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
AFFIRM HLDGS INC COM CL A 00827B106 BBG00Y7BP8Z0 425,400 20,000 SH Put SOLE   20,000 0 0
AIRBNB INC COM CL A 009066101 BBG001Y2XS16 686,050 5,000 SH Put SOLE   5,000 0 0
ARES ACQUISITION CORPORATION COM CL A G33032106 BBG00YZC2ZB8 137,104 12,742 SH   SOLE   12,742 0 0
CARVANA CO CL A 146869102 BBG00GCTWF71 419,800 10,000 SH Put SOLE   10,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 BBG00ZGF7799 375,400 5,000 SH Put SOLE   5,000 0 0
DIGITAL RLTY TR INC COM 253868103 BBG001SM0K30 4,840,800 40,000 SH Call SOLE   40,000 0 0
DIGITAL RLTY TR INC COM 253868103 BBG001SM0K30 180,767,574 1,493,700 SH Put SOLE   1,493,700 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603 BBG00D30HGN8 5,732,838 326,100 SH Put SOLE   326,100 0 0
DUTCH BROS INC CL A 26701L100 BBG01282ZJ56 232,500 10,000 SH Put SOLE   10,000 0 0
ENOVIX CORPORATION COM 293594107 BBG00YC538B7 1,226,135 97,700 SH Put SOLE   97,700 0 0
EQUINIX INC COM 29444U700 BBG001SKBNS9 1,452,520 2,000 SH Call SOLE   2,000 0 0
EQUINIX INC COM 29444U700 BBG001SKBNS9 90,709,874 124,900 SH Put SOLE   124,900 0 0
INFLECTION PT ACQUISITN CRP CL A ORD SHS G4790U102 BBG01HFW5YQ6 153,276 15,000 SH   SOLE   15,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 764,548 2,134 SH   SOLE   2,134 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 1,934,658 5,400 SH Call SOLE   5,400 0 0
ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 301,031 2,725 SH   SOLE   2,725 0 0
JOBY AVIATION INC COMMON STOCK G65163100 BBG00X2MYTD1 566,310 87,800 SH Put SOLE   87,800 0 0
LEMONADE INC COM 52567D107 BBG00BM5YC14 1,092,280 94,000 SH Put SOLE   94,000 0 0
MICROSTRATEGY INC CL A NEW 594972408 BBG001SC7PX1 656,560 2,000 SH Put SOLE   2,000 0 0
MONGODB INC CL A 60937P106 BBG0022FDRZ7 518,790 1,500 SH Put SOLE   1,500 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 652,485 1,500 SH Put SOLE   1,500 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 BBG001S5RMJ7 921,400 10,000 SH Put SOLE   10,000 0 0
SL GREEN RLTY CORP COM 78440X887 BBG001S9Z1V2 373,000 10,000 SH Put SOLE   10,000 0 0
SPDR SER TR S&P REGL BKG 78464A698 BBG001SMH2R6 2,079,561 49,786 SH   SOLE   49,786 0 0
SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 300,711 3,275 SH   SOLE   3,275 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 BBG00PLQ1KH9 1,660,542 158,600 SH Put SOLE   158,600 0 0
SUNRUN INC COM 86771W105 BBG0025XVR94 1,347,688 107,300 SH Put SOLE   107,300 0 0
TESLA INC COM 88160R101 BBG001SQKGD7 1,000,880 4,000 SH Put SOLE   4,000 0 0
TRAILBLAZER MERGER CORP I CL A 89278D109 BBG018LSVK98 129,631 12,549 SH   SOLE   12,549 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 14,604,720 392,600 SH Put SOLE   392,600 0 0
WAYFAIR INC CL A 94419L101 BBG001THKQ26 302,850 5,000 SH Put SOLE   5,000 0 0
WINGSTOP INC COM 974155103 BBG008N298X9 1,798,400 10,000 SH Put SOLE   10,000 0 0