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
ADOBE INC COM 00724F101   16,361,755 27,425 SH   SOLE   27,425 0 0
ADVANCED MICRO DEVICES INC COM 007903107   24,587,988 166,800 SH   SOLE   166,800 0 0
ADVANCED MICRO DEVICES INC COM 007903107   18,426,250 125,000 SH Call SOLE   125,000 0 0
AFFIRM HLDGS INC COM CL A 00827B106   15,396,348 313,316 SH   SOLE   313,316 0 0
AGILON HEALTH INC COM 00857U107   3,706,730 295,357 SH   SOLE   295,357 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   9,356,232 120,710 SH   SOLE   120,710 0 0
ALPHABET INC CAP STK CL A 02079K305   15,781,478 112,975 SH   SOLE   112,975 0 0
AMAZON COM INC COM 023135106   48,112,561 316,655 SH   SOLE   316,655 0 0
AMN HEALTHCARE SVCS INC COM 001744101   3,367,503 44,972 SH   SOLE   44,972 0 0
APPLE INC COM 037833100   8,644,597 44,900 SH   SOLE   44,900 0 0
ARCH CAP GROUP LTD ORD G0450A105   24,061,846 323,978 SH   SOLE   323,978 0 0
ARISTA NETWORKS INC COM 040413106   9,942,290 42,216 SH   SOLE   42,216 0 0
BAKER HUGHES COMPANY CL A 05722G100   8,369,417 244,863 SH   SOLE   244,863 0 0
BATH & BODY WORKS INC COM 070830104   11,261,437 260,923 SH   SOLE   260,923 0 0
BEYOND MEAT INC COM 08862E109   685,300 77,000 SH   SOLE   77,000 0 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204   2,673,938 164,550 SH   SOLE   164,550 0 0
BLOCK INC CL A 852234103   2,342,158 30,280 SH   SOLE   30,280 0 0
BROADCOM INC COM 11135F101   26,259,781 23,525 SH   SOLE   23,525 0 0
CARVANA CO CL A 146869102   3,893,049 73,537 SH   SOLE   73,537 0 0
CENOVUS ENERGY INC COM 15135U109   1,219,180 73,224 SH   SOLE   73,224 0 0
CLOUDFLARE INC CL A COM 18915M107   510,384 6,130 SH   SOLE   6,130 0 0
COHERENT CORP COM 19247G107   6,956,442 159,808 SH   SOLE   159,808 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   19,449,995 111,833 SH   SOLE   111,833 0 0
CONFLUENT INC CLASS A COM 20717M103   2,340,000 100,000 SH   SOLE   100,000 0 0
CONOCOPHILLIPS COM 20825C104   5,676,403 48,905 SH   SOLE   48,905 0 0
COTERRA ENERGY INC COM 127097103   12,348,745 483,885 SH   SOLE   483,885 0 0
CRESCENT PT ENERGY CORP COM 22576C101   346,500 50,000 SH   SOLE   50,000 0 0
CRITEO S A SPONS ADS 226718104   810,240 32,000 SH   SOLE   32,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   11,823,869 46,310 SH   SOLE   46,310 0 0
DATADOG INC CL A COM 23804L103   8,927,499 73,550 SH   SOLE   73,550 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   7,359,073 182,925 SH   SOLE   182,925 0 0
DIAMONDBACK ENERGY INC COM 25278X109   8,447,053 54,469 SH   SOLE   54,469 0 0
DIGITAL RLTY TR INC COM 253868103   2,272,518 16,886 SH   SOLE   16,886 0 0
EQT CORP COM 26884L109   5,874,812 151,961 SH   SOLE   151,961 0 0
EVEREST GROUP LTD COM G3223R108   35,502,968 100,410 SH   SOLE   100,410 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   7,262,288 5,118 SH   SOLE   5,118 0 0
FREEPORT-MCMORAN INC CL B 35671D857   11,804,661 277,300 SH   SOLE   277,300 0 0
GAP INC COM 364760108   2,034,459 97,296 SH   SOLE   97,296 0 0
HALLIBURTON CO COM 406216101   11,751,823 325,085 SH   SOLE   325,085 0 0
HERON THERAPEUTICS INC COM 427746102   544,221 320,130 SH   SOLE   320,130 0 0
HESS CORP COM 42809H107   632,862 4,390 SH   SOLE   4,390 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   1,820,900 10,000 SH   SOLE   10,000 0 0
HUBSPOT INC COM 443573100   6,560,102 11,300 SH   SOLE   11,300 0 0
INTERPUBLIC GROUP COS INC COM 460690100   4,264,383 130,649 SH   SOLE   130,649 0 0
INTL GNRL INSURANCE HLDNGS L SHS G4809J106   5,699,619 442,517 SH   SOLE   442,517 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   8,670,405 54,500 SH   SOLE   54,500 0 0
LAS VEGAS SANDS CORP COM 517834107   2,352,238 47,800 SH   SOLE   47,800 0 0
LEMONADE INC COM 52567D107   338,730 21,000 SH   SOLE   21,000 0 0
LYFT INC CL A COM 55087P104   4,592,936 306,400 SH   SOLE   306,400 0 0
MARATHON OIL CORP COM 565849106   3,542,194 146,614 SH   SOLE   146,614 0 0
MARVELL TECHNOLOGY INC COM 573874104   12,212,775 202,500 SH   SOLE   202,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104   3,198,825 7,500 SH   SOLE   7,500 0 0
MCDONALDS CORP COM 580135101   6,339,977 21,382 SH   SOLE   21,382 0 0
