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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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   13,803,927 62,868 SH   SOLE   62,868 0 0
ATLASSIAN CORPORATION CL A 049468101   3,332,300 20,866 SH   SOLE   20,866 0 0
BAKER HUGHES COMPANY CL A 05722G100   2,436,000 50,000 SH   SOLE   50,000 0 0
BATH & BODY WORKS INC COM 070830104   1,261,905 48,987 SH   SOLE   48,987 0 0
LOUISIANA PAC CORP COM 546347105   3,553,600 40,000 SH   SOLE   40,000 0 0
MICROSOFT CORP COM 594918104   13,074,612 25,243 SH   SOLE   25,243 0 0
PHILIP MORRIS INTL INC COM 718172109   4,665,034 28,761 SH   SOLE   28,761 0 0
PLANET FITNESS INC CL A 72703H101   7,266,830 70,008 SH   SOLE   70,008 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   1,697,286 23,276 SH   SOLE   23,276 0 0
REDDIT INC CL A 75734B100   4,633,379 20,146 SH   SOLE   20,146 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104   6,573,055 260,319 SH   SOLE   260,319 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101   6,884,533 81,638 SH   SOLE   81,638 0 0
SPDR S&P 500 ETF TR PUT 78462F953   16,654,500 25,000 SH Put SOLE   25,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   12,570,843 45,010 SH   SOLE   45,010 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   11,869,825 42,500 SH Put SOLE   42,500 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   3,000,076 11,612 SH   SOLE   11,612 0 0
TEXAS INSTRS INC COM 882508104   5,384,759 29,308 SH   SOLE   29,308 0 0
UNITEDHEALTH GROUP INC COM 91324P102   12,095,168 35,028 SH   SOLE   35,028 0 0
UNITEDHEALTH GROUP INC COM 91324P102   14,675,250 42,500 SH Call SOLE   42,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102   11,222,250 32,500 SH Put SOLE   32,500 0 0
WIX COM LTD SHS M98068105   7,111,062 40,033 SH   SOLE   40,033 0 0