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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
2U INCCOM90214J1013,823100,000SHCallSOLE 100,00000
ACTIVISION BLIZZARD INCCOM00507V1095,19955,900SH SOLE 55,90000
AIR PRODS & CHEMS INCCOM00915810614,06750,000SHCallSOLE 50,00000
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W10213,60460,000SHCallSOLE 60,00000
ALPHABET INCCAP STK CL A02079K3056,0232,920SH SOLE 2,92000
ALPHABET INCCAP STK CL C02079K1075,0272,430SH SOLE 2,43000
AMAZON COM INCCOM02313510616,6775,390SH SOLE 5,39000
AMERICAN EXPRESS COCOM02581610912,73090,000SHCallSOLE 90,00000
APPLE INCCOM03783310016,432134,520SH SOLE 134,52000
CHEGG INCCOM1630921097,39286,300SH SOLE 86,30000
CHEGG INCCOM1630921094,28350,000SHCallSOLE 50,00000
CROWDSTRIKE HLDGS INCCL A22788C10515,51385,000SH SOLE 85,00000
CROWDSTRIKE HLDGS INCCL A22788C1055,47530,000SHCallSOLE 30,00000
CVS HEALTH CORPCOM1266501007,523100,000SHCallSOLE 100,00000
DICKS SPORTING GOODS INCCOM2533931026,85490,000SH SOLE 90,00000
DISNEY WALT COCOM DISNEY2546871068,30345,000SH SOLE 45,00000
DOORDASH INCCL A25809K1056,55750,000SHCallSOLE 50,00000
LABORATORY CORP AMER HLDGSCOM NEW50540R40915,30260,000SHCallSOLE 60,00000
LENNAR CORPCL A5260571048,09880,000SH SOLE 80,00000
LITHIA MTRS INCCL A5367971035,85115,000SH SOLE 15,00000
LOWES COS INCCOM5486611077,60740,000SHCallSOLE 40,00000
LULULEMON ATHLETICA INCCOM5500211096,14020,020SH SOLE 20,02000
LULULEMON ATHLETICA INCCOM5500211099,20130,000SHCallSOLE 30,00000
MACOM TECH SOLUTIONS HLDGS ICOM55405Y1005,802100,000SH SOLE 100,00000
MICRON TECHNOLOGY INCCOM59511210317,171194,660SH SOLE 194,66000
MICRON TECHNOLOGY INCCOM5951121038,821100,000SHCallSOLE 100,00000
NETFLIX INCCOM64110L10610,43320,000SHCallSOLE 20,00000
NORDSTROM INCCOM6556641006,627175,000SH SOLE 175,00000
NORDSTROM INCCOM65566410016,284430,000SHCallSOLE 430,00000
NVIDIA CORPCOM67066G10410,67920,000SH SOLE 20,00000
PALO ALTO NETWORKS INCCOM69743510514,82446,030SH SOLE 46,03000
PAYPAL HLDGS INCCOM70450Y10314,64360,300SH SOLE 60,30000
PELOTON INTERACTIVE INCCL A COM70614W1005,62250,000SHCallSOLE 50,00000
PINTEREST INCCL A72352L10610,364140,000SH SOLE 140,00000
SAILPOINT TECHNOLOGIES HLDGSCOM78781P1055,064100,000SHCallSOLE 100,00000
SELECT SECTOR SPDR TRENERGY81369Y50636,795750,000SHCallSOLE 750,00000
SELECT SECTOR SPDR TRENERGY81369Y50636,795750,000SHPutSOLE 750,00000
SERVICENOW INCCOM81762P10216,65433,300SH SOLE 33,30000
SHIFT4 PMTS INCCL A82452J1094,10150,000SH SOLE 50,00000
SHOPIFY INCCL A82509L1073,8733,500SHCallSOLE 3,50000
SILICON LABORATORIES INCCOM8269191027,06850,100SH SOLE 50,10000
SKYWORKS SOLUTIONS INCCOM83088M1027,33940,000SH SOLE 40,00000
SNOWFLAKE INCCL A83344510916,05070,000SHCallSOLE 70,00000
SPLUNK INCCOM8486371049,47769,950SH SOLE 69,95000
SPLUNK INCCOM8486371049,48470,000SHCallSOLE 70,00000
TJX COS INC NEWCOM8725401097,938120,000SHCallSOLE 120,00000
TWILIO INCCL A90138F10210,22330,000SH SOLE 30,00000
UBER TECHNOLOGIES INCCOM90353T1005,451100,000SHCallSOLE 100,00000
ULTA BEAUTY INCCOM90384S30312,36740,000SHCallSOLE 40,00000
UNITED PARCEL SERVICE INCCL B91131210613,59980,000SHCallSOLE 80,00000
VEEVA SYS INCCL A COM92247510812,40947,500SH SOLE 47,50000
WAYFAIR INCCL A94419L1013,14810,000SHCallSOLE 10,00000
WORKDAY INCCL A98138H1019,93740,000SHCallSOLE 40,00000
WW INTL INCCOM98262P1017,692245,900SH SOLE 245,90000
WW INTL INCCOM98262P1014,066130,000SHCallSOLE 130,00000