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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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 BBG001S6C009 145,118,994 1,721,459 SH   SOLE   1,721,459 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 18,966,243 166,502 SH   SOLE   166,502 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 BBG009KG1741 44,179,085 2,024,706 SH   SOLE   2,024,706 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 35,895,408 275,356 SH   SOLE   275,356 0 0
ARCONIC CORPORATION COM 03966V107 BBG00R45JYC6 11,832,000 400,000 SH   SOLE   400,000 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103 BBG0068Q7725 14,184,810 605,154 SH   SOLE   605,154 0 0
ATLASSIAN CORPORATION CL A 049468101 BBG01BGWHFS4 10,943,226 65,212 SH   SOLE   65,212 0 0
AUTODESK INC COM 052769106 BBG001S5SCD4 7,993,294 39,066 SH   SOLE   39,066 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 BBG001S65YK1 935,735 3,990 SH   SOLE   3,990 0 0
FIRST HORIZON CORPORATION COM 320517105 BBG001SCW8R8 14,275,765 1,266,705 SH   SOLE   1,266,705 0 0
FIVE9 INC COM 338307101 BBG001V0P7K7 8,289,441 100,539 SH   SOLE   100,539 0 0
FOCUS FINL PARTNERS INC COM CL A 34417P100 BBG00L0YTFP6 26,102,721 497,100 SH   SOLE   497,100 0 0
FORGEROCK INC CL A 34631B101 BBG006NSMS49 7,776,834 378,619 SH   SOLE   378,619 0 0
FRONTLINE PLC COM M46528101 BBG001S66K75 21,419,240 1,474,139 SH   SOLE   1,474,139 0 0
HASHICORP INC COM CL A 418100103 BBG007PZ2T94 18,566,751 709,196 SH   SOLE   709,196 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 BBG001T9M4T2 131,187,335 1,275,521 SH   SOLE   1,275,521 0 0
HUBSPOT INC COM 443573100 BBG001T53670 19,233,457 36,147 SH   SOLE   36,147 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 155,625,600 1,040,000 SH Put SOLE   1,040,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 BBG00ZXBJ162 17,321,016 289,746 SH   SOLE   289,746 0 0
MONGODB INC CL A 60937P106 BBG0022FDRZ7 14,936,610 36,343 SH   SOLE   36,343 0 0
NATIONAL INSTRS CORP COM 636518102 BBG001S8FKK6 29,999,192 522,634 SH   SOLE   522,634 0 0
NICE LTD SPONSORED ADR 653656108 BBG001S9RK49 6,509,087 31,521 SH   SOLE   31,521 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 40,622,188 96,029 SH   SOLE   96,029 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG0026ZJ313 7,552,805 116,072 SH   SOLE   116,072 0 0
SEADRILL 2021 LTD COM G7997W102 BBG015K887C0 24,406,459 591,385 SH   SOLE   591,385 0 0
SEAGEN INC COM 81181C104 BBG001S9M4Q6 13,953,350 72,500 SH Call SOLE   72,500 0 0
SEAGEN INC COM 81181C104 BBG001S9M4Q6 102,599,079 533,093 SH   SOLE   533,093 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 11,918,260 21,208 SH   SOLE   21,208 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 BBG001SP0YQ8 55,050,150 766,075 SH   SOLE   766,075 0 0
TECK RESOURCES LTD CL B 878742204 BBG001S60LH8 25,996,750 617,500 SH Call SOLE   617,500 0 0
TECK RESOURCES LTD CL B 878742204 BBG001S60LH8 638,699 15,171 SH   SOLE   15,171 0 0
THE TRADE DESK INC COM CL A 88339J105 BBG00629NGW8 14,699,831 190,363 SH   SOLE   190,363 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 BBG001S68BK8 55,809,612 1,487,463 SH   SOLE   1,487,463 0 0
VMWARE INC CL A COM 928563402 BBG001S6TFZ0 148,540,687 1,033,758 SH   SOLE   1,033,758 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 BBG00B0FS9V7 26,083,113 545,786 SH   SOLE   545,786 0 0