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
AMAZON COM INC COM 023135106   6,712,237 30,595 SH   SOLE   30,595 0 0
ATLASSIAN CORPORATION CL A 049468101   3,428,737 14,088 SH   SOLE   14,088 0 0
EQUIFAX INC COM 294429105   1,911,375 7,500 SH   SOLE   7,500 0 0
GE AEROSPACE COM NEW 369604301   4,900,123 29,379 SH   SOLE   29,379 0 0
GE VERNOVA INC COM 36828A101   1,151,255 3,500 SH   SOLE   3,500 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   2,011,635 13,500 SH   SOLE   13,500 0 0
ISHARES TR 20 YR TR BD ETF 464287432   8,733,000 1,000 SH Put SOLE   1,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   1,380,625 12,500 SH   SOLE   12,500 0 0
MICROSOFT CORP COM 594918104   8,214,192 19,488 SH   SOLE   19,488 0 0
PHILIP MORRIS INTL INC COM 718172109   5,537,424 46,011 SH   SOLE   46,011 0 0
PHILIP MORRIS INTL INC COM 718172109   9,026,250 750 SH Call SOLE   750 0 0
PHILIP MORRIS INTL INC COM 718172109   3,610,500 300 SH Put SOLE   300 0 0
PHILIP MORRIS INTL INC COM 718172109   3,008,750 250 SH Call SOLE   250 0 0
PLANET FITNESS INC CL A 72703H101   4,597,949 46,505 SH   SOLE   46,505 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   2,835,576 37,843 SH   SOLE   37,843 0 0
REDDIT INC CL A 75734B100   4,086,000 25,000 SH   SOLE   25,000 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104   3,228,300 127,500 SH   SOLE   127,500 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104   1,582,500 625 SH Put SOLE   625 0 0
SALESFORCE INC COM 79466L302   1,337,320 4,000 SH   SOLE   4,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   5,935,562 30,055 SH   SOLE   30,055 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,962,350 150 SH Put SOLE   150 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,974,900 100 SH Put SOLE   100 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   920,400 5,000 SH   SOLE   5,000 0 0
TEMPUR SEALY INTL INC COM 88023U101   5,148,699 90,822 SH   SOLE   90,822 0 0
UNITEDHEALTH GROUP INC COM 91324P102   2,446,845 4,837 SH   SOLE   4,837 0 0
VULCAN MATLS CO COM 929160109   964,613 3,750 SH   SOLE   3,750 0 0
WIX COM LTD SHS M98068105   3,215,461 14,987 SH   SOLE   14,987 0 0
WOODWARD INC COM 980745103   832,100 5,000 SH   SOLE   5,000 0 0