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   15,743,520 31,200 SH   SOLE   31,200 0 0
ADVANCED MICRO DEVICES INC COM 007903107   30,060,610 166,550 SH   SOLE   166,550 0 0
AFFIRM HLDGS INC COM CL A 00827B106   11,674,154 313,316 SH   SOLE   313,316 0 0
AGILON HEALTH INC COM 00857U107   1,801,678 295,357 SH   SOLE   295,357 0 0
AIR LEASE CORP CL A 00912X302   8,564,760 166,500 SH   SOLE   166,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   8,734,576 120,710 SH   SOLE   120,710 0 0
ALPHABET INC CAP STK CL A 02079K305   22,565,695 149,511 SH   SOLE   149,511 0 0
ALPHABET INC CAP STK CL A 02079K305   17,356,950 115,000 SH Call SOLE   115,000 0 0
AMAZON COM INC COM 023135106   56,780,738 314,784 SH   SOLE   314,784 0 0
AMN HEALTHCARE SVCS INC COM 001744101   2,811,200 44,972 SH   SOLE   44,972 0 0
APPLE INC COM 037833100   7,520,770 43,858 SH   SOLE   43,858 0 0
ARCH CAP GROUP LTD ORD G0450A105   28,823,994 311,813 SH   SOLE   311,813 0 0
ARISTA NETWORKS INC COM 040413106   12,241,796 42,216 SH   SOLE   42,216 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   15,161,653 15,623 SH   SOLE   15,623 0 0
BAKER HUGHES COMPANY CL A 05722G100   8,202,911 244,863 SH   SOLE   244,863 0 0
BATH & BODY WORKS INC COM 070830104   13,051,368 260,923 SH   SOLE   260,923 0 0
BBB FOODS INC CL A COM G0896C103   6,342,126 266,700 SH   SOLE   266,700 0 0
BEYOND MEAT INC COM 08862E109   264,960 32,000 SH   SOLE   32,000 0 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204   1,130,511 60,944 SH   SOLE   60,944 0 0
BLOCK INC CL A 852234103   2,561,082 30,280 SH   SOLE   30,280 0 0
BROADCOM INC COM 11135F101   33,377,800 25,183 SH   SOLE   25,183 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   12,388,944 39,800 SH   SOLE   39,800 0 0
CAMTEK LTD ORD M20791105   13,964,459 166,700 SH   SOLE   166,700 0 0
CARVANA CO CL A 146869102   6,464,638 73,537 SH   SOLE   73,537 0 0
CENOVUS ENERGY INC COM 15135U109   1,463,748 73,224 SH   SOLE   73,224 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   2,543,424 875 SH   SOLE   875 0 0
CLOUDFLARE INC CL A COM 18915M107   593,568 6,130 SH   SOLE   6,130 0 0
COHERENT CORP COM 19247G107   9,687,561 159,808 SH   SOLE   159,808 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   29,649,165 111,833 SH   SOLE   111,833 0 0
CONOCOPHILLIPS COM 20825C104   6,224,628 48,905 SH   SOLE   48,905 0 0
COTERRA ENERGY INC COM 127097103   13,490,714 483,885 SH   SOLE   483,885 0 0
CRESCENT PT ENERGY CORP COM 22576C101   409,500 50,000 SH   SOLE   50,000 0 0
CRITEO S A SPONS ADS 226718104   1,117,716 31,871 SH   SOLE   31,871 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   14,700,013 45,853 SH   SOLE   45,853 0 0
DATADOG INC CL A COM 23804L103   13,509,480 109,300 SH   SOLE   109,300 0 0
DELTA AIR LINES INC DEL COM NEW 247361702   12,829,639 268,010 SH   SOLE   268,010 0 0
DIAMONDBACK ENERGY INC COM 25278X109   10,794,122 54,469 SH   SOLE   54,469 0 0
DIGITAL RLTY TR INC COM 253868103   2,432,259 16,886 SH   SOLE   16,886 0 0
EATON CORP PLC SHS G29183103   13,476,508 43,100 SH   SOLE   43,100 0 0
ELI LILLY & CO COM 532457108   10,545,248 13,555 SH   SOLE   13,555 0 0
