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
ALCOA CORP COM 013872106   424,125 12,500 SH   SOLE   12,500 0 0
APPLE INC COM 037833100   1,066,835 5,500 SH   SOLE   5,500 0 0
ABCELLERA BIOLOGICS INC COM 00288U106   646,562 100,087 SH   SOLE   100,087 0 0
AIRBNB INC COM CL A 009066101   2,191,152 17,097 SH   SOLE   17,097 0 0
AEHR TEST SYS COM 00760J108   3,259,163 79,010 SH   SOLE   79,010 0 0
APPLIED MATLS INC COM 038222105   6,629,761 45,868 SH   SOLE   45,868 0 0
ADVANCED MICRO DEVICES INC COM 007903107   14,492,655 127,229 SH   SOLE   127,229 0 0
AMAZON COM INC COM 023135106   3,613,970 27,723 SH   SOLE   27,723 0 0
APA CORPORATION COM 03743Q108   1,028,517 30,100 SH   SOLE   30,100 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106   318,850 3,500 SH   SOLE   3,500 0 0
APTIV PLC SHS G6095L109   504,325 4,940 SH   SOLE   4,940 0 0
ANTERO RESOURCES CORP COM 03674X106   370,230 16,076 SH   SOLE   16,076 0 0
ARCH RESOURCES INC CL A 03940R107   1,056,336 9,368 SH   SOLE   9,368 0 0
BLOOM ENERGY CORP COM CL A 093712107   286,125 17,500 SH   SOLE   17,500 0 0
BRADY CORP CL A 104674106   1,030,794 21,669 SH   SOLE   21,669 0 0
BORGWARNER INC COM 099724106   770,333 15,750 SH   SOLE   15,750 0 0
CELSIUS HLDGS INC COM NEW 15118V207   328,218 2,200 SH   SOLE   2,200 0 0
CENTURY ALUM CO COM 156431108   497,912 57,100 SH   SOLE   57,100 0 0
CONFLUENT INC CLASS A COM 20717M103   4,370,601 123,778 SH   SOLE   123,778 0 0
COLGATE PALMOLIVE CO COM 194162103   492,825 6,397 SH   SOLE   6,397 0 0
CLEVELAND-CLIFFS INC NEW COM 185899101   1,922,372 114,700 SH   SOLE   114,700 0 0
CLOVER HEALTH INVESTMENTS CO COM CL A 18914F103   165,610 184,606 SH   SOLE   184,606 0 0
CENTERPOINT ENERGY INC COM 15189T107   480,246 16,475 SH   SOLE   16,475 0 0
COHERENT CORP COM 19247G107   759,602 14,900 SH   SOLE   14,900 0 0
COPA HOLDINGS SA CL A P31076105   413,680 3,741 SH   SOLE   3,741 0 0
SALESFORCE INC COM 79466L302   507,024 2,400 SH   SOLE   2,400 0 0
CROCS INC COM 227046109   258,612 2,300 SH   SOLE   2,300 0 0
CHEVRON CORP NEW COM 166764100   2,558,826 16,262 SH   SOLE   16,262 0 0
DUPONT DE NEMOURS INC COM 26614N102   1,963,671 27,487 SH   SOLE   27,487 0 0
DEERE & CO COM 244199105   1,648,313 4,068 SH   SOLE   4,068 0 0
DELL TECHNOLOGIES INC CL C 24703L202   1,639,533 30,300 SH   SOLE   30,300 0 0
DISH NETWORK CORPORATION CL A 25470M109   1,849,859 280,707 SH   SOLE   280,707 0 0
DELEK US HLDGS INC NEW COM 24665A103   1,016,678 42,450 SH   SOLE   42,450 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   2,292,991 86,300 SH   SOLE   86,300 0 0
DEVON ENERGY CORP NEW COM 25179M103   908,792 18,800 SH   SOLE   18,800 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   4,236,809 421,154 SH   SOLE   421,154 0 0
EMCOR GROUP INC COM 29084Q100   369,560 2,000 SH   SOLE   2,000 0 0
ENPHASE ENERGY INC COM 29355A107   1,473,824 8,800 SH   SOLE   8,800 0 0
ERIE INDTY CO CL A 29530P102   822,399 3,916 SH   SOLE   3,916 0 0
EZCORP INC CL A NON VTG 302301106   199,737 23,835 SH   SOLE   23,835 0 0
FEDERATED HERMES INC CL B 314211103   1,463,110 40,812 SH   SOLE   40,812 0 0
