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   7,337 20,800 SH   SOLE   20,800 0 0
ADVANCED MICRO DEVICES INC COM 007903107   1,266 7,824 SH   SOLE   7,824 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   3,575 20,000 SH   SOLE   20,000 0 0
ALPHABET INC CAP STK CL A 02079K305   6,132 25,225 SH   SOLE   25,225 0 0
ALPHABET INC CAP STK CL C 02079K107   7,580 31,125 SH   SOLE   31,125 0 0
ALTRIA GROUP INC COM 02209S103   1,011 15,300 SH   SOLE   15,300 0 0
AMAZON COM INC COM 023135106   11,451 52,152 SH   SOLE   52,152 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   772 45,100 SH   SOLE   45,100 0 0
APPLE INC COM 037833100   3,834 15,057 SH   SOLE   15,057 0 0
ATLASSIAN CORPORATION CL A 049468101   12,137 76,000 SH   SOLE   76,000 0 0
BATH & BODY WORKS INC COM 070830104   1,984 77,000 SH   SOLE   77,000 0 0
BILL HOLDINGS INC COM 090043100   2,913 55,000 SH   SOLE   55,000 0 0
CALAVO GROWERS INC COM 128246105   927 36,000 SH   SOLE   36,000 0 0
CELESTICA INC COM 15101Q207   1,035 4,200 SH   SOLE   4,200 0 0
CHARLES RIV LABS INTL INC COM 159864107   834 5,331 SH   SOLE   5,331 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   1,003 25,600 SH   SOLE   25,600 0 0
COHERENT CORP COM 19247G107   2,718 25,232 SH   SOLE   25,232 0 0
CONFLUENT INC CLASS A COM 20717M103   2,779 140,366 SH   SOLE   140,366 0 0
DANAHER CORPORATION COM 235851102   3,251 16,400 SH   SOLE   16,400 0 0
DATADOG INC CL A COM 23804L103   2,698 18,950 SH   SOLE   18,950 0 0
DLOCAL LTD CLASS A COM G29018101   1,242 87,000 SH   SOLE   87,000 0 0
DOLLAR GEN CORP NEW COM 256677105   982 9,500 SH   SOLE   9,500 0 0
DYNATRACE INC COM NEW 268150109   2,694 55,600 SH   SOLE   55,600 0 0
ELASTIC N V ORD SHS N14506104   5,135 60,775 SH   SOLE   60,775 0 0
ELEVANCE HEALTH INC COM 036752103   1,971 6,100 SH   SOLE   6,100 0 0
ENBRIDGE INC COM 29250N105   1,019 20,200 SH   SOLE   20,200 0 0
ENPHASE ENERGY INC COM 29355A107   1,858 52,500 SH   SOLE   52,500 0 0
EPAM SYS INC COM 29414B104   1,455 9,650 SH   SOLE   9,650 0 0
EQT CORP COM 26884L109   980 18,000 SH   SOLE   18,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   1,210 5,660 SH   SOLE   5,660 0 0
FERRARI N V COM N3167Y103   617 1,272 SH   SOLE   1,272 0 0
FIRST SOLAR INC COM 336433107   2,415 10,950 SH   SOLE   10,950 0 0
FISERV INC COM 337738108   3,415 26,488 SH   SOLE   26,488 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,286 32,800 SH   SOLE   32,800 0 0
GENIUS SPORTS LIMITED SHARES CL A 233277102   1,411 114,000 SH   SOLE   114,000 0 0
GRAND CANYON ED INC COM 38526M106   516 2,350 SH   SOLE   2,350 0 0
HOWMET AEROSPACE INC COM 443201108   3,100 15,800 SH   SOLE   15,800 0 0
HUBSPOT INC COM 443573100   515 1,100 SH   SOLE   1,100 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   846 3,000 SH   SOLE   3,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   2,509 5,610 SH   SOLE   5,610 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718   154,066 1,529,950 SH   SOLE   1,529,950 0 0
ISHARES TR 20 YR TR BD ETF 464287432   25,109 280,950 SH   SOLE   280,950 0 0
ISHARES TR 7-10 YR TRSY BD 464287440   15,144 157,000 SH   SOLE   157,000 0 0
JD.COM INC SPON ADS CL A 47215P106   665 19,000 SH   SOLE   19,000 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   1,680 40,000 SH   SOLE   40,000 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100   1,502 50,000 SH   SOLE   50,000 0 0
