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   5,017,622 27,800 SH   SOLE   27,800 0 0
ADVANCED MICRO DEVICES INC COM 007903107   17,688,020 98,000 SH Call SOLE   98,000 0 0
ALPHABET INC CAP STK CL A 02079K305   13,885,560 92,000 SH Call SOLE   92,000 0 0
AMAZON COM INC COM 023135106   15,909,516 88,200 SH   SOLE   88,200 0 0
ANSYS INC COM 03662Q105   56,135,772 161,700 SH   SOLE   161,700 0 0
APPLE INC COM 037833100   36,439,500 212,500 SH Call SOLE   212,500 0 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107   14,744,700 457,200 SH Call SOLE   457,200 0 0
ATMUS FILTRATION TECHNOLOGIE COM 04956D107   17,904,426 555,176 SH   SOLE   555,176 0 0
AVANGRID INC COM 05351W103   10,225,064 280,600 SH   SOLE   280,600 0 0
BALL CORP COM 058498106   31,302,192 464,700 SH   SOLE   464,700 0 0
BEYOND MEAT INC NOTE 3/1 08862EAB5   359,999 1,500,000 PRN   SOLE   1,500,000 0 0
BOOKING HOLDINGS INC COM 09857L108   20,751,474 5,720 SH   SOLE   5,720 0 0
CAMDEN PPTY TR SH BEN INT 133131102   10,174,560 103,400 SH   SOLE   103,400 0 0
CALIDI BIOTHERAPEUTICS INC COM NEW 320703101   53,504 94,697 SH   SOLE   94,697 0 0
CORTEVA INC COM 22052L104   14,423,267 250,100 SH   SOLE   250,100 0 0
CORTEVA INC COM 22052L104   44,838,425 777,500 SH Call SOLE   777,500 0 0
DISCOVER FINL SVCS COM 254709108   21,420,106 163,400 SH   SOLE   163,400 0 0
EMERSON ELEC CO COM 291011104   10,332,562 91,100 SH   SOLE   91,100 0 0
EMERSON ELEC CO COM 291011104   23,364,520 206,000 SH Call SOLE   206,000 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   11,018,678 882,200 SH   SOLE   882,200 0 0
ETSY INC NOTE 0.250% 6/1 29786AAN6   7,900,000 10,000,000 PRN   SOLE   10,000,000 0 0
HASHICORP INC COM CL A 418100103   5,071,990 188,200 SH   SOLE   188,200 0 0
HEXCEL CORP NEW COM 428291108   14,460,798 198,501 SH   SOLE   198,501 0 0
HUMANA INC COM 444859102   1,594,912 4,600 SH   SOLE   4,600 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   15,665,205 140,231 SH   SOLE   140,231 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107   41,332,700 370,000 SH Call SOLE   370,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   19,817,406 144,200 SH   SOLE   144,200 0 0
ISHARES TR 20 YR TR BD ETF 464287432   123,147,930 1,301,500 SH Call SOLE   1,301,500 0 0
JONES LANG LASALLE INC COM 48020Q107   234,108 1,200 SH Call SOLE   1,200 0 0
JONES LANG LASALLE INC COM 48020Q107   16,191,495 82,995 SH   SOLE   82,995 0 0
KKR & CO INC COM 48251W104   10,560,900 105,000 SH Call SOLE   105,000 0 0
KKR & CO INC COM 48251W104   36,444,761 362,346 SH   SOLE   362,346 0 0
MICROSOFT CORP COM 594918104   10,223,496 24,300 SH   SOLE   24,300 0 0
PG&E CORP COM 69331C108   14,049,908 838,300 SH   SOLE   838,300 0 0
PIONEER NAT RES CO COM 723787107   16,458,750 62,700 SH   SOLE   62,700 0 0
PTC INC COM 69370C100   6,342,905 33,571 SH   SOLE   33,571 0 0
RACKSPACE TECHNOLOGY INC COM 750102105   1,986,850 1,257,500 SH Put SOLE   1,257,500 0 0
RTX CORPORATION COM 75513E101   31,775,274 325,800 SH   SOLE   325,800 0 0
RTX CORPORATION COM 75513E101   44,083,560 452,000 SH Call SOLE   452,000 0 0
SALESFORCE INC COM 79466L302   25,089,198 83,303 SH   SOLE   83,303 0 0
SHELL PLC SPON ADS 780259305   28,492,000 425,000 SH Call SOLE   425,000 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   2,434,600 92,500 SH Call SOLE   92,500 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   16,997,456 645,800 SH   SOLE   645,800 0 0
SPDR SER TR S&P BIOTECH 78464A870   29,890,350 315,000 SH Call SOLE   315,000 0 0
SPDR SER TR S&P REGL BKG 78464A698   18,100,800 360,000 SH Call SOLE   360,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   13,403,071 371,585 SH   SOLE   371,585 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   43,536,000 320,000 SH Call SOLE   320,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   44,175,571 324,701 SH   SOLE   324,701 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405   6,552,900 810,000 SH Put SOLE   810,000 0 0
UNITED STATES STL CORP NEW COM 912909108   15,763,591 386,552 SH   SOLE   386,552 0 0
UNITED STATES STL CORP NEW COM 912909108   30,585,000 750,000 SH Call SOLE   750,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   9,894,000 20,000 SH   SOLE   20,000 0 0
VENTAS INC COM 92276F100   20,246,100 465,000 SH Call SOLE   465,000 0 0
VENTAS INC COM 92276F100   30,811,995 707,671 SH   SOLE   707,671 0 0
WESTERN ALLIANCE BANCORP COM 957638109   5,321,351 82,900 SH   SOLE   82,900 0 0
WORKDAY INC CL A 98138H101   40,286,539 147,705 SH   SOLE   147,705 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   2,317,050 47,500 SH Put SOLE   47,500 0 0