FLEX LTD ORD Y2573F102   5,768,827 208,713 SH   SOLE   208,713 0 0
FRONTLINE PLC COM M46528101   882,291 60,722 SH   SOLE   60,722 0 0
LIBERTY MEDIA CORP DEL COM SER A FRMLA 531229870   2,696,483 39,877 SH   SOLE   39,877 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   3,095,514 41,120 SH   SOLE   41,120 0 0
ALPHABET INC CAP STK CL A 02079K305   2,992,500 25,000 SH   SOLE   25,000 0 0
HALLIBURTON CO COM 406216101   4,056,285 122,955 SH   SOLE   122,955 0 0
HESS CORP COM 42809H107   734,130 5,400 SH   SOLE   5,400 0 0
HOULIHAN LOKEY INC CL A 441593100   216,282 2,200 SH   SOLE   2,200 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   6,100,728 41,915 SH   SOLE   41,915 0 0
HONEYWELL INTL INC COM 438516106   8,443,798 40,693 SH   SOLE   40,693 0 0
HUMANA INC COM 444859102   447,577 1,001 SH   SOLE   1,001 0 0
INSPIRE MED SYS INC COM 457730109   357,104 1,100 SH   SOLE   1,100 0 0
INGERSOLL RAND INC COM 45687V106   27,392,376 419,100 SH   SOLE   419,100 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   298,176 4,800 SH   SOLE   4,800 0 0
JABIL INC COM 466313103   12,174,828 112,803 SH   SOLE   112,803 0 0
KINSALE CAP GROUP INC COM 49714P108   299,360 800 SH   SOLE   800 0 0
COCA COLA CO COM 191216100   469,174 7,791 SH   SOLE   7,791 0 0
KARUNA THERAPEUTICS INC COM 48576A100   260,220 1,200 SH   SOLE   1,200 0 0
LIBERTY ENERGY INC COM CL A 53115L104   2,107,781 157,650 SH   SOLE   157,650 0 0
LEAR CORP COM NEW 521865204   597,024 4,159 SH   SOLE   4,159 0 0
LINDE PLC SHS G54950103   539,990 1,417 SH   SOLE   1,417 0 0
LUMENTUM HLDGS INC COM 55024U109   294,996 5,200 SH   SOLE   5,200 0 0
LOGITECH INTL S A SHS H50430232   1,069,200 18,000 SH   SOLE   18,000 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409   2,573,026 78,422 SH   SOLE   78,422 0 0
MANHATTAN ASSOCIATES INC COM 562750109   2,505,096 12,533 SH   SOLE   12,533 0 0
MCDONALDS CORP COM 580135101   507,595 1,701 SH   SOLE   1,701 0 0
MONDELEZ INTL INC CL A 609207105   496,867 6,812 SH   SOLE   6,812 0 0
MEDPACE HLDGS INC COM 58506Q109   240,170 1,000 SH   SOLE   1,000 0 0
MAGNA INTL INC COM 559222401   582,404 10,319 SH   SOLE   10,319 0 0
MARTIN MARIETTA MATLS INC COM 573284106   2,710,582 5,871 SH   SOLE   5,871 0 0
MICROSOFT CORP COM 594918104   4,685,490 13,759 SH   SOLE   13,759 0 0
MICRON TECHNOLOGY INC COM 595112103   248,653 3,940 SH   SOLE   3,940 0 0
MURPHY USA INC COM 626755102   248,888 800 SH   SOLE   800 0 0
NORTHROP GRUMMAN CORP COM 666807102   501,380 1,100 SH   SOLE   1,100 0 0
NORFOLK SOUTHN CORP COM 655844108   20,201,822 89,089 SH   SOLE   89,089 0 0
NVIDIA CORPORATION COM 67066G104   1,015,248 2,400 SH   SOLE   2,400 0 0
NVENT ELECTRIC PLC SHS G6700G107   1,033,400 20,000 SH   SOLE   20,000 0 0
NEWELL BRANDS INC COM 651229106   3,890,336 447,165 SH   SOLE   447,165 0 0
OVINTIV INC COM 69047Q102   2,265,165 59,500 SH   SOLE   59,500 0 0
UIPATH INC CL A 90364P105   414,250 25,000 SH   SOLE   25,000 0 0
PENUMBRA INC COM 70975L107   9,000,954 26,161 SH   SOLE   26,161 0 0
PARKER-HANNIFIN CORP COM 701094104   2,127,278 5,454 SH   SOLE   5,454 0 0
