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
4D MOLECULAR THERAPEUTICS IN COM 35104E100 BBG00QG40S04 318,250 25,000 SH   SOLE   25,000 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107 BBG00X7L1CW0 4,055,766 85,800 SH   SOLE   85,800 0 0
ACELYRIN INC COM 00445A100 BBG00YJKJ8J2 711,900 70,000 SH   SOLE   70,000 0 0
AERCAP HOLDINGS NV SHS N00985106 BBG001SNX4Y4 81,471,000 1,300,000 SH   SOLE   1,300,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 39,033,000 450,000 SH   SOLE   450,000 0 0
ALLIANT ENERGY CORP COM 018802108 BBG001S8ZQ30 5,040,593 104,037 SH   SOLE   104,037 0 0
AMKOR TECHNOLOGY INC COM 031652100 BBG001S64YF8 1,216,716 53,837 SH   SOLE   53,837 0 0
API GROUP CORP COM STK 00187Y100 BBG00HVV7984 2,061,565 79,505 SH   SOLE   79,505 0 0
ARES ACQUISITION CORP II SHS CLASS A G33033104 BBG01GWQM3D5 5,135,000 500,000 SH   SOLE   500,000 0 0
ARHAUS INC COM CL A 04035M102 BBG012TKHZW7 1,860,000 200,000 SH   SOLE   200,000 0 0
ARM HOLDINGS PLC SPONSORED ADR 042068205 BBG01J1GY084 64,224,000 1,200,000 SH   SOLE   1,200,000 0 0
ATLAS ENERGY SOLUTIONS INC COM CLASS A 04930R107 BBG01DSV06W2 4,223,700 190,000 SH   SOLE   190,000 0 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107 BBG01B079Z92 2,502,000 120,000 SH   SOLE   120,000 0 0
ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS 04965M106 BBG011C6KK93 942,500 50,000 SH   SOLE   50,000 0 0
BAYTEX ENERGY CORP COM 07317Q105 BBG001S998N5 8,820,000 2,000,000 SH   SOLE   2,000,000 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108 BBG00P0YWQ97 1,004,500 50,000 SH   SOLE   50,000 0 0
BIOMEA FUSION INC COM 09077A106 BBG00YS4WDD8 275,200 20,000 SH   SOLE   20,000 0 0
BLOOM ENERGY CORP COM CL A 093712107 BBG001T53509 1,326,000 100,000 SH   SOLE   100,000 0 0
BLUE BIRD CORP COM 095306106 BBG006427TN1 2,135,000 100,000 SH   SOLE   100,000 0 0
BUMBLE INC COM CL A 12047B105 BBG00Z6RF535 2,984,000 200,000 SH   SOLE   200,000 0 0
CACTUS INC CL A 127203107 BBG00JRH1Q02 1,255,250 25,000 SH   SOLE   25,000 0 0
CALIFORNIA RES CORP COM STOCK 13057Q305 BBG00Y04KQ51 3,562,236 63,600 SH   SOLE   63,600 0 0
CARIBOU BIOSCIENCES INC COM 142038108 BBG008G28LH7 358,500 75,000 SH   SOLE   75,000 0 0
CARLYLE GROUP INC COM 14316J108 BBG001S7JM84 19,604,000 650,000 SH   SOLE   650,000 0 0
CAVA GROUP INC COM 148929102 BBG00GBR8762 2,609,676 85,200 SH   SOLE   85,200 0 0
CORE & MAIN INC CL A 21874C102 BBG01163K3R5 28,850,000 1,000,000 SH   SOLE   1,000,000 0 0
COREBRIDGE FINL INC COM 21871X109 BBG016HJ8836 19,750,000 1,000,000 SH   SOLE   1,000,000 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107 BBG00BC592C3 2,974,000 100,000 SH   SOLE   100,000 0 0
CS DISCO INC COM 126327105 BBG0066FZJP9 332,000 50,000 SH   SOLE   50,000 0 0
DEFINITIVE HEALTHCARE CORP CLASS A COM 24477E103 BBG01282ZKG1 399,500 50,000 SH   SOLE   50,000 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105 BBG00ZNRRKL0 2,795,000 100,000 SH   SOLE   100,000 0 0
DRIVEN BRANDS HLDGS INC COM 26210V102 BBG00YN8ND71 314,750 25,000 SH   SOLE   25,000 0 0
DUN & BRADSTREET HLDGS INC COM 26484T106 BBG00VCZXBX3 2,497,500 250,000 SH   SOLE   250,000 0 0
DUTCH BROS INC CL A 26701L100 BBG01282ZJ56 6,234,581 268,154 SH   SOLE   268,154 0 0
ENBRIDGE INC COM 29250N105 BBG001S6Q6D7 58,912,250 1,775,000 SH   SOLE   1,775,000 0 0
ESSENTIAL PPTYS RLTY TR INC COM 29670E107 BBG00L17LH87 540,750 25,000 SH   SOLE   25,000 0 0
EXPENSIFY INC COM CL A 30219Q106 BBG009PWV0M3 576,768 177,467 SH   SOLE   177,467 0 0
FLYWIRE CORPORATION COM VTG 302492103 BBG002030ND3 4,783,500 150,000 SH   SOLE   150,000 0 0
