The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | |||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | ||||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADOBE INC | COM | 00724F101 | 3,059,400 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | |||
| AMAZON.COM INC | COM | 023135106 | 4,067,840 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | |||
| APPLE INC | COM | 037833100 | 4,280,250 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| ASML HOLDING NV | N Y REGISTRY SHS | N07059210 | 7,475,982 | 12,700 | SH | SOLE | 12,700 | 0 | 0 | |||
| AUTOZONE INC | COM | 053332102 | 3,555,986 | 1,400 | SH | SOLE | 1,400 | 0 | 0 | |||
| CELSIUS HLDGS INC | COM NEW | 15118V207 | 5,148,000 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | 2,944,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| GENERAL ELECTRIC CO | COM NEW | 369604301 | 3,758,700 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | |||
| LILLY ELI & CO | COM | 532457108 | 5,425,013 | 10,100 | SH | SOLE | 10,100 | 0 | 0 | |||
| HOME DEPOT INC | COM | 437076102 | 755,400 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | |||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 1,519,908 | 5,200 | SH | SOLE | 5,200 | 0 | 0 | |||
| LULULEMON ATHLETICA INC | COM | 550021109 | 3,084,880 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 5,884,116 | 19,600 | SH | SOLE | 19,600 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 6,030,825 | 19,100 | SH | SOLE | 19,100 | 0 | 0 | |||
| MONGODB INC | CL A | 60937P106 | 5,084,142 | 14,700 | SH | SOLE | 14,700 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 6,645,760 | 17,600 | SH | SOLE | 17,600 | 0 | 0 | |||
| NOVO-NORDISK A S | ADR | 670100205 | 3,319,310 | 36,500 | SH | SOLE | 36,500 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 11,570,734 | 26,600 | SH | SOLE | 26,600 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 260,994 | 600 | SH | Put | SOLE | 600 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 7,185,035 | 77,300 | SH | SOLE | 77,300 | 0 | 0 | |||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 5,120,000 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | |||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 1,234,440 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | |||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 3,092,800 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| STELLANTIS N.V | SHS | N82405106 | 3,864,260 | 202,000 | SH | SOLE | 202,000 | 0 | 0 | |||
| SYNOPSYS INC | COM | 871607107 | 6,150,198 | 13,400 | SH | SOLE | 13,400 | 0 | 0 | |||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 5,334,820 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | |||
| THE TRADE DESK INC | COM CL A | 88339J105 | 7,815,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||