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
ACTIVISION BLIZZARD INC COM 00507V109   7,949,490 94,300 SH   SOLE   94,300 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   6,552,466 13,400 SH   SOLE   13,400 0 0
ADVANCED MICRO DEVICES INC COM 007903107   19,347,614 169,850 SH   SOLE   169,850 0 0
ADVANCED MICRO DEVICES INC COM 007903107   28,249,680 248,000 SH Call SOLE   248,000 0 0
AFFIRM HLDGS INC COM CL A 00827B106   3,684,504 240,346 SH   SOLE   240,346 0 0
AIR LEASE CORP CL A 00912X302   8,160,750 195,000 SH   SOLE   195,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   10,061,179 120,710 SH   SOLE   120,710 0 0
ALPHABET INC CAP STK CL A 02079K305   9,800,438 81,875 SH   SOLE   81,875 0 0
AMAZON COM INC COM 023135106   29,763,143 228,315 SH   SOLE   228,315 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104   76,384 17,360 SH   SOLE   17,360 0 0
AMERICAN TOWER CORP NEW COM 03027X100   969,700 5,000 SH   SOLE   5,000 0 0
AMN HEALTHCARE SVCS INC COM 001744101   4,907,345 44,972 SH   SOLE   44,972 0 0
APPLE INC COM 037833100   3,404,174 17,550 SH   SOLE   17,550 0 0
ARCH CAP GROUP LTD ORD G0450A105   27,273,095 364,370 SH   SOLE   364,370 0 0
ARISTA NETWORKS INC COM 040413106   11,021,701 68,010 SH   SOLE   68,010 0 0
BAKER HUGHES COMPANY CL A 05722G100   10,627,883 336,219 SH   SOLE   336,219 0 0
BATH & BODY WORKS INC COM 070830104   9,118,950 243,172 SH   SOLE   243,172 0 0
BEYOND MEAT INC COM 08862E109   1,129,260 87,000 SH   SOLE   87,000 0 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204   5,657,600 256,000 SH   SOLE   256,000 0 0
BLOCK INC CL A 852234103   2,015,740 30,280 SH   SOLE   30,280 0 0
BROADCOM INC COM 11135F101   18,107,601 20,875 SH   SOLE   20,875 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   646,020 18,000 SH   SOLE   18,000 0 0
CARVANA CO CL A 146869102   1,906,079 73,537 SH   SOLE   73,537 0 0
CENOVUS ENERGY INC COM 15135U109   1,243,344 73,224 SH   SOLE   73,224 0 0
CIENA CORP COM NEW 171779309   2,889,320 68,000 SH   SOLE   68,000 0 0
CLOUDFLARE INC CL A COM 18915M107   400,718 6,130 SH   SOLE   6,130 0 0
COHERENT CORP COM 19247G107   2,840,861 55,725 SH   SOLE   55,725 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   8,001,651 111,833 SH   SOLE   111,833 0 0
CONOCOPHILLIPS COM 20825C104   5,479,829 52,889 SH   SOLE   52,889 0 0
CORNING INC COM 219350105   7,629,960 217,750 SH   SOLE   217,750 0 0
COTERRA ENERGY INC COM 127097103   12,242,291 483,885 SH   SOLE   483,885 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   780,300 45,000 SH   SOLE   45,000 0 0
CRESCENT PT ENERGY CORP COM 22576C101   336,500 50,000 SH   SOLE   50,000 0 0
CRITEO S A SPONS ADS 226718104   1,079,680 32,000 SH   SOLE   32,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   6,252,990 42,575 SH   SOLE   42,575 0 0
CROWN CASTLE INC COM 22822V101   854,550 7,500 SH   SOLE   7,500 0 0
DATADOG INC CL A COM 23804L103   3,669,574 37,300 SH   SOLE   37,300 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   12,204,707 256,725 SH   SOLE   256,725 0 0
