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
AMAZON COM INC COM 023135106   53,443,404 243,600 SH   SOLE N/A 243,600 0 0
AMAZON COM INC COM 023135106   53,443,404 243,600 SH Put SOLE N/A 243,600 0 0
AMPHENOL CORP NEW CL A 032095101   8,250,660 118,800 SH   SOLE N/A 118,800 0 0
ANALOG DEVICES INC COM 032654105   38,391,522 180,700 SH Call SOLE N/A 180,700 0 0
AON PLC SHS CL A G0403H108   16,341,780 45,500 SH Put SOLE N/A 45,500 0 0
AON PLC SHS CL A G0403H108   21,606,347 60,158 SH   SOLE N/A 60,158 0 0
AON PLC SHS CL A G0403H108   75,818,676 211,100 SH Call SOLE N/A 211,100 0 0
API GROUP CORP COM STK 00187Y100   1,669,008 46,400 SH   SOLE N/A 46,400 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   58,697,864 355,400 SH   SOLE N/A 355,400 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   58,697,864 355,400 SH Put SOLE N/A 355,400 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   3,753,036 21,200 SH   SOLE N/A 21,200 0 0
AT&T INC COM 00206R102   41,937,786 1,841,800 SH   SOLE N/A 1,841,800 0 0
ATLASSIAN CORPORATION CL A 049468101   48,578,648 199,600 SH   SOLE N/A 199,600 0 0
ATLASSIAN CORPORATION CL A 049468101   48,578,648 199,600 SH Put SOLE N/A 199,600 0 0
AUTODESK INC COM 052769106   65,912,110 223,000 SH   SOLE N/A 223,000 0 0
AUTODESK INC COM 052769106   65,912,110 223,000 SH Put SOLE N/A 223,000 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   41,772,571 142,700 SH Call SOLE N/A 142,700 0 0
BLACKSTONE INC COM 09260D107   48,001,728 278,400 SH Put SOLE N/A 278,400 0 0
BRAZE INC COM CL A 10576N102   13,108,440 313,000 SH   SOLE N/A 313,000 0 0
BROADCOM INC COM 11135F101   3,384,864 14,600 SH   SOLE N/A 14,600 0 0
CARDINAL HEALTH INC COM 14149Y108   50,465,809 426,700 SH   SOLE N/A 426,700 0 0
CARDINAL HEALTH INC COM 14149Y108   50,465,809 426,700 SH Put SOLE N/A 426,700 0 0
CBRE GROUP INC CL A 12504L109   16,345,605 124,500 SH   SOLE N/A 124,500 0 0
CBRE GROUP INC CL A 12504L109   16,345,605 124,500 SH Put SOLE N/A 124,500 0 0
CDW CORP COM 12514G108   8,301,708 47,700 SH Call SOLE N/A 47,700 0 0
CINTAS CORP COM 172908105   8,166,690 44,700 SH Call SOLE N/A 44,700 0 0
CLEAN HARBORS INC COM 184496107   16,777,206 72,900 SH   SOLE N/A 72,900 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   7,943,770 103,300 SH Call SOLE N/A 103,300 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   26,312,104 76,900 SH Call SOLE N/A 76,900 0 0
DAYFORCE INC COM 15677J108   6,581,184 90,600 SH Call SOLE N/A 90,600 0 0
EATON CORP PLC SHS G29183103   35,145,033 105,900 SH Call SOLE N/A 105,900 0 0
ECOLAB INC COM 278865100   16,144,648 68,900 SH Call SOLE N/A 68,900 0 0
EMERSON ELEC CO COM 291011104   41,652,873 336,100 SH Call SOLE N/A 336,100 0 0
EQUIFAX INC COM 294429105   10,092,060 39,600 SH Call SOLE N/A 39,600 0 0
FORTINET INC COM 34959E109   23,213,736 245,700 SH Call SOLE N/A 245,700 0 0
GALLAGHER ARTHUR J & CO COM 363576109   50,099,525 176,500 SH Put SOLE N/A 176,500 0 0
GALLAGHER ARTHUR J & CO COM 363576109   78,569,680 276,800 SH   SOLE N/A 276,800 0 0
GARMIN LTD SHS H2906T109   15,572,630 75,500 SH Put SOLE N/A 75,500 0 0
GARMIN LTD SHS H2906T109   17,738,360 86,000 SH   SOLE N/A 86,000 0 0
GE VERNOVA INC COM 36828A101   16,676,751 50,700 SH Call SOLE N/A 50,700 0 0
GLOBAL PMTS INC COM 37940X102   58,416,878 521,300 SH   SOLE N/A 521,300 0 0
GRAINGER W W INC COM 384802104   2,740,530 2,600 SH Call SOLE N/A 2,600 0 0
HUBSPOT INC COM 443573100   3,623,204 5,200 SH Call SOLE N/A 5,200 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   23,677,689 158,900 SH Call SOLE N/A 158,900 0 0
INTUIT COM 461202103   28,408,200 45,200 SH Call SOLE N/A 45,200 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   2,402,781 4,700 SH   SOLE N/A 4,700 0 0
JABIL INC COM 466313103   14,231,710 98,900 SH   SOLE N/A 98,900 0 0
