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
SPORTSMANS WHSE HLDGS INC COM 84920Y106 4,038,804 3,036,695 SH SOLE 3,036,695 0 0
VISTRA CORP COM 92840M102 1,586,300 10,000 SH SOLE 10,000 0 0
REAL ASSET ACQUISITION CORP SHS CL A G73944103 1,080,000 100,000 SH SOLE 100,000 0 0
ARISTA NETWORKS INC COM SHS 040413205 2,548,200 15,000 SH SOLE 15,000 0 0
NRG ENERGY INC COM NEW 629377508 1,460,600 10,000 SH SOLE 10,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102 2,507,000 25,000 SH SOLE 25,000 0 0
SERVICE PPTYS TR COM SH BEN INT 81761L102 3,211,000 1,900,000 SH SOLE 1,900,000 0 0
FATHOM HOLDINGS INC COM 31189V109 99,438 98,453 SH SOLE 98,453 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 1,017,065 3,500 SH SOLE 3,500 0 0
HONEYWELL AEROSPACE INC COM 43849R105 2,763,500 12,500 SH SOLE 12,500 0 0
BROADCOM INC COM 11135F101 7,555,000 20,000 SH Call SOLE 20,000 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 498,600 10,000 SH SOLE 10,000 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 12,931,360 6,500 SH Call SOLE 6,500 0 0
ONDAS INC COM NEW 68236H204 824,000 100,000 SH SOLE 100,000 0 0
ESTABLISHMENT LABS HLDGS INC COM G31249108 9,010,050 105,000 SH SOLE 105,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109 1,241,850 5,000 SH SOLE 5,000 0 0
APARTMENT INVT & MGMT CO CL A 03748R747 3,341,250 1,125,000 SH SOLE 1,125,000 0 0
INDUSTRIAL LOGISTICS PPTYS T COM SHS BEN INT 456237106 1,774,000 200,000 SH SOLE 200,000 0 0
REAL ASSET ACQUISITION CORP *W EXP 04/24/203 G73944111 616,305 170,250 SH SOLE 170,250 0 0
BROADCOM INC COM 11135F101 2,833,125 7,500 SH SOLE 7,500 0 0
AIRBNB INC COM CL A 009066101 4,293,000 30,000 SH SOLE 30,000 0 0
GAP INC COM 364760108 934,000 50,000 SH SOLE 50,000 0 0
DATADOG INC CL A COM 23804L103 2,603,600 10,000 SH SOLE 10,000 0 0
GROUPON INC COM NEW 399473206 902,250 37,500 SH Call SOLE 37,500 0 0
TELADOC HEALTH INC COM 87918A105 6,784,000 800,000 SH SOLE 800,000 0 0
CHEWY INC CL A 16679L109 1,179,000 60,000 SH SOLE 60,000 0 0
LIONSGATE STUDIOS CORP COM 53626N102 3,062,000 200,000 SH SOLE 200,000 0 0
FOLD HLDGS INC COM CL A 29103K100 40,403 89,130 SH SOLE 89,130 0 0
LEONARDO DRS INC COM 52661A108 1,280,100 30,000 SH SOLE 30,000 0 0
MOOG INC CL A 615394202 1,059,600 2,500 SH SOLE 2,500 0 0
STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 65,342,375 87,500 SH Put SOLE 87,500 0 0
ADVANCED MICRO DEVICES INC COM 007903107 15,975,025 27,500 SH Call SOLE 27,500 0 0
SABLE OFFSHORE CORP COM SHS 78574H104 539,000 175,000 SH SOLE 175,000 0 0
MOHAWK INDS INC COM 608190104 1,213,300 10,000 SH SOLE 10,000 0 0
NLIGHT INC COM 65487K100 1,044,300 15,000 SH SOLE 15,000 0 0
ISHARES TR US AER DEF ETF 464288760 2,424,200 10,000 SH SOLE 10,000 0 0
AMAZON COM INC COM 023135106 1,191,700 5,000 SH SOLE 5,000 0 0
GENERAC HLDGS INC COM 368736104 3,952,935 13,500 SH SOLE 13,500 0 0
RH COM 74967X103 11,531,100 70,000 SH SOLE 70,000 0 0
OPORTUN FINL CORP COM 68376D104 1,142,000 200,000 SH SOLE 200,000 0 0
LAM RESEARCH CORP COM NEW 512807306 8,666,600 20,000 SH Call SOLE 20,000 0 0
TALEN ENERGY CORP COM 87422Q109 1,921,300 5,000 SH SOLE 5,000 0 0
ARHAUS INC COM CL A 04035M102 1,052,500 125,000 SH SOLE 125,000 0 0
RIDENOW GROUP INC COM CL B 781386305 8,253,585 1,239,277 SH SOLE 1,239,277 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 18,027,000 60,000 SH Put SOLE 60,000 0 0
MONRO INC COM 610236101 7,271,750 425,000 SH SOLE 425,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102 5,014,000 50,000 SH Call SOLE 50,000 0 0
COMPASS INC CL A 20464U100 8,014,500 650,000 SH SOLE 650,000 0 0
LIGHTPATH TECHNOLOGIES INC COM CL A 532257805 1,226,250 75,000 SH SOLE 75,000 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 1,989,440 1,000 SH SOLE 1,000 0 0
CREATIVE REALITIES INC COM 22530J309 1,046,389 253,363 SH SOLE 253,363 0 0
CENTURI HOLDINGS INC COM SHS 155923105 3,024,000 100,000 SH SOLE 100,000 0 0
SHUTTERSTOCK INC COM 825690100 558,000 40,000 SH SOLE 40,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 9,751,500 1,650,000 SH SOLE 1,650,000 0 0
TRIPADVISOR INC COM 896945201 1,096,800 80,000 SH SOLE 80,000 0 0
AEROVIRONMENT INC COM 008073108 825,350 5,000 SH SOLE 5,000 0 0
GROUPON INC COM NEW 399473206 4,932,300 205,000 SH SOLE 205,000 0 0
MOHAWK INDS INC COM 608190104 6,066,500 50,000 SH Call SOLE 50,000 0 0
PETCO HEALTH & WELLNESS CO I CL A COM 71601V105 748,000 275,000 SH SOLE 275,000 0 0
INSEEGO CORP COM NEW 45782B302 1,033,000 100,000 SH SOLE 100,000 0 0