GATES INDL CORP PLC ORD SHS G39108108 BBG00JM9V7T3 8,707,500 750,000 SH   SOLE   750,000 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YW0 34,020,000 500,000 SH   SOLE   500,000 0 0
GERON CORP COM 374163103 BBG001S6TSX4 106,000 50,000 SH   SOLE   50,000 0 0
GITLAB INC CLASS A COM 37637K108 BBG00DHTYPJ6 2,889,558 63,900 SH   SOLE   63,900 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 BBG001SV0YS3 11,638,000 200,000 SH   SOLE   200,000 0 0
GOOSEHEAD INS INC COM CL A 38267D109 BBG00KHHBMD4 1,140,309 15,300 SH   SOLE   15,300 0 0
GRANITE RIDGE RESOURCES INC COM 387432107 BBG017RM8TP6 808,708 132,575 SH   SOLE   132,575 0 0
GUARDANT HEALTH INC COM 40131M109 BBG006D97VZ8 2,964,000 100,000 SH   SOLE   100,000 0 0
HESS MIDSTREAM LP CL A SHS 428103105 BBG00R02H8F3 2,913,000 100,000 SH   SOLE   100,000 0 0
HIGHPEAK ENERGY INC COM 43114Q105 BBG00RD1PYR2 844,000 50,000 SH   SOLE   50,000 0 0
HILLEVAX INC COM 43157M102 BBG012FCPWK1 201,750 15,000 SH   SOLE   15,000 0 0
IDEAYA BIOSCIENCES INC COM 45166A102 BBG00CTZ4D92 1,011,750 37,500 SH   SOLE   37,500 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 BBG00Z3XTNY7 1,546,650 245,500 SH   SOLE   245,500 0 0
INTAPP INC COM 45827U109 BBG002ZHMJ58 6,704,000 200,000 SH   SOLE   200,000 0 0
INTEL CORP COM 458140100 BBG001S5SF65 5,332,500 150,000 SH   SOLE   150,000 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 BBG001SQ4YC7 4,700,208 54,300 SH   SOLE   54,300 0 0
IVANHOE ELECTRIC INC COM 46578C108 BBG012WFRMH9 2,380,000 200,000 SH   SOLE   200,000 0 0
JD.COM INC SPON ADR CL A 47215P106 BBG005YHY0R6 29,130,000 1,000,000 SH   SOLE   1,000,000 0 0
JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 15,575,000 100,000 SH   SOLE   100,000 0 0
KENVUE INC COM 49177J102 BBG01C79X614 44,176,000 2,200,000 SH   SOLE   2,200,000 0 0
KLAVIYO INC COM SER A 49845K101 BBG009WR3FM4 1,207,500 35,000 SH   SOLE   35,000 0 0
KODIAK GAS SVCS INC COM 50012A108 BBG01G4G6YQ4 10,728,000 600,000 SH   SOLE   600,000 0 0
KURA SUSHI USA INC CL A COM 501270102 BBG00PNFJ530 826,500 12,500 SH   SOLE   12,500 0 0
MADISON SQUARE GARDEN ENTMT COM CL A 558256103 BBG019980TF2 4,936,500 150,000 SH   SOLE   150,000 0 0
MAPLEBEAR INC COM 565394103 BBG00KG5VJG3 2,078,300 70,000 SH   SOLE   70,000 0 0
MINERALYS THERAPEUTICS INC COM 603170101 BBG00ZXN1GR9 95,100 10,000 SH   SOLE   10,000 0 0
MIRATI THERAPEUTICS INC COM 60468T105 BBG001SF6HK7 2,831,400 65,000 SH   SOLE   65,000 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 BBG019X46ZY3 12,465,000 300,000 SH   SOLE   300,000 0 0
NABORS ENERGY TRANSITION COR CL A G6363K106 BBG01J5SN479 6,108,000 600,000 SH   SOLE   600,000 0 0
NAVITAS SEMICONDUCTOR CORP COM 63942X106 BBG00YQ6KTM3 868,750 125,000 SH   SOLE   125,000 0 0
NEUMORA THERAPEUTICS INC. COM 640979100 BBG012W9C504 141,100 10,000 SH   SOLE   10,000 0 0
NEXTRACKER INC CLASS A COM 65290E101 BBG00835TQ17 28,112,000 700,000 SH   SOLE   700,000 0 0
NORTHERN OIL & GAS INC COM 665531307 BBG001SK2P31 8,046,000 200,000 SH   SOLE   200,000 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 BBG001SFS805 5,232,000 300,000 SH   SOLE   300,000 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 21,749,500 50,000 SH   SOLE   50,000 0 0
ODDITY TECH LTD SHS CL A M7518J104 BBG01H5JVHH4 1,984,500 70,000 SH   SOLE   70,000 0 0
ONE GAS INC COM 68235P108 BBG004WQKD16 4,096,800 60,000 SH   SOLE   60,000 0 0
OPERA LTD SPONSORED ADS 68373M107 BBG00LBLDJ80 9,016,000 800,000 SH   SOLE   800,000 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 BBG001SS9G64 208,750 25,000 SH   SOLE   25,000 0 0
