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
ACCELERANT HOLDINGS CL A G00894108   385,651 25,900 SH   SOLE N/A 25,900 0 0
ALPHABET INC CAP STK CL A 02079K305   58,587,100 241,000 SH   SOLE N/A 241,000 0 0
ALPHABET INC CAP STK CL A 02079K305   86,801,220 356,400 SH Call SOLE N/A 356,400 0 0
ALPHABET INC CAP STK CL C 02079K107   58,695,550 241,000 SH Put SOLE N/A 241,000 0 0
AMPHENOL CORP NEW CL A 032095101   3,984,750 32,200 SH   SOLE N/A 32,200 0 0
AMPHENOL CORP NEW CL A 032095101   3,984,750 32,200 SH Put SOLE N/A 32,200 0 0
AON PLC SHS CL A G0403H108   75,773,250 212,500 SH Call SOLE N/A 212,500 0 0
APPLE INC COM 037833100   9,803,255 38,500 SH   SOLE N/A 38,500 0 0
APPLE INC COM 037833100   9,803,255 38,500 SH Put SOLE N/A 38,500 0 0
APTARGROUP INC COM 038336103   12,791,262 95,700 SH Call SOLE N/A 95,700 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   60,262,541 376,900 SH Call SOLE N/A 376,900 0 0
AT&T INC COM 00206R102   78,292,576 2,772,400 SH   SOLE N/A 2,772,400 0 0
AUTODESK INC COM 052769106   11,023,149 34,700 SH   SOLE N/A 34,700 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   19,752,550 67,300 SH Call SOLE N/A 67,300 0 0
BLACKSTONE INC COM 09260D107   96,239,805 563,300 SH Call SOLE N/A 563,300 0 0
BROADCOM INC COM 11135F101   51,465,960 156,000 SH Call SOLE N/A 156,000 0 0
BROADCOM INC COM 11135F101   59,251,836 179,600 SH   SOLE N/A 179,600 0 0
BROADCOM INC COM 11135F101   59,251,836 179,600 SH Put SOLE N/A 179,600 0 0
CARDINAL HEALTH INC COM 14149Y108   59,189,616 377,100 SH   SOLE N/A 377,100 0 0
CARDINAL HEALTH INC COM 14149Y108   59,189,616 377,100 SH Put SOLE N/A 377,100 0 0
CBOE GLOBAL MKTS INC COM 12503M108   4,144,725 16,900 SH Call SOLE N/A 16,900 0 0
CELESTICA INC COM 15101Q207   10,150,856 41,200 SH   SOLE N/A 41,200 0 0
CELESTICA INC COM 15101Q207   10,150,856 41,200 SH Put SOLE N/A 41,200 0 0
CIENA CORP COM NEW 171779309   4,224,430 29,000 SH   SOLE N/A 29,000 0 0
CISCO SYS INC COM 17275R102   20,074,428 293,400 SH   SOLE N/A 293,400 0 0
CISCO SYS INC COM 17275R102   20,074,428 293,400 SH Put SOLE N/A 293,400 0 0
CLOUDFLARE INC CL A COM 18915M107   1,866,933 8,700 SH   SOLE N/A 8,700 0 0
CME GROUP INC COM 12572Q105   39,312,645 145,500 SH Call SOLE N/A 145,500 0 0
COMCAST CORP NEW CL A 20030N101   9,020,682 287,100 SH Call SOLE N/A 287,100 0 0
ECOLAB INC COM 278865100   30,453,232 111,200 SH Call SOLE N/A 111,200 0 0
ECOLAB INC COM 278865100   35,848,274 130,900 SH   SOLE N/A 130,900 0 0
GALLAGHER ARTHUR J & CO COM 363576109   30,013,806 96,900 SH Put SOLE N/A 96,900 0 0
GALLAGHER ARTHUR J & CO COM 363576109   34,288,218 110,700 SH Call SOLE N/A 110,700 0 0
GALLAGHER ARTHUR J & CO COM 363576109   39,863,538 128,700 SH   SOLE N/A 128,700 0 0
GE AEROSPACE COM NEW 369604301   4,121,234 13,700 SH Put SOLE N/A 13,700 0 0
GE AEROSPACE COM NEW 369604301   4,121,234 13,700 SH   SOLE N/A 13,700 0 0
HEICO CORP NEW COM 422806109   14,171,798 43,900 SH   SOLE N/A 43,900 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   7,702,016 313,600 SH   SOLE N/A 313,600 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   2,581,591 4,300 SH   SOLE N/A 4,300 0 0
ISHARES TR ISHARES SEMICDTR 464287523   29,741,864 109,700 SH Call SOLE N/A 109,700 0 0
JOHNSON CTLS INTL PLC SHS G51502105   10,126,395 92,100 SH Put SOLE N/A 92,100 0 0
