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 |
| ACV AUCTIONS INC | COM CL A | 00091G104 | 6,923,550 | 457,000 | SH | DFND | 1 | 457,000 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 8,616,115 | 58,450 | SH | DFND | 1 | 58,450 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 13,899,155 | 99,500 | SH | DFND | 1 | 99,500 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 40,264,100 | 265,000 | SH | DFND | 1 | 265,000 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 19,334,747 | 365,220 | SH | DFND | 1 | 365,220 | 0 | 0 | ||
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 1,432,752 | 157,100 | SH | DFND | 1 | 157,100 | 0 | 0 | ||
| JD.COM INC | SPON ADR CL A | 47215P106 | 3,347,802 | 115,881 | SH | DFND | 1 | 115,881 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 15,839,710 | 44,750 | SH | DFND | 1 | 44,750 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 2,030,616 | 5,400 | SH | DFND | 1 | 5,400 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 4,844,456 | 9,950 | SH | DFND | 1 | 9,950 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 2,525,622 | 5,100 | SH | DFND | 1 | 5,100 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 7,104,780 | 27,000 | SH | DFND | 1 | 27,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 8,435,340 | 32,400 | SH | DFND | 1 | 32,400 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 13,244,120 | 233,500 | SH | DFND | 1 | 233,500 | 0 | 0 | ||