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
ACV AUCTIONS INC COM CL A 00091G104   1,505,092 99,346 SH   SOLE   99,346 0 0
ADOBE INC COM 00724F101   954,560 1,600 SH Put SOLE   1,600 0 0
ADT INC DEL COM 00090Q103   158,340 23,217 SH   SOLE   23,217 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   47,446,515 400,900 SH   SOLE   400,900 0 0
ALARM COM HLDGS INC COM 011642105   1,055,309 16,331 SH   SOLE   16,331 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   3,808,066 49,130 SH   SOLE   49,130 0 0
AMAZON COM INC COM 023135106   33,867,274 222,899 SH   SOLE   222,899 0 0
ATLASSIAN CORPORATION CL A 049468101   10,204,194 42,900 SH Put SOLE   42,900 0 0
BAIDU INC SPON ADR REP A 056752108   1,429,080 12,000 SH   SOLE   12,000 0 0
BARNES & NOBLE ED INC COM 06777U101   348,605 233,963 SH   SOLE   233,963 0 0
CARVANA CO CL A 146869102   1,440,497 27,210 SH   SOLE   27,210 0 0
CONFLUENT INC CLASS A COM 20717M103   22,618,183 966,589 SH   SOLE   966,589 0 0
CROWN CASTLE INC COM 22822V101   2,666,533 23,149 SH   SOLE   23,149 0 0
DATADOG INC CL A COM 23804L103   2,036,028 16,774 SH   SOLE   16,774 0 0
DIGITAL TURBINE INC COM NEW 25400W102   3,787,447 552,106 SH   SOLE   552,106 0 0
DISNEY WALT CO COM 254687106   2,051,840 22,725 SH   SOLE   22,725 0 0
DOMINOS PIZZA INC COM 25754A201   2,555,826 6,200 SH   SOLE   6,200 0 0
ELASTIC N V ORD SHS N14506104   3,584,874 31,809 SH   SOLE   31,809 0 0
ENOVIX CORPORATION COM 293594107   1,900,173 151,771 SH   SOLE   151,771 0 0
ETSY INC COM 29786A106   14,856,546 183,301 SH   SOLE   183,301 0 0
EVERBRIDGE INC COM 29978A104   10,019,318 412,148 SH   SOLE   412,148 0 0
FLEX LTD ORD Y2573F102   30,767,555 1,010,097 SH   SOLE   1,010,097 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   2,677,440 24,000 SH   SOLE   24,000 0 0
FRESHWORKS INC CLASS A COM 358054104   2,660,900 113,278 SH   SOLE   113,278 0 0
GENIUS SPORTS LIMITED SHARES CL A G3934V109   1,753,025 283,661 SH   SOLE   283,661 0 0
GOGO INC COM 38046C109   348,107 34,364 SH   SOLE   34,364 0 0
HASBRO INC COM 418056107   11,472,978 224,696 SH   SOLE   224,696 0 0
HOME DEPOT INC COM 437076102   11,158,910 32,200 SH Put SOLE   32,200 0 0
INTEL CORP COM 458140100   21,139,672 420,690 SH   SOLE   420,690 0 0
INTEL CORP COM 458140100   5,025,000 100,000 SH Call SOLE   100,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   8,599,920 21,000 SH Put SOLE   21,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   57,202,350 285,000 SH Put SOLE   285,000 0 0
LYFT INC CL A COM 55087P104   2,636,531 175,886 SH   SOLE   175,886 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   375,840 8,000 SH   SOLE   8,000 0 0
MAPLEBEAR INC COM 565394103   2,502,043 106,606 SH   SOLE   106,606 0 0
MATCH GROUP INC NEW COM 57667L107   3,580,358 98,092 SH   SOLE   98,092 0 0
NAVITAS SEMICONDUCTOR CORP COM 63942X106   3,252,654 403,055 SH   SOLE   403,055 0 0
NVIDIA CORPORATION COM 67066G104   7,725,927 15,601 SH   SOLE   15,601 0 0
OUTFRONT MEDIA INC COM 69007J106   5,624,247 402,883 SH   SOLE   402,883 0 0
PALO ALTO NETWORKS INC COM 697435105   1,061,568 3,600 SH Put SOLE   3,600 0 0
PDF SOLUTIONS INC COM 693282105   1,854,928 57,714 SH   SOLE   57,714 0 0
PINTEREST INC CL A 72352L106   25,190,274 680,083 SH   SOLE   680,083 0 0
PRIMORIS SVCS CORP COM 74164F103   2,285,180 68,810 SH   SOLE   68,810 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   2,141,598 30,939 SH   SOLE   30,939 0 0
PTC INC COM 69370C100   5,587,348 31,935 SH   SOLE   31,935 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   900,854 222,433 SH   SOLE   222,433 0 0
PURECYCLE TECHNOLOGIES INC COM 74623V103   2,418,660 597,200 SH Call SOLE   597,200 0 0
RINGCENTRAL INC CL A 76680R206   3,565,735 105,029 SH   SOLE   105,029 0 0
ROBLOX CORP CL A 771049103   3,583,762 78,385 SH   SOLE   78,385 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   2,700,784 10,646 SH   SOLE   10,646 0 0
SEA LTD SPONSORD ADS 81141R100   1,859,314 45,909 SH   SOLE   45,909 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   25,077,800 220,000 SH Put SOLE   220,000 0 0
SEMTECH CORP COM 816850101   2,903,820 132,534 SH   SOLE   132,534 0 0
SERVICENOW INC COM 81762P102   3,179,205 4,500 SH Put SOLE   4,500 0 0
SMARTRENT INC COM CL A 83193G107   326,260 102,276 SH   SOLE   102,276 0 0
SNOWFLAKE INC CL A 833445109   4,179,000 21,000 SH   SOLE   21,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   7,604,960 16,000 SH Put SOLE   16,000 0 0
SPDR SER TR S&P RETAIL ETF 78464A714   1,605,504 22,200 SH Put SOLE   22,200 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   20,824,750 110,823 SH   SOLE   110,823 0 0
SPROUT SOCIAL INC COM CL A 85209W109   5,658,685 92,101 SH   SOLE   92,101 0 0
SUNRUN INC COM 86771W105   2,633,580 134,161 SH   SOLE   134,161 0 0
TRIP COM GROUP LTD ADS 89677Q107   1,620,450 45,000 SH   SOLE   45,000 0 0
TRIPADVISOR INC COM 896945201   7,000,781 325,164 SH   SOLE   325,164 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   12,004,073 335,403 SH   SOLE   335,403 0 0
WAYFAIR INC CL A 94419L101   3,470,316 56,245 SH   SOLE   56,245 0 0
WEAVE COMMUNICATIONS INC COM 94724R108   3,916,432 341,450 SH   SOLE   341,450 0 0
WESTERN DIGITAL CORP. COM 958102105   3,813,636 72,821 SH   SOLE   72,821 0 0
WORKDAY INC CL A 98138H101   5,955,994 21,575 SH   SOLE   21,575 0 0
ZILLOW GROUP INC CL A 98954M101   1,803,696 31,800 SH   SOLE   31,800 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   5,714,400 79,466 SH   SOLE   79,466 0 0