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
AMAZON COM INC COM 023135106   6,188,487 25,604 SH   SOLE   0 0 25,604
AMAZON COM INC COM 023135106   549,495 96 SH Call SOLE   0 0 96
AMPHENOL CORP CL A 032095101   4,809,416 27,926 SH   SOLE   0 0 27,926
AMPHENOL CORP CL A 032095101   2,140,900 347 SH Call SOLE   0 0 347
ANALOG DEVICES INC COM 032654105   4,025,165 10,348 SH   SOLE   0 0 10,348
APPLE INC COM 037833100   4,224,360 15,029 SH   SOLE   0 0 15,029
APPLE INC COM 037833100   626,290 97 SH Call SOLE   0 0 97
CADENCE DESIGN SYSTEM INC COM 127387108   3,773,523 9,990 SH   SOLE   0 0 9,990
CADENCE DESIGN SYSTEM INC COM 127387108   1,789,010 183 SH Call SOLE   0 0 183
COSTAR GROUP INC COM 22160N109   1,029,597 1,454 SH Call SOLE   0 0 1,454
CURTISS WRIGHT CORP COM 231561101   6,033,285 7,962 SH   SOLE   0 0 7,962
DEERE & CO COM 244199105   5,349,918 8,524 SH   SOLE   0 0 8,524
DEERE & CO COM 244199105   327,650 23 SH Call SOLE   0 0 23
ECOLAB INC COM 278865100   4,122,381 14,809 SH   SOLE   0 0 14,809
EMCOR GROUP INC COM 29084Q100   5,078,540 6,314 SH   SOLE   0 0 6,314
ENTERPRISE PRODS PARTNERS L COM 293792107   2,202,485 60,309 SH   SOLE   0 0 60,309
FERRARI N V COM N3167Y103   5,175,928 13,815 SH   SOLE   0 0 13,815
HOME DEPOT INC COM 437076102   1,429,673 4,075 SH   SOLE   0 0 4,075
INTERNATIONAL BUSINESS MACHS COM 459200101   3,136,155 10,956 SH   SOLE   0 0 10,956
INTERNATIONAL BUSINESS MACHS COM 459200101   2,564,650 253 SH Call SOLE   0 0 253
INTUIT COM 461202103   597,992 2,239 SH   SOLE   0 0 2,239
INTUIT COM 461202103   1,534,020 238 SH Call SOLE   0 0 238
INVESCO QQQ TR UNIT SER 1 46090E103   308,922 426 SH   SOLE   0 0 426
MICROSOFT CORP COM 594918104   3,679,133 400 SH Call SOLE   0 0 400
MICROSOFT CORP COM 594918104   1,406,465 3,660 SH   SOLE   0 0 3,660
NETFLIX INC. COM 64110L106   1,770,155 1,236 SH Call SOLE   0 0 1,236
NETFLIX INC. COM 64110L106   1,804,004 24,316 SH   SOLE   0 0 24,316
NVIDIA CORPORATION COM 67066G104   7,674,953 1,259 SH Call SOLE   0 0 1,259
NEXTERA ENERGY INC COM 65339F101   1,228,527 14,224 SH   SOLE   0 0 14,224
NVIDIA CORPORATION COM 67066G104   3,961,677 20,051 SH   SOLE   0 0 20,051
SHOPIFY INC CL A SUB VTG SHS 82509L107   2,000,120 430 SH Call SOLE   0 0 430
SHOPIFY INC CL A SUB VTG SHS 82509L107   2,022,585 16,629 SH   SOLE   0 0 16,629
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100   7,953,673 593 SH Call SOLE   0 0 593
SNAP INC CL A 83304A106   47,500 10,000 SH   SOLE   0 0 10,000
THERMO FISHER SCIENTIFIC INC COM 883556102   742,205 69 SH Call SOLE   0 0 69
TEXAS INSTRS INC COM 882508104   3,747,134 12,557 SH   SOLE   0 0 12,557
THERMO FISHER SCIENTIFIC INC COM 883556102   1,663,189 3,240 SH   SOLE   0 0 3,240
UNITED RENTALS INC COM 911363109   1,381,690 50 SH Call SOLE   0 0 50
UNITED RENTALS INC COM 911363109   3,377,527 3,038 SH   SOLE   0 0 3,038
VEEVA SYS INC CL A COM 922475108   388,825 73 SH Call SOLE   0 0 73
VEEVA SYS INC CL A COM 922475108   6,749,637 36,639 SH   SOLE   0 0 36,639
VERTIV HOLDINGS CO COM CL A 92537N108   215,000 20 SH Call SOLE   0 0 20
INVESCO QQQ TR UNIT SER 1 46090E103   663,300 900 SH Put SOLE   0 0 900