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 |
| ANALOG DEVICES INC | COM | 032654105 | 27,576,675 | 157,500 | SH | SOLE | 0 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 18,750,200 | 147,500 | SH | SOLE | 0 | 0 | 0 | |||
| ARM HOLDINGS PLC | SPONSORED ADR | 042068205 | 1,070,400 | 20,000 | SH | SOLE | 0 | 0 | 0 | |||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 18,865,950 | 217,500 | SH | SOLE | 0 | 0 | 0 | |||
| BILL HOLDINGS INC | COM | 090043100 | 12,756,975 | 117,500 | SH | SOLE | 0 | 0 | 0 | |||
| CARVANA CO | CL A | 146869102 | 4,827,700 | 115,000 | SH | SOLE | 0 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 9,487,350 | 72,500 | SH | SOLE | 0 | 0 | 0 | |||
| GOOSEHEAD INS INC | COM CL A | 38267D109 | 15,651,300 | 210,000 | SH | SOLE | 0 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 23,416,380 | 78,000 | SH | SOLE | 0 | 0 | 0 | |||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 20,104,350 | 205,000 | SH | SOLE | 0 | 0 | 0 | |||
| REMITLY GLOBAL INC | COM | 75960P104 | 17,654,000 | 700,000 | SH | SOLE | 0 | 0 | 0 | |||
| WYNN RESORTS LTD | COM | 983134107 | 9,703,050 | 105,000 | SH | SOLE | 0 | 0 | 0 | |||