DIAMONDBACK ENERGY INC COM 25278X109   8,883,745 67,629 SH   SOLE   67,629 0 0
DIGITAL RLTY TR INC COM 253868103   5,522,695 48,500 SH   SOLE   48,500 0 0
EQT CORP COM 26884L109   6,250,156 151,961 SH   SOLE   151,961 0 0
EVEREST RE GROUP LTD COM G3223R108   32,647,630 95,500 SH   SOLE   95,500 0 0
FASTLY INC CL A 31188V100   1,949,014 123,590 SH   SOLE   123,590 0 0
FIDELIS INSURANCE HOLDINGS L COM G3398L118   559,650 41,000 SH   SOLE   41,000 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   12,038,761 9,380 SH   SOLE   9,380 0 0
FORTINET INC COM 34959E109   4,720,973 62,455 SH   SOLE   62,455 0 0
FREEPORT-MCMORAN INC CL B 35671D857   1,896,280 47,407 SH   SOLE   47,407 0 0
GITLAB INC CLASS A COM 37637K108   1,696,852 33,200 SH   SOLE   33,200 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   5,876,780 91,000 SH   SOLE   91,000 0 0
HALLIBURTON CO COM 406216101   10,371,231 314,375 SH   SOLE   314,375 0 0
HERON THERAPEUTICS INC COM 427746102   371,351 320,130 SH   SOLE   320,130 0 0
HESS CORP COM 42809H107   596,821 4,390 SH   SOLE   4,390 0 0
HUBSPOT INC COM 443573100   4,477,537 8,415 SH   SOLE   8,415 0 0
INTERPUBLIC GROUP COS INC COM 460690100   5,040,438 130,649 SH   SOLE   130,649 0 0
INTL GNRL INSURANCE HLDNGS L SHS G4809J106   4,179,602 467,517 SH   SOLE   467,517 0 0
LAS VEGAS SANDS CORP COM 517834107   2,772,400 47,800 SH   SOLE   47,800 0 0
LEMONADE INC COM 52567D107   353,850 21,000 SH   SOLE   21,000 0 0
LYFT INC CL A COM 55087P104   2,938,376 306,400 SH   SOLE   306,400 0 0
MARATHON OIL CORP COM 565849106   3,375,054 146,614 SH   SOLE   146,614 0 0
MARVELL TECHNOLOGY INC COM 573874104   5,320,420 89,000 SH   SOLE   89,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   6,450,120 16,400 SH   SOLE   16,400 0 0
MCDONALDS CORP COM 580135101   17,755,395 59,500 SH   SOLE   59,500 0 0
META PLATFORMS INC CL A 30303M102   14,463,792 50,400 SH   SOLE   50,400 0 0
METLIFE INC COM 59156R108   7,616,570 134,735 SH   SOLE   134,735 0 0
MICRON TECHNOLOGY INC COM 595112103   7,428,047 117,700 SH   SOLE   117,700 0 0
MICROSOFT CORP COM 594918104   31,338,194 92,025 SH   SOLE   92,025 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   3,801,659 98,950 SH   SOLE   98,950 0 0
MONGODB INC CL A 60937P106   2,753,633 6,700 SH   SOLE   6,700 0 0
NAVIGATOR HLDGS LTD SHS Y62132108   3,482,322 267,665 SH   SOLE   267,665 0 0
NEW YORK CMNTY BANCORP INC COM 649445103   8,631,758 767,950 SH   SOLE   767,950 0 0
NIKE INC CL B 654106103   1,573,876 14,260 SH   SOLE   14,260 0 0
NVIDIA CORPORATION COM 67066G104   13,378,008 31,625 SH   SOLE   31,625 0 0
OCCIDENTAL PETE CORP COM 674599105   8,159,206 138,762 SH   SOLE   138,762 0 0
OLO INC CL A 68134L109   468,350 72,500 SH   SOLE   72,500 0 0
OVINTIV INC COM 69047Q102   286,286 7,520 SH   SOLE   7,520 0 0
