The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 3,824 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 5,666 | 2,600 | SH | SOLE | 2,600 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 5,250 | 2,400 | SH | SOLE | 2,400 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 11,407 | 107,400 | SH | SOLE | 107,400 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 5,310 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |
APPLE INC | COM | 037833100 | 12,923 | 94,520 | SH | SOLE | 94,520 | 0 | 0 | ||
BLOCK INC | CL A | 852234103 | 1,229 | 20,000 | SH | Call | SOLE | 20,000 | 0 | 0 | |
CARVANA CO | CL A | 146869102 | 1,129 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
CATALENT INC | COM | 148806102 | 8,047 | 75,000 | SH | Call | SOLE | 75,000 | 0 | 0 | |
CHEGG INC | COM | 163092109 | 1,878 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
CLOUDFLARE INC | CL A COM | 18915M107 | 2,844 | 65,000 | SH | Call | SOLE | 65,000 | 0 | 0 | |
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 13,131 | 77,900 | SH | SOLE | 77,900 | 0 | 0 | ||
DOORDASH INC | CL A | 25809K105 | 1,283 | 20,000 | SH | Call | SOLE | 20,000 | 0 | 0 | |
EXPEDIA GROUP INC | COM NEW | 30212P303 | 5,690 | 60,000 | SH | Call | SOLE | 60,000 | 0 | 0 | |
FACEBOOK INC | CL A | 30303M102 | 5,644 | 35,000 | SH | Call | SOLE | 35,000 | 0 | 0 | |
GENERAC HLDGS INC | COM | 368736104 | 10,529 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 4,516 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 70,070 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
LULULEMON ATHLETICA INC | COM | 550021109 | 4,912 | 18,020 | SH | SOLE | 18,020 | 0 | 0 | ||
MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 5,071 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
MACYS INC | COM | 55616P104 | 7,328 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
MICRON TECHNOLOGY INC | COM | 595112103 | 11,806 | 213,560 | SH | SOLE | 213,560 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 11,056 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
MYT NETHERLANDS PARENT B V | ADS | 55406W103 | 1,482 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
NORDSTROM INC | COM | 655664100 | 4,226 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
NVIDIA CORP | COM | 67066G104 | 12,976 | 85,600 | SH | SOLE | 85,600 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 13,104 | 26,530 | SH | SOLE | 26,530 | 0 | 0 | ||
PARKER HANNIFIN CORP | COM | 701094104 | 3,691 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 2,095 | 30,000 | SH | Call | SOLE | 30,000 | 0 | 0 | |
RALPH LAUREN CORP | CL A | 751212101 | 7,172 | 80,000 | SH | Call | SOLE | 80,000 | 0 | 0 | |
SERVICENOW INC | COM | 81762P102 | 13,124 | 27,600 | SH | SOLE | 27,600 | 0 | 0 | ||
SILICON LABORATORIES INC | COM | 826919102 | 6,324 | 45,100 | SH | SOLE | 45,100 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 985 | 75,000 | SH | Call | SOLE | 75,000 | 0 | 0 | |
SNOWFLAKE INC | CL A | 833445109 | 6,953 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | |
SPLUNK INC | COM | 848637104 | 11,354 | 128,350 | SH | SOLE | 128,350 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 7,062 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
TWILIO INC | CL A | 90138F102 | 2,213 | 26,400 | SH | SOLE | 26,400 | 0 | 0 | ||
VEEVA SYS INC | CL A COM | 922475108 | 10,892 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
VEEVA SYS INC | CL A COM | 922475108 | 7,922 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 | |
VEEVA SYS INC | CL A COM | 922475108 | 4,951 | 25,000 | SH | Put | SOLE | 25,000 | 0 | 0 | |
WAYFAIR INC | CL A | 94419L101 | 1,742 | 40,000 | SH | Call | SOLE | 40,000 | 0 | 0 |