PLUG POWER INC COM NEW 72919P202   6,321,318 608,404 SH   SOLE   608,404 0 0
PATTERSON-UTI ENERGY INC COM 703481101   3,629,484 303,215 SH   SOLE   303,215 0 0
QORVO INC COM 74736K101   453,931 4,449 SH   SOLE   4,449 0 0
RBC BEARINGS INC COM 75524B104   282,711 1,300 SH   SOLE   1,300 0 0
RLI CORP COM 749607107   218,352 1,600 SH   SOLE   1,600 0 0
RANGE RES CORP COM 75281A109   534,933 18,195 SH   SOLE   18,195 0 0
SENSEONICS HLDGS INC COM 81727U105   172,439 225,972 SH   SOLE   225,972 0 0
SCHLUMBERGER LTD COM STK 806857108   245,600 5,000 SH   SOLE   5,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104   5,092,925 20,433 SH   SOLE   20,433 0 0
SYNOPSYS INC COM 871607107   835,116 1,918 SH   SOLE   1,918 0 0
STEM INC COM 85859N102   914,628 159,900 SH   SOLE   159,900 0 0
SHOCKWAVE MED INC COM 82489T104   399,574 1,400 SH   SOLE   1,400 0 0
SOUTHWESTERN ENERGY CO COM 845467109   1,568,009 260,900 SH   SOLE   260,900 0 0
TRANSDIGM GROUP INC COM 893641100   12,936,852 14,468 SH   SOLE   14,468 0 0
T-MOBILE US INC COM 872590104   1,048,973 7,552 SH   SOLE   7,552 0 0
TOOTSIE ROLL INDS INC COM 890516107   274,994 7,766 SH   SOLE   7,766 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   6,357,539 169,444 SH   SOLE   169,444 0 0
TESLA INC COM 88160R101   1,020,903 3,900 SH   SOLE   3,900 0 0
TEXAS ROADHOUSE INC COM 882681109   291,928 2,600 SH   SOLE   2,600 0 0
UNITED AIRLS HLDGS INC COM 910047109   2,044,785 37,266 SH   SOLE   37,266 0 0
ULTA BEAUTY INC COM 90384S303   4,095,588 8,703 SH   SOLE   8,703 0 0
UNITEDHEALTH GROUP INC COM 91324P102   961,280 2,000 SH   SOLE   2,000 0 0
UNION PAC CORP COM 907818108   3,131,504 15,304 SH   SOLE   15,304 0 0
UNITED RENTALS INC COM 911363109   1,957,847 4,396 SH   SOLE   4,396 0 0
VALERO ENERGY CORP COM 91913Y100   3,741,870 31,900 SH   SOLE   31,900 0 0
VULCAN MATLS CO COM 929160109   2,724,668 12,086 SH   SOLE   12,086 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   462,011 12,423 SH   SOLE   12,423 0 0
WESTERN DIGITAL CORP. COM 958102105   3,782,304 99,718 SH   SOLE   99,718 0 0
WINGSTOP INC COM 974155103   220,176 1,100 SH   SOLE   1,100 0 0
WIX COM LTD SHS M98068105   688,981 8,806 SH   SOLE   8,806 0 0
WALMART INC COM 931142103   509,735 3,243 SH   SOLE   3,243 0 0
ERMENEGILDO ZEGNA N V ORD SHS N30577105   367,530 28,985 SH   SOLE   28,985 0 0
PROSHARES TR BITCOIN STRATE 74347G440   339,600 20,000 SH   SOLE   20,000 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   1,176,100 19,000 SH   SOLE   19,000 0 0
ISHARES TR RUS 1000 ETF 464287622   8,603,291 35,297 SH   SOLE   35,297 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   12,124,234 64,742 SH   SOLE   64,742 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   1,125,128 7,390 SH   SOLE   7,390 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   25,068,371 56,552 SH   SOLE   56,552 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   1,891,261 23,300 SH   SOLE   23,300 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   6,088,026 180,600 SH   SOLE   180,600 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704   2,062,798 19,221 SH   SOLE   19,221 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   2,444,272 32,955 SH   SOLE   32,955 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   2,069,261 15,590 SH   SOLE   15,590 0 0
