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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 3,112 | 8,500 | SH | SOLE | 8,500 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 2,793 | 26,300 | SH | SOLE | 26,300 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 3,418 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| ASML HOLDING NV | N Y REGISTRY SHS | N07059210 | 7,781 | 16,350 | SH | SOLE | 16,350 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 4,985 | 26,600 | SH | SOLE | 26,600 | 0 | 0 | ||
| AUTOZONE INC | COM | 053332102 | 5,910 | 2,750 | SH | SOLE | 2,750 | 0 | 0 | ||
| CELSIUS HLDGS INC | COM NEW | 15118V207 | 1,958 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 1,371 | 14,800 | SH | SOLE | 14,800 | 0 | 0 | ||
| DOMINOS PIZZA INC | COM | 25754A201 | 3,897 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| DYNATRACE INC | COM NEW | 268150109 | 2,485 | 63,000 | SH | SOLE | 63,000 | 0 | 0 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 2,609 | 14,700 | SH | SOLE | 14,700 | 0 | 0 | ||
| LILLY ELI & CO | COM | 532457108 | 3,858 | 11,900 | SH | SOLE | 11,900 | 0 | 0 | ||
| LIVE NATION ENTERTAINMANT IN | COM | 538034109 | 5,781 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| MICROSOFT CORPORATION | COM | 594918104 | 4,135 | 16,100 | SH | SOLE | 16,100 | 0 | 0 | ||
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 4,524 | 48,800 | SH | SOLE | 48,800 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 2,727 | 15,600 | SH | SOLE | 15,600 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 8,110 | 53,500 | SH | SOLE | 53,500 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 3,743 | 41,400 | SH | SOLE | 41,400 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 6,540 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 3,803 | 7,700 | SH | SOLE | 7,700 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 2,169 | 15,600 | SH | SOLE | 15,600 | 0 | 0 | ||
| SYNOPSYS INC | COM | 871607107 | 4,130 | 13,600 | SH | SOLE | 13,600 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 294 | 2,400 | SH | Call | SOLE | 0 | 0 | 0 | |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 5,388 | 43,969 | SH | SOLE | 43,969 | 0 | 0 | ||
| THE TRADE DESK INC | COM CL A | 88339J105 | 5,236 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 754 | 3,200 | SH | SOLE | 3,200 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 1,798 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 3,131 | 29,000 | SH | SOLE | 29,000 | 0 | 0 | ||