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
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 1,702,800,000 12,000,000 SH Call SOLE NONE 12,000,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107 1,135,200,000 8,000,000 SH Put SOLE NONE 8,000,000 0 0
ALPHABET INC CAP STK CL A 02079K305 37,889,450 215,000 SH SOLE NONE 215,000 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305 2,114,760,000 12,000,000 SH Put SOLE NONE 12,000,000 0 0
AMAZON.COM INC COM 023135106 5,045,970,000 23,000,000 SH Put SOLE NONE 23,000,000 0 0
AMAZON.COM INC COM 023135106 261,732 1,193 SH SOLE NONE 1,193 0 0
AMEDISYS INC COM 023436108 5,214,670 53,000 SH SOLE NONE 53,000 0 0
AMERICAN AIRLINES GROUP INC COM 02376R102 1,234,200,000 110,000,000 SH Put SOLE NONE 110,000,000 0 0
AMPHENOL CORP CL A 032095101 15,207,500 153,999 SH SOLE NONE 153,999 0 0
ANSYS INC COM 03662Q105 9,834,160 27,999 SH SOLE NONE 27,999 0 0
ANYWHERE REAL ESTATE INC COM 75605Y106 3,620,000 999,999 SH SOLE NONE 999,999 0 0
APPLE INC COM 037833100 66,064,740 322,000 SH SOLE NONE 322,000 0 0
APPLIED MATERIALS INC COM 038222105 12,265,690 66,999 SH SOLE NONE 66,999 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 1,455,660,000 9,000,000 SH Put SOLE NONE 9,000,000 0 0
ASSURANT INC COM 04621X108 1,204,689 6,100 SH SOLE NONE 6,100 0 0
AT&T INC COM 00206R102 20,258,000 699,999 SH SOLE NONE 699,999 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103 69,390,000 225,000 SH SOLE NONE 225,000 0 0
BANK OF AMERICA CORP COM 060505104 11,120,200 234,999 SH SOLE NONE 234,999 0 0
BAUSCH HEALTH COS INC COM 071734107 22,644,000 3,400,000 SH SOLE NONE 3,400,000 0 0
BERKSHIRE HATHAWAY INC COM 084670702 485,770 1,000 SH SOLE NONE 1,000 0 0
BEYOND MEAT INC COM 08862E109 116,165 33,285 SH SOLE NONE 33,285 0 0
BROADCOM INC COM 11135F101 36,661,450 132,999 SH SOLE NONE 132,999 0 0
BROADCOM LTD COM 11135F101 826,950,000 3,000,000 SH Put SOLE NONE 3,000,000 0 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 25,608,645 120,364 SH SOLE NONE 120,364 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 2,530,800,000 90,000,000 SH Put SOLE NONE 90,000,000 0 0
CHUBB LTD COM H1467J104 20,280,400 69,999 SH SOLE NONE 69,999 0 0
CISCO SYSTEMS INC COM 17275R102 35,730,700 515,000 SH SOLE NONE 515,000 0 0
COMCAST CORP COM 20030N101 74,949,000 2,100,000 SH SOLE NONE 2,100,000 0 0
COSTCO WHOLESALE CORP COM 22160K105 989,940 999 SH SOLE NONE 999 0 0
CSX CORP COM 126408103 10,767,900 329,999 SH SOLE NONE 329,999 0 0
CUMMINS INC COM 231021106 9,170,000 27,999 SH SOLE NONE 27,999 0 0
DANAHER CORP COM 235851102 8,494,220 42,999 SH SOLE NONE 42,999 0 0
DATADOG INC COM 23804L103 4,164 31 SH SOLE NONE 31 0 0
DELL TECHNOLOGIES INC COM 24703L202 1,471 12 SH SOLE NONE 12 0 0
DUN & BRADSTREET HOLDINGS INC COM 26484T106 11,135,250 1,225,000 SH SOLE NONE 1,225,000 0 0
