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
ARISTA NETWORKS INC COM 040413106   2,207,160 12,000 SH   SOLE   0 0 12,000
BOOKING HOLDINGS INC COM 09857L108   2,467,160 800 SH   SOLE   0 0 800
CELESTICA INC SUB VTG SHS 15101Q108   2,452,000 100,000 SH   SOLE   0 0 100,000
CHART INDS INC COM 16115Q308   3,382,400 20,000 SH   SOLE   0 0 20,000
E L F BEAUTY INC COM 26856L103   4,393,200 40,000 SH   SOLE   0 0 40,000
EXTREME NETWORKS COM 30226D106   2,905,200 120,000 SH   SOLE   0 0 120,000
LATTICE SEMICONDUCTOR CORP COM 518415104   859,300 10,000 SH   SOLE   0 0 10,000
MERCADOLIBRE INC COM 58733R102   3,803,640 3,000 SH   SOLE   0 0 3,000
MODINE MFG CO COM 607828100   4,117,500 90,000 SH   SOLE   0 0 90,000
NVIDIA CORPORATION COM 67066G104   91,347,900 210,000 SH Call SOLE   0 0 210,000
NVIDIA CORPORATION COM 67066G104   5,654,870 13,000 SH   SOLE   0 0 13,000
OWENS CORNING NEW COM 690742101   1,364,100 10,000 SH   SOLE   0 0 10,000
POWELL INDS INC COM 739128106   2,901,500 35,000 SH   SOLE   0 0 35,000
PULTE GROUP INC COM 745867101   2,221,500 30,000 SH   SOLE   0 0 30,000
SCORPIO TANKERS INC SHS Y7542C130   3,247,200 60,000 SH   SOLE   0 0 60,000
TERADATA CORP DEL COM 88076W103   1,890,840 42,000 SH   SOLE   0 0 42,000
VERTIV HOLDINGS CO COM CL A 92537N108   2,529,600 68,000 SH   SOLE   0 0 68,000
YELP INC CL A 985817105   2,079,500 50,000 SH   SOLE   0 0 50,000