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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACV AUCTIONS INC COM CL A 00091G104   30,826,829 1,784,993 SH   SOLE   1,784,993 0 0
ACV AUCTIONS INC COM CL A 00091G104   3,454,000 200,000 SH Put SOLE   200,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   2,847,750 25,000 SH Put SOLE   25,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   9,112,800 80,000 SH Call SOLE   80,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   2,734 24 SH   SOLE   24 0 0
ALBEMARLE CORP COM 012653101   40,737,796 182,607 SH   SOLE   182,607 0 0
ALKAMI TECHNOLOGY INC COM 01644J108   1,639,000 100,000 SH Call SOLE   100,000 0 0
ALPHABET INC CAP STK CL A 02079K305   3,591,000 30,000 SH Call SOLE   30,000 0 0
ALPHABET INC CAP STK CL A 02079K305   10,773,000 90,000 SH Put SOLE   90,000 0 0
AMAZON COM INC COM 023135106   11,450,431 87,837 SH   SOLE   87,837 0 0
APPLIED MATLS INC COM 038222105   10,117,800 70,000 SH Put SOLE   70,000 0 0
APTIV PLC SHS G6095L109   56,432,289 552,770 SH   SOLE   552,770 0 0
ARTERIS INC COM 04302A104   9,987,208 1,464,400 SH   SOLE   1,464,400 0 0
ASURE SOFTWARE INC COM 04649U102   512,605 42,155 SH   SOLE   42,155 0 0
ATLASSIAN CORPORATION CL A 049468101   16,781 100 SH   SOLE   100 0 0
ATLASSIAN CORPORATION CL A 049468101   12,082,320 72,000 SH Call SOLE   72,000 0 0
AZEK CO INC CL A 05478C105   21,485,151 709,315 SH   SOLE   709,315 0 0
BENTLEY SYS INC COM CL B 08265T208   2,169,200 40,000 SH Call SOLE   40,000 0 0
BEYOND MEAT INC COM 08862E109   4,780,534 368,300 SH Call SOLE   368,300 0 0
BLOCK INC CL A 852234103   2,329,950 35,000 SH   SOLE   35,000 0 0
BLOCK INC CL A 852234103   24,630,900 370,000 SH Call SOLE   370,000 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   21,607,599 233,722 SH   SOLE   233,722 0 0
BROADCOM INC COM 11135F101   8,674,300 10,000 SH Put SOLE   10,000 0 0
CALIX INC COM 13100M509   3,294,060 66,000 SH   SOLE   66,000 0 0
CALIX INC COM 13100M509   12,477,500 250,000 SH Call SOLE   250,000 0 0
CAPITAL ONE FINL CORP COM 14040H105   21,874,000 200,000 SH Put SOLE   200,000 0 0
CATERPILLAR INC COM 149123101   24,605,000 100,000 SH Put SOLE   100,000 0 0
CBRE GROUP INC CL A 12504L109   1,614,200 20,000 SH Call SOLE   20,000 0 0
CELSIUS HLDGS INC COM NEW 15118V207   19,181,507 128,571 SH   SOLE   128,571 0 0
CLOUDFLARE INC CL A COM 18915M107   16,015,650 245,000 SH Call SOLE   245,000 0 0
CONFLUENT INC CLASS A COM 20717M103   1,412,400 40,000 SH Call SOLE   40,000 0 0
COSTAR GROUP INC COM 22160N109   3,560,000 40,000 SH Put SOLE   40,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   46,847,271 318,971 SH   SOLE   318,971 0 0
DATADOG INC CL A COM 23804L103   31,900,010 324,253 SH   SOLE   324,253 0 0
DAVE & BUSTERS ENTMT INC COM 238337109   5,124,400 115,000 SH Call SOLE   115,000 0 0
DECKERS OUTDOOR CORP COM 243537107   23,610,147 44,745 SH   SOLE   44,745 0 0
DEXCOM INC COM 252131107   43,723,343 340,233 SH   SOLE   340,233 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   31,405,404 806,922 SH   SOLE   806,922 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   26,109,329 982,662 SH   SOLE   982,662 0 0
DUOLINGO INC CL A COM 26603R106   17,152,800 120,000 SH Call SOLE   120,000 0 0
E L F BEAUTY INC COM 26856L103   13,401,692 117,322 SH   SOLE   117,322 0 0
ENOVIX CORPORATION COM 293594107   7,212,392 399,800 SH Call SOLE   399,800 0 0
ENOVIX CORPORATION COM 293594107   5,412,000 300,000 SH Put SOLE   300,000 0 0
ENPHASE ENERGY INC COM 29355A107   25,105,252 149,900 SH Put SOLE   149,900 0 0
