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 |
| AMAZON.COM INC | COM | 023135106 | 4,900,479 | 26,300 | SH | SOLE | 26,300 | 0 | 0 | |||
| ASML HOLDING NV | N Y REGISTRY SHS | N07059210 | 5,832,750 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | |||
| AURORA INNOVATION INC | CLASS A COM | 051774107 | 3,996,000 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | |||
| AXON ENTERPRISE INC | COM | 05464C101 | 3,556,440 | 8,900 | SH | SOLE | 8,900 | 0 | 0 | |||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 3,339,200 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| CARVANA CO | CL A | 146869102 | 2,611,650 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 3,341,960 | 58,000 | SH | SOLE | 58,000 | 0 | 0 | |||
| ELI LILLY & CO | COM | 532457108 | 7,973,460 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | |||
| GARMIN LTD | SHS | H2906T109 | 4,136,705 | 23,500 | SH | SOLE | 23,500 | 0 | 0 | |||
| GENERAL ELECTRIC CO | COM NEW | 369604301 | 6,600,300 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | |||
| GE VERNOVA INC | COM | 36828A101 | 4,079,680 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | |||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 4,264,250 | 18,500 | SH | SOLE | 18,500 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM LBTY SRM S C | 531229789 | 3,252,060 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | |||
| MAPLEBEAR INC | COM | 565394103 | 4,074,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 9,502,504 | 16,600 | SH | SOLE | 16,600 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 6,927,830 | 16,100 | SH | SOLE | 16,100 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 11,064,612 | 15,600 | SH | SOLE | 15,600 | 0 | 0 | |||
| NOVO-NORDISK A S | ADR | 670100205 | 3,572,100 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 12,144,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 3,348,000 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | |||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 3,469,092 | 3,300 | SH | SOLE | 3,300 | 0 | 0 | |||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 4,422,360 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | |||
| SYNOPSYS INC | COM | 871607107 | 4,557,510 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | |||
| THE TRADE DESK INC | COM CL A | 88339J105 | 8,223,750 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||