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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYS INC COM 00724F101   20,184 40,000 SH Call SOLE   40,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   21,767 120,600 SH   SOLE   120,600 0 0
ALPHABET INC CAP STK CL A 02079K305   6,339 42,000 SH   SOLE   42,000 0 0
ALPHABET INC CAP STK CL C 02079K107   5,862 38,500 SH   SOLE   38,500 0 0
ALPHABET INC CAP STK CL C 02079K107   18,271 120,000 SH Put SOLE   120,000 0 0
AMAZON COM INC COM 023135106   19,373 107,400 SH   SOLE   107,400 0 0
ANALOG DEVICES INC COM 032654105   8,920 45,100 SH   SOLE   45,100 0 0
APPLE INC COM 037833100   13,362 77,920 SH   SOLE   77,920 0 0
APPLE INC COM 037833100   5,144 30,000 SH Call SOLE   30,000 0 0
BATH & BODY WORKS INC COM 070830104   2,501 50,000 SH   SOLE   50,000 0 0
CLOUDFLARE INC CL A COM 18915M107   6,817 70,400 SH   SOLE   70,400 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   23,724 74,000 SH   SOLE   74,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   12,824 40,000 SH Call SOLE   40,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   13,693 120,000 SH Call SOLE   120,000 0 0
DEXCOM INC COM 252131107   5,548 40,000 SH   SOLE   40,000 0 0
DISNEY WALT CO COM DISNEY 254687106   5,506 45,000 SH   SOLE   45,000 0 0
DYNATRACE INC COM NEW 268150109   2,786 60,000 SH   SOLE   60,000 0 0
EATON CORP PLC SHS G29183103   9,380 30,000 SH   SOLE   30,000 0 0
FACEBOOK INC CL A 30303M102   9,712 20,000 SH Call SOLE   20,000 0 0
GENERAC HLDGS INC COM 368736104   4,415 35,000 SH   SOLE   35,000 0 0
HOME DEPOT INC COM 437076102   8,631 22,500 SH   SOLE   22,500 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   231,330 1,100,000 SH Call SOLE   1,100,000 0 0
LILLY ELI & CO COM 532457108   7,780 10,000 SH   SOLE   10,000 0 0
LULULEMON ATHLETICA INC COM 550021109   7,411 18,970 SH   SOLE   18,970 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   5,298 55,400 SH   SOLE   55,400 0 0
MICRON TECHNOLOGY INC COM 595112103   13,447 114,060 SH   SOLE   114,060 0 0
MYT NETHERLANDS PARENT B V ADS 55406W103   1,940 610,000 SH   SOLE   610,000 0 0
NVIDIA CORP COM 67066G104   24,423 27,030 SH   SOLE   27,030 0 0
PALO ALTO NETWORKS INC COM 697435105   18,730 65,920 SH   SOLE   65,920 0 0
PALO ALTO NETWORKS INC COM 697435105   11,365 40,000 SH Call SOLE   40,000 0 0
PARKER HANNIFIN CORP COM 701094104   7,225 13,000 SH   SOLE   13,000 0 0
SERVICENOW INC COM 81762P102   21,423 28,100 SH   SOLE   28,100 0 0
SILICON LABORATORIES INC COM 826919102   9,715 67,600 SH   SOLE   67,600 0 0
SNOWFLAKE INC CL A 833445109   16,144 99,900 SH   SOLE   99,900 0 0
TARGET CORP COM 87612E106   18,607 105,000 SH   SOLE   105,000 0 0
TARGET CORP COM 87612E106   12,405 70,000 SH Call SOLE   70,000 0 0
TARGET CORP COM 87612E106   17,721 100,000 SH Put SOLE   100,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106   10,404 70,000 SH Call SOLE   70,000 0 0
VEEVA SYS INC CL A COM 922475108   9,268 40,000 SH   SOLE   40,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   2,042 25,000 SH   SOLE   25,000 0 0
WILLIAMS SONOMA INC COM 969904101   19,052 60,000 SH Put SOLE   60,000 0 0
YETI HLDGS INC COM 98585X104   2,120 55,000 SH   SOLE   55,000 0 0