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
Shopify Inc COM 82509L107 1,409 2,084 SH   SOLE NONE 2,084 0 0
APTIV PLC PLC COM G6095L109 442 3,692 SH   SOLE NONE 3,692 0 0
Ambarella Inc COM G037AX101 441 4,199 SH   SOLE NONE 4,199 0 0
Royal Caribbean Cruises Ltd COM V7780T103 50 596 SH   SOLE NONE 596 0 0
NXP Semiconductors NV COM N6596X109 172 929 SH   SOLE NONE 929 0 0
Carnival Corp COM 143658300 4,560 225,508 SH   SOLE NONE 225,508 0 0
AT&T Inc COM 00206R102 7,613 426,822 SH   SOLE NONE 426,822 0 0
AbbVie Inc COM 00287Y109 15 92 SH   SOLE NONE 92 0 0
Activision Blizzard Inc COM 00507V109 24,482 305,600 SH   SOLE NONE 305,600 0 0
Adobe Systems Inc COM 00724F101 2,079 4,563 SH   SOLE NONE 4,563 0 0
Advanced Micro Devices Inc COM 007903107 10,768 98,482 SH   SOLE NONE 98,482 0 0
Akamai Technologies Inc COM 00971T101 14,064 117,800 SH   SOLE NONE 117,800 0 0
Albemarle Corp COM 012653101 812 3,673 SH   SOLE NONE 3,673 0 0
Align Technology Inc COM 016255101 1,453 3,332 SH   SOLE NONE 3,332 0 0
Allegheny Technologies Inc COM 01741R102 81 3,031 SH   SOLE NONE 3,031 0 0
Alphabet Inc COM 02079K107 28,949 10,365 SH   SOLE NONE 10,365 0 0
ALPHABET INC-CL A COM 02079K305 2,890 1,039 SH   SOLE NONE 1,039 0 0
Altria Group Inc COM 02209S103 15,675 300,000 SH   SOLE NONE 300,000 0 0
Amazon.com Inc COM 023135106 26,432 8,108 SH   SOLE NONE 8,108 0 0
Amgen Inc COM 031162100 55 229 SH   SOLE NONE 229 0 0
Apple Inc COM 037833100 304,996 1,746,727 SH   SOLE NONE 1,746,727 0 0
Applied Materials Inc COM 038222105 3,183 24,153 SH   SOLE NONE 24,153 0 0
Archer-Daniels-Midland Co COM 039483102 4,766 52,800 SH   SOLE NONE 52,800 0 0
Arista Networks Inc COM 040413106 6 40 SH   SOLE NONE 40 0 0
Baidu Inc ADR 056752108 163 1,232 SH   SOLE NONE 9,856 0 0
Bank of America Corp COM 060505104 16,053 389,455 SH   SOLE NONE 389,455 0 0
Beyond Meat Inc COM 08862E109 75 1,547 SH   SOLE NONE 1,547 0 0
Biogen Inc COM 09062X103 157 745 SH   SOLE NONE 745 0 0
Boeing Co/The COM 097023105 144 752 SH   SOLE NONE 752 0 0
Booking Holdings Inc COM 09857L108 52 22 SH   SOLE NONE 22 0 0
BorgWarner Inc COM 099724106 62 1,592 SH   SOLE NONE 1,592 0 0
Broadcom Ltd COM 11135F101 6 9 SH   SOLE NONE 9 0 0
Cardinal Health Inc COM 14149Y108 11,726 206,800 SH   SOLE NONE 206,800 0 0
Caterpillar Inc COM 149123101 271 1,214 SH   SOLE NONE 1,214 0 0
Celanese Corp COM 150870103 1,000 7,000 SH   SOLE NONE 7,000 0 0
CHANGE HEALTHCARE INC COM 15912K100 920 42,200 SH   SOLE NONE 42,200 0 0
Cisco Systems Inc COM 17275R102 32 571 SH   SOLE NONE 571 0 0
Citigroup Inc COM 172967424 814 15,242 SH   SOLE NONE 15,242 0 0
Coca-Cola Co/The COM 191216100 798 12,863 SH   SOLE NONE 12,863 0 0
Coherent Inc COM 192479103 14,597 53,400 SH   SOLE NONE 53,400 0 0
Consolidated Edison Inc COM 209115104 6,041 63,800 SH   SOLE NONE 63,800 0 0
