2U INC
COM
90214J101
3823
100000
SH
Call
SOLE
100000
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
5199
55900
SH
SOLE
55900
0
0
AIR PRODS & CHEMS INC
COM
009158106
14067
50000
SH
Call
SOLE
50000
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
13604
60000
SH
Call
SOLE
60000
0
0
ALPHABET INC
CAP STK CL A
02079K305
6023
2920
SH
SOLE
2920
0
0
ALPHABET INC
CAP STK CL C
02079K107
5027
2430
SH
SOLE
2430
0
0
AMAZON COM INC
COM
023135106
16677
5390
SH
SOLE
5390
0
0
AMERICAN EXPRESS CO
COM
025816109
12730
90000
SH
Call
SOLE
90000
0
0
APPLE INC
COM
037833100
16432
134520
SH
SOLE
134520
0
0
CHEGG INC
COM
163092109
7392
86300
SH
SOLE
86300
0
0
CHEGG INC
COM
163092109
4283
50000
SH
Call
SOLE
50000
0
0
CROWDSTRIKE HLDGS INC
CL A
22788C105
15513
85000
SH
SOLE
85000
0
0
CROWDSTRIKE HLDGS INC
CL A
22788C105
5475
30000
SH
Call
SOLE
30000
0
0
CVS HEALTH CORP
COM
126650100
7523
100000
SH
Call
SOLE
100000
0
0
DICKS SPORTING GOODS INC
COM
253393102
6854
90000
SH
SOLE
90000
0
0
DISNEY WALT CO
COM DISNEY
254687106
8303
45000
SH
SOLE
45000
0
0
DOORDASH INC
CL A
25809K105
6557
50000
SH
Call
SOLE
50000
0
0
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
15302
60000
SH
Call
SOLE
60000
0
0
LENNAR CORP
CL A
526057104
8098
80000
SH
SOLE
80000
0
0
LITHIA MTRS INC
CL A
536797103
5851
15000
SH
SOLE
15000
0
0
LOWES COS INC
COM
548661107
7607
40000
SH
Call
SOLE
40000
0
0
LULULEMON ATHLETICA INC
COM
550021109
6140
20020
SH
SOLE
20020
0
0
LULULEMON ATHLETICA INC
COM
550021109
9201
30000
SH
Call
SOLE
30000
0
0
MACOM TECH SOLUTIONS HLDGS I
COM
55405Y100
5802
100000
SH
SOLE
100000
0
0
MICRON TECHNOLOGY INC
COM
595112103
17171
194660
SH
SOLE
194660
0
0
MICRON TECHNOLOGY INC
COM
595112103
8821
100000
SH
Call
SOLE
100000
0
0
NETFLIX INC
COM
64110L106
10433
20000
SH
Call
SOLE
20000
0
0
NORDSTROM INC
COM
655664100
6627
175000
SH
SOLE
175000
0
0
NORDSTROM INC
COM
655664100
16284
430000
SH
Call
SOLE
430000
0
0
NVIDIA CORP
COM
67066G104
10679
20000
SH
SOLE
20000
0
0
PALO ALTO NETWORKS INC
COM
697435105
14824
46030
SH
SOLE
46030
0
0
PAYPAL HLDGS INC
COM
70450Y103
14643
60300
SH
SOLE
60300
0
0
PELOTON INTERACTIVE INC
CL A COM
70614W100
5622
50000
SH
Call
SOLE
50000
0
0
PINTEREST INC
CL A
72352L106
10364
140000
SH
SOLE
140000
0
0
SAILPOINT TECHNOLOGIES HLDGS
COM
78781P105
5064
100000
SH
Call
SOLE
100000
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
36795
750000
SH
Call
SOLE
750000
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
36795
750000
SH
Put
SOLE
750000
0
0
SERVICENOW INC
COM
81762P102
16654
33300
SH
SOLE
33300
0
0
SHIFT4 PMTS INC
CL A
82452J109
4101
50000
SH
SOLE
50000
0
0
SHOPIFY INC
CL A
82509L107
3873
3500
SH
Call
SOLE
3500
0
0
SILICON LABORATORIES INC
COM
826919102
7068
50100
SH
SOLE
50100
0
0
SKYWORKS SOLUTIONS INC
COM
83088M102
7339
40000
SH
SOLE
40000
0
0
SNOWFLAKE INC
CL A
833445109
16050
70000
SH
Call
SOLE
70000
0
0
SPLUNK INC
COM
848637104
9477
69950
SH
SOLE
69950
0
0
SPLUNK INC
COM
848637104
9484
70000
SH
Call
SOLE
70000
0
0
TJX COS INC NEW
COM
872540109
7938
120000
SH
Call
SOLE
120000
0
0
TWILIO INC
CL A
90138F102
10223
30000
SH
SOLE
30000
0
0
UBER TECHNOLOGIES INC
COM
90353T100
5451
100000
SH
Call
SOLE
100000
0
0
ULTA BEAUTY INC
COM
90384S303
12367
40000
SH
Call
SOLE
40000
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
13599
80000
SH
Call
SOLE
80000
0
0
VEEVA SYS INC
CL A COM
922475108
12409
47500
SH
SOLE
47500
0
0
WAYFAIR INC
CL A
94419L101
3148
10000
SH
Call
SOLE
10000
0
0
WORKDAY INC
CL A
98138H101
9937
40000
SH
Call
SOLE
40000
0
0
WW INTL INC
COM
98262P101
7692
245900
SH
SOLE
245900
0
0
WW INTL INC
COM
98262P101
4066
130000
SH
Call
SOLE
130000
0
0