JOHNSON CTLS INTL PLC SHS G51502105   21,605,175 196,500 SH   SOLE N/A 196,500 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   38,709,796 221,300 SH Put SOLE N/A 221,300 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   49,362,424 282,200 SH   SOLE N/A 282,200 0 0
KKR & CO INC COM 48251W104   102,530,550 789,000 SH Call SOLE N/A 789,000 0 0
MARSH & MCLENNAN COS INC COM 571748102   29,221,850 145,000 SH Call SOLE N/A 145,000 0 0
MICROSOFT CORP COM 594918104   59,512,455 114,900 SH Put SOLE N/A 114,900 0 0
MICROSOFT CORP COM 594918104   385,561,980 135,100 SH   SOLE N/A 135,100 0 0
MICROSOFT CORP COM 594918104   422,491,815 744,400 SH Call SOLE N/A 744,400 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   9,237,258 20,200 SH Call SOLE N/A 20,200 0 0
MR COOPER GROUP INC COM 62482R107   21,648,133 271,300 SH Put SOLE N/A 271,300 0 0
MR COOPER GROUP INC COM 62482R107   57,187,327 271,300 SH   SOLE N/A 271,300 0 0
MSCI INC COM 55354G100   21,334,616 37,600 SH Call SOLE N/A 37,600 0 0
NASDAQ INC COM 631103108   9,791,415 110,700 SH Call SOLE N/A 110,700 0 0
NVIDIA CORPORATION COM 67066G104   60,172,050 322,500 SH Put SOLE N/A 322,500 0 0
NVIDIA CORPORATION COM 67066G104   90,286,062 483,900 SH   SOLE N/A 483,900 0 0
PHILIP MORRIS INTL INC COM 718172109   19,691,080 121,400 SH Call SOLE N/A 121,400 0 0
QXO INC COM NEW 82846H405   5,689,410 298,500 SH   SOLE N/A 298,500 0 0
REPUBLIC SVCS INC COM 760759100   21,961,236 95,700 SH Call SOLE N/A 95,700 0 0
SANMINA CORPORATION COM 801056102   31,183,299 270,900 SH   SOLE N/A 270,900 0 0
SANMINA CORPORATION COM 801056102   31,183,299 270,900 SH Put SOLE N/A 270,900 0 0
SERVICENOW INC COM 81762P102   9,846,996 10,700 SH   SOLE N/A 10,700 0 0
SERVICENOW INC COM 81762P102   9,846,996 10,700 SH Put SOLE N/A 10,700 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107   19,661,103 132,300 SH   SOLE N/A 132,300 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107   19,661,103 132,300 SH Put SOLE N/A 132,300 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   5,129,586 7,700 SH   SOLE N/A 7,700 0 0
SPDR SERIES TRUST S&P RETAIL ETF 78464A714   19,554,242 226,900 SH Call SOLE N/A 226,900 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,066,746 7,400 SH   SOLE N/A 7,400 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   10,489,416 40,600 SH   SOLE N/A 40,600 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   16,881,857 76,900 SH Put SOLE N/A 76,900 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   33,544,184 152,800 SH   SOLE N/A 152,800 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   19,594,808 40,400 SH   SOLE N/A 40,400 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   19,594,808 40,400 SH Put SOLE N/A 40,400 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   49,472,040 102,000 SH Call SOLE N/A 102,000 0 0
TRIMBLE INC COM 896239100   20,126,725 246,500 SH   SOLE N/A 246,500 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   39,761,565 904,700 SH Call SOLE N/A 904,700 0 0
WALMART INC COM 931142103   59,352,254 575,900 SH   SOLE N/A 575,900 0 0
WASTE MGMT INC DEL COM 94106L109   70,378,521 318,700 SH Call SOLE N/A 318,700 0 0
WORKDAY INC CL A 98138H101   32,161,528 133,600 SH Call SOLE N/A 133,600 0 0