Constellation Brands Inc COM 21036P108 90 391 SH   SOLE NONE 391 0 0
Corning Inc COM 219350105 1,408 38,147 SH   SOLE NONE 38,147 0 0
Costco Wholesale Corp COM 22160K105 12,611 21,900 SH   SOLE NONE 21,900 0 0
Danaher Corp COM 235851102 4,400 15,000 SH   SOLE NONE 15,000 0 0
Datadog Inc COM 23804L103 5,420 35,784 SH   SOLE NONE 35,784 0 0
Deere & Co COM 244199105 115 276 SH   SOLE NONE 276 0 0
Delta Air Lines Inc COM 247361702 5,066 128,014 SH   SOLE NONE 128,014 0 0
Walt Disney Co/The COM 254687106 16,363 119,299 SH   SOLE NONE 119,299 0 0
DocuSign Inc COM 256163106 932 8,698 SH   SOLE NONE 8,698 0 0
Dropbox Inc COM 26210C104 6,424 276,300 SH   SOLE NONE 276,300 0 0
Duke Energy Corp COM 26441C204 871 7,800 SH   SOLE NONE 7,800 0 0
Edwards Lifesciences Corp COM 28176E108 1,224 10,400 SH   SOLE NONE 10,400 0 0
Expedia, Inc. COM 30212P303 226 1,157 SH   SOLE NONE 1,157 0 0
Expeditors International of Washington Inc COM 302130109 11,461 111,100 SH   SOLE NONE 111,100 0 0
Exxon Mobil Corp COM 30231G102 75 906 SH   SOLE NONE 906 0 0
Meta Platforms Inc COM 30303M102 147,592 663,754 SH   SOLE NONE 663,754 0 0
Fiserv Inc COM 337738108 633 6,241 SH   SOLE NONE 6,241 0 0
FirstEnergy Corp COM 337932107 1,944 42,400 SH   SOLE NONE 42,400 0 0
Ford Motor Co COM 345370860 20,292 1,200,000 SH   SOLE NONE 1,200,000 0 0
General Electric Co COM 369604301 87 949 SH   SOLE NONE 949 0 0
General Motors Co COM 37045V100 1,601 36,592 SH   SOLE NONE 36,592 0 0
Gilead Sciences Inc COM 375558103 579 9,733 SH   SOLE NONE 9,733 0 0
Goldman Sachs Group Inc/The COM 38141G104 10 31 SH   SOLE NONE 31 0 0
Goodyear Tire & Rubber Co/The COM 382550101 146 10,206 SH   SOLE NONE 10,206 0 0
Howard Hughes Corp/The COM 44267D107 2,424 23,400 SH   SOLE NONE 23,400 0 0
Illumina Inc COM 452327109 1,557 4,457 SH   SOLE NONE 4,457 0 0
International Business Machines Corp COM 459200101 1,551 11,932 SH   SOLE NONE 11,932 0 0
Intuit Inc COM 461202103 10,338 21,500 SH   SOLE NONE 21,500 0 0
Intuitive Surgical Inc COM 46120E602 905 3,001 SH   SOLE NONE 3,001 0 0
iRobot Corp COM 462726100 2,023 31,913 SH   SOLE NONE 31,913 0 0
JPMorgan Chase & Co COM 46625H100 159 1,164 SH   SOLE NONE 1,164 0 0
KKR & Co LP COM 48251W104 6,695 114,500 SH   SOLE NONE 114,500 0 0
Kyndryl Holdings Inc COM 50155Q100 1,006 76,700 SH   SOLE NONE 76,700 0 0
Las Vegas Sands Corp COM 517834107 1,994 51,302 SH   SOLE NONE 51,302 0 0
Estee Lauder Cos Inc/The COM 518439104 285 1,048 SH   SOLE NONE 1,048 0 0
Lennar Corp COM 526057104 2,183 26,900 SH   SOLE NONE 26,900 0 0
Liberty SiriusXM Group COM 531229409 3,652 79,900 SH   SOLE NONE 79,900 0 0
Liberty SiriusXM Group COM 531229607 3,800 83,100 SH   SOLE NONE 83,100 0 0
Macquarie Infrastructure Corp COM 55608B105 197 52,700 SH   SOLE NONE 52,700 0 0
ManpowerGroup Inc COM 56418H100 1,418 15,100 SH   SOLE NONE 15,100 0 0
