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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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
ADVANCED MICRO DEVICES INC COM 007903107   6,763,089 104,417 SH   SOLE   104,417 0 0
AECOM COM 00766T100   8,217,147 96,752 SH   SOLE   96,752 0 0
AFFIRM HLDGS INC COM CL A 00827B106   2,417,500 250,000 SH Put SOLE   250,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   16,341,780 109,200 SH   SOLE   109,200 0 0
ALTICE USA INC CL A 02156K103   1,849,660 402,100 SH Put SOLE   402,100 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104   2,035,000 500,000 SH Put SOLE   500,000 0 0
AMN HEALTHCARE SVCS INC COM 001744101   22,129,023 215,221 SH   SOLE   215,221 0 0
ANALOG DEVICES INC COM 032654105   11,482,100 70,000 SH   SOLE   70,000 0 0
ARCH RESOURCES INC CL A 03940R107   913,856 6,400 SH   SOLE   6,400 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   271,200 4,000 SH   SOLE   4,000 0 0
B & G FOODS INC NEW COM 05508R106   5,575,000 500,000 SH Put SOLE   500,000 0 0
BECTON DICKINSON & CO COM 075887109   230,142 905 SH   SOLE   905 0 0
BIO-TECHNE CORP COM 09073M104   14,195,686 171,280 SH   SOLE   171,280 0 0
BLOCK INC CL A 852234103   10,682,800 170,000 SH Call SOLE   170,000 0 0
BROADCOM INC COM 11135F101   234,275 419 SH   SOLE   419 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   3,687,973 22,958 SH   SOLE   22,958 0 0
CAE INC COM 124765108   19,544,946 1,010,597 SH   SOLE   1,010,597 0 0
CHARLES RIV LABS INTL INC COM 159864107   26,453,060 121,400 SH   SOLE   121,400 0 0
CLEAN HARBORS INC COM 184496107   20,301,948 177,900 SH   SOLE   177,900 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   18,402,800 520,000 SH Put SOLE   520,000 0 0
COUPA SOFTWARE INC COM 22266L106   21,421,185 270,572 SH   SOLE   270,572 0 0
COUPA SOFTWARE INC COM 22266L106   39,585,000 500,000 SH Call SOLE   500,000 0 0
D R HORTON INC COM 23331A109   12,221,094 137,100 SH   SOLE   137,100 0 0
DATADOG INC CL A COM 23804L103   3,616,274 49,201 SH   SOLE   49,201 0 0
DIGITAL WORLD ACQUISITION CO CLASS A COM 25400Q105   6,000,000 400,000 SH Put SOLE   400,000 0 0
DXC TECHNOLOGY CO COM 23355L106   10,600,000 400,000 SH Put SOLE   400,000 0 0
EATON CORP PLC SHS G29183103   28,999,338 184,768 SH   SOLE   184,768 0 0
ELEVANCE HEALTH INC NOTE 2.750%10/1 94973VBG1   731,270 100,000 PRN   SOLE   100,000 0 0
EMPIRE ST RLTY TR INC CL A 292104106   4,677,560 694,000 SH Put SOLE   694,000 0 0
ENPHASE ENERGY INC COM 29355A107   2,649,600 10,000 SH   SOLE   10,000 0 0
EXPONENT INC COM 30214U102   7,605,653 76,755 SH   SOLE   76,755 0 0
FAIR ISAAC CORP COM 303250104   14,780,137 24,692 SH   SOLE   24,692 0 0
FIRST INDL RLTY TR INC COM 32054K103   217,170 4,500 SH   SOLE   4,500 0 0
FISERV INC COM 337738108   267,836 2,650 SH   SOLE   2,650 0 0
FOUR CORNERS PPTY TR INC COM 35086T109   225,591 8,700 SH   SOLE   8,700 0 0
FRANKLIN RESOURCES INC COM 354613101   15,353,160 582,000 SH Put SOLE   582,000 0 0
GAMESTOP CORP NEW CL A 36467W109   11,076,000 600,000 SH Call SOLE   600,000 0 0
GAMESTOP CORP NEW CL A 36467W109   23,998,000 1,300,000 SH Put SOLE   1,300,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   239,614 4,600 SH   SOLE   4,600 0 0
GOGO INC COM 38046C109   11,840,472 802,200 SH Put SOLE   802,200 0 0
HOLOGIC INC COM 436440101   21,679,938 289,800 SH   SOLE   289,800 0 0
HUBBELL INC COM 443510607   40,152,575 171,095 SH   SOLE   171,095 0 0
IMAX CORP COM 45245E109   4,691,200 320,000 SH   SOLE   320,000 0 0
INMODE LTD SHS M5425M103   10,732,777 300,638 SH   SOLE   300,638 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   14,073,899 53,039 SH   SOLE   53,039 0 0
