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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ALPHABET INC CAP STK CL A 02079K305 7,232 2,600 SH   SOLE   2,600 0 0
ALPHABET INC CAP STK CL C 02079K107 6,703 2,400 SH   SOLE   2,400 0 0
AMAZON COM INC COM 023135106 17,506 5,370 SH   SOLE   5,370 0 0
APPLE INC COM 037833100 19,909 114,020 SH   SOLE   114,020 0 0
BLOCK INC CL A 852234103 4,068 30,000 SH Call SOLE   30,000 0 0
CATALENT INC COM 148806102 6,100 55,000 SH   SOLE   55,000 0 0
CHEGG INC COM 163092109 3,849 106,100 SH   SOLE   106,100 0 0
CHEGG INC COM 163092109 3,628 100,000 SH Call SOLE   100,000 0 0
CLOUDFLARE INC CL A COM 18915M107 4,190 35,000 SH   SOLE   35,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 20,528 90,400 SH   SOLE   90,400 0 0
DOORDASH INC CL A 25809K105 4,102 35,000 SH Call SOLE   35,000 0 0
FACEBOOK INC CL A 30303M102 5,559 25,000 SH Call SOLE   25,000 0 0
GENERAC HLDGS INC COM 368736104 17,241 58,000 SH   SOLE   58,000 0 0
HOME DEPOT INC COM 437076102 8,980 30,000 SH Call SOLE   30,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 9,050 30,000 SH Call SOLE   30,000 0 0
LULULEMON ATHLETICA INC COM 550021109 6,581 18,020 SH   SOLE   18,020 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 6,586 110,000 SH   SOLE   110,000 0 0
MACYS INC COM 55616P104 9,744 400,000 SH Call SOLE   400,000 0 0
MICRON TECHNOLOGY INC COM 595112103 14,297 183,560 SH   SOLE   183,560 0 0
MICRON TECHNOLOGY INC COM 595112103 3,894 50,000 SH Put SOLE   50,000 0 0
MYT NETHERLANDS PARENT B V ADS 55406W103 1,835 150,000 SH   SOLE   150,000 0 0
NORDSTROM INC COM 655664100 16,266 600,000 SH Call SOLE   600,000 0 0
NVIDIA CORP COM 67066G104 18,991 69,600 SH   SOLE   69,600 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 1,074 25,000 SH Put SOLE   25,000 0 0
PALO ALTO NETWORKS INC COM 697435105 20,437 32,830 SH   SOLE   32,830 0 0
PAYPAL HLDGS INC COM 70450Y103 6,927 59,900 SH   SOLE   59,900 0 0
PAYPAL HLDGS INC COM 70450Y103 3,470 30,000 SH Call SOLE   30,000 0 0
PVH CORP COM 693656100 3,831 50,000 SH Call SOLE   50,000 0 0
RALPH LAUREN CORP CL A 751212101 4,538 40,000 SH   SOLE   40,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 15,288 200,000 SH Call SOLE   200,000 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 19,160 500,000 SH Call SOLE   500,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 22,932 300,000 SH Put SOLE   300,000 0 0
SERVICENOW INC COM 81762P102 17,319 31,100 SH   SOLE   31,100 0 0
SHOPIFY INC CL A 82509L107 3,380 5,000 SH Call SOLE   5,000 0 0
SILICON LABORATORIES INC COM 826919102 6,774 45,100 SH   SOLE   45,100 0 0
SNAP INC CL A 83304A106 3,599 100,000 SH Call SOLE   100,000 0 0
SNOWFLAKE INC CL A 833445109 13,748 60,000 SH   SOLE   60,000 0 0
SPLUNK INC COM 848637104 19,074 128,350 SH   SOLE   128,350 0 0
TAPESTRY INC COM 876030107 2,601 70,000 SH Call SOLE   70,000 0 0
TARGET CORP COM 87612E106 9,550 45,000 SH   SOLE   45,000 0 0
TWILIO INC CL A 90138F102 4,944 30,000 SH   SOLE   30,000 0 0
TWILIO INC CL A 90138F102 6,592 40,000 SH Call SOLE   40,000 0 0
UNITED AIRLS HLDGS INC COM 910047109 5,563 120,000 SH Call SOLE   120,000 0 0
VEEVA SYS INC CL A COM 922475108 12,748 60,000 SH   SOLE   60,000 0 0
WAYFAIR INC CL A 94419L101 4,985 45,000 SH Call SOLE   45,000 0 0
YETI HLDGS INC COM 98585X104 5,998 100,000 SH Call SOLE   100,000 0 0