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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 9,743,814 32,600 SH Call SOLE N/A 32,600 0 0
ADVANCED MICRO DEVICES INC COM 007903107 48,331,140 340,600 SH SOLE N/A 340,600 0 0
ADVANCED MICRO DEVICES INC COM 007903107 48,331,140 340,600 SH Put SOLE N/A 340,600 0 0
AMAZON COM INC COM 023135106 104,298,006 475,400 SH SOLE N/A 475,400 0 0
AMERICAN TOWER CORP NEW COM 03027X100 19,206,638 86,900 SH Put SOLE N/A 86,900 0 0
AMERICAN TOWER CORP NEW COM 03027X100 76,008,778 343,900 SH SOLE N/A 343,900 0 0
AMPHENOL CORP NEW CL A 032095101 28,449,875 288,100 SH SOLE N/A 288,100 0 0
AMPHENOL CORP NEW CL A 032095101 28,449,875 288,100 SH Put SOLE N/A 288,100 0 0
ANALOG DEVICES INC COM 032654105 28,371,984 119,200 SH Call SOLE N/A 119,200 0 0
APPLE INC COM 037833100 9,725,058 47,400 SH Call SOLE N/A 47,400 0 0
APTARGROUP INC COM 038336103 14,594,919 93,300 SH Call SOLE N/A 93,300 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 19,762,120 114,100 SH SOLE N/A 114,100 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 19,762,120 114,100 SH Put SOLE N/A 114,100 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 20,395,414 126,100 SH SOLE N/A 126,100 0 0
AT&T INC COM 00206R102 98,711,446 3,410,900 SH SOLE N/A 3,410,900 0 0
AUTODESK INC COM 052769106 50,645,652 163,600 SH Put SOLE N/A 163,600 0 0
AUTODESK INC COM 052769106 87,546,396 282,800 SH SOLE N/A 282,800 0 0
BLACKSTONE INC COM 09260D107 20,656,998 138,100 SH Call SOLE N/A 138,100 0 0
BLACKSTONE INC COM 09260D107 69,464,952 464,400 SH SOLE N/A 464,400 0 0
BLACKSTONE INC COM 09260D107 69,464,952 464,400 SH Put SOLE N/A 464,400 0 0
BLOCK INC CL A 852234103 11,704,339 172,300 SH SOLE N/A 172,300 0 0
BLOCK INC CL A 852234103 11,704,339 172,300 SH Put SOLE N/A 172,300 0 0
BROADCOM INC COM 11135F101 28,171,430 102,200 SH SOLE N/A 102,200 0 0
CARDINAL HEALTH INC COM 14149Y108 58,312,800 347,100 SH Put SOLE N/A 347,100 0 0
CARDINAL HEALTH INC COM 14149Y108 65,923,200 392,400 SH SOLE N/A 392,400 0 0
CELESTICA INC COM 15101Q207 12,879,075 82,500 SH SOLE N/A 82,500 0 0
CENCORA INC COM 03073E105 37,421,280 124,800 SH SOLE N/A 124,800 0 0
CENCORA INC COM 03073E105 37,421,280 124,800 SH Put SOLE N/A 124,800 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 29,475,201 72,100 SH Call SOLE N/A 72,100 0 0
CINTAS CORP COM 172908105 28,237,629 126,700 SH SOLE N/A 126,700 0 0
CLOUDFLARE INC CL A COM 18915M107 1,625,389 8,300 SH SOLE N/A 8,300 0 0
CME GROUP INC COM 12572Q105 19,376,086 70,300 SH Call SOLE N/A 70,300 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 9,129,510 117,000 SH Call SOLE N/A 117,000 0 0
COMCAST CORP NEW CL A 20030N101 28,737,588 805,200 SH Call SOLE N/A 805,200 0 0
DATADOG INC CL A COM 23804L103 10,544,905 78,500 SH SOLE N/A 78,500 0 0
DATADOG INC CL A COM 23804L103 10,544,905 78,500 SH Put SOLE N/A 78,500 0 0