ENPHASE ENERGY INC COM 29355A107 9,056,457 228,410 SH SOLE NONE 228,410 0 0
ESTEE LAUDER COS INC/THE COM 518439104 229,149 2,836 SH SOLE NONE 2,836 0 0
EXPAND ENERGY CORP COM 165167735 10,758,480 92,000 SH SOLE NONE 92,000 0 0
FORTIVE CORP COM 34959J108 7,246,070 138,999 SH SOLE NONE 138,999 0 0
FORTREA HOLDINGS INC COM 34965K107 2,405,780 486,999 SH SOLE NONE 486,999 0 0
FOX CORP COM 35137L204 8,725,470 168,999 SH SOLE NONE 168,999 0 0
GENERAL DYNAMICS CORP COM 369550108 1,137,474 3,900 SH SOLE NONE 3,900 0 0
GENESCO INC COM 371532102 2,953,500 150,000 SH SOLE NONE 150,000 0 0
GENUINE PARTS CO COM 372460105 9,704,800 79,999 SH SOLE NONE 79,999 0 0
HESS CORP COM 42809H107 10,529,040 75,999 SH SOLE NONE 75,999 0 0
HEWLETT PACKARD ENTERPRISE CO COM 42824C109 22,965,350 1,122,999 SH SOLE NONE 1,122,999 0 0
HOME DEPOT INC/THE COM 437076102 27,498,000 75,000 SH SOLE NONE 75,000 0 0
HONEYWELL INTERNATIONAL INC COM 438516106 129,947,040 557,999 SH SOLE NONE 557,999 0 0
HUNTINGTON INGALLS INDUSTRIES COM 446413106 1,931,680 8,000 SH SOLE NONE 8,000 0 0
IAC INC COM 44891N208 3,771,340 100,999 SH SOLE NONE 100,999 0 0
INTERACTIVE BROKERS GROUP INC COM 45841N107 1,573,644 28,399 SH SOLE NONE 28,399 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104 22,126,482 120,599 SH SOLE NONE 120,599 0 0
INTERPUBLIC GROUP OF COS INC/T COM 460690100 9,033,120 368,999 SH SOLE NONE 368,999 0 0
INTUIT INC COM 461202103 1,732,786 2,200 SH SOLE NONE 2,200 0 0
JACOBS SOLUTIONS INC COM 46982L108 6,572,500 50,000 SH SOLE NONE 50,000 0 0
JPMORGAN CHASE & CO COM 46625H100 3,768,830 12,999 SH SOLE NONE 12,999 0 0
JUNIPER NETWORKS INC COM 48203R104 6,348,870 159,000 SH SOLE NONE 159,000 0 0
KELLANOVA COM 487836108 9,543,600 119,999 SH SOLE NONE 119,999 0 0
KENVUE INC COM 49177J102 8,853,390 422,999 SH SOLE NONE 422,999 0 0
LIBERTY GLOBAL LTD COM G61188101 8,098,090 808,999 SH SOLE NONE 808,999 0 0
LOCKHEED MARTIN CORP COM 539830109 38,070,108 82,200 SH SOLE NONE 82,200 0 0
MANULIFE FINANCIAL CORP COM 56501R106 278,656,000 6,399,999 SH SOLE NONE 6,399,999 0 0
MASTERCARD INC COM 57636Q104 88,842,714 158,100 SH SOLE NONE 158,100 0 0
MCDONALD'S CORP COM 580135101 29,217,000 100,000 SH SOLE NONE 100,000 0 0
META PLATFORMS INC CL A 30303M102 2,952,360,000 4,000,000 SH Call SOLE NONE 4,000,000 0 0
META PLATFORMS INC CL A 30303M102 25,833,150,000 35,000,000 SH Put SOLE NONE 35,000,000 0 0
META PLATFORMS INC COM 30303M102 123,999,120 167,999 SH SOLE NONE 167,999 0 0
MICROSOFT CORP COM 594918104 5,471,510,000 11,000,000 SH Put SOLE NONE 11,000,000 0 0
MICROSOFT CORP COM 594918104 284,220,074 571,399 SH SOLE NONE 571,399 0 0
MONRO INC COM 610236101 8,200,500 550,000 SH SOLE NONE 550,000 0 0
MOTOROLA SOLUTIONS INC COM 620076307 10,091,040 24,000 SH SOLE NONE 24,000 0 0