PAPA JOHNS INTL INC COM 698813102 BBG001S6XNB4 2,027,430 29,719 SH   SOLE   29,719 0 0
PARAGON 28 INC COM 69913P105 BBG005914H40 188,250 15,000 SH   SOLE   15,000 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105 BBG00D61Y2G3 13,960,000 1,000,000 SH   SOLE   1,000,000 0 0
PG&E CORP COM 69331C108 BBG001S5V206 32,260,000 2,000,000 SH   SOLE   2,000,000 0 0
PLANET LABS PBC COM CL A 72703X106 BBG00ZCV3Q27 104,000 40,000 SH   SOLE   40,000 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG0026ZJ313 5,192,940 79,500 SH   SOLE   79,500 0 0
PROPETRO HLDG CORP COM 74347M108 BBG00FYCQ3Y0 3,720,500 350,000 SH   SOLE   350,000 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102 BBG002B63KP4 834,000 50,000 SH   SOLE   50,000 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 BBG00VJ17DT1 6,690,000 1,000,000 SH   SOLE   1,000,000 0 0
RAYZEBIO INC COM 75525N107 BBG00XV9FHF3 444,000 20,000 SH   SOLE   20,000 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 BBG001S6T1Z1 9,896,000 50,000 SH   SOLE   50,000 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 BBG00HY28L05 1,025,420 64,900 SH   SOLE   64,900 0 0
REVOLUTION MEDICINES INC COM 76155X100 BBG00829F4Q7 692,000 25,000 SH   SOLE   25,000 0 0
REXFORD INDL RLTY INC COM 76169C100 BBG004MB82S9 2,467,500 50,000 SH   SOLE   50,000 0 0
ROIVANT SCIENCES LTD SHS G76279101 BBG007STW2C7 4,672,000 400,000 SH   SOLE   400,000 0 0
ROLLINS INC COM 775711104 BBG001S5VRG4 93,325,000 2,500,000 SH   SOLE   2,500,000 0 0
SAFEHOLD INC COM 78646V107 BBG001SDG572 1,780,000 100,000 SH   SOLE   100,000 0 0
SAGIMET BIOSCIENCES INC COM SER A 786700104 BBG0020584Z8 528,000 60,000 SH   SOLE   60,000 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 BBG001SDHTQ8 787,485 93,972 SH   SOLE   93,972 0 0
SAVERS VALUE VLG INC COM 80517M109 BBG01F5T0LT8 5,601,000 300,000 SH   SOLE   300,000 0 0
SILVERBOW RES INC COM 82836G102 BBG00CTNNZ35 7,154,000 200,000 SH   SOLE   200,000 0 0
SKYWARD SPECIALTY INS GROUP COM 830940102 BBG002QHKLR1 2,736,000 100,000 SH   SOLE   100,000 0 0
SOUTHWEST GAS HLDGS INC COM 844895102 BBG00FWP4JX3 1,510,250 25,000 SH   SOLE   25,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 23,989,323 56,118 SH   SOLE   56,118 0 0
SPRING VALLEY ACQUISTN CORP RIGHT 02/25/2026 G83752132 BBG01B8BLJB4 41,384 211,791 SH   SOLE   211,791 0 0
SQUARESPACE INC CLASS A 85225A107 BBG00389GQ82 3,910,950 135,000 SH   SOLE   135,000 0 0
TARSUS PHARMACEUTICALS INC COM 87650L103 BBG00RB9BNR6 888,500 50,000 SH   SOLE   50,000 0 0
TD SYNNEX CORPORATION COM 87162W100 BBG001SFQWB2 9,986,000 100,000 SH   SOLE   100,000 0 0
TERRENO RLTY CORP COM 88146M101 BBG001T60PW1 1,420,000 25,000 SH   SOLE   25,000 0 0
THUNDER BRDG CAP PRTNRS IV I CLASS A COM 88605L107 BBG00ZVC1Q84 10,250,000 1,000,000 SH   SOLE   1,000,000 0 0
TIDEWATER INC NEW COM 88642R109 BBG00HBQ36G8 3,553,500 50,000 SH   SOLE   50,000 0 0
TREACE MED CONCEPTS INC COM 89455T109 BBG00GQKR6N3 327,750 25,000 SH   SOLE   25,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 12,184,711 327,546 SH   SOLE   327,546 0 0
VICI PPTYS INC COM 925652109 BBG00HVVB4B6 5,820,000 200,000 SH   SOLE   200,000 0 0
VITAL ENERGY INC COM 516806205 BBG001T24DQ0 8,313,000 150,000 SH   SOLE   150,000 0 0
VSE CORP COM 918284100 BBG001S5X9Z1 1,008,800 20,000 SH   SOLE   20,000 0 0
XP INC CL A G98239109 BBG00QVJYHP4 13,910,675 603,500 SH   SOLE   603,500 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 BBG0042V6JN7 2,098,200 30,000 SH   SOLE   30,000 0 0