168 27,370 SH   SOLE   27,370 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100   7,666,733 403,300 SH Put SOLE   403,300 0 0
BLOCK INC CL A 852234103   11,069,737 164,900 SH Put SOLE   164,900 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   6,596,012 40,526 SH   SOLE   40,526 0 0
BOSTON SCIENTIFIC CORP COM 101137107   4,712,828 56,239 SH   SOLE   56,239 0 0
BROADCOM INC COM 11135F101   722,775 4,190 SH   SOLE   4,190 0 0
BROADCOM INC COM 11135F101   17,250,000 100,000 SH Call SOLE   100,000 0 0
CAE INC COM 124765108   3,371,006 179,787 SH   SOLE   179,787 0 0
CAMECO CORP COM 13321L108   5,253,600 110,000 SH   SOLE   110,000 0 0
CAPITAL ONE FINL CORP COM 14040H105   9,582,720 64,000 SH Put SOLE   64,000 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   5,392,830 67,000 SH   SOLE   67,000 0 0
CAVA GROUP INC COM 148929102   1,290,517 10,420 SH   SOLE   10,420 0 0
CBOE GLOBAL MKTS INC COM 12503M108   7,158,568 34,942 SH   SOLE   34,942 0 0
CBRE GROUP INC CL A 12504L109   2,937,728 23,600 SH   SOLE   23,600 0 0
CHARLES RIV LABS INTL INC COM 159864107   943,486 4,790 SH   SOLE   4,790 0 0
CLEAN HARBORS INC COM 184496107   9,531,592 39,434 SH   SOLE   39,434 0 0
CONSTELLATION ENERGY CORP COM 21037T109   9,259,052 35,609 SH   SOLE   35,609 0 0
CORNING INC COM 219350105   14,669,325 324,902 SH   SOLE   324,902 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   6,170,340 22,000 SH   SOLE   22,000 0 0
CROWN CASTLE INC COM 22822V101   5,931,500 50,000 SH   SOLE   50,000 0 0
CURTISS WRIGHT CORP COM 231561101   12,885,963 39,204 SH   SOLE   39,204 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   7,811,649 26,788 SH   SOLE   26,788 0 0
D R HORTON INC COM 23331A109   2,625,377 13,762 SH   SOLE   13,762 0 0
DANAHER CORPORATION COM 235851102   6,208,743 22,332 SH   SOLE   22,332 0 0
EAGLE MATLS INC COM 26969P108   6,615,950 23,000 SH   SOLE   23,000 0 0
EASTGROUP PPTYS INC COM 277276101   5,156,232 27,600 SH   SOLE   27,600 0 0
EATON CORP PLC SHS G29183103   16,706,565 50,406 SH   SOLE   50,406 0 0
ECHOSTAR CORP CL A 278768106   3,998,502 161,100 SH Call SOLE   161,100 0 0
ELEVANCE HEALTH INC COM 036752103   364,000 700 SH   SOLE   700 0 0
ELI LILLY & CO COM 532457108   10,504,591 11,857 SH   SOLE   11,857 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   428,400 15,000 SH   SOLE   15,000 0 0
ENTEGRIS INC COM 29362U104   2,183,870 19,407 SH   SOLE   19,407 0 0
EQUIFAX INC COM 294429105   901,269 3,067 SH   SOLE   3,067 0 0
EXPONENT INC COM 30214U102   3,020,797 26,204 SH   SOLE   26,204 0 0
FAIR ISAAC CORP COM 303250104   3,799,582 1,955 SH   SOLE   1,955 0 0
FISERV INC COM 337738108   359,300 2,000 SH   SOLE   2,000 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106   5,291,402 59,102 SH   SOLE   59,102 0 0
FTAI AVIATION LTD SHS G3730V105   5,846,271 43,990 SH   SOLE   43,990 0 0
GAMESTOP CORP NEW CL A 36467W109   7,431,613 324,100 SH Put SOLE   324,100 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   236,670 4,600 SH   SOLE   4,600 0 0
GLOBAL PMTS INC COM 37940X102   358,470 3,500 SH   SOLE   3,500 0 0
