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
AMBARELLA INC SHS G037AX101   2,158,000 40,000 SH   SOLE   40,000 0 0
ELASTIC N V ORD SHS N14506104   2,392,110 21,000 SH   SOLE   21,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   478,300 5,000 SH   SOLE   5,000 0 0
AEROVIRONMENT INC COM 008073108   2,185,920 12,000 SH   SOLE   12,000 0 0
ALBEMARLE CORP COM 012653101   764,160 8,000 SH   SOLE   8,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   1,169,700 10,000 SH   SOLE   10,000 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   2,656,500 35,000 SH   SOLE   35,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100   1,166,280 6,000 SH   SOLE   6,000 0 0
ARCHER AVIATION INC COM CL A 03945R102   154,880 44,000 SH   SOLE   44,000 0 0
ARISTA NETWORKS INC COM 040413106   3,504,800 10,000 SH   SOLE   10,000 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   3,436,020 21,000 SH   SOLE   21,000 0 0
BANK NEW YORK MELLON CORP COM 064058100   539,010 9,000 SH   SOLE   9,000 0 0
BARRICK GOLD CORP COM 067901108   1,334,400 80,000 SH   SOLE   80,000 0 0
BEST BUY INC COM 086516101   337,160 4,000 SH   SOLE   4,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   1,070,290 13,000 SH   SOLE   13,000 0 0
BIOGEN INC COM 09062X103   695,460 3,000 SH   SOLE   3,000 0 0
CBOE GLOBAL MKTS INC COM 12503M108   1,530,540 9,000 SH   SOLE   9,000 0 0
CME GROUP INC COM 12572Q105   1,179,600 6,000 SH   SOLE   6,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   2,769,750 9,000 SH   SOLE   9,000 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   1,788,300 45,000 SH   SOLE   45,000 0 0
CAMPBELL SOUP CO COM 134429109   316,330 7,000 SH   SOLE   7,000 0 0
COHERENT CORP COM 19247G107   2,825,940 39,000 SH   SOLE   39,000 0 0
CROWN CASTLE INC COM 22822V101   1,954,000 20,000 SH   SOLE   20,000 0 0
DEXCOM INC COM 252131107   3,174,640 28,000 SH   SOLE   28,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109   1,801,710 9,000 SH   SOLE   9,000 0 0
DICKS SPORTING GOODS INC COM 253393102   2,793,050 13,000 SH   SOLE   13,000 0 0
FIRST HORIZON CORPORATION COM 320517105   1,103,900 70,000 SH   SOLE   70,000 0 0
FORD MTR CO DEL COM 345370860   627,000 50,000 SH   SOLE   50,000 0 0
HUNTINGTON BANCSHARES INC COM 446150104   698,540 53,000 SH   SOLE   53,000 0 0
ILLUMINA INC COM 452327109   2,609,500 25,000 SH   SOLE   25,000 0 0
IONQ INC COM 46222L108   105,450 15,000 SH   SOLE   15,000 0 0
IQVIA HLDGS INC COM 46266C105   1,691,520 8,000 SH   SOLE   8,000 0 0
IRON MTN INC DEL COM 46284V101   896,200 10,000 SH   SOLE   10,000 0 0
KELLANOVA COM 487836108   288,400 5,000 SH   SOLE   5,000 0 0
KRAFT HEINZ CO COM 500754106   1,159,920 36,000 SH   SOLE   36,000 0 0
LPL FINL HLDGS INC COM 50212V100   1,675,800 6,000 SH   SOLE   6,000 0 0
LITHIUM AMERS CORP NEW COM SHS 53681J103   2,278,000 850,000 SH   SOLE   850,000 0 0
MARATHON OIL CORP COM 565849106   286,700 10,000 SH   SOLE   10,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   1,625,400 3,000 SH   SOLE   3,000 0 0
MCKESSON CORP COM 58155Q103   1,752,120 3,000 SH   SOLE   3,000 0 0
METLIFE INC COM 59156R108   2,807,600 40,000 SH   SOLE   40,000 0 0
MICRON TECHNOLOGY INC COM 595112103   5,261,200 40,000 SH   SOLE   40,000 0 0
MODERNA INC COM 60770K107   356,250 3,000 SH   SOLE   3,000 0 0
OCCIDENTAL PETE CORP COM 674599105   2,016,960 32,000 SH   SOLE   32,000 0 0
PHILLIPS 66 COM 718546104   1,411,700 10,000 SH   SOLE   10,000 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   2,137,300 29,000 SH   SOLE   29,000 0 0
QUANTA SVCS INC COM 74762E102   1,524,540 6,000 SH   SOLE   6,000 0 0
REPUBLIC SVCS INC COM 760759100   2,332,080 12,000 SH   SOLE   12,000 0 0
ROBLOX CORP CL A 771049103   2,604,700 70,000 SH   SOLE   70,000 0 0
ROCKWELL AUTOMATION INC COM 773903109   1,376,400 5,000 SH   SOLE   5,000 0 0
SILVACO GROUP INC COM 82728C102   899,000 50,000 SH   SOLE   50,000 0 0
STATE STR CORP COM 857477103   370,000 5,000 SH   SOLE   5,000 0 0
STEEL DYNAMICS INC COM 858119100   777,000 6,000 SH   SOLE   6,000 0 0
SYNOPSYS INC COM 871607107   1,785,180 3,000 SH   SOLE   3,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   2,487,840 16,000 SH   SOLE   16,000 0 0
VALERO ENERGY CORP COM 91913Y100   2,194,640 14,000 SH   SOLE   14,000 0 0
VERISK ANALYTICS INC COM 92345Y106   1,347,750 5,000 SH   SOLE   5,000 0 0
VICI PPTYS INC COM 925652109   2,004,800 70,000 SH   SOLE   70,000 0 0
WEC ENERGY GROUP INC COM 92939U106   2,196,880 28,000 SH   SOLE   28,000 0 0
WILLIAMS COS INC COM 969457100   637,500 15,000 SH   SOLE   15,000 0 0
WORKDAY INC CL A 98138H101   1,788,480 8,000 SH   SOLE   8,000 0 0
XYLEM INC COM 98419M100   813,780 6,000 SH   SOLE   6,000 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   5,108,000 400,000 SH   SOLE   400,000 0 0
ZSCALER INC COM 98980G102   1,345,330 7,000 SH   SOLE   7,000 0 0