EQUINIX INC COM 29444U700   3,744,097 4,776 SH   SOLE   4,776 0 0
MEDICAL PPTYS TRUST INC COM 58463J304   5,761,572 622,200 SH   SOLE   622,200 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   426,902 1,842 SH   SOLE   1,842 0 0
AIRBNB INC COM CL A 009066101   10,252,800 80,000 SH Call SOLE   80,000 0 0
AEHR TEST SYS COM 00760J108   412,500 10,000 SH Call SOLE   10,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   11,391,000 100,000 SH Call SOLE   100,000 0 0
ANTERO RESOURCES CORP COM 03674X106   2,533,300 110,000 SH Call SOLE   110,000 0 0
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108   554,646 58,200 SH Call SOLE   58,200 0 0
PROSHARES TR BITCOIN STRATE 74347G440   339,600 20,000 SH Call SOLE   20,000 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   22,295,800 820,000 SH Call SOLE   820,000 0 0
ALPHABET INC CAP STK CL A 02079K305   16,758,000 140,000 SH Call SOLE   140,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   672,000 40,000 SH Call SOLE   40,000 0 0
JPMORGAN CHASE & CO COM 46625H100   7,272,000 50,000 SH Call SOLE   50,000 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105   1,732,500 7,500 SH Call SOLE   7,500 0 0
MEDTRONIC PLC SHS G5960L103   881,000 10,000 SH Call SOLE   10,000 0 0
MICROSOFT CORP COM 594918104   30,648,600 90,000 SH Call SOLE   90,000 0 0
NCINO INC COM 63947X101   240,960 8,000 SH Call SOLE   8,000 0 0
NUTRIEN LTD COM 67077M108   2,952,500 50,000 SH Call SOLE   50,000 0 0
NVIDIA CORPORATION COM 67066G104   846,040 2,000 SH Call SOLE   2,000 0 0
NVENT ELECTRIC PLC SHS G6700G107   4,650,300 90,000 SH Call SOLE   90,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   18,471,000 50,000 SH Call SOLE   50,000 0 0
SCHLUMBERGER LTD COM STK 806857108   5,894,400 120,000 SH Call SOLE   120,000 0 0
SOFI TECHNOLOGIES INC COM 83406F102   333,600 40,000 SH Call SOLE   40,000 0 0
TESLA INC COM 88160R101   6,282,480 24,000 SH Call SOLE   24,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,028,492 20,100 SH Call SOLE   20,100 0 0
UNION PAC CORP COM 907818108   22,508,200 110,000 SH Call SOLE   110,000 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   2,508,000 200,000 SH Call SOLE   200,000 0 0
AIRBNB INC COM CL A 009066101   2,563,200 20,000 SH Put SOLE   20,000 0 0
CATERPILLAR INC COM 149123101   27,065,500 110,000 SH Put SOLE   110,000 0 0
DIGITAL RLTY TR INC COM 253868103   4,554,800 40,000 SH Put SOLE   40,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   16,854,300 90,000 SH Put SOLE   90,000 0 0
SPDR SER TR S&P REGL BKG 78464A698   40,830,000 1,000,000 SH Put SOLE   1,000,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   35,094,900 95,000 SH Put SOLE   95,000 0 0
AT&T INC COM 00206R102   3,987,500 250,000 SH Put SOLE   250,000 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   5,056,500 150,000 SH Put SOLE   150,000 0 0