JABIL INC COM 466313103   14,231,710 98,900 SH Put SOLE N/A 98,900 0 0
KKR & CO INC COM 48251W104   41,133,771 278,100 SH   SOLE N/A 278,100 0 0
KKR & CO INC COM 48251W104   41,133,771 278,100 SH Put SOLE N/A 278,100 0 0
MARSH & MCLENNAN COS INC COM 571748102   15,187,315 71,500 SH Call SOLE N/A 71,500 0 0
META PLATFORMS INC CL A 30303M102   32,905,662 56,200 SH   SOLE N/A 56,200 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   33,526,810 584,600 SH   SOLE N/A 584,600 0 0
MICROSOFT CORP COM 594918104   91,296,900 216,600 SH   SOLE N/A 216,600 0 0
MOODYS CORP COM 615369105   14,911,155 31,500 SH   SOLE N/A 31,500 0 0
MSCI INC COM 55354G100   50,880,848 84,800 SH   SOLE N/A 84,800 0 0
MSCI INC COM 55354G100   50,880,848 84,800 SH Put SOLE N/A 84,800 0 0
NASDAQ INC COM 631103108   13,714,794 177,400 SH   SOLE N/A 177,400 0 0
NASDAQ INC COM 631103108   13,714,794 177,400 SH Put SOLE N/A 177,400 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   2,922,350 105,500 SH   SOLE N/A 105,500 0 0
NETFLIX INC COM 64110L106   99,203,916 111,300 SH   SOLE N/A 111,300 0 0
NVIDIA CORPORATION COM 67066G104   98,904,585 736,500 SH   SOLE N/A 736,500 0 0
ORACLE CORP COM 68389X105   8,332,000 50,000 SH Call SOLE N/A 50,000 0 0
PAYCHEX INC COM 704326107   33,456,492 238,600 SH Call SOLE N/A 238,600 0 0
PTC INC COM 69370C100   7,060,608 38,400 SH Call SOLE N/A 38,400 0 0
QIAGEN NV SHS NEW N72482149   10,495,721 235,700 SH Call SOLE N/A 235,700 0 0
QUALCOMM INC COM 747525103   16,683,132 108,600 SH Call SOLE N/A 108,600 0 0
REPUBLIC SVCS INC COM 760759100   20,238,708 100,600 SH Call SOLE N/A 100,600 0 0
SALESFORCE INC COM 79466L302   55,866,543 167,100 SH Call SOLE N/A 167,100 0 0
SALESFORCE INC COM 79466L302   117,416,696 351,200 SH   SOLE N/A 351,200 0 0
SAP SE SPON ADR 803054204   40,476,924 164,400 SH Call SOLE N/A 164,400 0 0
SERVICENOW INC COM 81762P102   81,311,204 76,700 SH   SOLE N/A 76,700 0 0
SERVICENOW INC COM 81762P102   81,311,204 76,700 SH Put SOLE N/A 76,700 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   28,723,452 323,900 SH Call SOLE N/A 323,900 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   3,487,176 5,950 SH   SOLE N/A 5,950 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   32,329,113 163,700 SH Put SOLE N/A 163,700 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   64,598,979 327,100 SH   SOLE N/A 327,100 0 0
TERADYNE INC COM 880770102   21,998,224 174,700 SH   SOLE N/A 174,700 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   24,658,902 47,400 SH   SOLE N/A 47,400 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   24,658,902 47,400 SH Put SOLE N/A 47,400 0 0
TRIMBLE INC COM 896239100   41,809,522 591,700 SH   SOLE N/A 591,700 0 0
TRIMBLE INC COM 896239100   41,809,522 591,700 SH Put SOLE N/A 591,700 0 0
TWILIO INC CL A 90138F102   40,594,848 375,600 SH   SOLE N/A 375,600 0 0
UL SOLUTIONS INC CLASS A COM SHS 903731107   3,167,380 63,500 SH   SOLE N/A 63,500 0 0
VEEVA SYS INC CL A COM 922475108   4,520,375 21,500 SH Call SOLE N/A 21,500 0 0
VERALTO CORP COM SHS 92338C103   1,670,340 16,400 SH Call SOLE N/A 16,400 0 0
VERISK ANALYTICS INC COM 92345Y106   6,555,234 23,800 SH Call SOLE N/A 23,800 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   23,714,070 593,000 SH Call SOLE N/A 593,000 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   8,804,810 833,000 SH Call SOLE N/A 833,000 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   11,199,972 1,059,600 SH   SOLE N/A 1,059,600 0 0
WASTE CONNECTIONS INC COM 94106B101   25,445,314 148,300 SH Call SOLE N/A 148,300 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101   7,867,204 96,400 SH   SOLE N/A 96,400 0 0
ZSCALER INC COM 98980G102   14,883,825 82,500 SH Call SOLE N/A 82,500 0 0