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
AAON INC COM 000360206   2,617 30,000 SH   SOLE   30,000 0 0
AAR CORP COM 000361105   2,181 30,000 SH   SOLE   30,000 0 0
ADOBE INC COM 00724F101   3,055 5,500 SH   SOLE   5,500 0 0
AERCAP HOLDINGS NV COM N00985106   13,962 149,804 SH   SOLE   149,804 0 0
AIR LEASE CORP COM 00912X302   3,565 75,000 SH   SOLE   75,000 0 0
ALPHABET INC COM 02079K107   7,337 40,000 SH   SOLE   40,000 0 0
AMAZON COM INC COM 023135106   18,842 97,500 SH   SOLE   97,500 0 0
API GROUP CORP COM 00187Y100   6,585 175,000 SH   SOLE   175,000 0 0
ASCENDIS PHARMA A/S COM 04351P101   6,410 47,000 SH   SOLE   47,000 0 0
AUTOZONE INC COM 053332102   4,002 1,350 SH   SOLE   1,350 0 0
AXON ENTERPRISE INC COM 05464C101   2,942 10,000 SH   SOLE   10,000 0 0
CONSOL ENERGY INC NEW COM 20854L108   3,061 30,000 SH   SOLE   30,000 0 0
CORECIVIC INC COM 21871N101   649 50,000 SH   SOLE   50,000 0 0
CRANE COMPANY COM 224408104   6,980 48,146 SH   SOLE   48,146 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107   1,344 30,000 SH   SOLE   30,000 0 0
EMERSON ELEC CO COM 291011104   3,856 35,000 SH   SOLE   35,000 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM 30049H102   510 200,000 SH   SOLE   200,000 0 0
EXXON MOBIL CORP COM 30231G102   5,756 50,000 SH   SOLE   50,000 0 0
FIGS INC COM 30260D103   799 150,000 SH   SOLE   150,000 0 0
FTAI AVIATION LTD COM G3730V105   12,241 118,582 SH   SOLE   118,582 0 0
GEN RESTAURENT GROUP COM 36870C104   675 74,520 SH   SOLE   74,520 0 0
GILEAD SCIENCES INC COM 375558103   3,774 55,000 SH   SOLE   55,000 0 0
J JILL INC COM 46620W201   1,749 50,000 SH   SOLE   50,000 0 0
KIRBY CORP COM 497266106   2,993 25,000 SH   SOLE   25,000 0 0
LANTHEUS HLDGS INC COM 516544103   7,226 90,000 SH   SOLE   90,000 0 0
MDU RES GROUP INC COM 552690109   2,008 80,000 SH   SOLE   80,000 0 0
MOTOROLA SOLUTIONS INC COM 620076307   3,860 10,000 SH   SOLE   10,000 0 0
NUTANIX INC COM 67059N108   2,274 40,000 SH   SOLE   40,000 0 0
OLIN CORP COM 680665205   1,414 30,000 SH   SOLE   30,000 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109   1,963 20,000 SH   SOLE   20,000 0 0
PAR TECHNOLOGY CORP COM 698884103   2,825 60,000 SH   SOLE   60,000 0 0
QUALCOMM INC COM 747525103   3,486 17,500 SH   SOLE   17,500 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101   1,135 150,000 SH   SOLE   150,000 0 0
SAP SE COM 803054204   7,060 35,000 SH   SOLE   35,000 0 0
SERA PROGNOSTICS INC COM 81749D107   474 80,000 SH   SOLE   80,000 0 0
SILICON MOTION TECHNOLOGY CO COM 82706C108   5,264 65,000 SH   SOLE   65,000 0 0
TD SYNNEX CORPORATION COM 87162W100   2,885 25,000 SH   SOLE   25,000 0 0
TENET HEALTHCARE CORP COM 88033G407   3,326 25,000 SH   SOLE   25,000 0 0
UNIVERSAL TECHNICAL INST INC COM 913915104   3,534 224,652 SH   SOLE   224,652 0 0
VEEVA SYS INC COM 922475108   1,830 10,000 SH   SOLE   10,000 0 0
VERONA PHARMA PLC COM 925050106   723 50,000 SH   SOLE   50,000 0 0
VISTA OUTDOOR INC COM 928377100   1,130 30,000 SH   SOLE   30,000 0 0
VISTRA CORP COM 92840M102   5,589 65,000 SH   SOLE   65,000 0 0
YANDEX N V COM N97284108   0 52,044 SH   SOLE   52,044 0 0