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
ADOBE INC COM 00724F101   1,805,505 3,250 SH   SOLE   3,250 0 0
ADVANCED MICRO DEVICES INC COM 007903107   4,217,460 26,000 SH   SOLE   26,000 0 0
ALPHABET INC CAP STK CL A 02079K305   6,375,250 35,000 SH   SOLE   35,000 0 0
ALPHABET INC CAP STK CL A 02079K305   1,639,350 9,000 SH Call SOLE   9,000 0 0
AMAZON COM INC COM 023135106   9,662,500 50,000 SH   SOLE   50,000 0 0
AMAZON COM INC COM 023135106   2,898,750 15,000 SH Call SOLE   15,000 0 0
AMETEK INC COM 031100100   3,417,555 20,500 SH   SOLE   20,500 0 0
AMPHENOL CORP NEW CL A 032095101   2,694,800 40,000 SH   SOLE   40,000 0 0
ANSYS INC COM 03662Q105   2,250,500 7,000 SH   SOLE   7,000 0 0
API GROUP CORP COM STK 00187Y100   1,505,200 40,000 SH   SOLE   40,000 0 0
APPLE INC COM 037833100   10,320,380 49,000 SH   SOLE   49,000 0 0
APPLIED MATLS INC COM 038222105   2,359,900 10,000 SH   SOLE   10,000 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   4,090,500 25,000 SH   SOLE   25,000 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   1,636,200 10,000 SH Call SOLE   10,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   5,113,650 5,000 SH   SOLE   5,000 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   3,673,446 6 SH   SOLE   6 0 0
BROADCOM INC COM 11135F101   14,449,770 9,000 SH   SOLE   9,000 0 0
BROADCOM INC COM 11135F101   160,550 1,000 SH Call SOLE   1,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   6,155,000 20,000 SH   SOLE   20,000 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   2,755,550 35,000 SH   SOLE   35,000 0 0
CARVANA CO CL A 146869102   1,609,000 12,500 SH   SOLE   12,500 0 0
COSTAR GROUP INC COM 22160N109   1,668,150 22,500 SH   SOLE   22,500 0 0
COSTCO WHSL CORP NEW COM 22160K105   5,949,930 7,000 SH   SOLE   7,000 0 0
CRH PLC ORD G25508105   2,999,200 40,000 SH   SOLE   40,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   3,831,900 10,000 SH   SOLE   10,000 0 0
CUMMINS INC COM 231021106   2,769,300 10,000 SH   SOLE   10,000 0 0
DANAHER CORPORATION COM 235851102   4,622,225 18,500 SH   SOLE   18,500 0 0
DATADOG INC CL A COM 23804L103   2,593,800 20,000 SH   SOLE   20,000 0 0
DISTRIBUTION SOLUTIONS GRP I COM 520776105   784,110 26,137 SH   SOLE   26,137 0 0
EATON CORP PLC SHS G29183103   3,605,825 11,500 SH   SOLE   11,500 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   1,988,200 20,000 SH   SOLE   20,000 0 0
GE VERNOVA INC COM 36828A101   707,479 4,125 SH   SOLE   4,125 0 0
GENERAL ELECTRIC CO COM NEW 369604301   2,623,005 16,500 SH   SOLE   16,500 0 0
HEICO CORP COM 422806109   6,652,398 29,750 SH   SOLE   29,750 0 0
HOME DEPOT INC COM 437076102   2,065,440 6,000 SH   SOLE   6,000 0 0
INTEL CORP COM 458140100   309,700 10,000 SH Call SOLE   10,000 0 0
INTUIT COM 461202103   3,121,748 4,750 SH   SOLE   4,750 0 0
ISHARES TR EXPND TEC SC ETF 464287549   4,345,000 50,000 SH Call SOLE   50,000 0 0
JPMORGAN CHASE & CO COM 46625H100   3,342,751 16,527 SH   SOLE   16,527 0 0
MASTERCARD INCORPORATED CL A 57636Q104   5,514,500 12,500 SH   SOLE   12,500 0 0
META PLATFORMS INC CL A 30303M102   8,067,520 16,000 SH   SOLE   16,000 0 0
META PLATFORMS INC CL A 30303M102   2,521,100 5,000 SH Call SOLE   5,000 0 0
MICROSOFT CORP COM 594918104   13,185,025 29,500 SH   SOLE   29,500 0 0
MONDAY COM LTD SHS M7S64H106   2,768,740 11,500 SH   SOLE   11,500 0 0
MONOLITHIC PWR SYS INC COM 609839105   5,751,760 7,000 SH   SOLE   7,000 0 0
MOODYS CORP COM 615369105   4,209,300 10,000 SH   SOLE   10,000 0 0
NVIDIA CORPORATION COM 67066G104   17,295,600 140,000 SH   SOLE   140,000 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   4,752,270 4,500 SH   SOLE   4,500 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   1,056,060 1,000 SH Call SOLE   1,000 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   1,056,060 1,000 SH Put SOLE   1,000 0 0
PARKER-HANNIFIN CORP COM 701094104   3,034,860 6,000 SH   SOLE   6,000 0 0
PARSONS CORP DEL COM 70202L102   2,045,250 25,000 SH   SOLE   25,000 0 0
POOL CORP COM 73278L105   1,536,650 5,000 SH   SOLE   5,000 0 0
S&P GLOBAL INC COM 78409V104   4,460,000 10,000 SH   SOLE   10,000 0 0
SERVICENOW INC COM 81762P102   3,343,348 4,250 SH   SOLE   4,250 0 0
SHERWIN WILLIAMS CO COM 824348106   7,162,320 24,000 SH   SOLE   24,000 0 0
SYNOPSYS INC COM 871607107   6,843,190 11,500 SH   SOLE   11,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   5,214,300 30,000 SH   SOLE   30,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   6,083,000 11,000 SH   SOLE   11,000 0 0
TRANSDIGM GROUP INC COM 893641100   5,749,245 4,500 SH   SOLE   4,500 0 0
UBER TECHNOLOGIES INC COM 90353T100   3,634,000 50,000 SH Call SOLE   50,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   1,453,600 20,000 SH   SOLE   20,000 0 0
UNION PAC CORP COM 907818108   5,656,500 25,000 SH   SOLE   25,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   3,310,190 6,500 SH   SOLE   6,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,018,520 2,000 SH Call SOLE   2,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,018,520 2,000 SH Put SOLE   2,000 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   4,822,950 18,500 SH   SOLE   18,500 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   5,194,200 60,000 SH   SOLE   60,000 0 0
VIKING THERAPEUTICS INC COM CL A 92686J906   530,100 10,000 SH Call SOLE   10,000 0 0
VISA INC COM CL A 92826C839   4,986,930 19,000 SH   SOLE   19,000 0 0
ZSCALER INC COM 98980G102   1,345,330 7,000 SH   SOLE   7,000 0 0