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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABERCROMBIE & FITCH CO CL A 002896207   1,469 9,829 SH   SOLE   9,829 0 0
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   1,093 19,000 SH   SOLE   19,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   1,761 5,007 SH   SOLE   5,007 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   369 830 SH   SOLE   830 0 0
ADVANCED MICRO DEVICES INC COM 007903107   4,302 35,618 SH   SOLE   35,618 0 0
AES CORP COM 00130H105   1,289 100,170 SH   SOLE   100,170 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   1,987 20,770 SH   SOLE   20,770 0 0
ALIBABA GROUP HOLDING LTD SPONSORED ADS 01609W102   23,882 281,662 SH   SOLE   281,662 0 0
ALPHABET INC CAP STK CL A 02079K305   3,302 17,445 SH   SOLE   17,445 0 0
ALPHABET INC CAP STK CL C 02079K107   6,312 33,144 SH   SOLE   33,144 0 0
AMAZON COM INC COM 023135106   30,507 139,054 SH   SOLE   139,054 0 0
AMPHENOL CORP NEW CL A 032095101   684 9,851 SH   SOLE   9,851 0 0
APA CORPORATION COM 03743Q108   427 18,500 SH   SOLE   18,500 0 0
APPLIED MATLS INC COM 038222105   794 4,885 SH   SOLE   4,885 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   1,975 39,100 SH   SOLE   39,100 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   6,354 1,052,000 SH   SOLE   1,052,000 0 0
AVANTOR INC COM 05352A100   1,056 50,100 SH   SOLE   50,100 0 0
BAXTER INTL INC COM 071813109   1,102 37,800 SH   SOLE   37,800 0 0
BILL HOLDINGS INC COM 090043100   1,235 14,585 SH   SOLE   14,585 0 0
BLACKROCK INC COM 09290D101   975 951 SH   SOLE   951 0 0
BLOCK INC CL A 852234103   357 4,200 SH   SOLE   4,200 0 0
BOEING CO COM 097023105   2,226 12,575 SH   SOLE   12,575 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,603 28,340 SH   SOLE   28,340 0 0
BROADCOM INC COM 11135F101   7,990 34,463 SH   SOLE   34,463 0 0
CALIX INC COM 13100M509   586 16,798 SH   SOLE   16,798 0 0
CAMECO CORP COM 13321L108   576 11,200 SH   SOLE   11,200 0 0
CHARLES RIV LABS INTL INC COM 159864107   984 5,331 SH   SOLE   5,331 0 0
CHART INDS INC COM 16115Q308   628 3,292 SH   SOLE   3,292 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104   1,859 9,959 SH   SOLE   9,959 0 0
CIENA CORP COM NEW 171779309   1,605 18,920 SH   SOLE   18,920 0 0
CISCO SYS INC COM 17275R102   8,137 137,448 SH   SOLE   137,448 0 0
CITIGROUP INC COM NEW 172967424   2,361 33,543 SH   SOLE   33,543 0 0
CITIZENS FINL GROUP INC COM 174610105   569 13,000 SH   SOLE   13,000 0 0
CLEARFIELD INC COM 18482P103   550 17,756 SH   SOLE   17,756 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   1,753 22,791 SH   SOLE   22,791 0 0
COHERENT CORP COM 19247G107   1,640 17,308 SH   SOLE   17,308 0 0
CONSTELLATION ENERGY CORP COM 21037T109   583 2,605 SH   SOLE   2,605 0 0
CORECIVIC INC COM 21871N101   6,522 300,000 SH   SOLE   300,000 0 0
CORNING INC COM 219350105   2,477 52,128 SH   SOLE   52,128 0 0
CUMMINS INC COM 231021106   481 1,381 SH   SOLE   1,381 0 0
DANAHER CORPORATION COM 235851102   1,346 5,857 SH   SOLE   5,857 0 0
DELL TECHNOLOGIES INC CL C 24703L202   6,926 60,099 SH   SOLE   60,099 0 0
DIAGEO PLC SPON ADR NEW 25243Q205   254 2,000 SH   SOLE   2,000 0 0
DORIAN LPG LTD SHS USD Y2106R110   412 16,900 SH   SOLE   16,900 0 0
DROPBOX INC CL A 26210C104   1,232 41,004 SH   SOLE   41,004 0 0
DIREXION SHS ETF TR DAILY 20+ YEAR T 25460G138   1,589 39,750 SH   SOLE   39,750 0 0
