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
AFFIRM HLDGS INC COM CL A 00827B106 5,363,812 77,579 SH SOLE 77,579 0 0
AMAZON COM INC COM 023135106 7,407,703 33,765 SH SOLE 33,765 0 0
BLEND LABS INC CL A 09352U108 2,108,997 639,090 SH SOLE 639,090 0 0
BOOT BARN HLDGS INC COM 099406100 3,800,000 25,000 SH SOLE 25,000 0 0
CBOE GLOBAL MKTS INC COM 12503M108 2,798,520 12,000 SH SOLE 12,000 0 0
CORMEDIX INC COM 21900C308 616,000 50,000 SH SOLE 50,000 0 0
CRH PLC ORD G25508105 2,723,247 29,665 SH SOLE 29,665 0 0
DOMO INC COM CL B 257554105 1,955,800 140,000 SH SOLE 140,000 0 0
ELI LILLY & CO COM 532457108 1,247,248 1,600 SH SOLE 1,600 0 0
EOG RES INC COM 26875P101 2,446,623 20,455 SH SOLE 20,455 0 0
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 30049H102 530,400 85,000 SH SOLE 85,000 0 0
FIVE BELOW INC COM 33829M101 5,247,200 40,000 SH SOLE 40,000 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 2,623,920 52,000 SH SOLE 52,000 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 4,681,800 90,000 SH SOLE 90,000 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102 2,350,575 77,500 SH SOLE 77,500 0 0
LULULEMON ATHLETICA INC COM 550021109 1,663,060 7,000 SH SOLE 7,000 0 0
LUMENTUM HLDGS INC COM 55024U109 4,753,000 50,000 SH SOLE 50,000 0 0
MAGNITE INC COM 55955D100 1,688,400 70,000 SH SOLE 70,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 4,063,500 52,500 SH SOLE 52,500 0 0
META PLATFORMS INC CL A 30303M102 9,438,695 12,788 SH SOLE 12,788 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 2,744,430 39,000 SH SOLE 39,000 0 0
MODINE MFG CO COM 607828100 3,799,047 38,569 SH SOLE 38,569 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 553,300 10,000 SH SOLE 10,000 0 0
NETFLIX INC COM 64110L106 3,404,068 2,542 SH SOLE 2,542 0 0
NVIDIA CORPORATION COM 67066G104 13,626,638 86,250 SH SOLE 86,250 0 0
OLLIES BARGAIN OUTLET HLDGS COM 681116109 3,426,280 26,000 SH SOLE 26,000 0 0
ORACLE CORP COM 68389X105 3,279,450 15,000 SH SOLE 15,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 1,873,800 270,000 SH SOLE 270,000 0 0
PULSE BIOSCIENCES INC COM 74587B101 397,787 26,361 SH SOLE 26,361 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 15,618,815 108,216 SH SOLE 108,216 0 0
SNOWFLAKE INC CL A 833445109 4,475,400 20,000 SH SOLE 20,000 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302 2,450,500 50,000 SH Call SOLE 0 0 0
THREDUP INC CL A 88556E102 149,800 20,000 SH SOLE 20,000 0 0
TWILIO INC CL A 90138F102 1,865,400 15,000 SH SOLE 15,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 3,552,580 23,000 SH SOLE 23,000 0 0
VISHAY PRECISION GROUP INC COM 92835K103 421,500 15,000 SH SOLE 15,000 0 0
WAYFAIR INC CL A 94419L101 3,068,400 60,000 SH SOLE 60,000 0 0