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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 129,662,500 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | |||
| BIGCOMMERCE HLDGS INC | COM SER 1 | 08975P108 | 4,442,420 | 496,915 | SH | SOLE | 496,915 | 0 | 0 | |||
| COMCAST CORP NEW | CL A | 20030N101 | 265,370,000 | 7,000,000 | SH | SOLE | 7,000,000 | 0 | 0 | |||
| DOORDASH INC | CL A | 25809K105 | 79,450,000 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | |||
| FERRARI N V | COM | N3167Y103 | 67,735,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| GRAY TELEVISION INC | COM | 389375106 | 40,020,989 | 4,589,563 | SH | SOLE | 4,589,563 | 0 | 0 | |||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 205,125,000 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | |||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 140,870,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 180,149,000 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | |||
| NEW YORK TIMES CO | CL A | 650111107 | 194,400,000 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | |||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 56,700,000 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | |||
| RH | COM | 74967X103 | 121,775,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||