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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INC COM 00724F101 16,026 28,262 SH   SOLE   28,262 0 0
AIRBNB INC-CLASS A COM CL A 009066101 14,499 87,088 SH   SOLE   87,088 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305 27,270 9,413 SH   SOLE   9,413 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107 2,072 716 SH   SOLE   716 0 0
AMAZON.COM INC COM 023135106 46,407 13,918 SH   SOLE   13,918 0 0
AMERICAN TOWER CORP NEW COM 03027X100 782 2,673 SH   SOLE   2,673 0 0
APPLE INC COM 037833100 33,662 189,572 SH   SOLE   189,572 0 0
ASML HOLDING N V N Y REGISTRY SHS n07059210 25,268 31,738 SH   SOLE   31,738 0 0
BIONTECH SE SPONSORED ADS 09075V102 23,187 89,942 SH   SOLE   89,942 0 0
BLOCK INC CL A 852234103 14,410 89,223 SH   SOLE   89,223 0 0
BOEING CO COM 097023105 11,957 59,392 SH   SOLE   59,392 0 0
CAESARS ENTERTAINMENT INC NE COM 12769g100 2,447 26,166 SH   SOLE   26,166 0 0
SCHWAB CHARLES CORP COM 808513105 16,539 196,655 SH   SOLE   196,655 0 0
CLEVELAND-CLIFFS INC NEW COM 18683K101 14,252 654,641 SH   SOLE   654,641 0 0
DENALI THERAPEUTICS INC COM 24823R105 1,801 40,370 SH   SOLE   40,370 0 0
DISH NETWORK CORP CL A 25470M109 1,961 60,456 SH   SOLE   60,456 0 0
DISNEY WALT CO COM 254687106 23,344 150,713 SH   SOLE   150,713 0 0
ELECTRONIC ARTS INC COM 285512109 3,859 29,254 SH   SOLE   29,254 0 0
GENERAL ELECTRIC CO COM NEW 369604301 8,045 85,164 SH   SOLE   85,164 0 0
GOLDMAN SACHS GROUP INC COM 38141g104 12,328 32,225 SH   SOLE   32,225 0 0
LIBERTY MEDIA CORP DEL COM A BRAVES GRP 531229706 869 30,215 SH   SOLE   30,215 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 849 30,215 SH   SOLE   30,215 0 0
MARTIN MARIETTA MATERIALS COM 573284106 29,469 66,896 SH   SOLE   66,896 0 0
MGM RESORTS INTERNATIONAL COM 552953101 23,518 524,013 SH   SOLE   524,013 0 0
MICROSOFT CORPORATION COM 594918104 29,096 86,514 SH   SOLE   86,514 0 0
MODERNA INC COM 60770K107 6,925 27,264 SH   SOLE   27,264 0 0
MORGAN STANLEY COM NEW 617446448 28,880 294,218 SH   SOLE   294,218 0 0
NETFLIX, INC. COM 64110l106 18,459 30,641 SH   SOLE   30,641 0 0
NEXTDOOR HOLDINGS INC COM CL A 65345M108 4,843 613,756 SH   SOLE   613,756 0 0
NVIDIA CORPORATION COM 67066g104 57,895 196,847 SH   SOLE   196,847 0 0
PFIZER INC COM 717081103 2,466 41,760 SH   SOLE   41,760 0 0
QUALCOMM INC. COM 747525103 27,663 151,271 SH   SOLE   151,271 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 1,043 10,056 SH   SOLE   10,056 0 0
ROBLOX CORP CL A 771049103 6,406 62,093 SH   SOLE   62,093 0 0
SIMON PROPERTY GROUP INC NEW COM 828806109 1,549 9,695 SH   SOLE   9,695 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417m104 16,044 57,183 SH   SOLE   57,183 0 0
STEEL DYNAMICS INC COM 858119100 621 10,000 SH   SOLE   10,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 16,403 136,337 SH   SOLE   136,337 0 0
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109 17,358 97,668 SH   SOLE   97,668 0 0
TESLA MOTORS INC COM 88160R101 66,348 62,783 SH   SOLE   62,783 0 0
TWITTER INC COM 90184L102 3,997 92,481 SH   SOLE   92,481 0 0
ZSCALER INC COM 98980G102 30,067 93,571 SH   SOLE   93,571 0 0
BNTX JAN 2022 200 Call COM 09075V102 2,578 10,000 SH Call SOLE   0 0 10,000
GS FEB 2022 380 Call COM 38141g104 15,302 40,000 SH Call SOLE   0 0 40,000
GS JAN 2022 385 Call COM 38141g104 15,302 40,000 SH Call SOLE   0 0 40,000
MRNA FEB 2022 250 Call COM 60770K107 2,540 10,000 SH Call SOLE   0 0 10,000
MS JAN 2022 80 Call COM 617446448 5,890 60,000 SH Call SOLE   0 0 60,000
QCOM JAN 2022 160 Call COM 747525103 10,972 60,000 SH Call SOLE   0 0 60,000
TSLA JAN 2022 900 Call COM 88160R101 19,022 18,000 SH Call SOLE   0 0 18,000
QQQ JAN 2022 390 Put UNIT SER 1 46090E103 79,570 200,000 SH Put SOLE   0 0 200,000
TLT FEB 2022 160 Put 20 YR TR BD ETF 464287432 37,048 250,000 SH Put SOLE   0 0 250,000
ENTERPRISE PRODS PARTNERS L COM 293792107 548 24,948 SH   SOLE   24,948 0 0