META PLATFORMS INC CL A 30303M102   25,347,076 71,610 SH   SOLE   71,610 0 0
METLIFE INC COM 59156R108   8,910,026 134,735 SH   SOLE   134,735 0 0
MICRON TECHNOLOGY INC COM 595112103   6,758,928 79,200 SH   SOLE   79,200 0 0
MICROSOFT CORP COM 594918104   36,742,868 97,710 SH   SOLE   97,710 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   4,286,514 98,950 SH   SOLE   98,950 0 0
MONGODB INC CL A 60937P106   1,706,949 4,175 SH   SOLE   4,175 0 0
NAVIGATOR HLDGS LTD SHS Y62132108   2,360,417 162,228 SH   SOLE   162,228 0 0
NEW YORK CMNTY BANCORP INC COM 649445103   4,141,268 404,816 SH   SOLE   404,816 0 0
NIKE INC CL B 654106103   1,548,208 14,260 SH   SOLE   14,260 0 0
NVIDIA CORPORATION COM 67066G104   27,133,104 54,790 SH   SOLE   54,790 0 0
OCCIDENTAL PETE CORP COM 674599105   8,498,106 142,323 SH   SOLE   142,323 0 0
OLO INC CL A 68134L109   414,700 72,500 SH   SOLE   72,500 0 0
OVINTIV INC COM 69047Q102   330,278 7,520 SH   SOLE   7,520 0 0
PALO ALTO NETWORKS INC COM 697435105   6,882,794 23,341 SH   SOLE   23,341 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   354,960 24,000 SH   SOLE   24,000 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   7,226,374 531,351 SH   SOLE   531,351 0 0
PHILIP MORRIS INTL INC COM 718172109   14,709,408 156,350 SH   SOLE   156,350 0 0
PROFOUND MED CORP COM NEW 74319B502   1,108,938 130,617 SH   SOLE   130,617 0 0
QUANTA SVCS INC COM 74762E102   14,027,000 65,000 SH   SOLE   65,000 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   1,931,183 277,868 SH   SOLE   277,868 0 0
RAMBUS INC DEL COM 750917106   2,329,031 34,125 SH   SOLE   34,125 0 0
RENAISSANCERE HLDGS LTD COM G7496G103   19,301,688 98,478 SH   SOLE   98,478 0 0
ROBLOX CORP CL A 771049103   1,659,636 36,300 SH   SOLE   36,300 0 0
SCHLUMBERGER LTD COM STK 806857108   12,880,212 247,506 SH   SOLE   247,506 0 0
SEADRILL 2021 LTD COM G7997W102   7,706,640 163,000 SH   SOLE   163,000 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   3,196,424 37,442 SH   SOLE   37,442 0 0
SERVICENOW INC COM 81762P102   18,013,376 25,497 SH   SOLE   25,497 0 0
SL GREEN RLTY CORP COM 78440X887   835,645 18,500 SH   SOLE   18,500 0 0
SNOWFLAKE INC CL A 833445109   626,850 3,150 SH   SOLE   3,150 0 0
SOMALOGIC INC CLASS A COM 83444K105   1,488,192 588,218 SH   SOLE   588,218 0 0
SOUTHWESTERN ENERGY CO COM 845467109   3,445,968 526,102 SH   SOLE   526,102 0 0
SPDR SER TR S&P HOMEBUILD 78464A888   2,228,878 23,300 SH   SOLE   23,300 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   572,040 18,000 SH   SOLE   18,000 0 0
SUNRUN INC COM 86771W105   2,531,504 128,961 SH   SOLE   128,961 0 0
SUPER MICRO COMPUTER INC COM 86800U104   2,131,950 7,500 SH   SOLE   7,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   19,486,480 187,370 SH   SOLE   187,370 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   10,542,225 65,500 SH   SOLE   65,500 0 0
TALOS ENERGY INC COM 87484T108   8,991,354 631,859 SH   SOLE   631,859 0 0
TAPESTRY INC COM 876030107   4,484,194 121,820 SH   SOLE   121,820 0 0
TECK RESOURCES LTD CL B 878742204   3,461,913 81,900 SH   SOLE   81,900 0 0
TERADYNE INC COM 880770102   4,033,580 37,169 SH   SOLE   37,169 0 0
TESLA INC COM 88160R101   8,466,459 34,073 SH   SOLE   34,073 0 0
TRANSOCEAN LTD REG SHS H8817H100   8,818,988 1,388,817 SH   SOLE   1,388,817 0 0
UBER TECHNOLOGIES INC COM 90353T100   9,389,425 152,500 SH   SOLE   152,500 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405   372,240 44,000 SH   SOLE   44,000 0 0
UPSTART HLDGS INC COM 91680M107   7,709,996 188,693 SH   SOLE   188,693 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   2,135,688 6,900 SH   SOLE   6,900 0 0
VISA INC COM CL A 92826C839   15,149,767 58,190 SH   SOLE   58,190 0 0
WALMART INC COM 931142103   12,928,877 82,010 SH   SOLE   82,010 0 0
WAYFAIR INC CL A 94419L101   665,743 10,790 SH   SOLE   10,790 0 0
WESTERN DIGITAL CORP. COM 958102105   8,732,698 166,750 SH   SOLE   166,750 0 0
WW INTL INC COM 98262P101   12,530,000 1,432,000 SH   SOLE   1,432,000 0 0
WYNN RESORTS LTD COM 983134107   9,794,325 107,500 SH   SOLE   107,500 0 0
ZSCALER INC COM 98980G102   8,862,400 40,000 SH   SOLE   40,000 0 0