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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
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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
ALPHABET INC CAP STK CL C 02079K107   82,406,250 625,000 SH   SOLE   625,000 0 0
AMAZON COM INC COM 023135106   80,721,200 635,000 SH   SOLE   635,000 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   98,287,200 1,095,000 SH   SOLE   1,095,000 0 0
APTIV PLC SHS G6095L109   36,971,250 375,000 SH   SOLE   375,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   18,861,500 850,000 SH   SOLE   850,000 0 0
ASTRONICS CORP COM 046433108   7,137,000 450,000 SH   SOLE   450,000 0 0
AZUL S A SPONSR ADR PFD 05501U106   8,590,000 1,000,000 SH   SOLE   1,000,000 0 0
BANC OF CALIFORNIA INC COM 05990K106   9,594,500 775,000 SH   SOLE   775,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107   21,120,000 400,000 SH   SOLE   400,000 0 0
CATALENT INC COM 148806102   12,520,750 275,000 SH   SOLE   275,000 0 0
CAZOO GROUP LTD DEBT 2.000% 2/1 14986TAA3   17,420,058 32,500,000 PRN   SOLE   32,500,000 0 0
CF INDS HLDGS INC COM 125269100   17,148,000 200,000 SH   SOLE   200,000 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302   21,665,000 350,000 SH   SOLE   350,000 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603   17,580,000 1,000,000 SH   SOLE   1,000,000 0 0
ELI LILLY & CO COM 532457108   18,799,550 35,000 SH   SOLE   35,000 0 0
ENGAGESMART INC COMMON STOCK 29283F103   17,990,000 1,000,000 SH   SOLE   1,000,000 0 0
FEDEX CORP COM 31428X106   60,401,760 228,000 SH   SOLE   228,000 0 0
FERGUSON PLC NEW SHS G3421J106   32,894,000 200,000 SH   SOLE   200,000 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   51,753,750 37,500 SH   SOLE   37,500 0 0
GOGORO INC *W EXP 04/04/202 G9491K113   3,537,000 1,350,000 SH   SOLE   1,350,000 0 0
HELMERICH & PAYNE INC COM 423452101   14,756,000 350,000 SH   SOLE   350,000 0 0
HESS CORP COM 42809H107   30,141,000 197,000 SH   SOLE   197,000 0 0
IHEARTMEDIA INC COM CL A 45174J509   1,501,000 475,000 SH   SOLE   475,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   104,519,000 950,000 SH   SOLE   950,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   34,344,075 117,500 SH   SOLE   117,500 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   27,370,000 1,000,000 SH   SOLE   1,000,000 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   6,045,300 90,000 SH   SOLE   90,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   33,652,350 85,000 SH   SOLE   85,000 0 0
MERCK & CO INC COM 58933Y105   25,737,500 250,000 SH   SOLE   250,000 0 0
META PLATFORMS INC CL A 30303M102   134,343,975 447,500 SH   SOLE   447,500 0 0
MICROSOFT CORP COM 594918104   58,413,750 185,000 SH   SOLE   185,000 0 0
MOVELLA HOLDINGS INC *W EXP 02/10/202 62459N113   80,445 150,000 SH   SOLE   150,000 0 0
NCR CORP NEW COM 62886E108   47,871,750 1,775,000 SH   SOLE   1,775,000 0 0
NEXTERA ENERGY INC COM 65339F101   18,332,800 320,000 SH   SOLE   320,000 0 0
NUVEI CORPORATION SUB VTG SHS 67079A102   8,250,000 550,000 SH   SOLE   550,000 0 0
NVIDIA CORPORATION COM 67066G104   58,723,650 135,000 SH   SOLE   135,000 0 0
PACWEST BANCORP DEL COM 695263103   15,820,000 2,000,000 SH   SOLE   2,000,000 0 0
PERIMETER SOLUTIONS SA COMMON STOCK L7579L106   9,080,000 2,000,000 SH   SOLE   2,000,000 0 0
PINTEREST INC CL A 72352L106   53,789,700 1,990,000 SH   SOLE   1,990,000 0 0
PIONEER NAT RES CO COM 723787107   39,712,150 173,000 SH   SOLE   173,000 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   23,230,000 1,010,000 SH   SOLE   1,010,000 0 0
PROGRESSIVE CORP COM 743315103   45,272,500 325,000 SH   SOLE   325,000 0 0
RIOT PLATFORMS INC COM 767292105   1,539,450 165,000 SH   SOLE   165,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   22,597,500 250,000 SH   SOLE   250,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   13,558,500 150,000 SH   SOLE   150,000 0 0
SHIFT4 PMTS INC CL A 82452J109   55,370,000 1,000,000 SH   SOLE   1,000,000 0 0
SONDER HOLDINGS INC *W EXP 01/18/202 83542D110   1,231,500 150,000 SH   SOLE   150,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109   14,512,500 2,250,000 SH   SOLE   2,250,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   28,078,000 200,000 SH   SOLE   200,000 0 0
TRANSOCEAN LTD REG SHS H8817H100   47,207,500 5,750,000 SH   SOLE   5,750,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   68,985,000 1,500,000 SH   SOLE   1,500,000 0 0
UBS GROUP AG SHS H42097107   20,952,500 850,000 SH   SOLE   850,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   46,500,000 1,250,000 SH   SOLE   1,250,000 0 0
VMWARE INC CL A COM 928563402   10,821,200 65,000 SH   SOLE   65,000 0 0
VULCAN MATLS CO COM 929160109   23,232,300 115,000 SH   SOLE   115,000 0 0