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
AAON INC COM PAR $0.004 000360206   5,816,803 66,025 SH   SOLE   66,025 0 0
ADOBE INC COM 00724F101   2,260,608 4,480 SH   SOLE   4,480 0 0
AECOM COM 00766T100   5,014,830 51,130 SH   SOLE   51,130 0 0
AERCAP HOLDINGS NV SHS N00985106   4,997,325 57,500 SH   SOLE   57,500 0 0
AMAZON COM INC COM 023135106   11,720,551 64,977 SH   SOLE   64,977 0 0
ANALOG DEVICES INC COM 032654105   7,961,048 40,250 SH   SOLE   40,250 0 0
APPLIED MATLS INC COM 038222105   7,690,317 37,290 SH   SOLE   37,290 0 0
ARBOR REALTY TRUST INC COM 038923108   17,802,700 1,343,600 SH Put SOLE   1,343,600 0 0
ARCH RESOURCES INC CL A 03940R107   562,765 3,500 SH   SOLE   3,500 0 0
ARISTA NETWORKS INC COM 040413106   5,658,090 19,512 SH   SOLE   19,512 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   271,000 4,000 SH   SOLE   4,000 0 0
AVALONBAY CMNTYS INC COM 053484101   213,394 1,150 SH   SOLE   1,150 0 0
AXON ENTERPRISE INC COM 05464C101   13,320,866 42,575 SH   SOLE   42,575 0 0
AZEK CO INC CL A 05478C105   7,996,028 159,220 SH   SOLE   159,220 0 0
BIO-TECHNE CORP COM 09073M104   3,215,556 45,682 SH   SOLE   45,682 0 0
BLACKSTONE MTG TR INC COM CL A 09257W100   11,448,250 575,000 SH Put SOLE   575,000 0 0
BLOCK INC CL A 852234103   38,822,220 459,000 SH Put SOLE   459,000 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   12,863,810 86,660 SH   SOLE   86,660 0 0
BOSTON SCIENTIFIC CORP COM 101137107   4,947,855 72,242 SH   SOLE   72,242 0 0
BROADCOM INC COM 11135F101   555,347 419 SH   SOLE   419 0 0
CACTUS INC CL A 127203107   5,759,849 114,990 SH   SOLE   114,990 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   4,298,777 13,810 SH   SOLE   13,810 0 0
CAE INC COM 124765108   25,647,470 1,242,610 SH   SOLE   1,242,610 0 0
CAPITAL ONE FINL CORP COM 14040H105   32,606,910 219,000 SH Put SOLE   219,000 0 0
CAVA GROUP INC COM 148929102   8,506,382 121,433 SH   SOLE   121,433 0 0
CBOE GLOBAL MKTS INC COM 12503M108   10,409,407 56,656 SH   SOLE   56,656 0 0
CHARLES RIV LABS INTL INC COM 159864107   15,804,784 58,331 SH   SOLE   58,331 0 0
CHUBB LIMITED COM H1467J104   9,655,702 37,262 SH   SOLE   37,262 0 0
CHURCH & DWIGHT CO INC COM 171340102   5,997,825 57,500 SH   SOLE   57,500 0 0
CLEAN HARBORS INC COM 184496107   10,669,430 53,000 SH Put SOLE   53,000 0 0
CLEAN HARBORS INC COM 184496107   43,876,722 217,956 SH   SOLE   217,956 0 0
CME GROUP INC COM 12572Q105   7,660,018 35,580 SH   SOLE   35,580 0 0
COSTCO WHSL CORP NEW COM 22160K105   6,234,681 8,510 SH   SOLE   8,510 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   6,270,740 19,560 SH   SOLE   19,560 0 0
CURTISS WRIGHT CORP COM 231561101   3,286,270 12,840 SH   SOLE   12,840 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   7,033,882 26,480 SH   SOLE   26,480 0 0
CYTOKINETICS INC COM NEW 23282W605   3,225,060 46,000 SH   SOLE   46,000 0 0
DANAHER CORPORATION COM 235851102   4,887,020 19,570 SH   SOLE   19,570 0 0
DATADOG INC CL A COM 23804L103   4,063,226 32,874 SH   SOLE   32,874 0 0
DECKERS OUTDOOR CORP COM 243537107   7,577,143 8,050 SH   SOLE   8,050 0 0
DELL TECHNOLOGIES INC CL C 24703L202   8,266,128 72,440 SH   SOLE   72,440 0 0
DIAMONDBACK ENERGY INC COM 25278X109   22,987,720 116,000 SH Call SOLE   116,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   7,002,676 154,210 SH   SOLE   154,210 0 0
EASTGROUP PPTYS INC COM 277276101   215,724 1,200 SH   SOLE   1,200 0 0
EATON CORP PLC SHS G29183103   7,934,255 25,375 SH   SOLE   25,375 0 0
ELEVANCE HEALTH INC COM 036752103   362,978 700 SH   SOLE   700 0 0
