The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| AMAZON.COM INC | COM | 023135106 | 4,862 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | |||
| COSTCO WHOLESALE CORP | COM | 22160K105 | 11,947 | 18,100 | SH | SOLE | 18,100 | 0 | 0 | |||
| DUTCH BROS INC-CLASS A | COM | 26701L100 | 238 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | |||
| FEDEX CORP | COM | 31428X106 | 7,589 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| HUNT (JB) TRANSPRT SVCS INC | COM | 445658107 | 8,089 | 40,500 | SH | SOLE | 40,500 | 0 | 0 | |||
| MARTEN TRANSPORT LTD | COM | 573075108 | 9,997 | 476,500 | SH | SOLE | 476,500 | 0 | 0 | |||
| META PLATFORMS INC | COM | 30303M102 | 10,539 | 29,775 | SH | SOLE | 29,775 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 6,329 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | |||
| PALANTIR TECHNOLOGIES INC-A | COM | 69608A108 | 2,627 | 153,000 | SH | SOLE | 153,000 | 0 | 0 | |||
| PINTEREST INC- CLASS A | COM | 72352L106 | 10,687 | 288,514 | SH | SOLE | 288,514 | 0 | 0 | |||
| ROKU INC | COM | 77543R102 | 14,626 | 159,569 | SH | SOLE | 159,569 | 0 | 0 | |||
| TJX COMPANIES INC | COM | 872540109 | 7,270 | 77,500 | SH | SOLE | 77,500 | 0 | 0 | |||
| WAL-MART STORES INC | COM | 931142103 | 10,090 | 64,000 | SH | SOLE | 64,000 | 0 | 0 | |||
| XPO LOGISTICS INC | COM | 983793100 | 4,380 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||