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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
OMB APPROVAL
OMB Number: 3235-0006
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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   28,849,907 178,317 SH   OTR   178,317 0 0
ALPHABET INC CAP STK CL A 02079K305   48,015,897 197,515 SH   OTR   197,515 0 0
AMAZON COM INC COM 023135106   82,099,638 373,911 SH   OTR   373,911 0 0
AMERICAN AIRLS GROUP INC COM 02376R102   4,487,008 399,200 SH   OTR   399,200 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   26,687,892 713,580 SH   OTR   713,580 0 0
ECHOSTAR CORP CL A 278768106   15,612,566 204,460 SH   OTR   204,460 0 0
FIGURE TECHNOLOGY SOLUTIO COM CL A 349381103   5,546,425 152,500 SH   OTR   152,500 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109   14,322,455 383,466 SH   OTR   383,466 0 0
HUMANA INC COM 444859102   44,971,425 172,854 SH   OTR   172,854 0 0
LATAM AIRLINES GROUP SA SPONSORED ADR 51817R205   21,124,465 466,839 SH   OTR   466,839 0 0
MARRIOTT INTL INC NEW CL A 571903202   32,183,873 123,575 SH   OTR   123,575 0 0
MASTERCARD INCORPORATED CL A 57636Q104   21,580,083 37,939 SH   OTR   37,939 0 0
META PLATFORMS INC CL A 30303M102   55,354,627 75,376 SH   OTR   75,376 0 0
MICROSOFT CORP COM 594918104   48,378,602 93,404 SH   OTR   93,404 0 0
NORWEGIAN CRUISE LNE HLDG L SHS G66721104   67,011,531 2,720,728 SH   OTR   2,720,728 0 0
NVIDIA CORPORATION COM 67066G104   28,882,584 154,800 SH   OTR   154,800 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   49,344,332 152,495 SH   OTR   152,495 0 0
SERVICENOW INC COM 81762P102   3,681,120 4,000 SH   OTR   4,000 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107   6,969,809 46,900 SH   OTR   46,900 0 0
STUBHUB HLDGS INC CL A 86384P109   84,200 5,000 SH   OTR   5,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   24,186,514 86,600 SH   OTR   86,600 0 0
TEXAS INSTRS INC COM 882508104   6,981,740 38,000 SH   OTR   38,000 0 0
UNITED RENTALS INC COM 911363109   20,003,946 20,954 SH   OTR   20,954 0 0
UNITEDHEALTH GROUP INC COM 91324P102   8,587,611 24,870 SH   OTR   24,870 0 0
VISA INC COM CL A 92826C839   11,097,581 32,508 SH   OTR   32,508 0 0
VISTRA CORP COM 92840M102   44,005,591 224,610 SH   OTR   224,610 0 0
ECHOSTAR CORP NOTE 3.875%11/3 278768AB2   37,913,400 15,403,379 PRN   OTR   15,403,379 0 0