GOGO INC COM 38046C109   5,550,140 773,000 SH Call SOLE   773,000 0 0
GRANITE CONSTR INC COM 387328107   5,153,200 65,000 SH   SOLE   65,000 0 0
HARMONIC INC COM 413160102   3,642,500 250,000 SH Call SOLE   250,000 0 0
HOLOGIC INC COM 436440101   2,720,764 33,400 SH   SOLE   33,400 0 0
HUBBELL INC COM 443510607   7,067,775 16,500 SH   SOLE   16,500 0 0
HUNT J B TRANS SVCS INC COM 445658107   917,657 5,325 SH   SOLE   5,325 0 0
INFOSYS LTD SPONSORED ADR 456788108   3,621,102 162,600 SH Call SOLE   162,600 0 0
INTERNATIONAL PAPER CO COM 460146103   3,791,200 77,609 SH   SOLE   77,609 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   6,800,651 13,843 SH   SOLE   13,843 0 0
ISHARES TR S&P SML 600 GWT 464287887   1,883,115 13,500 SH   SOLE   13,500 0 0
ISHARES TR US HOME CONS ETF 464288752   737,180 5,800 SH   SOLE   5,800 0 0
JD.COM INC SPON ADS CL A 47215P106   2,800,000 70,000 SH   SOLE   70,000 0 0
JOHNSON & JOHNSON COM 478160104   4,196,058 25,892 SH   SOLE   25,892 0 0
LAUDER ESTEE COS INC CL A 518439104   4,984,500 50,000 SH Call SOLE   50,000 0 0
LIBERTY ENERGY INC COM CL A 53115L104   967,214 50,666 SH   SOLE   50,666 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   6,695,140 86,467 SH   SOLE   86,467 0 0
LIBERTY MEDIA CORP DEL NOTE 2.250% 8/1 531229AQ5   274,883 250,000 PRN   SOLE   250,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   14,627,864 133,600 SH Put SOLE   133,600 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   17,780,629 162,395 SH   SOLE   162,395 0 0
LIVE NATION ENTERTAINMENT IN NOTE 3.125% 1/1 538034BA6   307,435 250,000 PRN   SOLE   250,000 0 0
MARA HOLDINGS INC COM 565788106   4,903,306 302,300 SH Put SOLE   302,300 0 0
MARTIN MARIETTA MATLS INC COM 573284106   5,788,879 10,755 SH   SOLE   10,755 0 0
MCKESSON CORP COM 58155Q103   12,360,500 25,000 SH Put SOLE   25,000 0 0
MERCK & CO INC COM 58933Y105   227,120 2,000 SH   SOLE   2,000 0 0
MERITAGE HOMES CORP COM 59001A102   2,377,787 11,595 SH   SOLE   11,595 0 0
META PLATFORMS INC CL A 30303M102   20,165,344 35,227 SH   SOLE   35,227 0 0
MIRION TECHNOLOGIES INC COM CL A 60471A101   3,819,150 345,000 SH   SOLE   345,000 0 0
MONRO INC COM 610236101   4,320,342 149,700 SH Put SOLE   149,700 0 0
NETFLIX INC COM 64110L106   5,732,320 8,082 SH   SOLE   8,082 0 0
NEXTRACKER INC CLASS A COM 65290E101   2,323,760 62,000 SH Call SOLE   62,000 0 0
NEXTRACKER INC CLASS A COM 65290E101   4,100,424 109,403 SH   SOLE   109,403 0 0
NUTANIX INC CL A 67059N108   3,436,500 58,000 SH   SOLE   58,000 0 0
NVIDIA CORPORATION COM 67066G104   2,853,840 23,500 SH   SOLE   23,500 0 0
OKTA INC CL A 679295105   1,716,882 23,095 SH   SOLE   23,095 0 0
OKTA INC CL A 679295105   6,564,222 88,300 SH Call SOLE   88,300 0 0
ON SEMICONDUCTOR CORP COM 682189105   513,062 7,066 SH   SOLE   7,066 0 0
ONTO INNOVATION INC COM 683344105   5,189,000 25,000 SH   SOLE   25,000 0 0
ORACLE CORP COM 68389X105   8,520,000 50,000 SH   SOLE   50,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   2,488,680 66,900 SH Call SOLE   66,900 0 0