NEWS CORP COM 65249B109 3,150,320 106,000 SH SOLE NONE 106,000 0 0
NIKE INC CL B 654106103 426,240,000 6,000,000 SH Call SOLE NONE 6,000,000 0 0
NIKE INC CL B 654106103 2,131,200,000 30,000,000 SH Put SOLE NONE 30,000,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 9,982,830 39,000 SH SOLE NONE 39,000 0 0
NVIDIA CORP COM 67066G104 4,265,730,000 27,000,000 SH Call SOLE NONE 27,000,000 0 0
NVIDIA CORP COM 67066G104 16,272,970,000 103,000,000 SH Put SOLE NONE 103,000,000 0 0
NVIDIA CORP COM 67066G104 158,261,269 1,001,717 SH SOLE NONE 1,001,717 0 0
O'REILLY AUTOMOTIVE INC COM 67103H107 9,463,650 104,999 SH SOLE NONE 104,999 0 0
PAYPAL HOLDINGS INC COM 70450Y103 28,613 385 SH SOLE NONE 385 0 0
PEMBINA PIPELINE CORP COM 706327103 71,582,000 1,399,999 SH SOLE NONE 1,399,999 0 0
PHILIP MORRIS INTERNATIONAL IN COM 718172109 9,835,020 54,000 SH SOLE NONE 54,000 0 0
POWERSHARES QQQ TRUST SERIES 1 UNIT SER 1 46090E103 1,654,920,000 3,000,000 SH Call SOLE NONE 3,000,000 0 0
POWERSHARES QQQ TRUST SERIES 2 UNIT SER 1 46090E103 3,585,660,000 6,500,000 SH Put SOLE NONE 6,500,000 0 0
PROGRESSIVE CORP/THE COM 743315103 28,207,102 105,699 SH SOLE NONE 105,699 0 0
QUALCOMM INC COM 747525103 12,741 80 SH SOLE NONE 80 0 0
RALLIANT CORP COM 750940108 2,246,687 46,333 SH SOLE NONE 46,333 0 0
ROKU INC COM 77543R102 4,306,610 48,999 SH SOLE NONE 48,999 0 0
S&P GLOBAL INC COM 78409V104 14,236,830 27,000 SH SOLE NONE 27,000 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 6,833,640 44,000 SH SOLE NONE 44,000 0 0
SPIRIT AEROSYSTEMS HOLDINGS IN COM 848574109 10,376,800 272,000 SH SOLE NONE 272,000 0 0
TARGA RESOURCES CORP COM 87612G101 33,684,480 193,500 SH SOLE NONE 193,500 0 0
TESLA INC COM 88160R101 3,811,920,000 12,000,000 SH Call SOLE NONE 12,000,000 0 0
TESLA INC COM 88160R101 7,941,500,000 25,000,000 SH Put SOLE NONE 25,000,000 0 0
TESLA INC COM 88160R101 893,578 2,813 SH SOLE NONE 2,813 0 0
TILLY'S INC COM 886885102 345,000 250,000 SH SOLE NONE 250,000 0 0
TSM US SPONSORED ADS 874039100 1,060,000,000 1,000,000 SH Call SOLE NONE 1,000,000 0 0
TSM US SPONSORED ADS 874039100 9,010,000,000 8,500,000 SH Put SOLE NONE 8,500,000 0 0
UNION PACIFIC CORP COM 907818108 10,353,600 44,999 SH SOLE NONE 44,999 0 0
UNITEDHEALTH GROUP INC COM 91324P102 623,940,000 2,000,000 SH Put SOLE NONE 2,000,000 0 0
VISA INC COM 92826C839 372,802,500 1,050,000 SH SOLE NONE 1,050,000 0 0
WASTE MANAGEMENT INC COM 94106L109 34,323,000 150,000 SH SOLE NONE 150,000 0 0
WILLIAMS COS INC/THE COM 969457100 8,856,210 141,000 SH SOLE NONE 141,000 0 0
XPLR INFRASTRUCTURE LP COM 65341B106 16,400,000 2,000,000 SH SOLE NONE 2,000,000 0 0
ZEBRA TECHNOLOGIES CORP COM 989207105 7,709,000 24,999 SH SOLE NONE 24,999 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A 98980L101 38,990,000 500,000 SH Put SOLE NONE 500,000 0 0