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
OMB APPROVAL
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
AEVA TECHNOLOGIES INC COM NEW 00835Q202   972,300 138,900 SH Call SOLE   138,900 0 0
AMAZON COM INC COM 023135106   14,465,848 76,032 SH   SOLE   76,032 0 0
AMC ENTMT HLDGS INC CL A NEW 00165C302   726,684 253,200 SH Call SOLE   253,200 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   3,520,043 25,705 SH   SOLE   25,705 0 0
AURORA INNOVATION INC CLASS A COM 051774107   1,098,865 163,400 SH Call SOLE   163,400 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   2,231,682 19,559 SH   SOLE   19,559 0 0
BLEND LABS INC CL A 09352U108   42,880 12,800 SH   SOLE   12,800 0 0
BLINK CHARGING CO COM 09354A100   445,085 485,000 SH Call SOLE   485,000 0 0
BROADCOM INC COM 11135F101   35,257,577 210,581 SH   SOLE   210,581 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   10,299,446 1,140,581 SH   SOLE   1,140,581 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   13,278,676 683,411 SH   SOLE   683,411 0 0
CHARGEPOINT HOLDINGS INC COM CL A 15961R105   388,592 642,300 SH Call SOLE   642,300 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302   4,729,453 77,140 SH   SOLE   77,140 0 0
DIGITALBRIDGE GROUP INC CL A NEW 25401T603   4,776,365 541,538 SH   SOLE   541,538 0 0
DOORDASH INC CL A 25809K105   9,704,721 53,098 SH   SOLE   53,098 0 0
ECHOSTAR CORP CL A 278768106   1,404,342 54,900 SH Call SOLE   54,900 0 0
EVGO INC CL A COM 30052F100   257,754 96,900 SH Call SOLE   96,900 0 0
FUBOTV INC COM 35953D104   1,571,544 538,200 SH Call SOLE   538,200 0 0
GODADDY INC CL A 380237107   10,081,715 55,966 SH   SOLE   55,966 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100   1,158,822 6,185 SH   SOLE   6,185 0 0
KKR & CO INC COM 48251W104   14,539,229 125,761 SH   SOLE   125,761 0 0
LUCID GROUP INC COM 549498103   739,310 305,500 SH Call SOLE   305,500 0 0
LUMEN TECHNOLOGIES INC COM 550241103   3,845,912 981,100 SH Call SOLE   981,100 0 0
LUMINAR TECHNOLOGIES INC COM NEW CL A 550424303   385,924 71,600 SH Call SOLE   71,600 0 0
MARVELL TECHNOLOGY INC COM 573874104   683,673 11,104 SH   SOLE   11,104 0 0
N-ABLE INC COMMON STOCK 62878D100   9,220,467 1,300,489 SH   SOLE   1,300,489 0 0
NVIDIA CORPORATION COM 67066G104   3,095,983 28,566 SH   SOLE   28,566 0 0
OUSTER INC COM NEW 68989M202   1,223,076 136,200 SH Call SOLE   136,200 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   12,494,681 189,256 SH   SOLE   189,256 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   854,070 68,600 SH Call SOLE   68,600 0 0
ROKU INC COM CL A 77543R102   1,274,964 18,100 SH Call SOLE   18,100 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   15,630,170 71,043 SH   SOLE   71,043 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,465,232 4,407 SH   SOLE   4,407 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,175,762 13,107 SH   SOLE   13,107 0 0
WIX COM LTD SHS M98068105   12,483,049 76,405 SH   SOLE   76,405 0 0
WORKDAY INC CL A 98138H101   9,861,972 42,230 SH   SOLE   42,230 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   7,251,770 725,177 SH   SOLE   725,177 0 0