PALO ALTO NETWORKS INC COM 697435105   2,249,044 6,580 SH   SOLE   6,580 0 0
PAYPAL HLDGS INC COM 70450Y103   6,843,231 87,700 SH   SOLE   87,700 0 0
PERSPECTIVE THERAPEUTICS INC COM NEW 46489V302   1,372,460 102,806 SH   SOLE   102,806 0 0
PROLOGIS INC. COM 74340W103   239,932 1,900 SH   SOLE   1,900 0 0
PVH CORPORATION COM 693656100   4,033,200 40,000 SH Put SOLE   40,000 0 0
QUALCOMM INC COM 747525103   323,095 1,900 SH   SOLE   1,900 0 0
ROCKET COS INC COM CL A 77311W101   3,202,293 166,873 SH   SOLE   166,873 0 0
ROCKWELL AUTOMATION INC COM 773903109   2,013,450 7,500 SH   SOLE   7,500 0 0
RTX CORPORATION COM 75513E101   4,629,524 38,210 SH   SOLE   38,210 0 0
S&P GLOBAL INC COM 78409V104   361,634 700 SH   SOLE   700 0 0
SHERWIN WILLIAMS CO COM 824348106   5,915,122 15,498 SH   SOLE   15,498 0 0
SHOPIFY INC CL A 82509L107   5,555,786 69,326 SH   SOLE   69,326 0 0
SMITH A O CORP COM 831865209   4,904,718 54,600 SH Put SOLE   54,600 0 0
STEEL DYNAMICS INC COM 858119100   2,760,269 21,893 SH   SOLE   21,893 0 0
STERIS PLC SHS USD G8473T100   1,968,697 8,117 SH   SOLE   8,117 0 0
STRYKER CORPORATION COM 863667101   4,965,519 13,745 SH   SOLE   13,745 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   54,098,205 311,500 SH Put SOLE   311,500 0 0
TALEN ENERGY CORP COM 87422Q109   8,279,783 46,453 SH   SOLE   46,453 0 0
TECK RESOURCES LTD CL B 878742204   391,800 7,500 SH   SOLE   7,500 0 0
TETRA TECH INC NEW COM 88162G103   2,294,570 48,655 SH   SOLE   48,655 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   3,092,850 5,000 SH   SOLE   5,000 0 0
TJX COS INC NEW COM 872540109   5,891,575 50,124 SH   SOLE   50,124 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   20,698,415 167,314 SH   SOLE   167,314 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   4,470,395 11,500 SH   SOLE   11,500 0 0
TRANSUNION COM 89400J107   3,629,740 34,668 SH   SOLE   34,668 0 0
TRIMBLE INC COM 896239100   7,761,250 125,000 SH Call SOLE   125,000 0 0
TRIP COM GROUP LTD ADS 89677Q107   2,614,920 44,000 SH   SOLE   44,000 0 0
UNITED RENTALS INC COM 911363109   4,871,336 6,016 SH   SOLE   6,016 0 0
UPSTART HLDGS INC COM 91680M107   3,200,800 80,000 SH Put SOLE   80,000 0 0
VALLEY NATL BANCORP COM 919794107   10,365,546 1,144,100 SH Put SOLE   1,144,100 0 0
VALMONT INDS INC COM 920253101   5,219,100 18,000 SH   SOLE   18,000 0 0
VERISK ANALYTICS INC COM 92345Y106   5,762,212 21,504 SH   SOLE   21,504 0 0
VISTRA CORP COM 92840M102   4,860,140 41,000 SH   SOLE   41,000 0 0
WILLIAMS COS INC COM 969457100   5,924,777 129,787 SH   SOLE   129,787 0 0
XYLEM INC COM 98419M100   4,815,170 35,660 SH   SOLE   35,660 0 0
YETI HLDGS INC COM 98585X104   5,362,621 130,700 SH Put SOLE   130,700 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   1,372,647 21,498 SH   SOLE   21,498 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   6,469,640 92,768 SH   SOLE   92,768 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   6,618,326 94,900 SH Call SOLE   94,900 0 0
ZSCALER INC COM 98980G102   1,295,896 7,581 SH   SOLE   7,581 0 0