EQT CORP COM 26884L109   5,633,194 151,961 SH   SOLE   151,961 0 0
EVEREST GROUP LTD COM G3223R108   37,859,490 95,244 SH   SOLE   95,244 0 0
FIDELIS INSURANCE HOLDINGS L COM G3398L118   3,431,402 176,150 SH   SOLE   176,150 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   8,367,930 5,118 SH   SOLE   5,118 0 0
FIRST WATCH RESTAURANT GROUP COM 33748L101   4,259,260 173,000 SH   SOLE   173,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   12,455,598 264,900 SH   SOLE   264,900 0 0
GAP INC COM 364760108   2,680,505 97,296 SH   SOLE   97,296 0 0
GRAHAM HLDGS CO COM CL B 384637104   2,303,040 3,000 SH   SOLE   3,000 0 0
HALLIBURTON CO COM 406216101   12,814,851 325,085 SH   SOLE   325,085 0 0
HERON THERAPEUTICS INC COM 427746102   886,760 320,130 SH   SOLE   320,130 0 0
HESS CORP COM 42809H107   670,090 4,390 SH   SOLE   4,390 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   3,199,650 15,000 SH   SOLE   15,000 0 0
HUBSPOT INC COM 443573100   12,092,608 19,300 SH   SOLE   19,300 0 0
INTERPUBLIC GROUP COS INC COM 460690100   4,263,077 130,649 SH   SOLE   130,649 0 0
INTL GNRL INSURANCE HLDNGS L SHS G4809J106   3,545,259 261,836 SH   SOLE   261,836 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   3,252,584 8,150 SH   SOLE   8,150 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   8,505,977 54,393 SH   SOLE   54,393 0 0
LAS VEGAS SANDS CORP COM 517834107   2,471,260 47,800 SH   SOLE   47,800 0 0
LEMONADE INC COM 52567D107   344,610 21,000 SH   SOLE   21,000 0 0
LYFT INC CL A COM 55087P104   5,928,840 306,400 SH   SOLE   306,400 0 0
MARATHON OIL CORP COM 565849106   4,155,041 146,614 SH   SOLE   146,614 0 0
MARVELL TECHNOLOGY INC COM 573874104   14,700,512 207,400 SH   SOLE   207,400 0 0
MASTERCARD INCORPORATED CL A 57636Q104   3,611,775 7,500 SH   SOLE   7,500 0 0
MCDONALDS CORP COM 580135101   6,028,655 21,382 SH   SOLE   21,382 0 0
META PLATFORMS INC CL A 30303M102   35,144,824 72,377 SH   SOLE   72,377 0 0
METLIFE INC COM 59156R108   9,985,211 134,735 SH   SOLE   134,735 0 0
MICRON TECHNOLOGY INC COM 595112103   20,038,824 169,979 SH   SOLE   169,979 0 0
MICROSOFT CORP COM 594918104   41,991,222 99,808 SH   SOLE   99,808 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   3,181,243 98,950 SH   SOLE   98,950 0 0
NAVIGATOR HLDGS LTD SHS Y62132108   2,490,200 162,228 SH   SOLE   162,228 0 0
NETFLIX INC COM 64110L106   2,702,619 4,450 SH   SOLE   4,450 0 0
NEW YORK CMNTY BANCORP INC COM 649445103   1,303,508 404,816 SH   SOLE   404,816 0 0
NIKE INC CL B 654106103   1,340,155 14,260 SH   SOLE   14,260 0 0
NOVO-NORDISK A S ADR 670100205   6,676,800 52,000 SH   SOLE   52,000 0 0
NVIDIA CORPORATION COM 67066G104   44,475,030 49,222 SH   SOLE   49,222 0 0
OCCIDENTAL PETE CORP COM 674599105   9,249,572 142,323 SH   SOLE   142,323 0 0
OLO INC CL A 68134L109   398,025 72,500 SH   SOLE   72,500 0 0
ONTO INNOVATION INC COM 683344105   7,895,088 43,600 SH   SOLE   43,600 0 0
OVINTIV INC COM 69047Q102   390,288 7,520 SH   SOLE   7,520 0 0
PALO ALTO NETWORKS INC COM 697435105   6,758,316 23,786 SH   SOLE   23,786 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   282,480 24,000 SH   SOLE   24,000 0 0
