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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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
BANK OF N.T. BUTTERFIELD SHS NEW G0772R208 2,674,822 60,407 SH SOLE 60,407 0 0
NU HOLDINGS ORD SHS CL A G6683N103 1,234,800 90,000 SH SOLE 90,000 0 0
AMRIZE SHS H2927K103 12,387,500 250,000 SH SOLE 250,000 0 0
SIMILARWEB LTD SHS M84137104 23,508,036 2,998,474 SH SOLE 2,998,474 0 0
TABOOLA.COM WRNT *W EXP 99/99/999 M8744T114 10,800 45,000 SH SOLE 45,000 0 0
ASML HOLDING NV NY REG N Y REGISTRY SHS N07059210 4,006,950 5,000 SH SOLE 5,000 0 0
STRATASYS SHS M85548101 1,376,400 120,000 SH SOLE 120,000 0 0
ANGI HOME SERVICES CL A NEW 00183L201 9,099,218 596,279 SH SOLE 596,279 0 0
API GROUP CORP. COM STK 00187Y100 19,156,513 375,250 SH SOLE 375,250 0 0
ALPHABET INC CAP STK CL A 02079K305 2,026,300 11,500 SH SOLE 11,500 0 0
AMAZON.COM COM 023135106 56,492,925 257,500 SH SOLE 257,500 0 0
AMAZON.COM COM 023135106 7,349,565 33,500 SH Call SOLE 33,500 0 0
AMERICAN EXPRESS COM 025816109 1,275,920 4,000 SH SOLE 4,000 0 0
APPLE INC COM 037833100 9,232,650 45,000 SH Call SOLE 45,000 0 0
BALL CORP COM 058498106 32,251,750 575,000 SH SOLE 575,000 0 0
BALL CORP COM 058498106 34,422,433 613,700 SH Call SOLE 613,700 0 0
BANK OF CALIFORNIA COM 05990K106 1,405,000 100,000 SH SOLE 100,000 0 0
BROADCOM LTD COM 11135F101 1,378,250 5,000 SH SOLE 5,000 0 0
CITIGROUP INC COM NEW 172967424 1,702,400 20,000 SH Call SOLE 20,000 0 0
COGENT COMMUNICATIONS COM NEW 19239V302 17,942,123 372,166 SH SOLE 372,166 0 0
COHERENT COM 19247G107 267,630 3,000 SH SOLE 3,000 0 0
COSTAR GROUP INC COM 22160N109 21,748,200 270,500 SH SOLE 270,500 0 0
DEERE & CO COM 244199105 3,305,185 6,500 SH Call SOLE 6,500 0 0
DIME COMMUNITY BANCSHARES COM 25432X102 6,046,441 224,441 SH SOLE 224,441 0 0
EMBRAER SPONSORED ADS 29082A107 2,276,400 40,000 SH SOLE 40,000 0 0
ENERGY TRANSFER COM UT LTD PTN 29273V100 1,359,750 75,000 SH SOLE 75,000 0 0
META PLATFORMS CL A 30303M102 2,952,360 4,000 SH Call SOLE 4,000 0 0
GEV VERNOVA ORD COM 36828A101 3,704,050 7,000 SH SOLE 7,000 0 0
GOLDMAN SACHS GROUP COM 38141G104 2,123,250 3,000 SH SOLE 3,000 0 0
IAC INTERACTIVECORP COM NEW 44891N208 13,180,535 352,987 SH SOLE 352,987 0 0
INVESCO QQQ TRUST UNIT SER 1 46090E103 74,471,400 135,000 SH Put SOLE 135,000 0 0
INVESTCO EXCH TRADED FD TR KBW BK ETF 46138E628 1,790,500 25,000 SH Call SOLE 25,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 10,789,500 50,000 SH Call SOLE 50,000 0 0
ISHARES BITCOIN ETF SHS BEN INT 46438F101 306,050 5,000 SH SOLE 5,000 0 0
JPMORGAN CHASE & CO COM 46625H100 3,768,830 13,000 SH SOLE 13,000 0 0
MICROSOFT CORP COM 594918104 71,514,625 143,774 SH SOLE 143,774 0 0
NVIDIA CORP COM 67066G104 26,858,300 170,000 SH Call SOLE 170,000 0 0
OFFERPAD SOLUTIONS INC COM CL A 67623L307 702,415 771,885 SH SOLE 771,885 0 0
RANPAK HOLDINGS CORP COM CL A 75321W103 2,471,457 692,285 SH SOLE 692,285 0 0
ROBINHOOD MARKETS INC COM CL A 770700102 468,150 5,000 SH SOLE 5,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 308,925,000 500,000 SH Put SOLE 500,000 0 0
STREET TRACKS GOLD TRUST GOLD SHS 78463V107 1,981,395 6,500 SH SOLE 6,500 0 0
SPDR SER TR S&P REGL BKG ETF S&P REGL BKG 78464A698 3,860,350 65,000 SH SOLE 65,000 0 0
HENRY SCHEIN COM 806407102 33,081,277 452,858 SH SOLE 452,858 0 0
HENRY SCHEIN COM 806407102 29,220,000 400,000 SH Call SOLE 400,000 0 0
TAIWAN SEMICONDUCTOR SPONSORED ADS 874039100 18,685,425 82,500 SH Call SOLE 82,500 0 0
TECK RESOURCES CL B 878742204 807,600 20,000 SH SOLE 20,000 0 0
TIMKEN COM 887389104 725,500 10,000 SH SOLE 10,000 0 0
TRIMBLE COM 896239100 31,516,352 414,798 SH SOLE 414,798 0 0
UNIFIRST COM 904708104 4,165,309 22,130 SH SOLE 22,130 0 0
WESTERN ALLIANCE COM 957638109 1,169,700 15,000 SH SOLE 15,000 0 0
UBER COM 90353T100 51,212,370 548,900 SH SOLE 548,900 0 0
VERTIV COM CL A 92537N108 385,230 3,000 SH SOLE 3,000 0 0
VISTRA COM 92840M102 581,430 3,000 SH SOLE 3,000 0 0
WORKDAY INC CL A 98138H101 17,998,320 74,993 SH SOLE 74,993 0 0