Marathon Petroleum Corp COM 56585A102 1,171 13,700 SH   SOLE NONE 13,700 0 0
Marriott International Inc/MD COM 571903202 97 554 SH   SOLE NONE 554 0 0
MasterCard Inc COM 57636Q104 15,589 43,620 SH   SOLE NONE 43,620 0 0
MCDONALDS CORP COM 580135101 4 17 SH   SOLE NONE 17 0 0
MercadoLibre Inc COM 58733R102 3,435 2,888 SH   SOLE NONE 2,888 0 0
MetLife Inc COM 59156R108 9,165 130,400 SH   SOLE NONE 130,400 0 0
Microsoft Corp COM 594918104 121,400 393,761 SH   SOLE NONE 393,761 0 0
Micron Technology Inc COM 595112103 4,051 52,006 SH   SOLE NONE 52,006 0 0
Mondelez International Inc COM 609207105 3,767 60,000 SH   SOLE NONE 60,000 0 0
Mosaic Co/The COM 61945C103 34 513 SH   SOLE NONE 513 0 0
NetApp Inc COM 64110D104 51 613 SH   SOLE NONE 613 0 0
NETFLIX INC COM 64110L106 486 1,297 SH   SOLE NONE 1,297 0 0
Newmont Mining Corp COM 651639106 39 485 SH   SOLE NONE 485 0 0
NVIDIA Corp COM 67066G104 1,423 5,214 SH   SOLE NONE 5,214 0 0
ON Semiconductor Corp COM 682189105 481 7,686 SH   SOLE NONE 7,686 0 0
Owens Corning COM 690742101 4,575 50,000 SH   SOLE NONE 50,000 0 0
PAYPAL HOLDINGS INC COM 70450Y103 15,009 129,777 SH   SOLE NONE 129,777 0 0
People's United Financial Inc COM 712704105 6,155 307,900 SH   SOLE NONE 307,900 0 0
Pfizer Inc COM 717081103 54,535 1,053,400 SH   SOLE NONE 1,053,400 0 0
Philip Morris International Inc COM 718172109 37,576 400,000 SH   SOLE NONE 400,000 0 0
Procter & Gamble Co/The COM 742718109 765 5,005 SH   SOLE NONE 5,005 0 0
Qorvo, Inc. COM 74736K101 723 5,827 SH   SOLE NONE 5,827 0 0
QUALCOMM Inc COM 747525103 1,372 8,980 SH   SOLE NONE 8,980 0 0
Raytheon Technologies Corp COM 75513E101 95 955 SH   SOLE NONE 955 0 0
Regeneron Pharmaceuticals Inc COM 75886F107 94 135 SH   SOLE NONE 135 0 0
Republic Services Inc COM 760759100 2,650 20,000 SH   SOLE NONE 20,000 0 0
Ryder System Inc COM 783549108 944 11,900 SH   SOLE NONE 11,900 0 0
Charles Schwab Corp/The COM 808513105 88 1,041 SH   SOLE NONE 1,041 0 0
Sealed Air Corp COM 81211K100 1,004 15,000 SH   SOLE NONE 15,000 0 0
Skyworks Solutions Inc COM 83088M102 849 6,367 SH   SOLE NONE 6,367 0 0
Snap Inc COM 83304A106 924 25,662 SH   SOLE NONE 25,662 0 0
SolarEdge Technologies Inc COM 83417M104 102 316 SH   SOLE NONE 316 0 0
Square Inc COM 852234103 6,066 44,736 SH   SOLE NONE 44,736 0 0
SunPower Corp COM 867652406 3,262 151,872 SH   SOLE NONE 151,872 0 0
Synopsys, Inc. COM 871607107 13,008 39,032 SH   SOLE NONE 39,032 0 0
T-Mobile US Inc COM 872590104 14,465 112,700 SH   SOLE NONE 112,700 0 0
Tapestry Inc COM 876030107 254 6,826 SH   SOLE NONE 6,826 0 0
Tesla Motors Inc COM 88160R101 9,675 8,978 SH   SOLE NONE 8,978 0 0
Texas Instruments Inc COM 882508104 50 274 SH   SOLE NONE 274 0 0
3M CO COM 88579Y101 289 1,941 SH   SOLE NONE 1,941 0 0
Twilio Inc COM 90138F102 8,360 50,725 SH   SOLE NONE 50,725 0 0
