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 |
| BILL HOLDINGS INC | COM | 090043100 | 9,889,361 | 121,208 | SH | SOLE | 121,208 | 0 | 0 | |||
| AVIS BUDGET GROUP | COM | 053774105 | 3,036,620,143 | 17,130,882 | SH | SOLE | 17,130,882 | 0 | 0 | |||
| COMCAST CORP NEW | CL A | 20030N101 | 42,521,301 | 969,699 | SH | SOLE | 969,699 | 0 | 0 | |||
| DATADOG INC | CL A COM | 23804L103 | 147,268,291 | 1,213,283 | SH | SOLE | 1,213,283 | 0 | 0 | |||
| GLOBAL E ONLINE LTD | SHS | M5216V106 | 25,070,770 | 632,621 | SH | SOLE | 632,621 | 0 | 0 | |||
| GENERAL MTRS CO | COM | 37045V100 | 33,240,260 | 925,397 | SH | SOLE | 925,397 | 0 | 0 | |||
| LITHIA MTRS INC | COM | 536797103 | 119,320,206 | 362,367 | SH | SOLE | 362,367 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 605,396,194 | 1,710,352 | SH | SOLE | 1,710,352 | 0 | 0 | |||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 12,509,060 | 279,970 | SH | SOLE | 279,970 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 1,086,544,291 | 2,231,647 | SH | SOLE | 2,231,647 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 111,608,722 | 225,372 | SH | SOLE | 225,372 | 0 | 0 | |||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 627,744,957 | 4,290,513 | SH | SOLE | 4,290,513 | 0 | 0 | |||
| PLANET FITNESS INC | CL A | 72703H101 | 507,846,619 | 6,956,803 | SH | SOLE | 6,956,803 | 0 | 0 | |||
| SEA LTD | SPONSORD ADS | 81141R100 | 3,574,692 | 88,264 | SH | SOLE | 88,264 | 0 | 0 | |||
| SHOPIFY INC | CL A | 82509L107 | 316,741 | 4,066 | SH | SOLE | 4,066 | 0 | 0 | |||
| SNAP INC | CL A | 83304A106 | 1,102,392,413 | 65,114,732 | SH | SOLE | 65,114,732 | 0 | 0 | |||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 188,004,331 | 1,000,502 | SH | SOLE | 1,000,502 | 0 | 0 | |||
| STELLANTIS N.V | SHS | N82405106 | 197,468,839 | 8,467,789 | SH | SOLE | 8,467,789 | 0 | 0 | |||
| ATLASSIAN CORPORATION | CL A | 049468101 | 256,279,165 | 1,077,437 | SH | SOLE | 1,077,437 | 0 | 0 | |||
| TRIPADVISOR INC | COM | 896945201 | 27,858,787 | 1,293,952 | SH | SOLE | 1,293,952 | 0 | 0 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 79,874,808 | 768,027 | SH | SOLE | 768,027 | 0 | 0 | |||
| 10X GENOMICS INC | CL A COM | 88025U109 | 38,270,652 | 683,893 | SH | SOLE | 683,893 | 0 | 0 | |||