The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 1,996 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 7,195 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| AFFIRM HLDGS INC | COM CL A | 00827B106 | 1,006 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| AIRBNB INC | COM CL A | 009066101 | 2,497 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 6,669 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 3,551 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 6,294 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 7,961 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 4,575 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| BILL COM HLDGS INC | COM | 090043100 | 2,492 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 1,682 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| CARNIVAL CORP | COMMON STOCK | 143658300 | 4,024 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
| COCA COLA CO | COM | 191216100 | 6,513 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| CONFLUENT INC | CLASS A COM | 20717M103 | 762 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 1,897 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 4,095 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| CS DISCO INC | COM | 126327105 | 1,251 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| CSX CORP | COM | 126408103 | 7,520 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 3,562 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| DEERE & CO | COM | 244199105 | 10,287 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 3,614 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| FEDEX CORP | COM | 31428X106 | 7,242 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 9,059 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| FORD MTR CO DEL | COM | 345370860 | 6,231 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 12,312 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| GLOBALFOUNDRIES INC | ORDINARY SHARES | G39387108 | 3,249 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| GREEN PLAINS INC | COM | 393222104 | 1,738 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 15,572 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 8,602 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 9,349 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 2,312 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 1,709 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 10,091 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 8,849 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 6,726 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 5,294 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| NORFOLK SOUTHN CORP | COM | 655844108 | 7,443 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 6,765 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 2,278 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 1,272 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| RISKIFIED LTD | SHS CL A | M8216R109 | 397 | 50,500 | SH | SOLE | 50,500 | 0 | 0 | ||
| SEAWORLD ENTMT INC | COM | 81282V100 | 2,594 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 1,377 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 4,258 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | 3,103 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 3,098 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 941 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 3,388 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 33,247 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 4,309 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 5,786 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| TCV ACQUISITION CORP | CL A SHS | G8704C124 | 2,761 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| TECK RESOURCES LTD | CL B | 878742204 | 3,170 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 5,284 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 3,423 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 1,297 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| UNION PAC CORP | COM | 907818108 | 5,039 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| VICOR CORP | COM | 925815102 | 6,984 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | 2,608 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| ZSCALER INC | COM | 98980G102 | 3,213 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||