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
ABBOTT LABS COM 002824100   262,223 2,300 SH   SOLE   2,300 0 0
ADVANCED MICRO DEVICES INC COM 007903107   820,400 5,000 SH   SOLE   5,000 0 0
AKOUSTIS TECHNOLOGIES INC COM 00973N102   63,941 714,429 SH   SOLE   714,429 0 0
AMKOR TECHNOLOGY INC COM 031652100   122,400 4,000 SH   SOLE   4,000 0 0
ANALOG DEVICES INC COM 032654105   690,510 3,000 SH   SOLE   3,000 0 0
ANSYS INC COM 03662Q105   175,247 550 SH   DFND 2 0 550 0
APPLE INC COM 037833100   116,500 500 SH   SOLE   500 0 0
ARCHER DANIELS MIDLAND CO COM 039483102   274,804 4,600 SH   SOLE   4,600 0 0
ARISTA NETWORKS INC COM 040413106   191,910 500 SH   SOLE   500 0 0
ARM HOLDINGS PLC SPONSORED ADR 042068205   214,515 1,500 SH   SOLE   1,500 0 0
BAXTER INTL INC COM 071813109   254,399 6,700 SH   SOLE   6,700 0 0
BECTON DICKINSON & CO COM 075887109   265,210 1,100 SH   SOLE   1,100 0 0
BILL HOLDINGS INC COM 090043100   211,040 4,000 SH   SOLE   4,000 0 0
BROADCOM INC COM 11135F101   120,750 700 SH   SOLE   700 0 0
CVS HEALTH CORP COM 126650100   301,824 4,800 SH   SOLE   4,800 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   174,473 4,180 SH   DFND 1 0 4,180 0
CALUMET INC COM 131428104   406,278 22,799 SH   DFND 1 0 22,799 0
COHERENT CORP COM 19247G107   177,820 2,000 SH   SOLE   2,000 0 0
CONOCOPHILLIPS COM 20825C104   273,728 2,600 SH   SOLE   2,600 0 0
COSTAR GROUP INC COM 22160N109   301,760 4,000 SH   DFND 2 0 4,000 0
COUPANG INC CL A 22266T109   196,400 8,000 SH   SOLE   8,000 0 0
DAKTRONICS INC COM 234264109   555,130 43,000 SH   DFND 2 0 43,000 0
DIGITALOCEAN HLDGS INC COM 25402D102   80,780 2,000 SH   SOLE   2,000 0 0
DOCUSIGN INC COM 256163106   93,135 1,500 SH   SOLE   1,500 0 0
DOORDASH INC CL A 25809K105   142,730 1,000 SH   SOLE   1,000 0 0
DOW INC COM 260557103   295,002 5,400 SH   SOLE   5,400 0 0
DROPBOX INC CL A 26210C104   750,694 29,520 SH   DFND 2 0 29,520 0
DRIVEN BRANDS HLDGS INC COM 26210V102   494,755 34,671 SH   DFND 1 0 34,671 0
DOXIMITY INC CL A 26622P107   174,280 4,000 SH   SOLE   4,000 0 0
ECOVYST INC COM 27923Q109   115,594 16,875 SH   DFND 1 0 16,875 0
EMERSON ELEC CO COM 291011104   295,299 2,700 SH   SOLE   2,700 0 0
ENERFLEX LTD COM 29269R105   119,200 20,000 SH   DFND 1 0 20,000 0
ENHABIT INC COM 29332G102   2,252,622 285,142 SH   SOLE   285,142 0 0
EXELON CORP COM 30161N101   283,850 7,000 SH   SOLE   7,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104   1,182,650 31,000 SH   DFND 2 0 31,000 0
EXTREME NETWORKS COM 30226D106   225,450 15,000 SH   SOLE   15,000 0 0
EXXON MOBIL CORP COM 30231G102   269,606 2,300 SH   SOLE   2,300 0 0
META PLATFORMS INC CL A 30303M102   457,952 800 SH   SOLE   800 0 0
FASTENAL CO COM 311900104   285,680 4,000 SH   SOLE   4,000 0 0