DYCOM INDS INC COM 267475101   877 5,038 SH   SOLE   5,038 0 0
ELASTIC N.V ORD SHS N14506104   297 3,000 SH   SOLE   3,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   1,970 23,000 SH   SOLE   23,000 0 0
ENPHASE ENERGY INC COM 29355A107   481 7,000 SH   SOLE   7,000 0 0
ENTERGY CORP NEW COM 29364G103   303 4,000 SH   SOLE   4,000 0 0
EPAM SYS INC COM 29414B104   3,273 14,000 SH   SOLE   14,000 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108   235 3,500 SH   SOLE   3,500 0 0
TELEFONAKTIEBOLAGET LM ERICS ADR B SEK 10 294821608   627 77,830 SH   SOLE   77,830 0 0
EVERCORE INC CLASS A 29977A105   469 1,692 SH   SOLE   1,692 0 0
F5 INC COM 315616102   966 3,843 SH   SOLE   3,843 0 0
FIRST SOLAR INC COM 336433107   1,772 10,053 SH   SOLE   10,053 0 0
FLEX LTD ORD Y2573F102   1,711 44,575 SH   SOLE   44,575 0 0
FORTREA HLDGS INC COMMON STOCK 34965K107   973 52,164 SH   SOLE   52,164 0 0
FUTU HOLDINGS LTD SPON ADS CL A 36118L106   3,061 38,262 SH   SOLE   38,262 0 0
GAP INC COM 364760108   1,789 75,694 SH   SOLE   75,694 0 0
GE AEROSPACE COM NEW 369604301   1,203 7,200 SH   SOLE   7,200 0 0
GEO GROUP INC NEW COM 36162J106   10,540 376,693 SH   SOLE   376,693 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   1,765 64,125 SH   SOLE   64,125 0 0
HARMONIC INC COM 413160102   611 46,154 SH   SOLE   46,154 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   2,805 130,615 SH   SOLE   130,615 0 0
HONEYWELL INTL INC COM 438516106   2,401 10,631 SH   SOLE   10,631 0 0
INTEL CORP COM 458140100   511 25,487 SH   SOLE   25,487 0 0
INTUIT COM 461202103   681 1,083 SH   SOLE   1,083 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   43,595 85,274 SH   SOLE   85,274 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718   49,072 489,150 SH   SOLE   489,150 0 0
ISHARES TR 20 YR TR BD ETF 464287432   69,528 796,155 SH   SOLE   796,155 0 0
ISHARES TR EXPANDED TECH 464287515   7,609 76,000 SH   SOLE   76,000 0 0
JABIL INC COM 466313103   529 3,675 SH   SOLE   3,675 0 0
JD.COM INC SPON ADR CL A 47215P106   9,879 284,945 SH   SOLE   284,945 0 0
JEFFERIES FINL GROUP INC COM 47233W109   1,567 19,984 SH   SOLE   19,984 0 0
JINKOSOLAR HOLDING CO. LTD SPONSORED ADR 47759T100   1,171 47,010 SH   SOLE   47,010 0 0
JOBY AVIATION INC COMMON STOCK G65163100   1,626 200,000 SH   SOLE   200,000 0 0
JPMORGAN CHASE & CO. COM 46625H100   981 4,091 SH   SOLE   4,091 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   1,170 40,000 SH   SOLE   40,000 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100   2,862 82,709 SH   SOLE   82,709 0 0
LAM RESEARCH CORP COM 512807108   949 13,074 SH   SOLE   13,074 0 0
LI AUTO INC SPONSORED ADS 50202M102   719 29,973 SH   SOLE   29,973 0 0
LULULEMON ATHLETICA INC COM 550021109   748 1,957 SH   SOLE   1,957 0 0
LYFT INC CL A COM 55087P104   2,903 225,000 SH   SOLE   225,000 0 0
MAPLEBEAR INC COM 565394103   2,032 49,053 SH   SOLE   49,053 0 0
MARVELL TECHNOLOGY INC COM 573874104   1,574 14,251 SH   SOLE   14,251 0 0
MASTEC INC COM 576323109   621 4,558 SH   SOLE   4,558 0 0
MEDPACE HLDGS INC COM 58506Q109   432 1,300 SH   SOLE   1,300 0 0
META PLATFORMS INC CL A 30303M102   22,698 38,767 SH   SOLE   38,767 0 0
MICRON TECHNOLOGY INC COM 595112103   2,732 32,466 SH   SOLE   32,466 0 0
MICROSOFT CORP COM 594918104   11,786 27,961 SH   SOLE   27,961 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   759 38,100 SH   SOLE   38,100 0 0
MONGODB INC CL A 60937P106   698 3,000 SH   SOLE   3,000 0 0
