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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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
89BIO INC COM 282559103   1,904 125,000 SH   SOLE   125,000 0 0
ADTRAN HOLDINGS INC COM 00486H105   1,586 100,000 SH   SOLE   100,000 0 0
AEHR TEST SYS COM 00760J108   620 20,000 SH   SOLE   20,000 0 0
AERCAP HOLDINGS NV COM N00985106   5,342 95,000 SH   SOLE   95,000 0 0
ALIBABA GROUP HLDG LTD COM 01609W102   7,663 75,000 SH   SOLE   75,000 0 0
ALPHABET INC COM 02079K107   4,680 45,000 SH   SOLE   45,000 0 0
ANTERIX INC COM 03676C100   2,418 73,189 SH   SOLE   73,189 0 0
API GROUP CORP COM 00187Y100   4,983 221,655 SH   SOLE   221,655 0 0
ARS PHARMACEUTICALS INC COM 82835W108   781 120,000 SH   SOLE   120,000 0 0
ASCENDIS PHARMA A/S COM 04351P101   4,021 37,500 SH   SOLE   37,500 0 0
AUTOLIV INC COM 052800109   3,734 40,000 SH   SOLE   40,000 0 0
AVERY DENNISON CORP COM 053611109   2,684 15,000 SH   SOLE   15,000 0 0
CIENA CORP COM 171779309   3,088 58,802 SH   SOLE   58,802 0 0
CONSTELLATION ENERGY CORP COM 21037T109   6,642 84,617 SH   SOLE   84,617 0 0
DEVON ENERGY CORP NEW COM 25179M103   4,545 89,800 SH   SOLE   89,800 0 0
HESS CORP COM 42809H107   2,647 20,000 SH   SOLE   20,000 0 0
INTEL CORP COM 458140100   1,633 50,000 SH   SOLE   50,000 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   5,574 90,000 SH   SOLE   90,000 0 0
JACOBS SOLUTIONS INC COM 46982L108   3,525 30,000 SH   SOLE   30,000 0 0
KEMPER CORP COM 488401100   1,154 21,110 SH   SOLE   21,110 0 0
LANTHEUS HLDGS INC COM 516544103   12,384 150,000 SH   SOLE   150,000 0 0
LIBERTY MEDIA CORP DEL COM 531229854   4,490 60,000 SH   SOLE   60,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   3,150 45,000 SH   SOLE   45,000 0 0
META PLATFORMS INC COM 30303M102   8,478 40,000 SH   SOLE   40,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101   2,887 65,000 SH   SOLE   65,000 0 0
NOVO-NORDISK A S COM 670100205   2,387 15,000 SH   SOLE   15,000 0 0
OPTION CARE HEALTH INC COM 68404L201   3,812 120,000 SH   SOLE   120,000 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105   1,278 45,000 SH   SOLE   45,000 0 0
RCI HOSPITALITY HLDGS INC COM 74934Q108   2,464 31,522 SH   SOLE   31,522 0 0
REPLIMUNE GROUP INC COM 76029N106   1,457 82,500 SH   SOLE   82,500 0 0
SCHLUMBERGER LTD COM 806857108   3,437 70,000 SH   SOLE   70,000 0 0
SPLUNK INC COM 848637104   4,315 45,000 SH   SOLE   45,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD COM 874039100   6,977 75,000 SH   SOLE   75,000 0 0
THERMON GROUP HLDGS INC COM 88362T103   1,371 55,000 SH   SOLE   55,000 0 0
UNITED NAT FOODS INC COM 911163103   1,449 55,000 SH   SOLE   55,000 0 0
VERONA PHARMA PLC COM 925050106   2,309 115,000 SH   SOLE   115,000 0 0
WARNER MUSIC GROUP CORP COM 934550203   5,006 150,000 SH   SOLE   150,000 0 0
YANDEX N V COM N97284108   0 52,044 SH   SOLE   52,044 0 0