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
ADOBE INC COM 00724F101   136,380,260 270,274 SH   SOLE   270,274 0 0
ADOBE INC COM 00724F101   126,150,000 250,000 SH Call SOLE   250,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   97,142,064 538,213 SH   SOLE   538,213 0 0
ALPHABET INC CAP STK CL C 02079K107   175,354,340 1,151,677 SH   SOLE   1,151,677 0 0
AMAZON COM INC COM 023135106   57,967,819 321,365 SH   SOLE   321,365 0 0
APPLIED MATLS INC COM 038222105   107,340,859 520,491 SH   SOLE   520,491 0 0
COMCAST CORP NEW CL A 20030N101   21,675,000 500,000 SH Call SOLE   500,000 0 0
COMCAST CORP NEW CL A 20030N101   106,348,908 2,453,262 SH   SOLE   2,453,262 0 0
ELASTIC N V ORD SHS N14506104   4,611,541 46,005 SH   SOLE   46,005 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   125,203,647 4,866,057 SH   SOLE   4,866,057 0 0
GENERAL ELECTRIC CO COM NEW 369604301   163,837,420 933,387 SH   SOLE   933,387 0 0
GENERAL ELECTRIC CO COM NEW 369604301   351,060,000 2,000,000 SH Call SOLE   2,000,000 0 0
GENERAL ELECTRIC CO COM 369604137   24,387,629 165,812 SH   SOLE   165,812 0 0
KKR & CO INC COM 48251W104   26,043,783 258,936 SH   SOLE   258,936 0 0
NETFLIX INC COM 64110L106   83,555,854 137,579 SH   SOLE   137,579 0 0
NVIDIA CORPORATION COM 67066G104   46,201,733 51,133 SH   SOLE   51,133 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   114,745,393 1,396,439 SH   SOLE   1,396,439 0 0
SALESFORCE INC COM 79466L302   112,603,070 373,873 SH   SOLE   373,873 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   171,380,928 1,983,346 SH   SOLE   1,983,346 0 0
TOAST INC CL A 888787108   125,976,207 5,055,225 SH   SOLE   5,055,225 0 0
TRANSUNION COM 89400J107   53,441,102 669,688 SH   SOLE   669,688 0 0
VULCAN MATLS CO COM 929160109   116,607,526 427,259 SH   SOLE   427,259 0 0
WABTEC COM 929740108   156,438,031 1,073,847 SH   SOLE   1,073,847 0 0