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 | 5,769,957 | 26,300 | SH | SOLE | 26,300 | 0 | 0 | |||
| APPLOVIN CORP | COM CL A | 03831W108 | 2,590,640 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | |||
| ASML HOLDING NV | N Y REGISTRY SHS | N07059210 | 4,851,560 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | |||
| AURORA INNOVATION INC | CLASS A COM | 051774107 | 1,953,000 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | |||
| AXON ENTERPRISE INC | COM | 05464C101 | 5,943,200 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| CARVANA CO | CL A | 146869102 | 3,050,400 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| DOCUSIGN INC | COM | 256163106 | 6,475,680 | 72,000 | SH | SOLE | 72,000 | 0 | 0 | |||
| DOORDASH INC | CL A | 25809K105 | 3,858,250 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | |||
| ELI LILLY & CO | COM | 532457108 | 6,948,000 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | |||
| GE VERNOVA INC | COM | 36828A101 | 6,085,205 | 18,500 | SH | SOLE | 18,500 | 0 | 0 | |||
| GILEAD SCIENCES INC | COM | 375558103 | 3,694,800 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 5,313,940 | 21,500 | SH | SOLE | 21,500 | 0 | 0 | |||
| IONQ INC | COM | 46222L108 | 2,088,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 9,719,466 | 16,600 | SH | SOLE | 16,600 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 6,786,150 | 16,100 | SH | SOLE | 16,100 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 13,904,592 | 15,600 | SH | SOLE | 15,600 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 13,429,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 6,050,400 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| ROKU INC | COM CL A | 77543R102 | 3,865,680 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | |||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 6,039,630 | 13,500 | SH | SOLE | 13,500 | 0 | 0 | |||
| THE TRADE DESK INC | COM CL A | 88339J105 | 8,814,750 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 3,699,500 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||