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
Estimated average burden
hours per response: 23.8
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
ALPHABET INC-CL C COM 02079K107   18,342 100,000 SH   SOLE   100,000 0 0
AMAZON.COM INC COM 023135106   19,325 100,000 SH   SOLE   100,000 0 0
COINBASE GLOBAL INC -CLASS A COM 19260Q107   556 2,500 SH   SOLE   2,500 0 0
COSTCO WHOLESALE CORP COM 22160K105   15,385 18,100 SH   SOLE   18,100 0 0
DELL TECHNOLOGIES -C COM 24703L202   276 2,000 SH   SOLE   2,000 0 0
FEDEX CORP COM 31428X106   8,995 30,000 SH   SOLE   30,000 0 0
HUNT (JB) TRANSPRT SVCS INC COM 445658107   6,480 40,500 SH   SOLE   40,500 0 0
MAGNITE INC COM 55955D100   279 21,000 SH   SOLE   21,000 0 0
MARTEN TRANSPORT LTD COM 573075108   7,380 400,000 SH   SOLE   400,000 0 0
NETFLIX INC COM 64110L106   4,049 6,000 SH   SOLE   6,000 0 0
PALANTIR TECHNOLOGIES INC-A COM 69608A108   8,941 353,000 SH   SOLE   353,000 0 0
PINTEREST INC- CLASS A COM 72352L106   11,812 268,024 SH   SOLE   268,024 0 0
ROKU INC COM 77543R102   10,608 177,000 SH   SOLE   177,000 0 0
TJX COMPANIES INC COM 872540109   11,010 100,000 SH   SOLE   100,000 0 0
WAL-MART STORES INC COM 931142103   11,511 170,000 SH   SOLE   170,000 0 0
XPO LOGISTICS INC COM 983793100   5,308 50,000 SH   SOLE   50,000 0 0