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
ACV AUCTIONS INC COM CL A 00091G104   15,602,288 1,029,854 SH   SOLE   1,029,854 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   24,764,501 209,248 SH   SOLE   209,248 0 0
BRUNSWICK CORP COM 117043109   14,506,792 149,941 SH   SOLE   149,941 0 0
DOCUSIGN INC COM 256163106   16,277,886 273,808 SH   SOLE   273,808 0 0
DUOLINGO INC CL A COM 26603R106   19,282,250 85,000 SH Put SOLE   85,000 0 0
DUOLINGO INC CL A COM 26603R106   19,402,934 85,532 SH   SOLE   85,532 0 0
FERGUSON PLC NEW SHS G3421J106   32,622,459 168,967 SH   SOLE   168,967 0 0
FIVE9 INC COM 338307101   19,423,761 246,839 SH   SOLE   246,839 0 0
INTUIT COM 461202103   38,091,203 60,943 SH   SOLE   60,943 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   62,247,040 152,000 SH Put SOLE   152,000 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 531229722   631,554 16,891 SH   SOLE   16,891 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   28,230,852 447,186 SH   SOLE   447,186 0 0
MERCADOLIBRE INC COM 58733R102   34,930,620 22,227 SH   SOLE   22,227 0 0
MERCADOLIBRE INC COM 58733R102   11,786,550 7,500 SH Put SOLE   7,500 0 0
META PLATFORMS INC CL A 30303M102   48,670,916 137,504 SH   SOLE   137,504 0 0
META PLATFORMS INC CL A 30303M102   9,733,900 27,500 SH Put SOLE   27,500 0 0
NETFLIX INC COM 64110L106   19,150,938 39,334 SH   SOLE   39,334 0 0
NETFLIX INC COM 64110L106   9,737,600 20,000 SH Put SOLE   20,000 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   35,516,854 4,263,728 SH   SOLE   4,263,728 0 0
ON HLDG AG NAMEN AKT A H5919C104   17,828,788 661,060 SH   SOLE   661,060 0 0
PAYPAL HLDGS INC COM 70450Y103   53,501,068 871,211 SH   SOLE   871,211 0 0
SURGERY PARTNERS INC COM 86881A100   20,709,270 647,367 SH   SOLE   647,367 0 0
TRAVEL PLUS LEISURE CO COM 894164102   14,831,841 379,428 SH   SOLE   379,428 0 0
TRIP COM GROUP LTD ADS 89677Q107   21,631,027 600,695 SH   SOLE   600,695 0 0
UNITED STATES CELLULAR CORP COM 911684108   19,615,271 472,202 SH   SOLE   472,202 0 0