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   2,351,040 60,407 SH   SOLE   60,407 0 0
NU HOLDINGS ORD SHS CL A G6683N103   614,400 60,000 SH   SOLE   60,000 0 0
SIMILARWEB LTD SHS M84137104   22,731,815 2,748,708 SH   SOLE   2,748,708 0 0
STRATASYS SHS M85548101   1,174,800 120,000 SH   SOLE   120,000 0 0
TABOOLA.COM WRNT *W EXP 99/99/999 M8744T114   7,290 45,000 SH   SOLE   45,000 0 0
ASML HOLDING NV NY REG N Y REGISTRY SHS N07059210   3,313,150 5,000 SH   SOLE   5,000 0 0
ANGI INC CL A NEW 00183L201   4,255,733 276,167 SH   SOLE   276,167 0 0
API GROUP CORP. COM STK 00187Y100   13,418,940 375,250 SH   SOLE   375,250 0 0
ALPHABET INC CAP STK CL A 02079K305   3,247,440 21,000 SH   SOLE   21,000 0 0
AMAZON.COM COM 023135106   48,991,950 257,500 SH   SOLE   257,500 0 0
AMERICAN EXPRESS COM 025816109   1,076,200 4,000 SH   SOLE   4,000 0 0
APPLE INC COM 037833100   6,108,575 27,500 SH Call SOLE   27,500 0 0
BALL CORP COM 058498106   29,940,250 575,000 SH   SOLE   575,000 0 0
BALL CORP COM 058498106   31,955,359 613,700 SH Call SOLE   613,700 0 0
BRINKS COM 109696104   430,800 5,000 SH   SOLE   5,000 0 0
COGENT COMMUNICATIONS COM NEW 19239V302   22,817,498 372,166 SH   SOLE   372,166 0 0
COSTAR GROUP INC COM 22160N109   12,431,583 156,905 SH   SOLE   156,905 0 0
DIME COMMUNITY BANCSHARES COM 25432X102   6,257,415 224,441 SH   SOLE   224,441 0 0
FIRST CITIZENS BCSHS -CL A CL A 31946M103   1,854,120 1,000 SH   SOLE   1,000 0 0
FIRST SOLAR COM 336433107   505,720 4,000 SH   SOLE   4,000 0 0
GEV VERNOVA INC COM 36828A101   915,840 3,000 SH   SOLE   3,000 0 0
GOLDMAN SACHS GROUP COM 38141G104   1,912,015 3,500 SH   SOLE   3,500 0 0
IAC INC COM NEW 44891N208   28,006,127 609,624 SH   SOLE   609,624 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   92,611,700 197,500 SH Put SOLE   197,500 0 0
KBW BANK ETF KBW BK ETF 46138E628   1,129,860 18,000 SH   SOLE   18,000 0 0
JPMORGAN CHASE & CO COM 46625H100   3,188,900 13,000 SH   SOLE   13,000 0 0
METROLPOLITAN BANK COM 591774104   839,850 15,000 SH   SOLE   15,000 0 0
MICROSOFT CORP COM 594918104   53,971,322 143,774 SH   SOLE   143,774 0 0
MICROSOFT CORP COM 594918104   41,292,900 110,000 SH Put SOLE   110,000 0 0
NEWMONT MINING CORP. COM 651639106   1,207,000 25,000 SH   SOLE   25,000 0 0
OFFERPAD SOLUTIONS INC COM CL A 67623L307   1,281,329 771,885 SH   SOLE   771,885 0 0
RANPAK HOLDINGS CORP COM CL A 75321W103   3,752,185 692,285 SH   SOLE   692,285 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   95,096,300 170,000 SH Put SOLE   170,000 0 0
STREET TRACKS GOLD TRUST GOLD SHS 78463V107   3,025,470 10,500 SH   SOLE   10,500 0 0
SPDR SER TR S&P REGL BKG ETF S&P REGL BKG 78464A698   4,548,000 80,000 SH   SOLE   80,000 0 0
SPDR S&P BIOTECHCS S&P BIOTECH 78464A870   1,216,500 15,000 SH   SOLE   15,000 0 0
HENRY SCHEIN COM 806407102   22,012,754 321,401 SH   SOLE   321,401 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   13,695,000 82,500 SH Call SOLE   82,500 0 0
TECK RESOURCES CL B 878742204   910,750 25,000 SH   SOLE   25,000 0 0
TRIMBLE INC COM 896239100   27,231,489 414,798 SH   SOLE   414,798 0 0
TRIMBLE INC COM 896239100   13,130,000 200,000 SH Call SOLE   200,000 0 0
UBER COM 90353T100   41,814,354 573,900 SH   SOLE   573,900 0 0
UNIFIRST COM 904708104   4,720,620 27,130 SH   SOLE   27,130 0 0
UNIFIRST COM 904708104   5,220,000 30,000 SH Put SOLE   30,000 0 0
WEBSTER FINANCIAL COM 947890109   1,031,000 20,000 SH   SOLE   20,000 0 0
WORKDAY INC CL A 98138H101   17,513,115 74,993 SH   SOLE   74,993 0 0