The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

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
AFFIRM HLDGS INC COM CL A 00827B106   11,164,500 150,000 SH   SOLE   150,000 0 0
AMER SPORTS INC COM SHS G0260P102   22,256,641 595,894 SH   SOLE   595,894 0 0
APPLOVIN CORP COM CL A 03831W108   20,214,600 30,000 SH   SOLE   30,000 0 0
DIREXION SHS ETF TR DLY TECH BULL 3X 25459W102   2,937,250 25,000 SH   SOLE   25,000 0 0
DOORDASH INC CL A 25809K105   33,972,000 150,000 SH   SOLE   150,000 0 0
META PLATFORMS INC CL A 30303M102   62,708,550 95,000 SH   SOLE   95,000 0 0
NETFLIX INC COM 64110L106   70,320,000 750,000 SH   SOLE   750,000 0 0
NVIDIA CORPORATION COM 67066G104   18,650,000 100,000 SH   SOLE   100,000 0 0
ON HLDG AG NAMEN AKT A H5919C104   39,301,118 845,549 SH   SOLE   845,549 0 0
ORACLE CORP COM 68389X105   20,699,822 184,985 SH   SOLE   184,985 0 0
SHARKNINJA INC COM SHS G8068L108   804,850 5,000 SH   SOLE   5,000 0 0