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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACV AUCTIONS INC COM CL A 00091G104 24,681 1,310,050 SH   SOLE   1,310,050 0 0
AIRBNB INC COM CL A 009066101 98,851 593,734 SH   SOLE   593,734 0 0
AIRBNB INC COM CL A 009066101 24,974 150,000 SH Put SOLE   150,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 3,745 32,000 SH Call SOLE   32,000 0 0
ALBEMARLE CORP COM 012653101 65,364 279,609 SH   SOLE   279,609 0 0
ALLBIRDS INC COM CL A 01675A109 13,914 922,661 SH   SOLE   922,661 0 0
ANI PHARMACEUTICALS INC COM 00182C103 4,466 96,910 SH   SOLE   96,910 0 0
ANTERO RESOURCES CORP COM 03674X106 21,145 1,208,298 SH   SOLE   1,208,298 0 0
APPLIED MATLS INC COM 038222105 5,506 34,988 SH   SOLE   34,988 0 0
ARTERIS INC COM 04302A104 15,402 729,599 SH   SOLE   729,599 0 0
AZEK CO INC CL A 05478C105 64,433 1,393,448 SH   SOLE   1,393,448 0 0
BEST BUY INC COM 086516101 5,080 50,000 SH Put SOLE   50,000 0 0
BEYOND MEAT INC COM 08862E109 16,414 251,900 SH Call SOLE   251,900 0 0
CARVANA CO CL A 146869102 9,272 40,000 SH Call SOLE   40,000 0 0
CELSIUS HLDGS INC COM NEW 15118V207 3,729 50,000 SH Call SOLE   50,000 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 16,030 841,454 SH   SOLE   841,454 0 0
CHEWY INC CL A 16679L109 20,217 342,830 SH   SOLE   342,830 0 0
CONSTELLIUM SE CL A SHS F21107101 51,415 2,870,743 SH   SOLE   2,870,743 0 0
CROCS INC COM 227046109 44,504 347,090 SH   SOLE   347,090 0 0
CROCS INC COM 227046109 19,233 150,000 SH Put SOLE   150,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 40,300 196,826 SH   SOLE   196,826 0 0
CS DISCO INC COM 126327105 8,892 248,740 SH   SOLE   248,740 0 0
CS DISCO INC COM 126327105 1,788 50,000 SH Call SOLE   50,000 0 0
DECKERS OUTDOOR CORP COM 243537107 24,225 66,132 SH   SOLE   66,132 0 0
DLOCAL LTD CLASS A COM G29018101 4,002 112,128 SH   SOLE   112,128 0 0
DRAFTKINGS INC COM CL A 26142R104 10,988 400,000 SH Call SOLE   400,000 0 0
DYNATRACE INC COM NEW 268150109 33,540 555,756 SH   SOLE   555,756 0 0
EAGLE MATLS INC COM 26969P108 26,512 159,271 SH   SOLE   159,271 0 0
ENFUSION INC CL A 292812104 3,117 148,846 SH   SOLE   148,846 0 0
ENOVIX CORPORATION COM 293594107 91,142 3,340,996 SH   SOLE   3,340,996 0 0
ENOVIX CORPORATION COM 293594107 5,456 200,000 SH Call SOLE   200,000 0 0
ENPHASE ENERGY INC COM 29355A107 45,796 250,335 SH   SOLE   250,335 0 0
ENPHASE ENERGY INC COM 29355A107 18,294 100,000 SH Call SOLE   100,000 0 0
ETSY INC COM 29786A106 53,273 243,323 SH   SOLE   243,323 0 0
ETSY INC COM 29786A106 27,368 125,000 SH Put SOLE   125,000 0 0
FIVERR INTL LTD ORD SHS M4R82T106 16,008 140,792 SH   SOLE   140,792 0 0
FIVERR INTL LTD ORD SHS M4R82T106 11,381 100,100 SH Call SOLE   100,100 0 0
FLUENCE ENERGY INC COM CL A 34379V103 26,129 734,798 SH   SOLE   734,798 0 0
FLYWIRE CORPORATION COM VTG 302492103 5,895 154,882 SH   SOLE   154,882 0 0
FREEPORT-MCMORAN INC CL B 35671D857 18,336 439,402 SH   SOLE   439,402 0 0
FREEPORT-MCMORAN INC CL B 35671D857 27,112 649,700 SH Call SOLE   649,700 0 0
FRESHPET INC COM 358039105 23,763 249,427 SH   SOLE   249,427 0 0
GENERAC HLDGS INC COM 368736104 49,045 139,363 SH   SOLE   139,363 0 0
GLOBAL E ONLINE LTD SHS M5216V106 35,668 562,672 SH   SOLE   562,672 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 3,406 30,000 SH Call SOLE   30,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 34,773 654,620 SH   SOLE   654,620 0 0
HCI GROUP INC COM 40416E103 15,327 183,474 SH   SOLE   183,474 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 114,574 1,063,236 SH   SOLE   1,063,236 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 44,884 3,743,472 SH   SOLE   3,743,472 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 2,398 200,000 SH Call SOLE   200,000 0 0
INNOVIZ TECHNOLOGIES LTD SHS M5R635108 5,598 883,016 SH   SOLE   883,016 0 0
INTAPP INC COM 45827U109 3,814 151,593 SH   SOLE   151,593 0 0
