AFFIRM HLDGS INC COM CL A 00827B106 11164500 150000 SH SOLE 150000 0 0 AMER SPORTS INC COM SHS G0260P102 22256641 595894 SH SOLE 595894 0 0 APPLOVIN CORP COM CL A 03831W108 20214600 30000 SH SOLE 30000 0 0 DIREXION SHS ETF TR DLY TECH BULL 3X 25459W102 2937250 25000 SH SOLE 25000 0 0 DOORDASH INC CL A 25809K105 33972000 150000 SH SOLE 150000 0 0 META PLATFORMS INC CL A 30303M102 62708550 95000 SH SOLE 95000 0 0 NETFLIX INC COM 64110L106 70320000 750000 SH SOLE 750000 0 0 NVIDIA CORPORATION COM 67066G104 18650000 100000 SH SOLE 100000 0 0 ON HLDG AG NAMEN AKT A H5919C104 39301118 845549 SH SOLE 845549 0 0 ORACLE CORP COM 68389X105 20699822 184985 SH SOLE 184985 0 0 SHARKNINJA INC COM SHS G8068L108 804850 5000 SH SOLE 5000 0 0