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
ALPHABET INC CAP STK CL A 02079K305 11,507 32,200 SH SOLE 32,200 0 0
ALPHABET INC CAP STK CL C 02079K107 10,070 28,500 SH SOLE 28,500 0 0
AMAZON COM INC COM 023135106 26,122 109,600 SH SOLE 109,600 0 0
AMAZON COM INC COM 023135106 42,901 180,000 SH Call SOLE 180,000 0 0
ANALOG DEVICES INC COM 032654105 17,992 45,300 SH SOLE 45,300 0 0
APPLE INC COM 037833100 23,027 79,580 SH SOLE 79,580 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 9,383 25,000 SH SOLE 25,000 0 0
CLOUDFLARE INC CL A COM 18915M107 25,853 105,400 SH SOLE 105,400 0 0
CRANE COMPANY COMMON STOCK 224408104 14,500 65,000 SH SOLE 65,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 51,390 67,340 SH SOLE 67,340 0 0
DICKS SPORTING GOODS INC COM 253393102 22,681 100,000 SH SOLE 100,000 0 0
EATON CORP PLC SHS G29183103 20,283 47,600 SH SOLE 47,600 0 0
EMERSON ELEC CO COM 291011104 15,031 105,000 SH SOLE 105,000 0 0
HOME DEPOT INC COM 437076102 13,472 38,200 SH SOLE 38,200 0 0
LOWES COS INC COM 548661107 22,049 100,000 SH Call SOLE 100,000 0 0
LULULEMON ATHLETICA INC COM 550021109 2,128 18,640 SH SOLE 18,640 0 0
LUXEXPERIENCE BV ADS 55406W103 7,059 950,000 SH SOLE 950,000 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 17,383 45,700 SH SOLE 45,700 0 0
MARVELL TECHNOLOGY INC COM 573874104 14,895 50,000 SH SOLE 50,000 0 0
MICRON TECHNOLOGY INC COM 595112103 51,551 44,660 SH SOLE 44,660 0 0
MONGODB INC CL A 60937P106 6,315 18,800 SH SOLE 18,800 0 0
MONGODB INC CL A 60937P106 18,475 55,000 SH Call SOLE 55,000 0 0
MONOLITHIC PWR SYS INC COM 609839105 30,412 22,000 SH SOLE 22,000 0 0
NVIDIA CORP COM 67066G104 51,383 256,800 SH SOLE 256,800 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 21,001 180,000 SH Call SOLE 180,000 0 0
PALO ALTO NETWORKS INC COM 697435105 51,030 149,640 SH SOLE 149,640 0 0
PARKER HANNIFIN CORP COM 701094104 14,770 15,100 SH SOLE 15,100 0 0
PULTE GROUP INC COM 745867101 10,977 80,000 SH Call SOLE 80,000 0 0
RALPH LAUREN CORP CL A 751212101 16,056 40,000 SH SOLE 40,000 0 0
SERVICENOW INC COM 81762P102 17,334 174,600 SH SOLE 174,600 0 0
SILICON LABORATORIES INC COM 826919102 8,174 37,400 SH SOLE 37,400 0 0
SNOWFLAKE INC CL A 833445109 50,187 197,200 SH SOLE 197,200 0 0
SYNOPSYS INC COM 871607107 31,225 70,000 SH Call SOLE 70,000 0 0
TESLA INC COM 88160R101 25,236 60,000 SH Call SOLE 60,000 0 0
UNITED RENTALS INC COM 911363109 28,322 25,000 SH SOLE 25,000 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 65,589 100,000 SH Put SOLE 100,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 40,178 120,000 SH SOLE 120,000 0 0
WAYFAIR INC CL A 94419L101 11,090 120,000 SH SOLE 120,000 0 0