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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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OMB Number: 3235-0006
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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
Adobe Inc COM 00724F101   9,327,289 18,014 SH   SOLE   18,014 0 0
Alibaba Group Holding Ltd SPONSORED ADS 01609W102   48,025,455 452,558 SH   SOLE   452,558 0 0
Amazon.com Inc COM 023135106   20,895,978 112,145 SH   SOLE   112,145 0 0
Applied Materials Inc COM 038222105   48,492,000 240,000 SH Put SOLE   0 0 0
AppLovin Corp COM CL A 03831W108   9,522,578 72,942 SH   SOLE   72,942 0 0
Autodesk Inc COM 052769106   20,684,416 75,085 SH   SOLE   75,085 0 0
Broadcom Inc COM 11135F101   27,601,208 160,007 SH   SOLE   160,007 0 0
Carvana Co CL A 146869102   10,597,727 60,868 SH   SOLE   60,868 0 0
Compass Inc CL A 20464U100   18,316,222 2,997,745 SH   SOLE   2,997,745 0 0
DraftKings Inc COM CL A 26142V105   19,837,199 506,051 SH   SOLE   506,051 0 0
Elastic NV ORD SHS N14506104   9,285,120 120,963 SH   SOLE   120,963 0 0
Gitlab Inc CLASS A COM 37637K108   41,054,960 796,565 SH   SOLE   796,565 0 0
Lam Research Corp COM 512807108   24,482,400 30,000 SH Put SOLE   0 0 0
Liberty Media Corp-Liberty For COM LBTY ONE S C 531229755   28,919,408 373,491 SH   SOLE   373,491 0 0
Marqeta Inc CLASS A COM 57142B104   14,533,892 2,954,043 SH   SOLE   2,954,043 0 0
MercadoLibre Inc COM 58733R102   33,050,920 16,107 SH   SOLE   16,107 0 0
Meta Platforms Inc CL A 30303M102   21,986,848 38,409 SH   SOLE   38,409 0 0
Micron Technology Inc COM 595112103   16,248,142 156,669 SH   SOLE   156,669 0 0
Microsoft Corp COM 594918104   18,415,549 42,797 SH   SOLE   42,797 0 0
Nasdaq Inc COM 631103108   9,156,038 125,408 SH   SOLE   125,408 0 0
Netflix Inc COM 64110L106   29,627,626 41,772 SH   SOLE   41,772 0 0
New York Times Co/The CL A 650111107   18,653,792 335,078 SH   SOLE   335,078 0 0
NU Holdings Ltd/Cayman Islands ORD SHS CL A G6683N103   57,223,407 4,192,191 SH   SOLE   4,192,191 0 0
NVIDIA Corp COM 67066G104   21,501,681 177,056 SH   SOLE   177,056 0 0
Okta Inc CL A 679295105   8,957,375 120,492 SH   SOLE   120,492 0 0
Oracle Corp COM 68389X105   18,939,449 111,147 SH   SOLE   111,147 0 0
Palo Alto Networks Inc COM 697435105   17,944,500 52,500 SH   SOLE   52,500 0 0
ROBLOX Corp CL A 771049103   13,440,301 303,667 SH   SOLE   303,667 0 0
SentinelOne Inc CL A 81730H109   50,517,940 2,111,954 SH   SOLE   2,111,954 0 0
Spotify Technology SA SHS L8681T102   26,561,431 72,074 SH   SOLE   72,074 0 0
TSMC SPONSORED ADS 874039100   26,749,695 154,026 SH   SOLE   154,026 0 0
Wix.com Ltd SHS M98068105   9,241,158 55,280 SH   SOLE   55,280 0 0
Zillow Group Inc CL C CAP STIK 98954M200   20,340,439 318,566 SH   SOLE   318,566 0 0
Zscaler Inc COM 98980G102   16,445,966 96,209 SH   SOLE   96,209 0 0