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
Expires: July 31, 2015
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305 9,743,866 63,010 SH SOLE 63,010 0 0
ALPHABET INC CALL 02079K907 12,989,760 84,000 SH Call SOLE 84,000 0 0
ALPHABET INC PUT 02079K957 1,546,400 10,000 SH Put SOLE 10,000 0 0
APPLIED MATLS INC COM 038222105 2,176,800 15,000 SH SOLE 15,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 5,035,988 7,600 SH SOLE 7,600 0 0
ASML HOLDING N V CALL N07059900 7,620,245 11,500 SH Call SOLE 11,500 0 0
HOWARD HUGHES HOLDINGS INC COM 44267T102 12,001,034 162,001 SH SOLE 162,001 0 0
INVESCO QQQ TR PUT 46090E953 105,413,216 345,200 SH Put SOLE 345,200 0 0
LAM RESEARCH CORP COM NEW 512807306 2,326,400 32,000 SH SOLE 32,000 0 0
LAM RESEARCH CORP Call 512807906 4,725,500 65,000 SH Call SOLE 65,000 0 0
LULULEMON ATHLETICA INC COM 550021109 1,981,420 7,000 SH SOLE 7,000 0 0
LULULEMON ATHLETICA INC PUT 550021959 2,830,600 10,000 SH Put SOLE 10,000 0 0
NETFLIX INC COM 64110L106 50,449,873 54,100 SH SOLE 54,100 0 0
OCCIDENTAL PETE CORP COM 674599105 13,598,729 275,501 SH SOLE 275,501 0 0
PAYPAL HLDGS INC COM 70450Y103 2,088,000 32,000 SH SOLE 32,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 19,385,280 127,000 SH SOLE 127,000 0 0
ULTA BEAUTY INC COM 90384S303 1,869,720 5,101 SH SOLE 5,101 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 229,895 5,001 SH SOLE 5,001 0 0