INTEL CORP COM 458140100 10,300 200,000 SH Call SOLE   200,000 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101 1,596 100,000 SH   SOLE   100,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 19,893 50,000 SH Put SOLE   50,000 0 0
KORNIT DIGITAL LTD SHS M6372Q113 18,269 119,996 SH   SOLE   119,996 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 33,722 437,612 SH   SOLE   437,612 0 0
LENNAR CORP CL A 526057104 20,345 175,144 SH   SOLE   175,144 0 0
LITHIA MTRS INC COM 536797103 3,729 12,556 SH   SOLE   12,556 0 0
MARVELL TECHNOLOGY INC COM 573874104 35,388 404,479 SH   SOLE   404,479 0 0
META PLATFORMS INC CL A 30303M102 35,317 105,000 SH Call SOLE   105,000 0 0
NAVITAS SEMICONDUCTOR CORP COM 63942X106 23,813 1,399,914 SH   SOLE   1,399,914 0 0
NCINO INC COM 63947U107 5,081 92,622 SH   SOLE   92,622 0 0
NEW RELIC INC COM 64829B100 5,498 50,000 SH Call SOLE   50,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 15,622 230,000 SH Call SOLE   230,000 0 0
ORTHOPEDIATRICS CORP COM 68752L100 26,106 436,123 SH   SOLE   436,123 0 0
PHREESIA INC COM 71944F106 21,232 509,643 SH   SOLE   509,643 0 0
PLUG POWER INC COM NEW 72919P202 23,952 848,449 SH   SOLE   848,449 0 0
PTC INC COM 69370C100 3,029 25,000 SH Put SOLE   25,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 13,914 134,191 SH   SOLE   134,191 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 14,517 140,000 SH Call SOLE   140,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 23,849 230,000 SH Put SOLE   230,000 0 0
ROBLOX CORP CL A 771049103 13,411 130,000 SH Call SOLE   130,000 0 0
ROBLOX CORP CL A 771049103 17,228 167,000 SH Put SOLE   167,000 0 0
ROKU INC COM CL A 77543R102 17,724 77,670 SH   SOLE   77,670 0 0
ROKU INC COM CL A 77543R102 6,846 30,000 SH Call SOLE   30,000 0 0
SALESFORCE COM INC COM 79466L302 12,707 50,000 SH Call SOLE   50,000 0 0
SEMTECH CORP COM 816850101 52,330 588,438 SH   SOLE   588,438 0 0
SHIFT4 PMTS INC CL A 82452J109 37,577 648,667 SH   SOLE   648,667 0 0
SHIFT4 PMTS INC CL A 82452J109 26,074 450,100 SH Call SOLE   450,100 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 15,798 650,124 SH   SOLE   650,124 0 0
SHOPIFY INC CL A 82509L107 27,548 20,000 SH   SOLE   20,000 0 0
SI-BONE INC COM 825704109 11,493 517,456 SH   SOLE   517,456 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 25,828 271,788 SH   SOLE   271,788 0 0
SITIME CORP COM 82982T106 91,971 314,389 SH   SOLE   314,389 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 91,364 1,156,799 SH   SOLE   1,156,799 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 7,898 100,000 SH Put SOLE   100,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 18,518 66,000 SH Call SOLE   66,000 0 0
SPROUT SOCIAL INC COM CL A 85209W109 31,374 345,953 SH   SOLE   345,953 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 28,496 1,020,614 SH   SOLE   1,020,614 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 27,917 999,900 SH Put SOLE   999,900 0 0
TASKUS INC CLASS A COM 87652V109 14,242 263,936 SH   SOLE   263,936 0 0
TELADOC HEALTH INC COM 87918A105 13,773 150,000 SH Call SOLE   150,000 0 0
TESLA INC COM 88160R101 26,420 25,000 SH Put SOLE   25,000 0 0
TESLA INC COM 88160R101 64,196 60,747 SH   SOLE   60,747 0 0
TFI INTL INC COM 87241L109 15,581 138,982 SH   SOLE   138,982 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108 11,810 488,813 SH   SOLE   488,813 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108 10,630 440,000 SH Put SOLE   440,000 0 0
TRADEWEB MKTS INC CL A 892672106 41,355 412,969 SH   SOLE   412,969 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 28,867 133,592 SH   SOLE   133,592 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 7,780 60,000 SH Call SOLE   60,000 0 0
VIASAT INC COM 92552V100 34,543 775,548 SH   SOLE   775,548 0 0
VICOR CORP COM 925815102 39,762 313,134 SH   SOLE   313,134 0 0
VISA INC COM CL A 92826C839 17,337 80,000 SH Call SOLE   80,000 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 3,210 50,000 SH Put SOLE   50,000 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 6,740 104,991 SH   SOLE   104,991 0 0