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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADTRAN INC COM 00738A106 1,313 70,000 SH   SOLE   70,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 5,222 25,000 SH   SOLE   25,000 0 0
AERCAP HOLDINGS NV SHS N00985106 1,156 20,000 SH   SOLE   20,000 0 0
AIR PRODS & CHEMS INC COM 009158106 15,367 60,000 SH   SOLE   60,000 0 0
ALCOA CORP COM 013872106 12,235 250,000 SH   SOLE   250,000 0 0
ANALOG DEVICES INC COM 032654105 5,024 30,000 SH   SOLE   30,000 0 0
ARAMARK COM 03852U106 2,300 70,000 SH   SOLE   70,000 0 0
BAIDU INC SPON ADR REP A 056752108 5,381 35,000 SH   SOLE   35,000 0 0
BAKER HUGHES COMPANY CL A 05722G100 4,946 200,000 SH   SOLE   200,000 0 0
BALLARD PWR SYS INC NEW COM 058586108 1,054 75,000 SH   SOLE   75,000 0 0
BOEING CO COM 097023105 2,199 10,000 SH   SOLE   10,000 0 0
BUNGE LIMITED COM G16962105 4,473 55,000 SH   SOLE   55,000 0 0
CF INDS HLDGS INC COM 125269100 1,396 25,000 SH   SOLE   25,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 909 500 SH   SOLE   500 0 0
CIENA CORP COM NEW 171779309 4,878 95,000 SH   SOLE   95,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 3,981 17,500 SH   SOLE   17,500 0 0
CONSTELLIUM SE CL A SHS F21107101 30,611 1,630,000 SH   SOLE   1,630,000 0 0
DUOLINGO INC CL A COM 26603R106 333 2,000 SH   SOLE   2,000 0 0
ERICSSON ADR B SEK 10 294821608 3,360 300,000 SH   SOLE   300,000 0 0
GREEN PLAINS INC COM 393222104 8,163 250,000 SH   SOLE   250,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 1,405 20,000 SH   SOLE   20,000 0 0
INFINERA CORP COM 45667G103 416 50,000 SH   SOLE   50,000 0 0
LUMENTUM HLDGS INC COM 55024U109 12,531 150,000 SH   SOLE   150,000 0 0
NEOPHOTONICS CORP COM 64051T100 261 30,000 SH   SOLE   30,000 0 0
NETFLIX INC COM 64110L106 10,986 18,000 SH   SOLE   18,000 0 0
PINTEREST INC CL A 72352L106 4,586 90,000 SH   SOLE   90,000 0 0
PTC INC COM 69370C100 2,995 25,000 SH   SOLE   25,000 0 0
PVH CORP COM 693656100 3,341 32,500 SH   SOLE   32,500 0 0
QUALCOMM INC COM 747525103 11,608 90,000 SH   SOLE   90,000 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 4,908 200,000 SH   SOLE   200,000 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 2,579 30,000 SH   SOLE   30,000 0 0
SALESFORCE COM INC COM 79466L302 1,356 5,000 SH   SOLE   5,000 0 0
SNAP INC CL A 83304A106 6,279 85,000 SH   SOLE   85,000 0 0
SPORTS ENTERTAINMENT ACQU CO COM CL A 84918M106 10,020 1,000,000 SH   SOLE   1,000,000 0 0
SPORTS ENTERTAINMENT ACQU CO *W EXP 10/30/202 84918M114 1,185 500,000 SH   SOLE   500,000 0 0
SQUARE INC CL A 852234103 3,598 15,000 SH   SOLE   15,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 11,200 250,000 SH   SOLE   250,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 3,642 20,000 SH   SOLE   20,000 0 0
WALMART INC COM 931142103 3,485 25,000 SH   SOLE   25,000 0 0
WYNN RESORTS LTD COM 983134107 6,780 80,000 SH   SOLE   80,000 0 0
XILINX INC COM 983919101 11,324 75,000 SH   SOLE   75,000 0 0