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
AMN HEALTHCARE SVCS INC COM 001744101   8,212,371 75,260 SH   SOLE   75,260 0 0
APPLE INC COM 037833100   67,113,620 346,000 SH Put SOLE   346,000 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   6,064,177 41,871 SH   SOLE   41,871 0 0
APPLIED MATLS INC COM 038222105   8,153,935 56,413 SH   SOLE   56,413 0 0
ARCH RESOURCES INC CL A 03940R107   721,664 6,400 SH   SOLE   6,400 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   286,280 4,000 SH   SOLE   4,000 0 0
B & G FOODS INC NEW COM 05508R106   10,440,000 750,000 SH Put SOLE   750,000 0 0
BECTON DICKINSON & CO COM 075887109   238,929 905 SH   SOLE   905 0 0
BIO-TECHNE CORP COM 09073M104   5,243,421 64,234 SH   SOLE   64,234 0 0
BLOCK H & R INC COM 093671105   9,561,000 300,000 SH Put SOLE   300,000 0 0
BLOCK INC CL A 852234103   6,657,000 100,000 SH Put SOLE   100,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107   26,869,640 496,758 SH   SOLE   496,758 0 0
BROADCOM INC COM 11135F101   363,453 419 SH   SOLE   419 0 0
CAE INC COM 124765108   18,026,844 805,489 SH   SOLE   805,489 0 0
CAPITAL ONE FINL CORP COM 14040H105   44,841,700 410,000 SH Put SOLE   410,000 0 0
CHARLES RIV LABS INTL INC COM 159864107   14,855,634 70,657 SH   SOLE   70,657 0 0
CITIGROUP INC COM NEW 172967424   9,208,000 200,000 SH Put SOLE   200,000 0 0
CLEAN HARBORS INC COM 184496107   7,928,979 48,221 SH   SOLE   48,221 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   42,930,000 600,000 SH Put SOLE   600,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   5,719,999 38,946 SH   SOLE   38,946 0 0
D R HORTON INC COM 23331A109   4,470,039 36,733 SH   SOLE   36,733 0 0
DATADOG INC CL A COM 23804L103   10,468,616 106,410 SH   SOLE   106,410 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   9,727,171 366,096 SH   SOLE   366,096 0 0
EATON CORP PLC SHS G29183103   19,258,945 95,768 SH   SOLE   95,768 0 0
ELEVANCE HEALTH INC COM 036752103   311,003 700 SH   SOLE   700 0 0
EMPIRE ST RLTY TR INC CL A 292104106   6,096,860 814,000 SH Put SOLE   814,000 0 0
ENTEGRIS INC COM 29362U104   3,739,621 33,745 SH   SOLE   33,745 0 0
EQUINIX INC COM 29444U700   13,339,523 17,016 SH   SOLE   17,016 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   217,701 3,300 SH   SOLE   3,300 0 0
EXPONENT INC COM 30214U102   5,934,965 63,598 SH   SOLE   63,598 0 0
FAIR ISAAC CORP COM 303250104   8,250,705 10,196 SH   SOLE   10,196 0 0
FIRST INDL RLTY TR INC COM 32054K103   236,880 4,500 SH   SOLE   4,500 0 0
FISERV INC COM 337738108   334,298 2,650 SH   SOLE   2,650 0 0
FOUR CORNERS PPTY TR INC COM 35086T109   220,980 8,700 SH   SOLE   8,700 0 0
FRANKLIN RESOURCES INC COM 354613101   10,844,260 406,000 SH Put SOLE   406,000 0 0
GAMESTOP CORP NEW CL A 36467W109   35,647,500 1,470,000 SH Put SOLE   1,470,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   222,916 4,600 SH   SOLE   4,600 0 0
GOGO INC COM 38046C109   8,505,000 500,000 SH Put SOLE   500,000 0 0
HOLOGIC INC COM 436440101   31,269,399 386,185 SH   SOLE   386,185 0 0
HUBBELL INC COM 443510607   50,538,033 152,425 SH   SOLE   152,425 0 0
INMODE LTD SHS M5425M103   8,047,842 215,471 SH   SOLE   215,471 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   21,913,909 64,087 SH   SOLE   64,087 0 0
ISHARES TR S&P MC 400GR ETF 464287606   3,559,575 47,461 SH   SOLE   47,461 0 0
LENNOX INTL INC COM 526107107   10,953,670 33,593 SH   SOLE   33,593 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   55,257,176 734,022 SH   SOLE   734,022 0 0
LINCOLN NATL CORP IND COM 534187109   9,660,000 375,000 SH Put SOLE   375,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   37,000,044 406,103 SH   SOLE   406,103 0 0