Twitter Inc COM 90184L102 3,210 82,980 SH   SOLE NONE 82,980 0 0
Tyson Foods Inc COM 902494103 67 751 SH   SOLE NONE 751 0 0
UNUM GROUP COM 91529Y106 1,670 53,000 SH   SOLE NONE 53,000 0 0
Verizon Communications Inc COM 92343V104 78 1,540 SH   SOLE NONE 1,540 0 0
Vulcan Materials Co COM 929160109 78 422 SH   SOLE NONE 422 0 0
Wal-Mart Stores Inc COM 931142103 50 333 SH   SOLE NONE 333 0 0
Wells Fargo & Co COM 949746101 256 5,274 SH   SOLE NONE 5,274 0 0
Western Digital Corp COM 958102105 249 5,006 SH   SOLE NONE 5,006 0 0
Wynn Resorts Ltd COM 983134107 48 605 SH   SOLE NONE 605 0 0
Zoetis Inc COM 98978V103 830 4,400 SH   SOLE NONE 4,400 0 0
Zynga Inc COM 98986T108 3,696 400,000 SH   SOLE NONE 400,000 0 0
Capri Holdings Ltd COM G1890L107 59 1,145 SH   SOLE NONE 1,145 0 0
VISA INC - CLASS B COM 92826C839 3,075,611 13,868,474 SH   SOLE NONE 13,868,474 0 0
Shopify Inc PUT 82509L107 46,641 69,000 SH Put SOLE NONE 69,000 0 0
Carnival Corp PUT 143658300 60,660 3,000,000 SH Put SOLE NONE 3,000,000 0 0
Advanced Micro Devices Inc PUT 007903107 59,590 545,000 SH Put SOLE NONE 545,000 0 0
Crowdstrike Holdings Inc PUT 22788C105 108,544 478,000 SH Put SOLE NONE 478,000 0 0
Crowdstrike Holdings Inc PUT 22788C105 81,749 360,000 SH Put SOLE NONE 360,000 0 0
DocuSign Inc PUT 256163106 36,849 344,000 SH Put SOLE NONE 344,000 0 0
Microsoft Corp PUT 594918104 95,576 310,000 SH Put SOLE NONE 310,000 0 0
NVIDIA Corp CALL 67066G104 54,572 200,000 SH Call SOLE NONE 200,000 0 0
NVIDIA Corp PUT 67066G104 60,029 220,000 SH Put SOLE NONE 220,000 0 0
NVIDIA Corp PUT 67066G104 74,764 274,000 SH Put SOLE NONE 274,000 0 0
NVIDIA Corp PUT 67066G104 85,951 315,000 SH Put SOLE NONE 315,000 0 0
NVIDIA Corp PUT 67066G104 95,501 350,000 SH Put SOLE NONE 350,000 0 0
NVIDIA Corp PUT 67066G104 71,762 263,000 SH Put SOLE NONE 263,000 0 0
NVIDIA Corp PUT 67066G104 86,497 317,000 SH Put SOLE NONE 317,000 0 0
PAYPAL HOLDINGS INC PUT 70450Y103 189,782 1,641,000 SH Put SOLE NONE 1,641,000 0 0
Pfizer Inc CALL 717081103 518 10,000 SH Call SOLE NONE 10,000 0 0
Pfizer Inc PUT 717081103 518 10,000 SH Put SOLE NONE 10,000 0 0
Pinterest Inc PUT 72352L106 33,224 1,350,000 SH Put SOLE NONE 1,350,000 0 0
Pinterest Inc PUT 72352L106 43,068 1,750,000 SH Put SOLE NONE 1,750,000 0 0
Snap Inc PUT 83304A106 55,065 1,530,000 SH Put SOLE NONE 1,530,000 0 0
Snap Inc PUT 83304A106 56,504 1,570,000 SH Put SOLE NONE 1,570,000 0 0
Tesla Motors Inc CALL 88160R101 16,164 15,000 SH Call SOLE NONE 15,000 0 0
Tesla Motors Inc PUT 88160R101 177,804 165,000 SH Put SOLE NONE 165,000 0 0
Tesla Motors Inc PUT 88160R101 95,906 89,000 SH Put SOLE NONE 89,000 0 0
Twilio Inc PUT 90138F102 40,214 244,000 SH Put SOLE NONE 244,000 0 0
Western Digital Corp PUT 958102105 97,711 1,968,000 SH Put SOLE NONE 1,968,000 0 0
Zillow Group Inc PUT 98954M200 46,826 950,000 SH Put SOLE NONE 950,000 0 0