The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| META PLATFORMS INC | CL A | 30303M102 | 32,741,300 | 92,500 | SH | SOLE | 92,500 | 0 | 0 | |||
| ANALOG DEVICES INC | COM | 032654105 | 30,776,800 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 20,511,900 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | |||
| JD.COM INC | SPON ADR CL A | 47215P106 | 20,223,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | |||
| GOOSEHEAD INS INC | COM CL A | 38267D109 | 18,950,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 15,362,550 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | |||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 9,688,750 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| BILL HOLDINGS INC | COM | 090043100 | 9,586,825 | 117,500 | SH | SOLE | 117,500 | 0 | 0 | |||
| REMITLY GLOBAL INC | COM | 75960P104 | 6,117,300 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | |||