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

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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
ADOBE INC COM 00724F101   368,687,389 961,300 SH Call SOLE   961,300 0 0
ADVANCED MICRO DEVICES INC COM 007903107   398,980,516 3,883,400 SH Call SOLE   3,883,400 0 0
AIR PRODS & CHEMS INC COM 009158106   259,983,482 881,539 SH   SOLE   881,539 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   212,976,778 1,610,654 SH   SOLE   1,610,654 0 0
ALLURION TECHNOLOGIES INC *W EXP 08/01/203 02008G110   33,305 1,148,436 SH   SOLE   1,148,436 0 0
ALPHABET INC CAP STK CL A 02079K305   120,742,912 780,800 SH Call SOLE   780,800 0 0
AMAZON COM INC COM 023135106   228,418,355 1,200,559 SH   SOLE   1,200,559 0 0
AMAZON COM INC COM 023135106   452,514,384 2,378,400 SH Call SOLE   2,378,400 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   950,836,802 8,903,800 SH Call SOLE   8,903,800 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   80,377,019 121,300 SH Call SOLE   121,300 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   16,949,100 230,600 SH Call SOLE   230,600 0 0
AVERY DENNISON CORP COM 053611109   116,580,316 655,056 SH   SOLE   655,056 0 0
BANK AMERICA CORP COM 060505104   76,319,997 1,828,900 SH Call SOLE   1,828,900 0 0
BEIGENE LTD SPONSORED ADS 07725L102   96,452,965 354,385 SH   SOLE   354,385 0 0
BLOOM ENERGY CORP COM CL A 093712107   74,782,118 3,803,770 SH   SOLE   3,803,770 0 0
BOOKING HOLDINGS INC COM 09857L108   232,188,264 50,400 SH Call SOLE   50,400 0 0
BOSTON SCIENTIFIC CORP COM 101137107   66,752,296 661,700 SH Call SOLE   661,700 0 0
CHUBB LIMITED COM H1467J104   71,420,635 236,500 SH Call SOLE   236,500 0 0
CLARITEV CORPORATION CL A NEW 62548M209   26,432,188 1,281,250 SH   SOLE   1,281,250 0 0
CME GROUP INC COM 12572Q105   22,470,063 84,700 SH Call SOLE   84,700 0 0
COCA COLA CO COM 191216100   33,138,574 462,700 SH Call SOLE   462,700 0 0
COMCAST CORP NEW CL A 20030N101   64,759,500 1,755,000 SH Call SOLE   1,755,000 0 0
CUMMINS INC COM 231021106   513,723,458 1,638,985 SH   SOLE   1,638,985 0 0
DOORDASH INC CL A 25809K105   150,125,268 821,389 SH   SOLE   821,389 0 0
ELECTRONIC ARTS INC COM 285512109   3,585,242,333 24,807,932 SH   SOLE   24,807,932 0 0
ELEVANCE HEALTH INC COM 036752103   63,330,176 145,600 SH Call SOLE   145,600 0 0
ELI LILLY & CO COM 532457108   17,426,701 21,100 SH Call SOLE   21,100 0 0
ERMENEGILDO ZEGNA N V ORD SHS N30577105   43,173,998 5,834,324 SH   SOLE   5,834,324 0 0
FEDEX CORP COM 31428X106   121,442,420 498,164 SH   SOLE   498,164 0 0
HCA HEALTHCARE INC COM 40412C101   104,148,770 301,400 SH Call SOLE   301,400 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   17,526,000 101,600 SH Call SOLE   101,600 0 0
KLA CORP COM NEW 482480100   9,721,140 14,300 SH Call SOLE   14,300 0 0
LAM RESEARCH CORP COM NEW 512807306   73,964,980 1,017,400 SH Call SOLE   1,017,400 0 0
LINDE PLC SHS G54950103   562,677,513 1,208,396 SH   SOLE   1,208,396 0 0
LUCID GROUP INC COM 549498103   4,285,550,615 1,770,888,684 SH   SOLE   1,770,888,684 0 0
MCKESSON CORP COM 58155Q103   61,309,389 91,100 SH Call SOLE   91,100 0 0
MERCADOLIBRE INC COM 58733R102   62,037,666 31,800 SH Call SOLE   31,800 0 0
META PLATFORMS INC CL A 30303M102   385,006,175 667,996 SH   SOLE   667,996 0 0
META PLATFORMS INC CL A 30303M102   22,996,764 39,900 SH Call SOLE   39,900 0 0
MICRON TECHNOLOGY INC COM 595112103   61,274,828 705,200 SH Call SOLE   705,200 0 0
MICROSOFT CORP COM 594918104   416,307,510 1,109,000 SH Call SOLE   1,109,000 0 0
NEXTERA ENERGY INC COM 65339F101   64,722,570 913,000 SH Call SOLE   913,000 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   69,896,151 6,825,796 SH   SOLE   6,825,796 0 0
NVIDIA CORPORATION COM 67066G104   172,324,200 1,590,000 SH Call SOLE   1,590,000 0 0
PAYPAL HLDGS INC COM 70450Y103   114,790,997 1,759,249 SH   SOLE   1,759,249 0 0
PAYPAL HLDGS INC COM 70450Y103   239,441,400 3,669,600 SH Call SOLE   3,669,600 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   201,582,596 1,703,275 SH   SOLE   1,703,275 0 0
PINTEREST INC CL A 72352L106   127,961,428 4,127,788 SH   SOLE   4,127,788 0 0
PROLOGIS INC. COM 74340W103   173,482,988 1,551,865 SH   SOLE   1,551,865 0 0
S&P GLOBAL INC COM 78409V104   74,741,510 147,100 SH Call SOLE   147,100 0 0
SALESFORCE INC COM 79466L302   617,254,836 2,300,100 SH Call SOLE   2,300,100 0 0
SCHWAB CHARLES CORP COM 808513105   62,209,116 794,700 SH Call SOLE   794,700 0 0
SEA LTD SPONSORD ADS 81141R100   108,741,884 833,335 SH   SOLE   833,335 0 0
SHOPIFY INC CL A 82509L107   119,350,000 1,250,000 SH   SOLE   1,250,000 0 0
STARBUCKS CORP COM 855244109   527,459,357 5,377,300 SH Call SOLE   5,377,300 0 0
STRYKER CORPORATION COM 863667101   116,886,500 314,000 SH Call SOLE   314,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   2,365,692,430 11,414,680 SH   SOLE   11,414,680 0 0
THE CIGNA GROUP COM 125523100   50,271,200 152,800 SH Call SOLE   152,800 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   9,603,680 19,300 SH Call SOLE   19,300 0 0
UBER TECHNOLOGIES INC COM 90353T100   5,307,161,817 72,840,541 SH   SOLE   72,840,541 0 0
UNITEDHEALTH GROUP INC COM 91324P102   60,178,875 114,900 SH Call SOLE   114,900 0 0
VISA INC COM CL A 92826C839   235,928,270 673,196 SH   SOLE   673,196 0 0
WALMART INC COM 931142103   70,232,000 800,000 SH Call SOLE   800,000 0 0
ZOETIS INC CL A 98978V103   131,802,325 800,500 SH Call SOLE   800,500 0 0