JETBLUE AIRWAYS CORP NOTE 0.500% 4/0 477143AP6   364,540 500,000 PRN   SOLE   500,000 0 0
LEMONADE INC COM 52567D107   4,104,000 300,000 SH Put SOLE   300,000 0 0
LENNAR CORP CL A 526057104   15,918,950 175,900 SH   SOLE   175,900 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854   34,714,784 580,709 SH   SOLE   580,709 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   13,975,896 200,400 SH Call SOLE   200,400 0 0
LUCID GROUP INC COM 549498103   2,732,000 400,000 SH Call SOLE   400,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   22,801,484 67,466 SH   SOLE   67,466 0 0
MARVELL TECHNOLOGY INC COM 573874104   11,852,800 320,000 SH Call SOLE   320,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   21,233,089 61,062 SH   SOLE   61,062 0 0
MEDICAL PPTYS TRUST INC COM 58463J304   189,380 17,000 SH   SOLE   17,000 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101   10,409,499 234,501 SH   SOLE   234,501 0 0
MP MATERIALS CORP COM CL A 553368101   16,146,200 665,000 SH Call SOLE   665,000 0 0
NIO INC SPON ADS 62914V106   2,925,000 300,000 SH Put SOLE   300,000 0 0
NOVANTA INC COM 67000B104   8,577,745 63,132 SH   SOLE   63,132 0 0
NV5 GLOBAL INC COM 62945V109   6,044,642 45,682 SH   SOLE   45,682 0 0
NVIDIA CORPORATION COM 67066G104   16,411,522 112,300 SH   SOLE   112,300 0 0
NXP SEMICONDUCTORS N V COM N6596X109   9,086,725 57,500 SH   SOLE   57,500 0 0
ON HLDG AG NAMEN AKT A H5919C104   10,296,000 600,000 SH Call SOLE   600,000 0 0
ON SEMICONDUCTOR CORP COM 682189105   4,041,451 64,798 SH   SOLE   64,798 0 0
ON SEMICONDUCTOR CORP NOTE 1.625%10/1 682189AP0   600,300 200,000 PRN   SOLE   200,000 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   18,568,000 1,100,000 SH Put SOLE   1,100,000 0 0
PEPSICO INC COM 713448108   13,561,243 75,065 SH   SOLE   75,065 0 0
PFIZER INC COM 717081103   266,448 5,200 SH   SOLE   5,200 0 0
PROLOGIS INC. COM 74340W103   214,187 1,900 SH   SOLE   1,900 0 0
PURE STORAGE INC CL A 74624M102   5,298,480 198,000 SH   SOLE   198,000 0 0
QUALCOMM INC COM 747525103   208,886 1,900 SH   SOLE   1,900 0 0
REDFIN CORP COM 75737F108   1,908,000 450,000 SH Call SOLE   450,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102   8,140,000 1,000,000 SH Put SOLE   1,000,000 0 0
ROCKWELL AUTOMATION INC COM 773903109   14,281,999 55,449 SH   SOLE   55,449 0 0
SILVERGATE CAP CORP CL A 82837P408   13,398,000 770,000 SH Put SOLE   770,000 0 0
SONOS INC COM 83570H108   8,450,000 500,000 SH Call SOLE   500,000 0 0
SPLUNK INC NOTE 1.125% 6/1 848637AF1   421,900 500,000 PRN   SOLE   500,000 0 0
SYNOPSYS INC COM 871607107   23,444,507 73,427 SH   SOLE   73,427 0 0
TECK RESOURCES LTD CL B 878742204   283,650 7,500 SH   SOLE   7,500 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105   9,437,476 23,599 SH   SOLE   23,599 0 0
TETRA TECH INC NEW COM 88162G103   24,422,120 168,208 SH   SOLE   168,208 0 0
UNITED RENTALS INC COM 911363109   14,164,553 39,853 SH   SOLE   39,853 0 0
UPSTART HLDGS INC COM 91680M107   7,914,814 598,700 SH Put SOLE   598,700 0 0
VIRGIN GALACTIC HOLDINGS INC COM 92766K106   3,617,460 1,039,500 SH Put SOLE   1,039,500 0 0
VISA INC COM CL A 92826C839   24,126,961 116,129 SH   SOLE   116,129 0 0
VULCAN MATLS CO COM 929160109   26,406,588 150,800 SH   SOLE   150,800 0 0
W & T OFFSHORE INC COM 92922P106   279,000 50,000 SH   SOLE   50,000 0 0
WASTE MGMT INC DEL COM 94106L109   3,106,067 19,799 SH   SOLE   19,799 0 0
WATERS CORP COM 941848103   8,172,588 23,856 SH   SOLE   23,856 0 0
WINNEBAGO INDS INC COM 974637100   10,540,000 200,000 SH Put SOLE   200,000 0 0
YUM CHINA HLDGS INC COM 98850P109   23,499,500 430,000 SH Put SOLE   430,000 0 0