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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 14,741,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 37,985,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| APPLOVIN CORP | COM CL A | 03831W108 | 9,962,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| AT&T INC | COM | 00206R102 | 10,068,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | |||
| BAIDU INC | SPON ADR REP A | 056752108 | 15,481,700 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | |||
| BOOKING HOLDINGS INC | COM | 09857L108 | 8,868,050 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | |||
| CHEWY INC | CL A | 16679L109 | 8,270,500 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| DOCUSIGN INC | COM | 256163106 | 11,890,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| ELASTIC N V | ORD SHS | N14506104 | 4,508,000 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 12,143,200 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| GITLAB INC | CLASS A COM | 37637K108 | 2,644,320 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | |||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 40,142,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| ISHARES TR | EXPANDED TECH | 464287515 | 24,338,400 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| JD.COM INC | SPON ADR CL A | 47215P106 | 21,667,500 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | |||
| MERCADOLIBRE INC | COM | 58733R102 | 25,144,640 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 39,997,480 | 113,000 | SH | SOLE | 113,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 15,041,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 9,737,600 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 37,141,500 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| PARAMOUNT GLOBAL | CLASS B COM | 92556H206 | 5,176,500 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 8,778,600 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| ROBLOX CORP | CL A | 771049103 | 4,572,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| SALESFORCE INC | COM | 79466L302 | 2,894,540 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | |||
| SPDR SER TR | S&P REGL BKG | 78464A698 | 986,156 | 18,809 | SH | SOLE | 18,809 | 0 | 0 | |||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 15,032,800 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| SUPER MICRO COMPUTER INC | COM | 86800U104 | 19,898,200 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| T-MOBILE US INC | COM | 872590104 | 8,016,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| TRIP COM GROUP LTD | ADS | 89677Q107 | 3,961,100 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | |||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 5,655,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 7,966,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | |||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 7,158,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||