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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107   33,136,419 290,900 SH   SOLE   290,900 0 0
AMAZON COM INC COM 023135106   56,212,405 431,209 SH   SOLE   431,209 0 0
COPART INC COM 217204106   23,559,543 258,300 SH   SOLE   258,300 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   12,855,106 228,983 SH   SOLE   228,983 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   22,867,659 155,700 SH   SOLE   155,700 0 0
DECKERS OUTDOOR CORP COM 243537107   29,232,364 55,400 SH   SOLE   55,400 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   9,622,394 402,274 SH   SOLE   402,274 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   253,791,540 687,000 SH Put SOLE   0 0 687,000
L3HARRIS TECHNOLOGIES INC COM 502431109   17,345,222 88,600 SH   SOLE   88,600 0 0
MICROSOFT CORP COM 594918104   72,568,393 213,098 SH   SOLE   213,098 0 0
NABORS INDUSTRIES LTD SHS G6359F137   18,299,001 196,700 SH   SOLE   196,700 0 0
NETFLIX INC COM 64110L106   42,786,115 97,133 SH   SOLE   97,133 0 0
NVIDIA CORPORATION COM 67066G104   13,071,318 30,900 SH   SOLE   30,900 0 0
PALO ALTO NETWORKS INC COM 697435105   52,124,040 204,000 SH   SOLE   204,000 0 0
RUMBLE INC COM CL A 78137L105   2,753,078 308,641 SH   SOLE   308,641 0 0
SALESFORCE INC COM 79466L302   58,737,885 278,036 SH   SOLE   278,036 0 0
SCHLUMBERGER LTD COM STK 806857108   34,280,848 697,900 SH   SOLE   697,900 0 0
SCHRODINGER INC COM 80810D103   21,655,096 433,796 SH   SOLE   433,796 0 0
SERVICENOW INC COM 81762P102   29,762,493 52,961 SH   SOLE   52,961 0 0
SPDR GOLD TR GOLD SHS 78463V107   106,962,000 600,000 SH Call SOLE   0 0 600,000
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   37,290,344 253,400 SH   SOLE   253,400 0 0
UBER TECHNOLOGIES INC COM 90353T100   6,519,836 151,027 SH   SOLE   151,027 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   12,143,363 403,300 SH   SOLE   403,300 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   11,350,578 318,300 SH   SOLE   318,300 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108   50,026,364 461,200 SH   SOLE   461,200 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   34,042,405 677,326 SH   SOLE   677,326 0 0