LI AUTO INC SPONSORED ADS 50202M102   16,040 633,000 SH   SOLE   633,000 0 0
LULULEMON ATHLETICA INC COM 550021109   6,583 37,000 SH   SOLE   37,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   7,230 86,000 SH   SOLE   86,000 0 0
META PLATFORMS INC CL A 30303M102   2,570 3,500 SH   SOLE   3,500 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   1,477 23,000 SH   SOLE   23,000 0 0
MICROSOFT CORP COM 594918104   12,835 24,780 SH   SOLE   24,780 0 0
NANO NUCLEAR ENERGY INC COM 63010H108   1,369 35,500 SH   SOLE   35,500 0 0
NETFLIX INC COM 64110L106   3,736 3,116 SH   SOLE   3,116 0 0
NIKE INC CALL 654106903   273 350,000 SH   SOLE   350,000 0 0
NOKIA CORP SPONSORED ADR 654902204   3,302 686,500 SH   SOLE   686,500 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   6,756 422,000 SH   SOLE   422,000 0 0
ON SEMICONDUCTOR CORP COM 682189105   873 17,700 SH   SOLE   17,700 0 0
ORACLE CORP COM 68389X105   1,131 4,020 SH   SOLE   4,020 0 0
PALO ALTO NETWORKS INC COM 697435105   1,609 7,900 SH   SOLE   7,900 0 0
PAR TECHNOLOGY CORP COM 698884103   495 12,500 SH   SOLE   12,500 0 0
PAYPAL HLDGS INC COM 70450Y103   7,005 104,455 SH   SOLE   104,455 0 0
PINTEREST INC CL A 72352L106   5,501 171,000 SH   SOLE   171,000 0 0
PROSHARES TR ULTRAPRO SHT QQQ 74347G192   1,980 130,000 SH   SOLE   130,000 0 0
INVESCO QQQ TR PUT 46090E103   1,556 1,235,000 SH   SOLE   1,235,000 0 0
QUALCOMM INC COM 747525103   1,512 9,090 SH   SOLE   9,090 0 0
SALESFORCE INC COM 79466L302   10,715 45,210 SH   SOLE   45,210 0 0
SAREPTA THERAPEUTICS INC COM 803607100   385 20,000 SH   SOLE   20,000 0 0
SENTINELONE INC CL A 81730H109   2,642 150,000 SH   SOLE   150,000 0 0
SERVICENOW INC COM 81762P102   460 500 SH   SOLE   500 0 0
SHIFT4 PMTS INC CL A 82452J109   6,005 77,585 SH   SOLE   77,585 0 0
SNOWFLAKE INC CL A 833445109   5,300 23,500 SH   SOLE   23,500 0 0
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103   1,358 50,500 SH   SOLE   50,500 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   4,563 6,537 SH   SOLE   6,537 0 0
SPDR SER TR S&P BIOTECH 78464A870   1,022 10,200 SH   SOLE   10,200 0 0
SUNRUN INC COM 86771W105   1,300 75,200 SH   SOLE   75,200 0 0
SYNOPSYS INC COM 871607107   7,120 14,430 SH   SOLE   14,430 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   6,144 22,000 SH   SOLE   22,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   5,458 21,127 SH   SOLE   21,127 0 0
TESLA INC COM 88160R101   2,515 5,655 SH   SOLE   5,655 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   485 1,000 SH   SOLE   1,000 0 0
THOMSON REUTERS CORP. COM 884903808   513 3,300 SH   SOLE   3,300 0 0
TRACTOR SUPPLY CO COM 892356106   3,145 55,300 SH   SOLE   55,300 0 0
THE TRADE DESK INC COM CL A 88339J105   8,822 180,000 SH   SOLE   180,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   5,369 54,800 SH   SOLE   54,800 0 0
UNITEDHEALTH GROUP INC COM 91324P102   8,204 23,760 SH   SOLE   23,760 0 0
UP FINTECH HLDG LTD SPONSORED ADS 91531W106   1,078 101,000 SH   SOLE   101,000 0 0
VALARIS LTD CL A G9460G101   1,756 36,000 SH   SOLE   36,000 0 0
VALE S A SPONSORED ADS 91912E105   43 4,000 SH   SOLE   4,000 0 0
WORKDAY INC CL A 98138H101   1,372 5,700 SH   SOLE   5,700 0 0
XPO INC COM 983793100   2,702 20,900 SH   SOLE   20,900 0 0