ALPHABET INC CAP STK CL A 02079K305 1609315 18240 SH SOLE 18240 0 0 AMAZON COM INC COM 023135106 473760 5640 SH SOLE 5640 0 0 AUTOZONE INC COM 053332102 15783552 6400 SH SOLE 6400 0 0 CHEVRON CORP NEW COM 166764100 215388 1200 SH SOLE 1200 0 0 COINBASE GLOBAL INC COM CL A 19260Q107 569036 16079 SH SOLE 16079 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 920080 28000 SH Call SOLE 28000 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 6585144 200400 SH SOLE 200400 0 0 DOLLAR GEN CORP NEW COM 256677105 8319556 33785 SH SOLE 33785 0 0 FERRARI N V COM N3167Y103 257064 1200 SH SOLE 1200 0 0 FRESHWORKS INC CLASS A COM 358054104 3530900 240034 SH SOLE 240034 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 101186400 380000 SH Call SOLE 380000 0 0 LIVE OAK BANCSHARES INC COM 53803X105 4530000 150000 SH SOLE 150000 0 0 MADISON SQUARE GRDN SPRT COR CL A 55825T103 11366460 62000 SH SOLE 62000 0 0 MASTERCARD INCORPORATED CL A 57636Q104 9110526 26200 SH SOLE 26200 0 0 MICROSOFT CORP COM 594918104 17578806 73300 SH SOLE 73300 0 0 NEMAURA MED INC COM NEW 640442208 643913 375000 SH SOLE 375000 0 0 NU HLDGS LTD ORD SHS CL A G6683N103 2662081 654074 SH SOLE 654074 0 0 OCCIDENTAL PETE CORP COM 674599105 251960 4000 SH SOLE 4000 0 0 OLD DOMINION FREIGHT LINE IN COM 679580100 5476954 19300 SH SOLE 19300 0 0 PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 1478733 161787 SH SOLE 161787 0 0 PINTEREST INC CL A 72352L106 7978408 328600 SH SOLE 328600 0 0 PROCORE TECHNOLOGIES INC COM 74275K108 1046075 22172 SH SOLE 22172 0 0 ROCKET PHARMACEUTICALS INC COM 77313F106 5473729 279700 SH SOLE 279700 0 0 SALESFORCE INC COM 79466L302 4468283 33700 SH SOLE 33700 0 0 SHOPIFY INC CL A 82509L107 253383 7300 SH SOLE 7300 0 0 SPDR GOLD TR GOLD SHS 78463V107 1696400 10000 SH Call SOLE 10000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2103365 5500 SH Call SOLE 5500 0 0 TOAST INC CL A 888787108 1736523 96313 SH SOLE 96313 0 0 UBER TECHNOLOGIES INC COM 90353T100 1703946 68902 SH SOLE 68902 0 0 UNITEDHEALTH GROUP INC COM 91324P102 9967384 18800 SH SOLE 18800 0 0 VISA INC COM CL A 92826C839 10990504 52900 SH SOLE 52900 0 0 WORKDAY INC CL A 98138H101 15528224 92800 SH SOLE 92800 0 0 YEXT INC COM 98585N106 8619600 1320000 SH SOLE 1320000 0 0