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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101   12,586,114 25,739 SH   SOLE   25,739 0 0
AMAZON COM INC COM 023135106   8,786,264 67,400 SH   SOLE   67,400 0 0
AMERICAN TOWER CORP NEW COM 03027X100   7,990,328 41,200 SH   SOLE   41,200 0 0
APPLE INC COM 037833100   12,726,760 65,612 SH   SOLE   65,612 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,652,585 3,660 SH   SOLE   3,660 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   10,467,816 63,200 SH   SOLE   63,200 0 0
C3 AI INC CL A 12468P104   1,391,626 38,200 SH Put SOLE   38,200 0 0
CALLON PETE CO DEL COM 13123X508   1,450,671 41,365 SH   SOLE   41,365 0 0
CARLISLE COS INC COM 142339100   5,797,578 22,600 SH   SOLE   22,600 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   1,860,980 12,100 SH   SOLE   12,100 0 0
CLEAR SECURE INC COM CL A 18467V109   614,005 26,500 SH Call SOLE   26,500 0 0
DANAHER CORPORATION COM 235851102   1,848,000 7,700 SH Call SOLE   7,700 0 0
DOLLAR GEN CORP NEW COM 256677105   10,526,360 62,000 SH   SOLE   62,000 0 0
ETSY INC COM 29786A106   2,927,506 34,600 SH   SOLE   34,600 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   6,754,318 174,000 SH   SOLE   174,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   15,146,220 41,000 SH Put SOLE   41,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   16,402,248 44,400 SH Call SOLE   44,400 0 0
MASTERCARD INCORPORATED CL A 57636Q104   7,488,432 19,040 SH   SOLE   19,040 0 0
MOODYS CORP COM 615369105   6,661,967 19,159 SH   SOLE   19,159 0 0
NVR INC COM 62944T105   8,192,300 1,290 SH   SOLE   1,290 0 0
PAYCOM SOFTWARE INC COM 70432V102   8,007,228 24,926 SH   SOLE   24,926 0 0
POOL CORP COM 73278L105   5,941,790 15,860 SH   SOLE   15,860 0 0
SCHWAB CHARLES CORP COM 808513105   11,063,936 195,200 SH   SOLE   195,200 0 0
SERVICENOW INC COM 81762P102   9,132,013 16,250 SH   SOLE   16,250 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   18,529,104 41,800 SH Call SOLE   41,800 0 0
THE TRADE DESK INC COM CL A 88339J105   6,594,588 85,400 SH   SOLE   85,400 0 0
VEEVA SYS INC CL A COM 922475108   6,381,736 32,275 SH   SOLE   32,275 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102   4,306,848 218,400 SH   SOLE   218,400 0 0
VISA INC COM CL A 92826C839   13,488,864 56,800 SH   SOLE   56,800 0 0
ZOETIS INC CL A 98978V103   4,890,764 28,400 SH   SOLE   28,400 0 0