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
1 800 FLOWERS COM INC CL A 68243Q106   352,681 50,383 SH   SOLE   50,383 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   48,323,454 453,571 SH   SOLE   453,571 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   6,339,130 59,500 SH Call SOLE   59,500 0 0
ALTERYX INC COM CL A 02156B103   17,795,786 472,162 SH   SOLE   472,162 0 0
BARNES & NOBLE ED INC COM 06777U101   312,247 286,465 SH   SOLE   286,465 0 0
BILL HOLDINGS INC COM 090043100   326,470 3,007 SH   SOLE   3,007 0 0
CELESTICA INC SUB VTG SHS 15101Q108   14,014,749 571,564 SH   SOLE   571,564 0 0
DATADOG INC CL A COM 23804L103   9,017,910 99,000 SH   SOLE   99,000 0 0
DIGITAL TURBINE INC COM NEW 25400W102   3,291,140 543,990 SH   SOLE   543,990 0 0
DOMINOS PIZZA INC COM 25754A201   19,578,140 51,686 SH   SOLE   51,686 0 0
ELASTIC N V ORD SHS N14506104   5,236,974 64,463 SH   SOLE   64,463 0 0
FABRINET SHS G3323L100   2,439,983 14,644 SH   SOLE   14,644 0 0
FARFETCH LTD ORD SH CL A 30744W107   774,136 370,400 SH Call SOLE   370,400 0 0
FIVE9 INC COM 338307101   8,619,608 134,053 SH   SOLE   134,053 0 0
FLEX LTD ORD Y2573F102   5,563,627 206,213 SH   SOLE   206,213 0 0
GENIUS SPORTS LIMITED SHARES CL A G3934V109   1,439,452 270,066 SH   SOLE   270,066 0 0
HASBRO INC COM 418056107   3,535,514 53,455 SH   SOLE   53,455 0 0
HASHICORP INC COM CL A 418100103   4,898,907 214,582 SH   SOLE   214,582 0 0
JABIL INC COM 466313103   1,690,048 13,319 SH   SOLE   13,319 0 0
LAM RESEARCH CORP COM 512807108   10,575,490 16,873 SH   SOLE   16,873 0 0
LUMENTUM HLDGS INC COM 55024U109   1,474,856 32,644 SH   SOLE   32,644 0 0
LYFT INC CL A COM 55087P104   1,619,028 153,608 SH   SOLE   153,608 0 0
MICRON TECHNOLOGY INC COM 595112103   18,209,522 267,669 SH   SOLE   267,669 0 0
ONTO INNOVATION INC COM 683344105   11,160,168 87,517 SH   SOLE   87,517 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   1,900,008 19,374 SH   SOLE   19,374 0 0
PINTEREST INC CL A 72352L106   17,727,085 655,830 SH   SOLE   655,830 0 0
PRIMORIS SVCS CORP COM 74164F103   10,533,496 321,830 SH   SOLE   321,830 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   1,586,244 282,753 SH   SOLE   282,753 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   2,473,125 37,500 SH   SOLE   37,500 0 0
SEMTECH CORP COM 816850101   21,329,369 828,325 SH   SOLE   828,325 0 0
SNOWFLAKE INC CL A 833445109   3,513,710 23,000 SH   SOLE   23,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   13,880,641 89,761 SH   SOLE   89,761 0 0
STRATASYS LTD SHS M85548101   5,098,864 374,641 SH   SOLE   374,641 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   19,188,760 611,107 SH   SOLE   611,107 0 0
WESTERN DIGITAL CORP. COM 958102105   12,554,410 275,135 SH   SOLE   275,135 0 0