PALO ALTO NETWORKS INC COM 697435105   5,963,859 23,341 SH   SOLE   23,341 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   381,840 24,000 SH   SOLE   24,000 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   4,053,008 369,800 SH   SOLE   369,800 0 0
PROFOUND MED CORP COM NEW 74319B502   1,620,773 124,579 SH   SOLE   124,579 0 0
QUANTA SVCS INC COM 74762E102   8,614,725 43,852 SH   SOLE   43,852 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   2,220,165 277,868 SH   SOLE   277,868 0 0
RAMBUS INC DEL COM 750917106   3,898,328 60,750 SH   SOLE   60,750 0 0
RENAISSANCERE HLDGS LTD COM G7496G103   23,904,403 128,160 SH   SOLE   128,160 0 0
SALESFORCE INC COM 79466L302   3,322,064 15,725 SH   SOLE   15,725 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   1,158,800 5,000 SH   SOLE   5,000 0 0
SCHLUMBERGER LTD COM STK 806857108   14,482,786 294,845 SH   SOLE   294,845 0 0
SEADRILL 2021 LTD COM G7997W102   4,320,969 104,700 SH   SOLE   104,700 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   3,801,417 61,442 SH   SOLE   61,442 0 0
SERVICENOW INC COM 81762P102   13,614,847 24,227 SH   SOLE   24,227 0 0
SHOPIFY INC CL A 82509L107   618,997 9,582 SH   SOLE   9,582 0 0
SNOWFLAKE INC CL A 833445109   4,223,520 24,000 SH   SOLE   24,000 0 0
SOMALOGIC INC CLASS A COM 83444K105   2,005,584 868,218 SH   SOLE   868,218 0 0
SOUTHWESTERN ENERGY CO COM 845467109   3,161,873 526,102 SH   SOLE   526,102 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   27,705,000 62,500 SH Put SOLE   62,500 0 0
SPDR SER TR S&P HOMEBUILD 78464A888   915,420 11,400 SH   SOLE   11,400 0 0
SUNRUN INC COM 86771W105   2,242,323 125,550 SH   SOLE   125,550 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   15,568,928 154,270 SH   SOLE   154,270 0 0
TALOS ENERGY INC COM 87484T108   16,777,457 1,209,622 SH   SOLE   1,209,622 0 0
TAPESTRY INC COM 876030107   9,388,180 219,350 SH   SOLE   219,350 0 0
TECK RESOURCES LTD CL B 878742204   3,447,990 81,900 SH   SOLE   81,900 0 0
TERADYNE INC COM 880770102   4,174,875 37,500 SH   SOLE   37,500 0 0
TESLA INC COM 88160R101   14,447,086 55,190 SH   SOLE   55,190 0 0
TRANSOCEAN LTD REG SHS H8817H100   7,152,149 1,020,278 SH   SOLE   1,020,278 0 0
UBER TECHNOLOGIES INC COM 90353T100   1,079,250 25,000 SH   SOLE   25,000 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405   5,331,833 675,771 SH   SOLE   675,771 0 0
UNITY SOFTWARE INC COM 91332U101   1,736,800 40,000 SH   SOLE   40,000 0 0
UPSTART HLDGS INC COM 91680M107   6,757,096 188,693 SH   SOLE   188,693 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   862,800 3,000 SH   SOLE   3,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   5,209,947 140,090 SH   SOLE   140,090 0 0
VISA INC COM CL A 92826C839   11,040,445 46,490 SH   SOLE   46,490 0 0
WALMART INC COM 931142103   13,250,274 84,300 SH   SOLE   84,300 0 0
WAYFAIR INC CL A 94419L101   701,458 10,790 SH   SOLE   10,790 0 0
WW INTL INC COM 98262P101   7,168,224 1,066,700 SH   SOLE   1,066,700 0 0
WYNN RESORTS LTD COM 983134107   8,184,775 77,500 SH   SOLE   77,500 0 0