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
ADOBE INC COM 00724F101   3,579,600 6,000 SH   SOLE   6,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   3,685,250 25,000 SH   SOLE   25,000 0 0
ALPHABET INC CAP STK CL A 02079K305   7,682,950 55,000 SH   SOLE   55,000 0 0
AMAZON COM INC COM 023135106   19,752,200 130,000 SH   SOLE   130,000 0 0
ANTERO RESOURCES CORP COM 03674X106   2,268,000 100,000 SH   SOLE   100,000 0 0
APPLE INC COM 037833100   9,626,500 50,000 SH   SOLE   50,000 0 0
BANK AMERICA CORP COM 060505104   10,101,000 300,000 SH   SOLE   300,000 0 0
BEST BUY INC COM 086516101   1,369,900 17,500 SH   SOLE   17,500 0 0
BILL HOLDINGS INC COM 090043100   1,223,850 15,000 SH   SOLE   15,000 0 0
BLOCK INC CL A 852234103   3,867,500 50,000 SH   SOLE   50,000 0 0
BOEING CO COM 097023105   7,168,150 27,500 SH   SOLE   27,500 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   1,668,600 90,000 SH   SOLE   90,000 0 0
CARVANA CO CL A 146869102   794,100 15,000 SH   SOLE   15,000 0 0
CLOUDFLARE INC CL A COM 18915M107   3,330,400 40,000 SH   SOLE   40,000 0 0
DATADOG INC CL A COM 23804L103   3,641,400 30,000 SH   SOLE   30,000 0 0
DEERE & CO COM 244199105   7,997,400 20,000 SH   SOLE   20,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   5,355,000 70,000 SH   SOLE   70,000 0 0
DISNEY WALT CO COM 254687106   9,029,000 100,000 SH   SOLE   100,000 0 0
FASTLY INC CL A 31188V100   3,026,000 170,000 SH   SOLE   170,000 0 0
GITLAB INC CLASS A COM 37637K108   5,036,800 80,000 SH   SOLE   80,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   2,971,500 175,000 SH   SOLE   175,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   1,698,000 100,000 SH Call SOLE   100,000 0 0
HUBSPOT INC COM 443573100   5,805,400 10,000 SH   SOLE   10,000 0 0
HUNT J B TRANS SVCS INC COM 445658107   4,993,500 25,000 SH   SOLE   25,000 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706   1,333,750 25,000 SH   SOLE   25,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   10,035,500 50,000 SH   SOLE   50,000 0 0
MASTEC INC COM 576323109   2,271,600 30,000 SH   SOLE   30,000 0 0
META PLATFORMS INC CL A 30303M102   3,539,600 10,000 SH   SOLE   10,000 0 0
MICRON TECHNOLOGY INC COM 595112103   3,413,600 40,000 SH   SOLE   40,000 0 0
MICROSOFT CORP COM 594918104   20,682,200 55,000 SH   SOLE   55,000 0 0
MONGODB INC CL A 60937P106   4,088,500 10,000 SH   SOLE   10,000 0 0
NETFLIX INC COM 64110L106   4,868,800 10,000 SH   SOLE   10,000 0 0
NEW FORTRESS ENERGY INC COM CL A 644393100   2,641,100 70,000 SH   SOLE   70,000 0 0
NIKE INC CL B 654106103   7,599,900 70,000 SH   SOLE   70,000 0 0
NUTANIX INC CL A 67059N108   3,338,300 70,000 SH   SOLE   70,000 0 0
NVIDIA CORPORATION COM 67066G104   8,913,960 18,000 SH   SOLE   18,000 0 0
ORACLE CORP COM 68389X105   3,162,900 30,000 SH   SOLE   30,000 0 0
PAYPAL HLDGS INC COM 70450Y103   4,298,700 70,000 SH   SOLE   70,000 0 0
PURE STORAGE INC CL A 74624M102   6,240,500 175,000 SH   SOLE   175,000 0 0
REDWIRE CORPORATION COM 75776W103   427,500 150,000 SH   SOLE   150,000 0 0
RISKIFIED LTD SHS CL A M8216R109   936,000 200,000 SH   SOLE   200,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   2,346,000 100,000 SH   SOLE   100,000 0 0
ROBLOX CORP CL A 771049103   4,572,000 100,000 SH   SOLE   100,000 0 0
ROCKET COS INC COM CL A 77311W101   6,154,000 425,000 SH   SOLE   425,000 0 0
ROCKWELL AUTOMATION INC COM 773903109   3,104,800 10,000 SH   SOLE   10,000 0 0
SALESFORCE INC COM 79466L302   10,525,600 40,000 SH   SOLE   40,000 0 0
SERVICENOW INC COM 81762P102   12,716,820 18,000 SH   SOLE   18,000 0 0
SNAP INC CL A 83304A106   3,386,000 200,000 SH   SOLE   200,000 0 0
SNOWFLAKE INC CL A 833445109   2,587,000 13,000 SH   SOLE   13,000 0 0
SONY GROUP CORP SPONSORED ADR 835699307   3,816,007 40,300 SH   SOLE   40,300 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   6,179,030 13,000 SH   SOLE   13,000 0 0
SPDR SER TR S&P REGL BKG 78464A698   4,194,400 80,000 SH   SOLE   80,000 0 0
TASKUS INC CLASS A COM 87652V109   3,300,175 252,500 SH   SOLE   252,500 0 0
TECK RESOURCES LTD CL B 878742204   5,495,100 130,000 SH   SOLE   130,000 0 0
TWILIO INC CL A 90138F102   5,690,250 75,000 SH   SOLE   75,000 0 0
UNION PAC CORP COM 907818108   17,193,400 70,000 SH   SOLE   70,000 0 0
UPWORK INC COM 91688F104   1,338,300 90,000 SH   SOLE   90,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   2,881,800 60,000 SH   SOLE   60,000 0 0
WORKDAY INC CL A 98138H101   3,588,780 13,000 SH   SOLE   13,000 0 0
XPO INC COM 983793100   1,751,800 20,000 SH   SOLE   20,000 0 0