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
ADVANCED MICRO DEVICES INC COM 007903107   9,617,385 58,614 SH   SOLE   58,614 0 0
AES CORP COM 00130H105   4,825,874 240,572 SH   SOLE   240,572 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   18,465,517 174,006 SH   SOLE   174,006 0 0
AMERICAN HEALTHCARE REIT INC COM SHS 398182303   2,375,100 91,000 SH   SOLE   91,000 0 0
APPLE INC COM 037833100   59,649,631 256,007 SH   SOLE   256,007 0 0
BAIDU INC SPON ADR REP A 056752108   4,211,600 40,000 SH   SOLE   40,000 0 0
BIGCOMMERCE HLDGS INC COM SER 1 08975P108   2,152,981 368,031 SH   SOLE   368,031 0 0
BITDEER TECHNOLOGIES GROUP CL A ORD SHS G11448100   2,343,065 299,242 SH   SOLE   299,242 0 0
BOX INC CL A 10316T104   13,558,730 414,260 SH   SOLE   414,260 0 0
CARVANA CO CL A 146869102   11,438,331 65,696 SH   SOLE   65,696 0 0
CELESTICA INC COM 15101Q207   1,578,074 30,870 SH   SOLE   30,870 0 0
CHEWY INC CL A 16679L109   16,735,398 571,369 SH   SOLE   571,369 0 0
COHERENT CORP COM 19247G107   2,047,508 23,029 SH   SOLE   23,029 0 0
CONFLUENT INC CLASS A COM 20717M103   2,233,648 109,600 SH   SOLE   109,600 0 0
CONSTELLATION ENERGY CORP COM 21037T109   23,243,188 89,390 SH   SOLE   89,390 0 0
COSTCO WHSL CORP NEW COM 22160K105   146,719,060 165,500 SH Put SOLE   165,500 0 0
DATADOG INC CL A COM 23804L103   15,333,126 133,262 SH   SOLE   133,262 0 0
DIGITAL TURBINE INC COM NEW 25400W102   982,400 320,000 SH   SOLE   320,000 0 0
DIGITAL TURBINE INC COM NEW 25400W102   5,880,278 1,915,400 SH Call SOLE   1,915,400 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603   2,781,632 196,860 SH   SOLE   196,860 0 0
DOCUSIGN INC COM 256163106   9,190,376 148,017 SH   SOLE   148,017 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   17,292,884 441,145 SH   SOLE   441,145 0 0
ELASTIC N V ORD SHS N14506104   2,149,280 28,000 SH   SOLE   28,000 0 0
ENOVIX CORPORATION COM 293594107   4,181,275 447,674 SH   SOLE   447,674 0 0
ETSY INC COM 29786A106   2,125,688 38,280 SH   SOLE   38,280 0 0
FLEX LTD ORD Y2573F102   19,794,304 592,112 SH   SOLE   592,112 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   11,592,263 93,358 SH   SOLE   93,358 0 0
FLUTTER ENTMT PLC SHS G3643J108   6,525,200 27,500 SH   SOLE   27,500 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,712,653 54,340 SH   SOLE   54,340 0 0
GAP INC COM 364760108   4,530,680 205,473 SH   SOLE   205,473 0 0
GOLAR LNG LTD SHS G9456A100   8,764,981 238,438 SH   SOLE   238,438 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   2,660,000 700,000 SH   SOLE   700,000 0 0
HUBSPOT INC COM 443573100   16,734,768 31,480 SH   SOLE   31,480 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   39,045,600 80,000 SH Put SOLE   80,000 0 0
ISHARES TR US HOME CONS ETF 464288752   0 132,000 SH Put SOLE   132,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   9,448,194 297,300 SH Put SOLE   297,300 0 0
JD.COM INC SPON ADS CL A 47215P106   2,261,880 56,547 SH   SOLE   56,547 0 0
JFROG LTD ORD SHS M6191J100   2,448,072 84,300 SH   SOLE   84,300 0 0
KE HLDGS INC SPONSORED ADS 482497104   9,039,379 454,012 SH   SOLE   454,012 0 0
KE HLDGS INC SPONSORED ADS 482497104   3,673,395 184,500 SH Call SOLE   184,500 0 0
KINDER MORGAN INC DEL COM 49456B101   2,839,957 128,563 SH   SOLE   128,563 0 0
LAMB WESTON HLDGS INC COM 513272104   3,187,862 49,241 SH   SOLE   49,241 0 0
LAS VEGAS SANDS CORP COM 517834107   11,230,149 223,086 SH   SOLE   223,086 0 0