NETAPP INC COM 64110D104   2,070 17,834 SH   SOLE   17,834 0 0
NEXTERA ENERGY INC COM 65339F101   1,527 21,300 SH   SOLE   21,300 0 0
NEXTRACKER INC CLASS A COM 65290E101   1,827 50,000 SH   SOLE   50,000 0 0
NOKIA CORP SPONSORED ADR 654902204   1,477 333,419 SH   SOLE   333,419 0 0
NRG ENERGY INC COM NEW 629377508   436 4,833 SH   SOLE   4,833 0 0
NVIDIA CORPORATION COM 67066G104   2,619 19,503 SH   SOLE   19,503 0 0
OMNICOM GROUP INC COM 681919106   347 4,000 SH   SOLE   4,000 0 0
OPERA LTD SPONSORED ADS 68373M107   656 34,627 SH   SOLE   34,627 0 0
ORACLE CORP COM 68389X105   6,391 38,350 SH   SOLE   38,350 0 0
OUSTER INC COM NEW 68989M202   2,444 200,000 SH   SOLE   200,000 0 0
PAYPAL HLDGS INC COM 70450Y103   1,675 19,625 SH   SOLE   19,625 0 0
PINDUODUO INC. SPONSORED ADS 722304102   4,024 41,485 SH   SOLE   41,485 0 0
PROSHARES TR ULTRAPRO SHT QQQ 74347G192   1,934 62,100 SH   SOLE   62,100 0 0
QUALCOMM INC COM 747525103   536 3,490 SH   SOLE   3,490 0 0
RALPH LAUREN CORP CL A 751212101   997 4,299 SH   SOLE   4,299 0 0
RIBBON COMMUNICATIONS INC COM 762544104   812 195,266 SH   SOLE   195,266 0 0
ROKU INC COM CL A 77543R102   929 12,500 SH   SOLE   12,500 0 0
SALESFORCE.COM INC. COM 79466L302   1,958 5,856 SH   SOLE   5,856 0 0
SENTINELONE INC CL A 81730H109   1,335 60,150 SH   SOLE   60,150 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   1,106 200,000 SH   SOLE   200,000 0 0
SKECHERS U S A INC CL A 830566105   1,131 16,827 SH   SOLE   16,827 0 0
SNOWFLAKE INC CL A 833445109   932 6,034 SH   SOLE   6,034 0 0
SONY GROUP CORP SPONSORED ADR 835699307   504 23,812 SH   SOLE   23,812 0 0
SPDR SER TR S&P BIOTECH 78464A870   1,192 13,234 SH   SOLE   13,234 0 0
SPDR SER TR S&P REGL BKG 78464A698   365 6,050 SH   SOLE   6,050 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   1,387 3,100 SH   SOLE   3,100 0 0
STARBUCKS CORP COM 855244109   1,396 15,300 SH   SOLE   15,300 0 0
SUPER MICRO COMPUTER INC COM 86800U104   1,253 41,094 SH   SOLE   41,094 0 0
SYNOPSYS INC COM 871607107   473 975 SH   SOLE   975 0 0
TAIWAN SEMICONDUCTOR MFG LTD COM 874039100   7,276 36,782 SH   SOLE   36,782 0 0
TAPESTRY INC COM 876030107   722 11,051 SH   SOLE   11,051 0 0
TARGET CORP COM 87612E106   1,041 7,700 SH   SOLE   7,700 0 0
TE CONNECTIVITY PLC ORD SHS G87052109   652 4,557 SH   SOLE   4,557 0 0
TESLA INC COM 88160R101   3,541 8,769 SH   SOLE   8,769 0 0
TEXAS INSTRS INC COM 882508104   656 3,500 SH   SOLE   3,500 0 0
TOAST INC CL A 888787108   416 11,405 SH   SOLE   11,405 0 0
TRIP COM GROUP LTD ADS 89677Q107   14,451 210,476 SH   SOLE   210,476 0 0
TRUIST FINL CORP COM 89832Q109   1,132 26,100 SH   SOLE   26,100 0 0
UBER TECHNOLOGIES INC. COM 90353T100   6,099 101,104 SH   SOLE   101,104 0 0
UIPATH INC CL A 90364P105   962 75,700 SH   SOLE   75,700 0 0
UPSTART HOLDINGS INC. COM 91680M107   1,822 29,600 SH   SOLE   29,600 0 0
US BANCORP DEL COM NEW 902973304   570 11,800 SH   SOLE   11,800 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   1,753 51,700 SH   SOLE   51,700 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   1,136 10,000 SH   SOLE   10,000 0 0
VIAVI SOLUTIONS INC COM 925550105   511 50,595 SH   SOLE   50,595 0 0
VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103   6,542 485,650 SH   SOLE   485,650 0 0
ZILLOW GROUP INC. CL C CAP STK 98954M200   1,080 14,590 SH   SOLE   14,590 0 0
ZSCALER INC COM 98980G102   686 3,840 SH   SOLE   3,840 0 0