PERMIAN RESOURCES CORP CLASS A COM 71424F105   9,383,659 531,351 SH   SOLE   531,351 0 0
PHILIP MORRIS INTL INC COM 718172109   13,832,696 150,979 SH   SOLE   150,979 0 0
POOL CORP COM 73278L105   3,873,600 9,600 SH   SOLE   9,600 0 0
PROFOUND MED CORP COM NEW 74319B502   889,346 104,261 SH   SOLE   104,261 0 0
QUANTA SVCS INC COM 74762E102   16,109,159 62,006 SH   SOLE   62,006 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   1,747,790 277,868 SH   SOLE   277,868 0 0
RENAISSANCERE HLDGS LTD COM G7496G103   23,145,284 98,478 SH   SOLE   98,478 0 0
RIOT PLATFORMS INC COM 767292105   3,891,096 317,900 SH   SOLE   317,900 0 0
ROBLOX CORP CL A 771049103   1,385,934 36,300 SH   SOLE   36,300 0 0
SALESFORCE INC COM 79466L302   9,622,701 31,950 SH   SOLE   31,950 0 0
SCHLUMBERGER LTD COM STK 806857108   13,565,804 247,506 SH   SOLE   247,506 0 0
SEADRILL 2021 LTD COM G7997W102   8,025,415 159,551 SH   SOLE   159,551 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   9,537,625 102,500 SH   SOLE   102,500 0 0
SEMTECH CORP COM 816850101   2,061,750 75,000 SH   SOLE   75,000 0 0
SERVICENOW INC COM 81762P102   19,305,493 25,322 SH   SOLE   25,322 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103   5,000,858 28,650 SH   SOLE   28,650 0 0
SL GREEN RLTY CORP COM 78440X887   1,019,905 18,500 SH   SOLE   18,500 0 0
SNOWFLAKE INC CL A 833445109   711,040 4,400 SH   SOLE   4,400 0 0
SOUTHWESTERN ENERGY CO COM 845467109   3,987,853 526,102 SH   SOLE   526,102 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   649,260 18,000 SH   SOLE   18,000 0 0
STANDARD BIOTOOLS INC COM 34385P108   1,370,000 505,535 SH   SOLE   505,535 0 0
SUNRUN INC COM 86771W105   1,699,706 128,961 SH   SOLE   128,961 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   25,193,331 185,177 SH   SOLE   185,177 0 0
TALOS ENERGY INC COM 87484T108   8,801,796 631,859 SH   SOLE   631,859 0 0
TAPESTRY INC COM 876030107   5,848,349 123,175 SH   SOLE   123,175 0 0
TECK RESOURCES LTD CL B 878742204   3,749,382 81,900 SH   SOLE   81,900 0 0
TERADYNE INC COM 880770102   6,882,630 61,000 SH   SOLE   61,000 0 0
TESLA INC COM 88160R101   5,897,930 33,551 SH   SOLE   33,551 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100   8,363,761 1,331,809 SH   SOLE   1,331,809 0 0
UBER TECHNOLOGIES INC COM 90353T100   8,294,210 107,731 SH   SOLE   107,731 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405   355,960 44,000 SH   SOLE   44,000 0 0
UPSTART HLDGS INC COM 91680M107   5,073,955 188,693 SH   SOLE   188,693 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   2,455,209 7,300 SH   SOLE   7,300 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   13,434,715 164,500 SH   SOLE   164,500 0 0
VISA INC COM CL A 92826C839   16,129,987 57,797 SH   SOLE   57,797 0 0
WALMART INC COM 931142103   14,803,625 246,030 SH   SOLE   246,030 0 0
WAYFAIR INC CL A 94419L101   732,425 10,790 SH   SOLE   10,790 0 0
WESTERN DIGITAL CORP. COM 958102105   11,454,835 167,861 SH   SOLE   167,861 0 0
WW INTL INC COM 98262P101   1,024,010 553,519 SH   SOLE   553,519 0 0
WYNN RESORTS LTD COM 983134107   9,708,476 94,967 SH   SOLE   94,967 0 0
ZSCALER INC COM 98980G102   7,296,439 37,878 SH   SOLE   37,878 0 0