ELI LILLY & CO COM 532457108   8,044,884 10,341 SH   SOLE   10,341 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   10,389,259 403,780 SH   SOLE   403,780 0 0
ENTEGRIS INC COM 29362U104   3,146,691 22,390 SH   SOLE   22,390 0 0
ETSY INC COM 29786A106   8,864,880 129,000 SH Call SOLE   129,000 0 0
EXPONENT INC COM 30214U102   3,021,741 36,543 SH   SOLE   36,543 0 0
FAIR ISAAC CORP COM 303250104   3,136,521 2,510 SH   SOLE   2,510 0 0
FISERV INC COM 337738108   423,523 2,650 SH   SOLE   2,650 0 0
FORESTAR GROUP INC COM 346232101   7,995,399 198,940 SH   SOLE   198,940 0 0
FORTUNE BRANDS INNOVATIONS I COM 34964C106   3,048,120 36,000 SH   SOLE   36,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   13,541,760 288,000 SH Call SOLE   288,000 0 0
FTAI AVIATION LTD SHS G3730V105   8,125,802 120,740 SH   SOLE   120,740 0 0
GAMESTOP CORP NEW CL A 36467W109   43,219,040 3,452,000 SH Put SOLE   3,452,000 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   211,922 4,600 SH   SOLE   4,600 0 0
GOGO INC COM 38046C109   10,606,240 1,208,000 SH Call SOLE   1,208,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   5,768,299 13,810 SH   SOLE   13,810 0 0
GUESS INC COM 401617105   8,654,250 275,000 SH Put SOLE   275,000 0 0
HELMERICH & PAYNE INC COM 423452101   4,836,900 115,000 SH Call SOLE   115,000 0 0
HOLOGIC INC COM 436440101   16,527,520 212,000 SH Call SOLE   212,000 0 0
HUBBELL INC COM 443510607   10,485,408 25,263 SH   SOLE   25,263 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   8,542,921 21,406 SH   SOLE   21,406 0 0
IQVIA HLDGS INC COM 46266C105   3,813,075 15,078 SH   SOLE   15,078 0 0
ISHARES TR RUS 2000 GRW ETF 464287648   4,739,000 17,500 SH   SOLE   17,500 0 0
ISHARES TR S&P MC 400GR ETF 464287606   2,098,750 23,000 SH   SOLE   23,000 0 0
LAM RESEARCH CORP COM 512807108   8,578,963 8,830 SH   SOLE   8,830 0 0
LIBERTY ENERGY INC COM CL A 53115L104   2,382,800 115,000 SH Call SOLE   115,000 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   12,360,090 188,416 SH   SOLE   188,416 0 0
LIBERTY MEDIA CORP DEL NOTE 2.250% 8/1 531229AQ5   204,534 200,000 PRN   SOLE   200,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   29,733,005 281,110 SH   SOLE   281,110 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   34,269,480 324,000 SH Put SOLE   324,000 0 0
LIVE NATION ENTERTAINMENT IN NOTE 3.125% 1/1 538034BA6   239,880 200,000 PRN   SOLE   200,000 0 0
LUCID GROUP INC COM 549498103   705,090 247,400 SH Put SOLE   247,400 0 0
MAGNA INTL INC COM 559222401   10,296,720 189,000 SH Put SOLE   189,000 0 0
MARATHON DIGITAL HOLDINGS IN COM 565788106   18,176,900 805,000 SH Put SOLE   805,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   24,803,176 40,400 SH   SOLE   40,400 0 0
MERCK & CO INC COM 58933Y105   263,900 2,000 SH   SOLE   2,000 0 0
META PLATFORMS INC CL A 30303M102   14,005,098 28,842 SH   SOLE   28,842 0 0
MICRON TECHNOLOGY INC COM 595112103   6,507,528 55,200 SH   SOLE   55,200 0 0
MICROSOFT CORP COM 594918104   10,892,862 25,891 SH   SOLE   25,891 0 0
MONTROSE ENVIRONMENTAL GROUP COM 615111101   3,673,754 93,790 SH   SOLE   93,790 0 0
MORGAN STANLEY COM NEW 617446448   5,739,052 60,950 SH   SOLE   60,950 0 0
NETAPP INC COM 64110D104   6,978,406 66,480 SH   SOLE   66,480 0 0
NETFLIX INC COM 64110L106   13,641,239 22,461 SH   SOLE   22,461 0 0
NEXTRACKER INC CLASS A COM 65290E101   9,497,251 168,780 SH   SOLE   168,780 0 0
NUCOR CORP COM 670346105   7,841,194 39,622 SH   SOLE   39,622 0 0
NUTANIX INC CL A 67059N108   11,505,842 186,420 SH   SOLE   186,420 0 0
NUTANIX INC CL A 67059N108   11,603,360 188,000 SH Put SOLE   188,000 0 0
NVIDIA CORPORATION COM 67066G104   5,476,477 6,061 SH   SOLE   6,061 0 0
