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
ALPHABET INC CAP STK CL A 02079K305 4,467,125 12,500 SH SOLE 12,500 0 0
AMAZON COM INC COM 023135106 14,370,710 60,295 SH SOLE 60,295 0 0
AMAZON COM INC COM 023135106 14,300,400 60,000 SH Call SOLE 60,000 0 0
APPLIED MATLS INC COM 038222105 4,230,273 5,851 SH SOLE 5,851 0 0
AXON ENTERPRISE INC COM 05464C101 4,381,167 7,815 SH SOLE 7,815 0 0
BAKER HUGHES COMPANY CL A 05722G100 1,387,500 25,000 SH SOLE 25,000 0 0
BOEING CO COM 097023105 2,705,875 12,500 SH SOLE 12,500 0 0
GALLAGHER ARTHUR J & CO COM 363576109 2,871,921 12,510 SH SOLE 12,510 0 0
JAMES HARDIE INDS PLC ORD SHS G4253H101 3,272,500 125,000 SH SOLE 125,000 0 0
LOUISIANA PAC CORP COM 546347105 4,984,999 63,374 SH SOLE 63,374 0 0
META PLATFORMS INC CL A 30303M102 4,224,675 7,500 SH SOLE 7,500 0 0
MICROSOFT CORP COM 594918104 6,525,239 17,493 SH SOLE 17,493 0 0
PHILIP MORRIS INTL INC COM 718172109 5,022,243 27,761 SH SOLE 27,761 0 0
REDDIT INC CL A 75734B100 3,930,893 22,646 SH SOLE 22,646 0 0
REGAL REXNORD CORPORATION COM 758750103 2,977,375 12,500 SH SOLE 12,500 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104 3,581,400 125,180 SH SOLE 125,180 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104 8,583,000 300,000 SH Call SOLE 300,000 0 0
ROCKET COS INC COM CL A 77311W101 1,181,250 75,000 SH SOLE 75,000 0 0
S&P GLOBAL INC COM 78409V104 2,036,300 5,000 SH SOLE 5,000 0 0
SOMNIGROUP INTERNATIONAL INC COM 88023U101 11,766,899 150,088 SH SOLE 150,088 0 0
SOTERA HEALTH CO COM 83601L102 3,328,125 187,500 SH SOLE 187,500 0 0
STEVANATO GROUP S P A ORD SHS T9224W109 3,899,976 215,826 SH SOLE 215,826 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 5,991,200 80,000 SH SOLE 80,000 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 14,331,876 30,010 SH SOLE 30,010 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 9,551,400 20,000 SH Put SOLE 20,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 3,777,698 15,112 SH SOLE 15,112 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 12,499,000 50,000 SH Call SOLE 50,000 0 0
TEXAS INSTRS INC COM 882508104 6,723,863 22,558 SH SOLE 22,558 0 0
UNITEDHEALTH GROUP INC COM 91324P102 12,480,538 30,028 SH SOLE 30,028 0 0
UNITEDHEALTH GROUP INC COM 91324P102 20,781,500 50,000 SH Call SOLE 50,000 0 0
VEEVA SYS INC CL A COM 922475108 1,132,968 6,384 SH SOLE 6,384 0 0
WARBY PARKER INC CL A COM 93403J106 1,517,000 50,000 SH SOLE 50,000 0 0