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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ALPHABET INCCAP STK CL A02079K30536,39413,085SH SOLE 13,08500
AMAZON COM INCCOM02313510631,6939,722SH SOLE 9,72200
ARAMARKCOM03852U10621,502571,868SH SOLE 571,86800
BALL CORPCOM05849810618,199202,208SH SOLE 202,20800
BIG 5 SPORTING GOODS CORPCOM08915P1012,536147,900SHPutSOLE 147,90000
BLACKSTONE INCCOM09260D10718,358144,618SH SOLE 144,61800
CSX CORPCOM12640810316,325435,913SH SOLE 435,91300
DANAHER CORPORATIONCOM23585110228,17896,063SH SOLE 96,06300
GLASS HOUSES ACQUISITION CORCLASS A COM37714P10314,9641,534,752SH SOLE 1,534,75200
GLASS HOUSES ACQUISITION COR*W EXP 03/25/20237714P111261767,376SH SOLE 767,37600
ISHARES TREXPANDED TECH46428751513,41838,900SHPutSOLE 38,90000
MICROSOFT CORPCOM59491810438,237124,022SH SOLE 124,02200
NETFLIX INCCOM64110L10619,01250,755SH SOLE 50,75500
NIKE INCCL B65410610319,343143,753SH SOLE 143,75300
SHERWIN WILLIAMS COCOM82434810616,88367,635SH SOLE 67,63500
WORKDAY INCCL A98138H10118,11975,668SH SOLE 75,66800