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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101 3,440 12,500 SH   SOLE   12,500 0 0
AERCAP HOLDINGS NV COM N00985106 2,328 55,000 SH   SOLE   55,000 0 0
ALPHABET INC COM 02079K107 1,923 20,000 SH   SOLE   20,000 0 0
AMAZON COM INC COM 023135106 1,695 15,000 SH   SOLE   15,000 0 0
ANTERIX INC COM 03676C100 3,827 107,145 SH   SOLE   107,145 0 0
ANTERO RESOURCES CORP COM 03674X106 2,652 86,850 SH   SOLE   86,850 0 0
API GROUP CORP COM 00187Y100 1,890 142,442 SH   SOLE   142,442 0 0
ARIS WATER SOLUTIONS INC COM 04041L106 1,614 126,501 SH   SOLE   126,501 0 0
ARTIVION INC COM 228903100 1,938 140,000 SH   SOLE   140,000 0 0
ASCENDIS PHARMA A/S COM 04351P101 3,098 30,000 SH   SOLE   30,000 0 0
BEYOND AIR INC COM 08862L103 818 110,000 SH   SOLE   110,000 0 0
BIOGEN INC COM 09062X103 5,340 20,000 SH   SOLE   20,000 0 0
CERTARA INC COM 15687V109 1,328 100,000 SH   SOLE   100,000 0 0
CHEGG INC COM 163092109 2,950 140,000 SH   SOLE   140,000 0 0
CHUBB LIMITED COM H1467J104 2,728 15,000 SH   SOLE   15,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109 7,487 90,000 SH   SOLE   90,000 0 0
COTERRA ENERGY INC COM 127097103 3,668 140,438 SH   SOLE   140,438 0 0
DEVON ENERGY CORP NEW COM 25179M103 7,817 130,000 SH   SOLE   130,000 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105 1,012 36,993 SH   SOLE   36,993 0 0
EDGEWISE THERAPEUTICS INC COM 28036F105 787 80,003 SH   SOLE   80,003 0 0
HILLENBRAND INC COM 431571108 1,469 40,000 SH   SOLE   40,000 0 0
HOWMET AEROSPACE INC COM 443201108 1,546 50,000 SH   SOLE   50,000 0 0
LANTHEUS HLDGS INC COM 516544103 12,659 180,000 SH   SOLE   180,000 0 0
LAS VEGAS SANDS CORP COM 517834107 2,626 70,000 SH   SOLE   70,000 0 0
LIBERTY ENERGY INC COM 53115L104 3,043 240,000 SH   SOLE   240,000 0 0
LIBERTY MEDIA CORP DEL COM 531229854 3,510 60,000 SH   SOLE   60,000 0 0
MERSANA THERAPEUTICS INC COM 59045L106 676 100,000 SH   SOLE   100,000 0 0
MIRION TECHNOLOGIES INC COM 60471A101 1,503 201,176 SH   SOLE   201,176 0 0
PAYPAL HLDGS INC COM 70450Y103 2,152 25,000 SH   SOLE   25,000 0 0
PLAYA HOTELS & RESORTS NV COM N70544106 1,310 225,000 SH   SOLE   225,000 0 0
QUALCOMM INC COM 747525103 3,193 28,258 SH   SOLE   28,258 0 0
SCHLUMBERGER LTD COM 806857108 2,872 80,000 SH   SOLE   80,000 0 0
SPOTIFY TECHNOLOGY S A COM L8681T102 2,158 25,000 SH   SOLE   25,000 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 816 35,000 SH   SOLE   35,000 0 0
VICOR CORP COM 925815102 3,909 66,099 SH   SOLE   66,099 0 0
VIEWRAY INC COM 92672L107 1,092 300,000 SH   SOLE   300,000 0 0
VISA INC COM 92826C839 1,777 10,000 SH   SOLE   10,000 0 0
VSE CORP COM 918284100 1,159 32,739 SH   SOLE   32,739 0 0
WESCO INTL INC COM 95082P105 1,949 16,330 SH   SOLE   16,330 0 0
YANDEX N V COM N97284108 0 52,044 SH   SOLE   52,044 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 3,680 35,200 SH   SOLE   35,200 0 0