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 |
| META PLATFORMS INC | CL A | 30303M102 | 60,073,650 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | |||
| CARVANA CO | CL A | 146869102 | 43,227,250 | 137,500 | SH | SOLE | 137,500 | 0 | 0 | |||
| APPLOVIN CORP | COM CL A | 03831W108 | 37,810,000 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 32,350,500 | 112,500 | SH | SOLE | 112,500 | 0 | 0 | |||
| MERCADOLIBRE INC | COM | 58733R102 | 30,257,850 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 26,033,750 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 18,819,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| ANALOG DEVICES INC | COM | 032654105 | 12,725,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| APPLIED MATLS INC | COM | 038222105 | 11,962,650 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | |||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 8,448,750 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||