ECOLAB INC COM 278865100 29,180,352 108,300 SH Put SOLE N/A 108,300 0 0
ECOLAB INC COM 278865100 37,829,376 140,400 SH SOLE N/A 140,400 0 0
EMERSON ELEC CO COM 291011104 38,492,371 288,700 SH Call SOLE N/A 288,700 0 0
EXPEDIA GROUP INC COM NEW 30212P303 7,742,412 45,900 SH Call SOLE N/A 45,900 0 0
FIDELITY NATIONAL FINANCIAL COM SHS 31620R303 14,360,724 176,400 SH SOLE N/A 176,400 0 0
FIDELITY NATIONAL FINANCIAL COM SHS 31620R303 23,323,965 286,500 SH Put SOLE N/A 286,500 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 8,963,241 110,100 SH SOLE N/A 110,100 0 0
FORTINET INC COM 34959E109 29,125,860 275,500 SH Call SOLE N/A 275,500 0 0
GARMIN LTD SHS H2906T109 34,939,728 167,400 SH SOLE N/A 167,400 0 0
GARMIN LTD SHS H2906T109 34,939,728 167,400 SH Put SOLE N/A 167,400 0 0
GARTNER INC COM 366651107 7,761,024 19,200 SH Call SOLE N/A 19,200 0 0
GRAINGER W W INC COM 384802104 32,247,440 31,000 SH Call SOLE N/A 31,000 0 0
HEICO CORP NEW COM 422806109 41,984,000 128,000 SH Put SOLE N/A 128,000 0 0
HEICO CORP NEW COM 422806109 51,856,800 158,100 SH SOLE N/A 158,100 0 0
HENRY SCHEIN INC COM 806407102 29,884,755 409,100 SH SOLE N/A 409,100 0 0
HUBSPOT INC COM 443573100 13,526,109 24,300 SH Call SOLE N/A 24,300 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 18,895,398 64,100 SH Call SOLE N/A 64,100 0 0
INTUIT COM 461202103 12,759,606 16,200 SH Call SOLE N/A 16,200 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 1,930,740 3,500 SH SOLE N/A 3,500 0 0
ISHARES TR S&P MC 400VL ETF 464287705 39,619,044 183,600 SH Call SOLE N/A 183,600 0 0
ISHARES TR US HOME CONS ETF 464288752 47,460,798 509,400 SH Call SOLE N/A 509,400 0 0
ISHARES TR US TELECOM ETF 464287713 44,756,250 187,500 SH Call SOLE N/A 187,500 0 0
JOHNSON CTLS INTL PLC SHS G51502105 77,482,832 733,600 SH SOLE N/A 733,600 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 7,668,648 46,800 SH SOLE N/A 46,800 0 0
KKR & CO INC COM 48251W104 47,890,800 360,000 SH SOLE N/A 360,000 0 0
KKR & CO INC COM 48251W104 79,498,728 597,600 SH Put SOLE N/A 597,600 0 0
MARSH & MCLENNAN COS INC COM 571748102 41,432,280 189,500 SH Call SOLE N/A 189,500 0 0
MARTIN MARIETTA MATLS INC COM 573284106 18,939,120 34,500 SH Call SOLE N/A 34,500 0 0
MCKESSON CORP COM 58155Q103 44,479,746 60,700 SH Call SOLE N/A 60,700 0 0
MCKESSON CORP COM 58155Q103 61,113,852 83,400 SH Put SOLE N/A 83,400 0 0
MERCADOLIBRE INC COM 58733R102 36,852,183 14,100 SH SOLE N/A 14,100 0 0
MERCADOLIBRE INC COM 58733R102 36,852,183 14,100 SH Put SOLE N/A 14,100 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 5,678,859 80,700 SH Put SOLE N/A 80,700 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 65,732,617 934,100 SH SOLE N/A 934,100 0 0
MICROSOFT CORP COM 594918104 124,352,500 250,000 SH SOLE N/A 250,000 0 0
MOODYS CORP COM 615369105 42,936,104 85,600 SH Put SOLE N/A 85,600 0 0
MOODYS CORP COM 615369105 52,917,745 105,500 SH SOLE N/A 105,500 0 0
