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
ADVANCED MICRO DEVICES INC COM 007903107   709,500 5,000 SH Call SOLE   5,000 0 0
ALPHABET INC CAP STK CL A 02079K305   5,099,963 28,750 SH   SOLE   28,750 0 0
ALPHABET INC CAP STK CL A 02079K305   4,405,750 25,000 SH Call SOLE   25,000 0 0
AMAZON COM INC COM 023135106   3,071,460 14,000 SH Call SOLE   14,000 0 0
AMAZON COM INC COM 023135106   1,816,769 8,281 SH   SOLE   8,281 0 0
AMAZON COM INC COM 023135106   548,475 2,500 SH Put SOLE   2,500 0 0
AMETEK INC COM 031100100   4,524,000 25,000 SH   SOLE   25,000 0 0
AMPHENOL CORP NEW CL A 032095101   2,715,625 27,500 SH   SOLE   27,500 0 0
ANSYS INC COM 03662Q105   14,048,800 40,000 SH   SOLE   40,000 0 0
API GROUP CORP COM STK 00187Y100   1,361,340 40,000 SH   SOLE   40,000 0 0
APPLE INC COM 037833100   9,232,650 45,000 SH   SOLE   45,000 0 0
APPLE INC COM 037833100   2,051,700 10,000 SH Call SOLE   10,000 0 0
APPLE INC COM 037833100   2,051,700 10,000 SH Put SOLE   10,000 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   1,617,400 10,000 SH   SOLE   10,000 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   646,960 4,000 SH Call SOLE   4,000 0 0
ASML HOLDINGS N V N Y REGISTRY SHS N07059210   1,202,085 1,500 SH Call SOLE   1,500 0 0
ATLASSIAN CORPORATION CL A 049468101   4,163,345 20,500 SH   SOLE   20,500 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   4,372,800 6 SH   SOLE   6 0 0
BOEING CO COM 097023105   5,657,310 27,000 SH   SOLE   27,000 0 0
BROADCOM INC COM 11135F101   12,404,250 45,000 SH   SOLE   45,000 0 0
BROADCOM INC COM 11135F101   2,756,500 10,000 SH Call SOLE   10,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   5,854,850 19,000 SH   SOLE   19,000 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   1,981,750 25,000 SH   SOLE   25,000 0 0
CARVANA CO CL A 146869102   6,739,200 20,000 SH   SOLE   20,000 0 0
CLOUDFLARE INC CL A COM 18915M107   391,660 2,000 SH   SOLE   2,000 0 0
COMPOSECURE INC COM CL A 20459V105   98,630 7,000 SH   SOLE   7,000 0 0
COSTCO WHSL CORP NEW COM 22160K105   34,647,900 35,000 SH   SOLE   35,000 0 0
CRH PLC ORD G25508105   459,000 5,000 SH   SOLE   5,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   3,819,825 7,500 SH   SOLE   7,500 0 0
CUMMINS INC COM 231021106   3,275,000 10,000 SH   SOLE   10,000 0 0
DATADOG INC CL A COM 23804L103   4,216,216 31,387 SH   SOLE   31,387 0 0
DISTRIBUTION SOLUTIONS GRP I COM 520776105   247,230 9,000 SH   SOLE   9,000 0 0
EATON CORP PLC SHS G29183103   1,784,950 5,000 SH Call SOLE   5,000 0 0
EATON CORP PLC SHS G29183103   678,281 1,900 SH   SOLE   1,900 0 0
FAIR ISAAC CORP COM 303250104   30,161,340 16,500 SH   SOLE   16,500 0 0
GE AEROSPACE COM NEW 369604301   3,378,244 13,125 SH   SOLE   13,125 0 0
GE VERNOVA INC COM 36828A101   18,784,825 35,500 SH   SOLE   35,500 0 0
GITLAB INC CLASS A COM 37637K108   745,533 16,527 SH   SOLE   16,527 0 0
HOME DEPOT INC COM 437076102   4,216,360 11,500 SH   SOLE   11,500 0 0
INTEL CORP COM 458140100   224,000 10,000 SH Call SOLE   10,000 0 0
INTUIT COM 461202103   7,876,300 10,000 SH   SOLE   10,000 0 0
JPMORGAN CHASE & CO. COM 46625H100   1,304,595 4,500 SH   SOLE   4,500 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   3,277,200 20,000 SH   SOLE   20,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   1,361,236 27,786 SH   SOLE   27,786 0 0
MASTERCARD INCORPORATED CL A 57636Q104   2,388,245 4,250 SH   SOLE   4,250 0 0
META PLATFORMS INC CL A 30303M102   49,821,075 67,500 SH   SOLE   67,500 0 0
MICROSOFT CORP COM 594918104   16,165,825 32,500 SH   SOLE   32,500 0 0
MICROSOFT CORP COM 594918104   2,487,050 5,000 SH Call SOLE   5,000 0 0
MONDAY COM LTD SHS M7S64H106   4,151,450 13,201 SH   SOLE   13,201 0 0
MONOLITHIC PWR SYS INC COM 609839105   4,388,280 6,000 SH   SOLE   6,000 0 0
MOODYS CORP COM 615369105   46,397,075 92,500 SH   SOLE   92,500 0 0
NVIDIA CORPORATION COM 67066G104   1,421,910 9,000 SH   SOLE   9,000 0 0
NVIDIA CORPORATION COM 67066G104   394,975 2,500 SH Call SOLE   2,500 0 0
O'REILLY AUTOMOTIVE INC COM 67103H107   901,300 10,000 SH   SOLE   10,000 0 0
PARKER-HANNIFIN CORP COM 701094104   2,793,880 4,000 SH   SOLE   4,000 0 0
PARSONS CORP DEL COM 70202L102   305,023 4,250 SH   SOLE   4,250 0 0
RESOLUTE HLDGS MGMT INC COM 76134H101   318,700 10,000 SH   SOLE   10,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102   1,638,525 17,500 SH Call SOLE   17,500 0 0
ROBINHOOD MKTS INC COM CL A 770700102   655,410 7,000 SH   SOLE   7,000 0 0
S&P GLOBAL INC COM 78409V104   8,963,930 17,000 SH   SOLE   17,000 0 0
SERVICENOW INC COM 81762P102   24,673,920 24,000 SH   SOLE   24,000 0 0
SHERWIN WILLIAMS CO COM 824348106   12,017,600 35,000 SH   SOLE   35,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   13,428,450 17,500 SH   SOLE   17,500 0 0
SYNOPSYS INC COM 871607107   4,716,656 9,200 SH   SOLE   9,200 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   9,625,825 42,500 SH   SOLE   42,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,264,900 10,000 SH Call SOLE   10,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   4,054,600 10,000 SH   SOLE   10,000 0 0
TRANSDIGM GROUP INC COM 893641100   15,206,400 10,000 SH   SOLE   10,000 0 0
UNION PAC CORP COM 907818108   5,752,000 25,000 SH   SOLE   25,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   3,587,655 11,500 SH Call SOLE   11,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,559,850 5,000 SH   SOLE   5,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   3,489,028 27,171 SH   SOLE   27,171 0 0
VISA INC COM CL A 92826C839   8,698,725 24,500 SH   SOLE   24,500 0 0
WOODWARD INC COM 980745103   4,043,985 16,500 SH   SOLE   16,500 0 0