LAUDER ESTEE COS INC CL A 518439104   4,552,643 45,668 SH   SOLE   45,668 0 0
LEGGETT & PLATT INC COM 524660107   2,321,093 170,418 SH   SOLE   170,418 0 0
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   2,144,426 130,044 SH   SOLE   130,044 0 0
LUMENTUM HLDGS INC COM 55024U109   2,631,094 41,513 SH   SOLE   41,513 0 0
MAGNITE INC COM 55955D100   13,908,267 1,004,207 SH   SOLE   1,004,207 0 0
MAGNITE INC COM 55955D100   1,246,500 90,000 SH Call SOLE   90,000 0 0
MAPLEBEAR INC COM 565394103   11,509,702 282,516 SH   SOLE   282,516 0 0
MATCH GROUP INC NEW COM 57667L107   9,601,635 253,743 SH   SOLE   253,743 0 0
MAXLINEAR INC COM 57776J100   3,122,684 215,655 SH   SOLE   215,655 0 0
MCDONALDS CORP COM 580135101   28,155,299 92,461 SH   SOLE   92,461 0 0
MCDONALDS CORP COM 580135101   53,167,446 174,600 SH Call SOLE   174,600 0 0
MOHAWK INDS INC COM 608190104   4,499,040 28,000 SH   SOLE   28,000 0 0
NCINO INC COM 63947X101   2,337,502 73,995 SH   SOLE   73,995 0 0
NUSCALE PWR CORP CL A COM 67079K100   696,931 60,184 SH   SOLE   60,184 0 0
NVIDIA CORPORATION COM 67066G104   2,110,384 17,378 SH   SOLE   17,378 0 0
PAYLOCITY HLDG CORP COM 70438V106   4,446,271 26,952 SH   SOLE   26,952 0 0
PINTEREST INC CL A 72352L106   19,455,017 601,020 SH   SOLE   601,020 0 0
PRIMORIS SVCS CORP COM 74164F103   9,712,486 167,226 SH   SOLE   167,226 0 0
RANGE RES CORP COM 75281A109   314,459 10,223 SH   SOLE   10,223 0 0
REDDIT INC CL A 75734B100   19,428,733 294,732 SH   SOLE   294,732 0 0
RH COM 74967X103   13,336,400 39,878 SH   SOLE   39,878 0 0
SALESFORCE INC COM 79466L302   2,378,540 8,690 SH   SOLE   8,690 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   6,057,938 25,168 SH   SOLE   25,168 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   298,355,200 520,000 SH Put SOLE   520,000 0 0
SPDR SER TR S&P HOMEBUILD 78464A888   19,929,600 160,000 SH Put SOLE   160,000 0 0
SPDR SER TR S&P RETAIL ETF 78464A714   55,936,800 720,000 SH Put SOLE   720,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   23,291,833 63,202 SH   SOLE   63,202 0 0
STARBUCKS CORP COM 855244109   13,311,675 136,544 SH   SOLE   136,544 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   13,207,082 76,047 SH   SOLE   76,047 0 0
TEMPUR SEALY INTL INC COM 88023U101   2,245,589 41,128 SH   SOLE   41,128 0 0
TERAWULF INC COM 88080T104   5,832,773 1,246,319 SH   SOLE   1,246,319 0 0
TRIP COM GROUP LTD ADS 89677Q107   12,846,924 216,169 SH   SOLE   216,169 0 0
TURTLE BEACH CORP COM NEW 900450206   2,659,419 173,365 SH   SOLE   173,365 0 0
VAIL RESORTS INC COM 91879Q109   9,908,735 56,852 SH   SOLE   56,852 0 0
VAIL RESORTS INC COM 91879Q109   30,500,750 175,000 SH Call SOLE   175,000 0 0
VALE S A SPONSORED ADS 91912E105   2,781,592 238,150 SH   SOLE   238,150 0 0
VARONIS SYS INC COM 922280102   10,407,582 184,205 SH   SOLE   184,205 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   5,243,720 52,706 SH   SOLE   52,706 0 0
WAYFAIR INC CL A 94419L101   21,578,963 384,104 SH   SOLE   384,104 0 0
WEAVE COMMUNICATIONS INC COM 94724R108   2,982,592 233,015 SH   SOLE   233,015 0 0
WESTERN DIGITAL CORP. COM 958102105   6,829,000 100,000 SH   SOLE   100,000 0 0
WHIRLPOOL CORP COM 963320106   4,490,148 41,964 SH   SOLE   41,964 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   13,733,496 215,090 SH   SOLE   215,090 0 0
ZUORA INC COM CL A 98983V106   1,566,771 181,760 SH   SOLE   181,760 0 0