ON SEMICONDUCTOR CORP COM 682189105   519,704 7,066 SH   SOLE   7,066 0 0
PALO ALTO NETWORKS INC COM 697435105   2,873,975 10,115 SH   SOLE   10,115 0 0
PAYPAL HLDGS INC COM 70450Y103   19,293,120 288,000 SH Call SOLE   288,000 0 0
PROCTER AND GAMBLE CO COM 742718109   14,418,184 88,864 SH   SOLE   88,864 0 0
PROLOGIS INC. COM 74340W103   247,418 1,900 SH   SOLE   1,900 0 0
QUALCOMM INC COM 747525103   5,756,200 34,000 SH Put SOLE   34,000 0 0
QUALCOMM INC COM 747525103   6,301,346 37,220 SH   SOLE   37,220 0 0
REPLIGEN CORP COM 759916109   1,888,858 10,270 SH   SOLE   10,270 0 0
RH COM 74967X103   3,346,779 9,610 SH   SOLE   9,610 0 0
ROKU INC COM CL A 77543R102   7,364,210 113,000 SH Put SOLE   113,000 0 0
ROKU INC COM CL A 77543R102   7,559,720 116,000 SH Call SOLE   116,000 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   15,663,647 112,680 SH   SOLE   112,680 0 0
RTX CORPORATION COM 75513E101   8,324,673 85,355 SH   SOLE   85,355 0 0
S&P GLOBAL INC COM 78409V104   297,815 700 SH   SOLE   700 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   15,539,350 167,000 SH Put SOLE   167,000 0 0
SHERWIN WILLIAMS CO COM 824348106   10,327,510 29,734 SH   SOLE   29,734 0 0
SHOPIFY INC CL A 82509L107   10,972,648 142,188 SH   SOLE   142,188 0 0
STARBUCKS CORP COM 855244109   13,708,500 150,000 SH Put SOLE   150,000 0 0
STEEL DYNAMICS INC COM 858119100   17,407,094 117,433 SH   SOLE   117,433 0 0
STERIS PLC SHS USD G8473T100   7,300,805 32,474 SH   SOLE   32,474 0 0
STRYKER CORPORATION COM 863667101   4,709,569 13,160 SH   SOLE   13,160 0 0
SYMBOTIC INC CLASS A COM 87151X101   3,440,205 76,449 SH   SOLE   76,449 0 0
SYNOPSYS INC COM 871607107   3,943,350 6,900 SH   SOLE   6,900 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   31,291,500 230,000 SH Put SOLE   230,000 0 0
TECK RESOURCES LTD CL B 878742204   343,350 7,500 SH   SOLE   7,500 0 0
TECK RESOURCES LTD CL B 878742204   13,184,640 288,000 SH Call SOLE   288,000 0 0
TETRA TECH INC NEW COM 88162G103   12,484,364 67,589 SH   SOLE   67,589 0 0
TJX COS INC NEW COM 872540109   16,397,484 161,679 SH   SOLE   161,679 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   16,401,482 189,810 SH   SOLE   189,810 0 0
TOLL BROTHERS INC COM 889478103   10,658,147 82,385 SH   SOLE   82,385 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   4,320,640 688,000 SH Call SOLE   688,000 0 0
TRIMBLE INC COM 896239100   12,078,763 187,675 SH   SOLE   187,675 0 0
TRIP COM GROUP LTD ADS 89677Q107   10,094,700 230,000 SH Call SOLE   230,000 0 0
UNITED AIRLS HLDGS INC COM 910047109   16,374,960 342,000 SH Put SOLE   342,000 0 0
UPSTART HLDGS INC COM 91680M107   28,664,740 1,066,000 SH Put SOLE   1,066,000 0 0
VALLEY NATL BANCORP COM 919794107   17,902,040 2,249,000 SH Put SOLE   2,249,000 0 0
VISTRA CORP COM 92840M102   8,409,541 120,740 SH   SOLE   120,740 0 0
VULCAN MATLS CO COM 929160109   12,227,635 44,803 SH   SOLE   44,803 0 0
WENDYS CO COM 95058W100   14,657,520 778,000 SH Put SOLE   778,000 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   5,814,563 14,694 SH   SOLE   14,694 0 0
WESTERN DIGITAL CORP. COM 958102105   9,894,800 145,000 SH Call SOLE   145,000 0 0
WESTERN DIGITAL CORP. COM 958102105   13,534,107 198,331 SH   SOLE   198,331 0 0
XYLEM INC COM 98419M100   32,622,890 252,421 SH   SOLE   252,421 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   4,623,856 94,790 SH   SOLE   94,790 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   9,318,297 142,547 SH   SOLE   142,547 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   16,865,460 258,000 SH Call SOLE   258,000 0 0