ENPHASE ENERGY INC COM 29355A107   14,857,988 88,715 SH   SOLE   88,715 0 0
ETSY INC COM 29786A106   12,691,500 150,000 SH Call SOLE   150,000 0 0
FIRST SOLAR INC COM 336433107   19,009,000 100,000 SH Put SOLE   100,000 0 0
FIRST SOLAR INC COM 336433107   31,749,782 167,025 SH   SOLE   167,025 0 0
FIVE9 INC COM 338307101   13,881,694 168,365 SH   SOLE   168,365 0 0
FLYWIRE CORPORATION COM VTG 302492103   3,329,071 107,251 SH   SOLE   107,251 0 0
GENERAC HLDGS INC COM 368736104   22,369,500 150,000 SH Call SOLE   150,000 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   12,620,893 349,900 SH Put SOLE   349,900 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   13,294,825 368,584 SH   SOLE   368,584 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100   24,955,825 998,233 SH   SOLE   998,233 0 0
IMPINJ INC COM 453204109   9,054,650 101,000 SH Call SOLE   101,000 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101   38,550,913 4,101,161 SH   SOLE   4,101,161 0 0
INSPIRE MED SYS INC COM 457730109   91,570,556 282,068 SH   SOLE   282,068 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   5,352,400 40,000 SH Put SOLE   40,000 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   5,351,490 84,515 SH   SOLE   84,515 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   28,630,050 77,500 SH Put SOLE   77,500 0 0
IPG PHOTONICS CORP COM 44980X109   50,762,318 373,747 SH   SOLE   373,747 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   6,212,000 100,000 SH Call SOLE   100,000 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102   24,792,775 399,111 SH   SOLE   399,111 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   9,307,319 49,700 SH Put SOLE   49,700 0 0
KARUNA THERAPEUTICS INC COM 48576A100   17,452,305 80,481 SH   SOLE   80,481 0 0
LANTHEUS HLDGS INC COM 516544103   8,392,000 100,000 SH Call SOLE   100,000 0 0
LANTHEUS HLDGS INC COM 516544103   78,793,663 938,914 SH   SOLE   938,914 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   28,973,559 301,588 SH   SOLE   301,588 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   16,331,900 170,000 SH Call SOLE   170,000 0 0
LIFE TIME GROUP HOLDINGS INC COMMON STOCK 53190C102   3,117,931 158,512 SH   SOLE   158,512 0 0
LILLY ELI & CO COM 532457108   33,616,017 71,679 SH   SOLE   71,679 0 0
LIVENT CORP COM 53814L108   25,814,428 941,102 SH   SOLE   941,102 0 0
MARVELL TECHNOLOGY INC COM 573874104   10,760,400 180,000 SH Call SOLE   180,000 0 0
MATTHEWS INTL CORP CL A 577128101   2,378,750 55,813 SH   SOLE   55,813 0 0
MERCADOLIBRE INC COM 58733R102   41,694,366 35,197 SH   SOLE   35,197 0 0
META PLATFORMS INC CL A 30303M102   26,340,172 91,784 SH   SOLE   91,784 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   22,397,500 250,000 SH Call SOLE   250,000 0 0
MICRON TECHNOLOGY INC COM 595112103   39,145,303 620,271 SH   SOLE   620,271 0 0
MICROSOFT CORP COM 594918104   11,918,900 35,000 SH Put SOLE   35,000 0 0
MISTER CAR WASH INC COM 60646V105   6,252,602 647,938 SH   SOLE   647,938 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   27,408,367 713,388 SH   SOLE   713,388 0 0
MONGODB INC CL A 60937P106   53,564,738 130,331 SH   SOLE   130,331 0 0
MONOLITHIC PWR SYS INC COM 609839105   79,417,051 147,006 SH   SOLE   147,006 0 0
NVIDIA CORPORATION COM 67066G104   112,935,341 266,974 SH   SOLE   266,974 0 0
NVIDIA CORPORATION COM 67066G104   33,418,580 79,000 SH Put SOLE   79,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   766,500 50,000 SH Put SOLE   50,000 0 0