MARTIN MARIETTA MATLS INC COM 573284106   18,961,147 41,069 SH   SOLE   41,069 0 0
MARVELL TECHNOLOGY INC COM 573874104   9,317,131 155,857 SH   SOLE   155,857 0 0
MASTERCARD INCORPORATED CL A 57636Q104   5,389,390 13,703 SH   SOLE   13,703 0 0
MERITAGE HOMES CORP COM 59001A102   19,988,650 140,498 SH   SOLE   140,498 0 0
META PLATFORMS INC CL A 30303M102   573,960 2,000 SH   SOLE   2,000 0 0
MICROSOFT CORP COM 594918104   6,964,043 20,450 SH   SOLE   20,450 0 0
MONGODB INC CL A 60937P106   5,687,280 13,838 SH   SOLE   13,838 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101   10,367,080 246,132 SH   SOLE   246,132 0 0
NEXTRACKER INC CLASS A COM 65290E101   11,329,408 284,587 SH   SOLE   284,587 0 0
NIO INC SPON ADS 62914V106   4,350,810 449,000 SH Put SOLE   449,000 0 0
NOVANTA INC COM 67000B104   20,645,710 112,144 SH   SOLE   112,144 0 0
NVIDIA CORPORATION COM 67066G104   16,576,462 39,186 SH   SOLE   39,186 0 0
NXP SEMICONDUCTORS N V COM N6596X109   11,392,284 55,659 SH   SOLE   55,659 0 0
ON HLDG AG NAMEN AKT A H5919C104   10,743,018 325,546 SH   SOLE   325,546 0 0
ON SEMICONDUCTOR CORP COM 682189105   16,981,177 179,543 SH   SOLE   179,543 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   8,909,600 560,000 SH Put SOLE   560,000 0 0
PEPSICO INC COM 713448108   10,312,309 55,676 SH   SOLE   55,676 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105   8,837,500 250,000 SH Call SOLE   250,000 0 0
PROLOGIS INC. COM 74340W103   232,997 1,900 SH   SOLE   1,900 0 0
PURE STORAGE INC CL A 74624M102   8,189,836 222,429 SH   SOLE   222,429 0 0
PURE STORAGE INC CL A 74624M102   11,046,000 300,000 SH Call SOLE   300,000 0 0
QUALCOMM INC COM 747525103   226,176 1,900 SH   SOLE   1,900 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   22,104,674 225,650 SH   SOLE   225,650 0 0
ROCKWELL AUTOMATION INC COM 773903109   16,767,358 50,895 SH   SOLE   50,895 0 0
S&P GLOBAL INC COM 78409V104   280,623 700 SH   SOLE   700 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   12,374,000 200,000 SH Put SOLE   200,000 0 0
SEAWORLD ENTMT INC COM 81282V100   8,513,520 152,000 SH Put SOLE   152,000 0 0
SONOS INC COM 83570H108   12,832,114 785,800 SH Call SOLE   785,800 0 0
STRYKER CORPORATION COM 863667101   3,661,080 12,000 SH   SOLE   12,000 0 0
SYNOPSYS INC COM 871607107   31,284,644 71,851 SH   SOLE   71,851 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   20,184,000 200,000 SH Call SOLE   200,000 0 0
TECK RESOURCES LTD CL B 878742204   4,862,213 115,492 SH   SOLE   115,492 0 0
TETRA TECH INC NEW COM 88162G103   32,554,787 198,820 SH   SOLE   198,820 0 0
UPSTART HLDGS INC COM 91680M107   10,743,000 300,000 SH Put SOLE   300,000 0 0
VALLEY NATL BANCORP COM 919794107   11,780,000 1,520,000 SH Put SOLE   1,520,000 0 0
VERISK ANALYTICS INC COM 92345Y106   8,913,493 39,435 SH   SOLE   39,435 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   13,623,500 550,000 SH Call SOLE   550,000 0 0
VISA INC COM CL A 92826C839   5,019,852 21,138 SH   SOLE   21,138 0 0
VULCAN MATLS CO COM 929160109   36,486,562 161,846 SH   SOLE   161,846 0 0
W & T OFFSHORE INC COM 92922P106   193,500 50,000 SH   SOLE   50,000 0 0
WATSCO INC COM 942622200   22,778,718 59,713 SH   SOLE   59,713 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   4,972,110 13,000 SH   SOLE   13,000 0 0
WOODWARD INC COM 980745103   6,540,050 55,000 SH   SOLE   55,000 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108   22,273,230 205,340 SH   SOLE   205,340 0 0
XPO INC COM 983793100   7,080,000 120,000 SH   SOLE   120,000 0 0
YUM CHINA HLDGS INC COM 98850P109   13,051,500 231,000 SH Put SOLE   231,000 0 0
ZSCALER INC COM 98980G102   9,276,883 63,410 SH   SOLE   63,410 0 0