AFFIRM HLDGS INC COM CL A 00827B106 29232000 400000 SH SOLE 400000 0 0 APPLOVIN CORP COM CL A 03831W108 35927000 50000 SH SOLE 50000 0 0 DOORDASH INC CL A 25809K105 9519650 35000 SH SOLE 35000 0 0 META PLATFORMS INC CL A 30303M102 91797500 125000 SH SOLE 125000 0 0 META PLATFORMS INC CL A 30303M102 73438000 100000 SH Call SOLE 0 0 0 NETFLIX INC COM 64110L106 209811000 175000 SH Call SOLE 0 0 0 NETFLIX INC COM 64110L106 98910900 82500 SH SOLE 82500 0 0 NVIDIA CORPORATION COM 67066G104 18658000 100000 SH Call SOLE 0 0 0 NVIDIA CORPORATION COM 67066G104 55974000 300000 SH SOLE 300000 0 0 ON HLDG AG NAMEN AKT A H5919C104 12705000 300000 SH Call SOLE 0 0 0 ON HLDG AG NAMEN AKT A H5919C104 13975500 330000 SH SOLE 330000 0 0 ORACLE CORP COM 68389X105 15468200 55000 SH SOLE 55000 0 0 SHARKNINJA INC COM SHS G8068L108 15472500 150000 SH SOLE 150000 0 0 SHOPIFY INC CL A SUB VTG SHS 82509L107 743050 5000 SH SOLE 5000 0 0