FIRST SOLAR INC COM 336433107   124,720 500 SH   SOLE   500 0 0
GMS INC COM 36251C103   950,985 10,500 SH   DFND 2 0 10,500 0
GENUINE PARTS CO COM 372460105   279,360 2,000 SH   SOLE   2,000 0 0
GITLAB INC CLASS A COM 37637K108   154,620 3,000 SH   SOLE   3,000 0 0
GREEN PLAINS INC COM 393222104   236,855 17,493 SH   DFND 1 0 17,493 0
GREEN PLAINS INC COM 393222104   858,206 63,383 SH   SOLE   63,383 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   1,035,706 50,621 SH   SOLE   50,621 0 0
HONEYWELL INTL INC COM 438516106   268,723 1,300 SH   SOLE   1,300 0 0
HORMEL FOODS CORP COM 440452100   275,790 8,700 SH   SOLE   8,700 0 0
HUDSON TECHNOLOGIES INC COM 444144109   27,922 3,348 SH   DFND 1 0 3,348 0
INTERPUBLIC GROUP COS INC COM 460690100   268,855 8,500 SH   SOLE   8,500 0 0
JACOBS SOLUTIONS INC COM 46982L108   392,700 3,000 SH   DFND 2 0 3,000 0
KEURIG DR PEPPER INC COM 49271V100   112,440 3,000 SH   DFND 2 0 3,000 0
KLAVIYO INC COM SER A 49845K101   176,900 5,000 SH   SOLE   5,000 0 0
KRAFT HEINZ CO COM 500754106   263,325 7,500 SH   SOLE   7,500 0 0
LSI INDS INC OHIO COM 50216C108   554,995 34,365 SH   DFND 2 0 34,365 0
LUMENTUM HLDGS INC COM 55024U109   443,660 7,000 SH   SOLE   7,000 0 0
LYFT INC CL A COM 55087P104   522,750 41,000 SH   DFND 2 0 41,000 0
MACYS INC COM 55616P104   737,210 46,986 SH   SOLE   46,986 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203   45,518 9,747 SH   DFND 1 0 9,747 0
MAGNITE INC COM 55955D100   548,876 39,630 SH   DFND 1 0 39,630 0
MARVELL TECHNOLOGY INC COM 573874104   360,600 5,000 SH   SOLE   5,000 0 0
MCDONALDS CORP COM 580135101   304,510 1,000 SH   DFND 2 0 1,000 0
MERCK & CO INC COM 58933Y105   272,544 2,400 SH   SOLE   2,400 0 0
PATHWARD FINANCIAL INC COM 59100U108   395,400 5,990 SH   DFND 1 0 5,990 0
MICROCHIP TECHNOLOGY INC. COM 595017104   24,087 300 SH   SOLE   300 0 0
MONGODB INC CL A 60937P106   135,175 500 SH   SOLE   500 0 0
MONOLITHIC PWR SYS INC COM 609839105   277,350 300 SH   SOLE   300 0 0
MOSAIC CO NEW COM 61945C103   281,190 10,500 SH   SOLE   10,500 0 0
N-ABLE INC COMMON STOCK 62878D100   300,380 23,000 SH   DFND 2 0 23,000 0
NCINO INC COM 63947X101   126,360 4,000 SH   SOLE   4,000 0 0
NETFLIX INC COM 64110L106   141,854 200 SH   SOLE   200 0 0
NEWS CORP NEW CL A 65249B109   729,263 27,385 SH   SOLE   27,385 0 0
NOKIA CORP SPONSORED ADR 654902204   437,000 100,000 SH   SOLE   100,000 0 0
OCEANEERING INTL INC COM 675232102   858,015 34,500 SH   DFND 2 0 34,500 0
ON SEMICONDUCTOR CORP COM 682189105   145,220 2,000 SH   SOLE   2,000 0 0
OPAL FUELS INC CLASS A COM 68347P103   187,501 51,370 SH   DFND 1 0 51,370 0
PPG INDS INC COM 693506107   278,166 2,100 SH   SOLE   2,100 0 0
