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
AGILYSYS INC COM 00847J105 830 15,000 SH Call SOLE   15,000 0 0
AIRBNB INC COM CL A 009066101 7,353 70,000 SH Put SOLE   70,000 0 0
AIRBNB INC COM CL A 009066101 6,302 60,000 SH Call SOLE   60,000 0 0
ALBEMARLE CORP COM 012653101 54,809 207,266 SH   SOLE   207,266 0 0
ALBEMARLE CORP COM 012653101 26,470 100,100 SH Put SOLE   100,100 0 0
ALLEGRO MICROSYSTEMS INC COM 01749D105 11,006 503,699 SH   SOLE   503,699 0 0
ALTUS POWER INC COM CL A 02217A102 3,303 299,977 SH   SOLE   299,977 0 0
ANTERO RESOURCES CORP COM 03674X106 10,078 330,098 SH   SOLE   330,098 0 0
APPLE INC COM 037833100 12,438 90,000 SH Call SOLE   90,000 0 0
APPLE INC COM 037833100 6,910 50,000 SH Put SOLE   50,000 0 0
ARTERIS INC COM 04302A104 6,717 1,008,509 SH   SOLE   1,008,509 0 0
ATLASSIAN CORP PLC CL A G06242104 12,635 60,000 SH Call SOLE   60,000 0 0
ATLASSIAN CORP PLC CL A G06242104 69 329 SH   SOLE   329 0 0
AZEK CO INC CL A 05478C105 10,889 655,184 SH   SOLE   655,184 0 0
BILL COM HLDGS INC COM 090043100 18,365 138,741 SH   SOLE   138,741 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 26 309 SH   SOLE   309 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 8,477 100,000 SH Call SOLE   100,000 0 0
CALIX INC COM 13100M509 2,446 40,000 SH Put SOLE   40,000 0 0
CALIX INC COM 13100M509 19,609 320,727 SH   SOLE   320,727 0 0
CARVANA CO CL A 146869102 6,090 300,000 SH Call SOLE   300,000 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 11,073 750,176 SH   SOLE   750,176 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105 4,428 300,000 SH Call SOLE   300,000 0 0
CHESAPEAKE ENERGY CORP COM 165167735 5,653 60,000 SH Call SOLE   60,000 0 0
CLEARFIELD INC COM 18482P103 9,951 95,100 SH Put SOLE   95,100 0 0
CLEARFIELD INC COM 18482P103 10,105 96,568 SH   SOLE   96,568 0 0
CONSTELLIUM SE CL A SHS F21107101 10,716 1,056,766 SH   SOLE   1,056,766 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 13,759 1,250,831 SH   SOLE   1,250,831 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 56,269 341,419 SH   SOLE   341,419 0 0
DATADOG INC CL A COM 23804L103 11,541 130,000 SH Call SOLE   130,000 0 0
DATADOG INC CL A COM 23804L103 48 541 SH   SOLE   541 0 0
DECKERS OUTDOOR CORP COM 243537107 27,479 87,902 SH   SOLE   87,902 0 0
DICKS SPORTING GOODS INC COM 253393102 2,616 25,000 SH Put SOLE   25,000 0 0
DLOCAL LTD CLASS A COM G29018101 2,407 117,322 SH   SOLE   117,322 0 0
DLOCAL LTD CLASS A COM G29018101 1,539 75,000 SH Call SOLE   75,000 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105 19,305 705,840 SH   SOLE   705,840 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105 7,658 280,000 SH Put SOLE   280,000 0 0
ENOVIX CORPORATION COM 293594107 52,837 2,881,740 SH   SOLE   2,881,740 0 0
ENOVIX CORPORATION COM 293594107 3,667 200,000 SH Put SOLE   200,000 0 0
ENPHASE ENERGY INC COM 29355A107 81,451 293,548 SH   SOLE   293,548 0 0
ENPHASE ENERGY INC COM 29355A107 41,676 150,200 SH Put SOLE   150,200 0 0
ETSY INC COM 29786A106 4,015 40,100 SH Put SOLE   40,100 0 0
FIRST SOLAR INC COM 336433107 30,911 233,700 SH   SOLE   233,700 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 3,513 50,000 SH Put SOLE   50,000 0 0
FLYWIRE CORPORATION COM VTG 302492103 3,326 144,857 SH   SOLE   144,857 0 0
FLYWIRE CORPORATION COM VTG 302492103 1,722 75,000 SH Put SOLE   75,000 0 0
GENERAC HLDGS INC COM 368736104 14,948 83,914 SH   SOLE   83,914 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 18,889 631,094 SH   SOLE   631,094 0 0
HCI GROUP INC COM 40416E103 4,927 125,694 SH   SOLE   125,694 0 0
IMPINJ INC COM 453204109 10,319 128,938 SH   SOLE   128,938 0 0
IMPINJ INC COM 453204109 9,844 123,000 SH Put SOLE   123,000 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 30,191 4,124,419 SH   SOLE   4,124,419 0 0
INSPIRE MED SYS INC COM 457730109 37,706 212,584 SH   SOLE   212,584 0 0
INSPIRE MED SYS INC COM 457730109 12,948 73,000 SH Put SOLE   73,000 0 0
INTAPP INC COM 45827U109 3,106 166,382 SH   SOLE   166,382 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 1,104 15,000 SH Put SOLE   15,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 66,815 250,000 SH Put SOLE   250,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 61,470 230,000 SH Call SOLE   230,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 49,460 299,900 SH Put SOLE   299,900 0 0
