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
ADVANCED MICRO DEVICES INC COM 007903107 4,826 44,137 SH   SOLE   44,137 0 0
AIRBNB INC-CLASS A COM CL A 009066101 12,265 71,408 SH   SOLE   71,408 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305 24,415 8,778 SH   SOLE   8,778 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107 2,000 716 SH   SOLE   716 0 0
AMAZON.COM INC COM 023135106 43,331 13,292 SH   SOLE   13,292 0 0
AMERICAN TOWER CORP NEW COM 03027X100 659 2,622 SH   SOLE   2,622 0 0
APPLE INC COM 037833100 27,499 157,490 SH   SOLE   157,490 0 0
ASML HOLDING N V N Y REGISTRY SHS n07059210 20,185 30,220 SH   SOLE   30,220 0 0
BIONTECH SE SPONSORED ADS 09075V102 6,391 37,469 SH   SOLE   37,469 0 0
BLACKSTONE GROUP INC COM 09260D107 6,855 54,000 SH   SOLE   54,000 0 0
SQUARE INC CL A 852234103 14,056 103,658 SH   SOLE   103,658 0 0
BOEING CO COM 097023105 8,328 43,486 SH   SOLE   43,486 0 0
SCHWAB CHARLES CORP COM 808513105 13,033 154,586 SH   SOLE   154,586 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 5,888 3,722 SH   SOLE   3,722 0 0
CABOT OIL & GAS CORP COM 127097103 809 30,000 SH   SOLE   30,000 0 0
DISNEY WALT CO COM 254687106 22,026 160,587 SH   SOLE   160,587 0 0
DOXIMITY INC-CLASS A CL A 26622P107 3,725 71,517 SH   SOLE   71,517 0 0
ELECTRONIC ARTS INC COM 285512109 4,233 33,461 SH   SOLE   33,461 0 0
GOLDMAN SACHS GROUP INC COM 38141g104 6,788 20,562 SH   SOLE   20,562 0 0
LIBERTY MEDIA CORP DEL COM A BRAVES GRP 531229706 1,267 44,013 SH   SOLE   44,013 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 1,228 44,013 SH   SOLE   44,013 0 0
MARTIN MARIETTA MATLS INC COM 573284106 23,341 60,643 SH   SOLE   60,643 0 0
MGM RESORTS INTERNATIONAL COM 552953101 20,949 499,503 SH   SOLE   499,503 0 0
MICROSOFT CORPORATION COM 594918104 21,203 68,771 SH   SOLE   68,771 0 0
MORGAN STANLEY COM NEW 617446448 18,783 214,912 SH   SOLE   214,912 0 0
NETFLIX INC COM 64110l106 3,626 9,679 SH   SOLE   9,679 0 0
NEXTDOOR HOLDINGS INC COM CL A 65345M108 3,381 564,494 SH   SOLE   564,494 0 0
NVIDIA CORPORATION COM 67066g104 51,373 188,276 SH   SOLE   188,276 0 0
OPKO HEALTH INC COM 68375N103 656 190,694 SH   SOLE   190,694 0 0
QUALCOMM INC COM 747525103 24,754 161,980 SH   SOLE   161,980 0 0
ROBLOX CORP CL A 771049103 2,560 55,360 SH   SOLE   55,360 0 0
SIMON PPTY GROUP INC NEW COM 828806109 1,252 9,514 SH   SOLE   9,514 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417m104 17,165 53,246 SH   SOLE   53,246 0 0
STEEL DYNAMICS INC COM 858119100 18,888 226,396 SH   SOLE   226,396 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 12,202 117,031 SH   SOLE   117,031 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 8,533 55,501 SH   SOLE   55,501 0 0
TESLA INC COM 88160R101 64,531 59,884 SH   SOLE   59,884 0 0
UBER TECHNOLOGIES INC COM 90353T100 10,734 300,842 SH   SOLE   300,842 0 0
WYNN RESORTS LTD COM 983134107 6,197 77,721 SH   SOLE   77,721 0 0
ZSCALER INC COM 98980G102 11,544 47,843 SH   SOLE   47,843 0 0
GS MAY 2022 350 Call CALL 38141g104 10,563 32,000 SH Call SOLE   0 0 32,000
RBLX APRIL 2022 40 Call CALL 771049103 1,618 35,000 SH Call SOLE   0 0 35,000
RBLX MAY 2022 45 Call CALL 771049103 1,618 35,000 SH Call SOLE   0 0 35,000
SEDG APRIL 2022 300 Call CALL 83417m104 3,224 10,000 SH Call SOLE   0 0 10,000
TSLA JULY 2022 1000 Call CALL 88160R101 38,794 36,000 SH Call SOLE   0 0 36,000
QQQ MAY 2022 350 Put PUT 46090E103 72,508 200,000 SH Put SOLE   0 0 200,000
ENTERPRISE PRODS PARTNERS L COM 293792107 644 24,948 SH   SOLE   0 0 0