PALO ALTO NETWORKS INC COM 697435105   4,343,670 17,000 SH Put SOLE   17,000 0 0
PALO ALTO NETWORKS INC COM 697435105   59,965,131 234,688 SH   SOLE   234,688 0 0
PHREESIA INC COM 71944F106   7,158,845 230,856 SH   SOLE   230,856 0 0
PLANET FITNESS INC CL A 72703H101   6,737,256 99,900 SH Call SOLE   99,900 0 0
PLANET FITNESS INC CL A 72703H101   25,139,744 372,772 SH   SOLE   372,772 0 0
PLUG POWER INC COM NEW 72919P202   20,765,454 1,998,600 SH Call SOLE   1,998,600 0 0
PORTILLOS INC COM CL A 73642K106   7,136,963 316,776 SH   SOLE   316,776 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   27,043,808 415,611 SH   SOLE   415,611 0 0
QUALCOMM INC COM 747525103   16,665,600 140,000 SH Call SOLE   140,000 0 0
QUALYS INC COM 74758T303   1,550,040 12,000 SH Call SOLE   12,000 0 0
RAMBUS INC DEL COM 750917106   7,210,462 112,365 SH   SOLE   112,365 0 0
RAMBUS INC DEL COM 750917106   13,636,125 212,500 SH Call SOLE   212,500 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   8,330,000 500,000 SH Call SOLE   500,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   13,328,000 800,000 SH   SOLE   800,000 0 0
SAMSARA INC COM CL A 79589L106   9,280,079 334,900 SH Put SOLE   334,900 0 0
SAMSARA INC COM CL A 79589L106   40,727,742 1,469,785 SH   SOLE   1,469,785 0 0
SAREPTA THERAPEUTICS INC COM 803607100   5,726,000 50,000 SH Call SOLE   50,000 0 0
SAREPTA THERAPEUTICS INC COM 803607100   39,921,099 348,595 SH   SOLE   348,595 0 0
SAREPTA THERAPEUTICS INC COM 803607100   37,528,204 327,700 SH Put SOLE   327,700 0 0
SHIFT4 PMTS INC CL A 82452J109   6,791,000 100,000 SH Put SOLE   100,000 0 0
SHIFT4 PMTS INC CL A 82452J109   71,042,485 1,046,127 SH   SOLE   1,046,127 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   38,277,838 1,497,568 SH   SOLE   1,497,568 0 0
SIGMA LITHIUM CORPORATION COM 826599102   15,001,111 372,236 SH   SOLE   372,236 0 0
SITIME CORP COM 82982T106   16,515,800 140,000 SH Call SOLE   140,000 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   16,305,035 249,122 SH   SOLE   249,122 0 0
SNOWFLAKE INC CL A 833445109   5,279,400 30,000 SH Put SOLE   30,000 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305   3,679,900 70,000 SH Call SOLE   70,000 0 0
SUNRUN INC COM 86771W105   3,570,214 199,900 SH Put SOLE   199,900 0 0
SUNRUN INC COM 86771W105   26,021,609 1,456,977 SH   SOLE   1,456,977 0 0
SUPER MICRO COMPUTER INC COM 86800U104   16,201,250 65,000 SH Call SOLE   65,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104   28,291,620 113,507 SH   SOLE   113,507 0 0
TERADYNE INC COM 880770102   4,453,200 40,000 SH Call SOLE   40,000 0 0
TESLA INC COM 88160R101   58,129,170 222,062 SH   SOLE   222,062 0 0
TESLA INC COM 88160R101   61,515,950 235,000 SH Put SOLE   235,000 0 0
THE TRADE DESK INC COM CL A 88339J105   15,830,100 205,000 SH Put SOLE   205,000 0 0
THE TRADE DESK INC COM CL A 88339J105   77,226,255 1,000,081 SH   SOLE   1,000,081 0 0
TRADEWEB MKTS INC CL A 892672106   1,990,440 29,066 SH   SOLE   29,066 0 0
TRANSMEDICS GROUP INC COM 89377M109   56,410,710 671,716 SH   SOLE   671,716 0 0
TREACE MED CONCEPTS INC COM 89455T109   10,024,009 391,869 SH   SOLE   391,869 0 0
VERTEX INC CL A 92538J106   1,170,000 60,000 SH Call SOLE   60,000 0 0
VITA COCO CO INC COM 92846Q107   8,429,092 313,699 SH   SOLE   313,699 0 0
WEX INC COM 96208T104   3,823,470 21,000 SH   SOLE   21,000 0 0
WORKDAY INC CL A 98138H101   4,517,800 20,000 SH Put SOLE   20,000 0 0
WORKDAY INC CL A 98138H101   4,517,800 20,000 SH   SOLE   20,000 0 0
XOMETRY INC CLASS A COM 98423F109   3,333,732 157,400 SH Call SOLE   157,400 0 0