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
ADOBE INC COM 00724F101   13,124,316 25,739 SH   SOLE   25,739 0 0
AMAZON COM INC COM 023135106   8,567,888 67,400 SH   SOLE   67,400 0 0
APPLE INC COM 037833100   11,253,976 65,732 SH   SOLE   65,732 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,154,496 3,660 SH   SOLE   3,660 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   11,351,770 63,400 SH   SOLE   63,400 0 0
C3 AI INC CL A 12468P104   974,864 38,200 SH Put SOLE   38,200 0 0
CALLON PETE CO DEL COM 13123X508   1,618,199 41,365 SH   SOLE   41,365 0 0
CARLISLE COS INC COM 142339100   5,859,276 22,600 SH   SOLE   22,600 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   1,961,047 12,100 SH   SOLE   12,100 0 0
CLEAR SECURE INC COM CL A 18467V109   1,285,200 67,500 SH Call SOLE   67,500 0 0
DANAHER CORPORATION COM 235851102   1,691,536 7,700 SH Call SOLE   7,700 0 0
DOLLAR GEN CORP NEW COM 256677105   6,559,600 62,000 SH   SOLE   62,000 0 0
ETSY INC COM 29786A106   2,234,468 34,600 SH   SOLE   34,600 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   40,233,721 112,300 SH Put SOLE   112,300 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   28,124,195 78,500 SH Call SOLE   78,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104   7,538,126 19,040 SH   SOLE   19,040 0 0
META PLATFORMS INC CL A 30303M102   8,135,691 27,100 SH Call SOLE   27,100 0 0
MOODYS CORP COM 615369105   6,073,310 19,209 SH   SOLE   19,209 0 0
NVR INC COM 62944T105   7,710,547 1,293 SH   SOLE   1,293 0 0
PAYCOM SOFTWARE INC COM 70432V102   9,735,589 37,550 SH   SOLE   37,550 0 0
POOL CORP COM 73278L105   5,754,576 16,160 SH   SOLE   16,160 0 0
SCHWAB CHARLES CORP COM 808513105   10,754,910 195,900 SH   SOLE   195,900 0 0
SERVICENOW INC COM 81762P102   9,083,100 16,250 SH   SOLE   16,250 0 0
SPROUT SOCIAL INC COM CL A 85209W109   922,780 18,500 SH Call SOLE   18,500 0 0
THE TRADE DESK INC COM CL A 88339J105   6,674,010 85,400 SH   SOLE   85,400 0 0
VEEVA SYS INC CL A COM 922475108   6,566,349 32,275 SH   SOLE   32,275 0 0
VISA INC COM CL A 92826C839   13,120,230 57,042 SH   SOLE   57,042 0 0
ZOETIS INC CL A 98978V103   4,941,032 28,400 SH   SOLE   28,400 0 0