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
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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
AMAZON COM INC PUT 023135956 5,770,500 25,000 SH Put SOLE 25,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 7,597,076 7,101 SH SOLE 7,101 0 0
ASML HOLDING N V CALL N07059900 12,303,390 11,500 SH Call SOLE 11,500 0 0
HOWARD HUGHES HOLDINGS INC COM 44267T102 957,320 12,001 SH SOLE 12,001 0 0
INVESCO QQQ TR PUT 46090E953 64,358,294 105,400 SH Put SOLE 105,400 0 0
LAM RESEARCH CORP Call 512807906 11,126,700 65,000 SH Call SOLE 65,000 0 0
LULULEMON ATHLETICA INC COM 550021109 21,653,802 104,200 SH SOLE 104,200 0 0
NETFLIX INC COM 64110L106 36,097,600 385,000 SH SOLE 385,000 0 0
NIKE INC CL B 654106103 2,357,334 37,001 SH SOLE 37,001 0 0
PAYPAL HLDGS INC COM 70450Y103 2,043,358 35,001 SH SOLE 35,001 0 0
POOL CORP COM 73278L105 1,715,854 7,501 SH SOLE 7,501 0 0
SPDR S&P 500 ETF TR PUT 78462F953 508,295,340 763,000 SH Put SOLE 763,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 10,277,430 129,000 SH SOLE 129,000 0 0
TEXAS ROADHOUSE INC COM 882681109 249,166 1,501 SH SOLE 1,501 0 0