JACK IN THE BOX INC COM 466367109 1,852 25,000 SH Put SOLE   25,000 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 17,333 130,040 SH   SOLE   130,040 0 0
LANTHEUS HLDGS INC COM 516544103 32,288 459,091 SH   SOLE   459,091 0 0
LANTHEUS HLDGS INC COM 516544103 12,659 180,000 SH Put SOLE   180,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 39,385 800,352 SH   SOLE   800,352 0 0
LIVENT CORP COM 53814L108 13,791 449,948 SH   SOLE   449,948 0 0
LIVENT CORP COM 53814L108 12,260 400,000 SH Call SOLE   400,000 0 0
LULULEMON ATHLETICA INC COM 550021109 16,677 59,656 SH   SOLE   59,656 0 0
MARRIOTT INTL INC NEW CL A 571903202 8,408 60,000 SH Put SOLE   60,000 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 1,219 10,000 SH Call SOLE   10,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 165 580 SH   SOLE   580 0 0
MASTERCARD INCORPORATED CL A 57636Q104 35,543 125,000 SH Call SOLE   125,000 0 0
MICROSOFT CORP COM 594918104 41,922 180,000 SH Put SOLE   180,000 0 0
MONOLITHIC PWR SYS INC COM 609839105 17,624 48,497 SH   SOLE   48,497 0 0
MP MATERIALS CORP COM CL A 553368101 14,863 544,430 SH   SOLE   544,430 0 0
NEXTERA ENERGY INC COM 65339F101 7,841 100,000 SH Put SOLE   100,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 7,355 118,000 SH Put SOLE   118,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 33,325 534,657 SH   SOLE   534,657 0 0
ORTHOPEDIATRICS CORP COM 68752L100 6,847 148,386 SH   SOLE   148,386 0 0
PALO ALTO NETWORKS INC COM 697435105 57,557 351,405 SH   SOLE   351,405 0 0
PAYCOM SOFTWARE INC COM 70432V102 19,799 60,000 SH Put SOLE   60,000 0 0
PAYCOM SOFTWARE INC COM 70432V102 23,952 72,584 SH   SOLE   72,584 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 990 20,000 SH   SOLE   20,000 0 0
QUANTA SVCS INC COM 74762E102 3,185 25,000 SH Put SOLE   25,000 0 0
QUANTA SVCS INC COM 74762E102 2,038 16,000 SH Call SOLE   16,000 0 0
RANGE RES CORP COM 75281A109 5,052 200,000 SH Put SOLE   200,000 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 21,718 659,923 SH   SOLE   659,923 0 0
ROSS STORES INC COM 778296103 4,214 50,000 SH Put SOLE   50,000 0 0
SAMSARA INC COM CL A 79589L106 16,372 1,356,407 SH   SOLE   1,356,407 0 0
SERVICENOW INC COM 81762P102 1,647 4,361 SH   SOLE   4,361 0 0
SHIFT4 PMTS INC CL A 82452J109 580 13,000 SH Call SOLE   13,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 18,315 849,900 SH Put SOLE   849,900 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 38,118 1,768,805 SH   SOLE   1,768,805 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 4,310 200,000 SH Call SOLE   200,000 0 0
SHOCKWAVE MED INC COM 82489T104 6,004 21,593 SH   SOLE   21,593 0 0
SHOCKWAVE MED INC COM 82489T104 5,561 20,000 SH Put SOLE   20,000 0 0
SHOPIFY INC CL A 82509L107 5,388 200,000 SH   SOLE   200,000 0 0
SIGNET JEWELERS LIMITED SHS G81276100 4,003 70,000 SH Put SOLE   70,000 0 0
SITIME CORP COM 82982T106 13,384 170,000 SH Call SOLE   170,000 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 13,082 247,445 SH   SOLE   247,445 0 0
STEM INC COM 85859N102 4,535 339,976 SH   SOLE   339,976 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 22,080 1,000,000 SH Put SOLE   1,000,000 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 33,252 1,505,958 SH   SOLE   1,505,958 0 0
TERADYNE INC COM 880770102 12,069 160,600 SH Call SOLE   160,600 0 0
TESLA INC COM 88160R101 19,894 75,000 SH Call SOLE   75,000 0 0
TESLA INC COM 88160R101 62,334 235,000 SH Put SOLE   235,000 0 0
TESLA INC COM 88160R101 83,064 313,155 SH   SOLE   313,155 0 0
TEXAS ROADHOUSE INC COM 882681109 2,182 25,000 SH Put SOLE   25,000 0 0
TRADEWEB MKTS INC CL A 892672106 20,780 368,308 SH   SOLE   368,308 0 0
TRANSMEDICS GROUP INC COM 89377M109 11,270 270,000 SH Put SOLE   270,000 0 0
TRANSMEDICS GROUP INC COM 89377M109 34,520 827,027 SH   SOLE   827,027 0 0
TREACE MED CONCEPTS INC COM 89455T109 10,706 485,086 SH   SOLE   485,086 0 0
UNITEDHEALTH GROUP INC COM 91324P102 13,566 26,861 SH   SOLE   26,861 0 0
WOLFSPEED INC COM 977852102 20,123 194,693 SH   SOLE   194,693 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 4,583 110,000 SH Put SOLE   110,000 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 35,294 847,189 SH   SOLE   847,189 0 0