MR COOPER GROUP INC COM 62482R107 36,108,820 242,000 SH SOLE N/A 242,000 0 0
NETFLIX INC COM 64110L106 28,925,208 21,600 SH Put SOLE N/A 21,600 0 0
NETFLIX INC COM 64110L106 37,093,901 27,700 SH SOLE N/A 27,700 0 0
NEWS CORP NEW CL A 65249B109 7,444,860 250,500 SH SOLE N/A 250,500 0 0
NVIDIA CORPORATION COM 67066G104 122,426,451 774,900 SH SOLE N/A 774,900 0 0
ORACLE CORP COM 68389X105 51,225,009 234,300 SH Call SOLE N/A 234,300 0 0
PAYCHEX INC COM 704326107 19,244,358 132,300 SH SOLE N/A 132,300 0 0
PAYCHEX INC COM 704326107 19,244,358 132,300 SH Put SOLE N/A 132,300 0 0
REPUBLIC SVCS INC COM 760759100 8,927,282 36,200 SH SOLE N/A 36,200 0 0
REPUBLIC SVCS INC COM 760759100 8,927,282 36,200 SH Put SOLE N/A 36,200 0 0
SANMINA CORPORATION COM 801056102 21,503,034 219,800 SH SOLE N/A 219,800 0 0
SANMINA CORPORATION COM 801056102 34,211,151 349,700 SH Call SOLE N/A 349,700 0 0
SAP SE SPON ADR 803054204 76,998,120 253,200 SH Put SOLE N/A 253,200 0 0
SAP SE SPON ADR 803054204 86,820,550 285,500 SH SOLE N/A 285,500 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 6,841,242 47,400 SH SOLE N/A 47,400 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 18,522,504 218,400 SH Call SOLE N/A 218,400 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 9,651,791 184,300 SH Call SOLE N/A 184,300 0 0
SERVICENOW INC COM 81762P102 19,327,904 18,800 SH Call SOLE N/A 18,800 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,757,445 7,700 SH SOLE N/A 7,700 0 0
SPDR SERIES TRUST NUVEEN ICE HIGH 78464A284 46,867,892 608,200 SH Call SOLE N/A 608,200 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 36,832,320 48,000 SH SOLE N/A 48,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 36,832,320 48,000 SH Put SOLE N/A 48,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 65,070,577 287,300 SH SOLE N/A 287,300 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 65,070,577 287,300 SH Put SOLE N/A 287,300 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 10,102,560 41,600 SH SOLE N/A 41,600 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 38,439,893 227,900 SH Call SOLE N/A 227,900 0 0
T-MOBILE US INC COM 872590104 57,539,790 241,500 SH Call SOLE N/A 241,500 0 0
TRIMBLE INC COM 896239100 32,139,540 423,000 SH SOLE N/A 423,000 0 0
TWILIO INC CL A 90138F102 7,996,348 64,300 SH Put SOLE N/A 64,300 0 0
TWILIO INC CL A 90138F102 37,432,360 301,000 SH SOLE N/A 301,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 76,401,839 1,765,700 SH Call SOLE N/A 1,765,700 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 13,071,276 1,140,600 SH SOLE N/A 1,140,600 0 0
WASTE MGMT INC DEL COM 94106L109 32,446,676 141,800 SH Put SOLE N/A 141,800 0 0
WASTE MGMT INC DEL COM 94106L109 36,885,784 161,200 SH Call SOLE N/A 161,200 0 0
WORKDAY INC CL A 98138H101 57,024,000 237,600 SH Call SOLE N/A 237,600 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 30,458,988 390,600 SH Call SOLE N/A 390,600 0 0