PALO ALTO NETWORKS INC COM 697435105   273,440 800 SH   SOLE   800 0 0
PAYPAL HLDGS INC COM 70450Y103   1,329,865 17,043 SH   SOLE   17,043 0 0
PHILLIPS 66 COM 718546104   289,190 2,200 SH   SOLE   2,200 0 0
PINTEREST INC CL A 72352L106   161,850 5,000 SH   SOLE   5,000 0 0
RAPID7 INC COM 753422104   119,670 3,000 SH   SOLE   3,000 0 0
REDDIT INC CL A 75734B100   329,600 5,000 SH   DFND 2 0 5,000 0
ROBLOX CORP CL A 771049103   265,560 6,000 SH   SOLE   6,000 0 0
SEA LTD SPONSORD ADS 81141R100   282,840 3,000 SH   SOLE   3,000 0 0
SEMTECH CORP COM 816850101   82,188 1,800 SH   SOLE   1,800 0 0
SERVICENOW INC COM 81762P102   447,195 500 SH   SOLE   500 0 0
SHIFT4 PMTS INC CL A 82452J109   177,200 2,000 SH   SOLE   2,000 0 0
SNAP INC CL A 83304A106   107,000 10,000 SH   SOLE   10,000 0 0
SOLARWINDS CORP COM NEW 83417Q204   94,234 7,221 SH   DFND 1 0 7,221 0
SOLO BRANDS INC COM CL A 83425V104   54,990 39,000 SH   DFND 2 0 39,000 0
SYSCO CORP COM 871829107   273,210 3,500 SH   SOLE   3,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   173,670 1,000 SH   SOLE   1,000 0 0
THE TRADE DESK INC COM CL A 88339J105   164,475 1,500 SH   SOLE   1,500 0 0
TOAST INC CL A 888787108   198,170 7,000 SH   SOLE   7,000 0 0
TYLER TECHNOLOGIES INC COM 902252105   1,196,626 2,050 SH   DFND 2 0 2,050 0
UNITED PARCEL SERVICE INC CL B 911312106   286,314 2,100 SH   SOLE   2,100 0 0
UNITY SOFTWARE INC COM 91332U101   226,200 10,000 SH   SOLE   10,000 0 0
UPSTART HLDGS INC COM 91680M107   80,020 2,000 SH   SOLE   2,000 0 0
VICOR CORP COM 925815102   294,700 7,000 SH   SOLE   7,000 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   2,851,373 345,621 SH   SOLE   345,621 0 0
XPERI INC COMMON STOCK 98423J101   122,596 13,268 SH   DFND 1 0 13,268 0
FERROGLOBE PLC SHS G33856108   637,030 137,291 SH   DFND 1 0 137,291 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   109,530 1,000 SH   SOLE   1,000 0 0
PERRIGO CO PLC SHS G97822103   2,370,982 90,392 SH   SOLE   90,392 0 0
PERRIGO CO PLC SHS G97822103   304,268 11,600 SH   DFND 1 0 11,600 0
ARDAGH METAL PACKAGING S A SHS L02235106   269,023 71,359 SH   DFND 1 0 71,359 0
ORION S.A. COM L72967109   1,779,308 99,905 SH   SOLE   99,905 0 0
ORION S.A. COM L72967109   254,630 14,297 SH   DFND 1 0 14,297 0
CYBERARK SOFTWARE LTD SHS M2682V108   233,288 800 SH   SOLE   800 0 0
JFROG LTD ORD SHS M6191J100   116,160 4,000 SH   SOLE   4,000 0 0
MONDAY COM LTD SHS M7S64H106   499,986 1,800 SH   SOLE   1,800 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113   1,601,751 97,017 SH   SOLE   97,017 0 0
NVIDIA CORPORATION COM 67066G104   485,760 3,000 SH   SOLE   3,000 0 0
PEPSICO INC COM 713448108   272,080 1,600 SH   SOLE   1,600 0 0
TESLA INC COM 88160R101   784,890 4,000 SH   SOLE   4,000 0 0