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
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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
BANK OF N.T. BUTTERFIELD SHS NEW G0772R208   3,655,000 100,000 SH   SOLE   100,000 0 0
MEDTRONIC SHS G5960L103   1,597,600 20,000 SH   SOLE   20,000 0 0
NU HOLDINGS ORD SHS CL A G6683N103   362,600 35,000 SH   SOLE   35,000 0 0
SIMILARWEB LTD SHS M84137104   32,353,341 2,283,228 SH   SOLE   2,283,228 0 0
TABOOLA.COM WRNT *W EXP 99/99/999 M8744T114   14,405 45,000 SH   SOLE   45,000 0 0
ASML HOLDING NV NY REG N Y REGISTRY SHS N07059210   3,465,400 5,000 SH   SOLE   5,000 0 0
ANGI HOME SERVICES COM CL A NEW 00183L102   4,584,384 2,761,677 SH   SOLE   2,761,677 0 0
API GROUP CORP. COM STK 00187Y100   13,497,743 375,250 SH   SOLE   375,250 0 0
ARK INNOVATION ETF INNOVATION ETF 00214Q104   8,515,500 150,000 SH Put SOLE   150,000 0 0
ALPHABET INC CLASS A COMMON ST CAP STK CL A 02079K305   3,218,100 17,000 SH   SOLE   17,000 0 0
AMAZON.COM COM 023135106   58,686,825 267,500 SH   SOLE   267,500 0 0
AMAZON.COM COM 023135106   4,058,715 18,500 SH Call SOLE   18,500 0 0
AMERICAN EXPRESS COM 025816109   1,187,160 4,000 SH   SOLE   4,000 0 0
APPLE COMPUTER INC COM 037833100   876,470 3,500 SH   SOLE   3,500 0 0
APPLE COMPUTER INC COM 037833100   6,886,550 27,500 SH Call SOLE   27,500 0 0
ARAMARK COM 03852U106   5,391,295 144,500 SH   SOLE   144,500 0 0
BALL CORP COM 058498106   31,699,750 575,000 SH   SOLE   575,000 0 0
CANTALOUPE INC COM 138103106   3,804,000 400,000 SH   SOLE   400,000 0 0
CITIGROUP INC COM NEW 172967424   844,680 12,000 SH   SOLE   12,000 0 0
COGENT COMMUNICATIONS COM NEW 19239V302   28,682,834 372,166 SH   SOLE   372,166 0 0
DIME COMMUNITY BANCSHARES COM 25432X102   6,590,844 214,441 SH   SOLE   214,441 0 0
EMBRAER SPONSORED ADS 29082A107   2,017,400 55,000 SH   SOLE   55,000 0 0
FIRST CITIZENS BCSHS -CL A CL A 31946M103   2,113,020 1,000 SH   SOLE   1,000 0 0
FIRST SOLAR COM 336433107   440,600 2,500 SH   SOLE   2,500 0 0
GEV VERNOVA ORD COM 36828A101   986,790 3,000 SH   SOLE   3,000 0 0
GOLDMAN SACHS GROUP COM 38141G104   1,431,550 2,500 SH   SOLE   2,500 0 0
IAC INTERACTIVECORP COM NEW 44891N208   26,299,179 609,624 SH   SOLE   609,624 0 0
INNOVID CORP CLASS A WRTNS *W EXP 11/30/202 457679116   1,209 11,000 SH   SOLE   11,000 0 0
INVESCO QQQ TRUST UNIT SER 1 46090E103   12,780,750 25,000 SH Put SOLE   25,000 0 0
ISHARES MSCI USA MOMENTUM MSCI USA MMENTM 46432F396   41,384,000 200,000 SH Put SOLE   200,000 0 0
JPMORGAN CHASE & CO COM 46625H100   3,116,230 13,000 SH   SOLE   13,000 0 0
MATERION COM 576690101   988,800 10,000 SH   SOLE   10,000 0 0
MICROSOFT CORP COM 594918104   68,600,811 162,754 SH   SOLE   162,754 0 0
MICROSOFT CORP COM 594918104   46,365,000 110,000 SH Put SOLE   110,000 0 0
NVIDIA CORP COM 67066G104   1,342,900 10,000 SH Call SOLE   10,000 0 0
OFFERPAD SOLUTIONS INC COM CL A 67623L307   2,199,872 771,885 SH   SOLE   771,885 0 0
RANPAK HOLDINGS CORP COM CL A 75321W103   4,762,921 692,285 SH   SOLE   692,285 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   58,608,000 100,000 SH Put SOLE   100,000 0 0
STREET TRACKS GOLD TRUST GOLD SHS 78463V107   2,542,365 10,500 SH   SOLE   10,500 0 0
SPDR SER TR S&P REGL BKG ETF S&P REGL BKG 78464A698   4,828,000 80,000 SH   SOLE   80,000 0 0
SPDR S&P BANK ETF S&P BK ETF 78464A797   1,053,930 19,000 SH   SOLE   19,000 0 0
SPDR S&P BIOTECHCS S&P BIOTECH 78464A870   1,350,900 15,000 SH   SOLE   15,000 0 0
TECK RESOURCES CL B 878742204   607,950 15,000 SH   SOLE   15,000 0 0
TIMKEN COM 887389104   1,284,660 18,000 SH   SOLE   18,000 0 0
TRIMBLE COM 896239100   27,896,427 394,798 SH   SOLE   394,798 0 0
TRIMBLE COM 896239100   14,132,000 200,000 SH Call SOLE   200,000 0 0
TRIUMPH GROUP COM 896818101   1,399,500 75,000 SH   SOLE   75,000 0 0
UNIFIRST COM 904708104   8,318,054 48,618 SH   SOLE   48,618 0 0
WILLSCOT MOBILE MINI HOLDINGS CORP COM CL A 971378104   17,004,609 508,359 SH   SOLE   508,359 0 0
UBER COM 90353T100   34,617,648 573,900 SH   SOLE   573,900 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   1,816,275 7,500 SH   SOLE   7,500 0 0
WORKDAY INC CL A 98138H101   14,191,650 55,000 SH   SOLE   55,000 0 0