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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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   166,853,480 11,013,431 SH   SOLE   11,013,431 0 0
ADVANCED MICRO DEVICES INC COM 007903107   73,705,000 500,000 SH Call SOLE   0 0 0
ADVANCED MICRO DEVICES INC COM 007903107   208,377,597 1,413,592 SH   SOLE   1,413,592 0 0
AMAZON COM INC COM 023135106   64,216,074 422,641 SH   SOLE   422,641 0 0
BATH & BODY WORKS INC COM 070830104   129,466,793 2,999,694 SH   SOLE   2,999,694 0 0
BILL HOLDINGS INC COM 090043100   73,306,902 898,479 SH   SOLE   898,479 0 0
BLOCK INC CL A 852234103   64,210,091 830,124 SH   SOLE   830,124 0 0
BLOCK INC CL A 852234103   77,350,000 1,000,000 SH Call SOLE   0 0 0
CIENA CORP COM NEW 171779309   114,792,604 2,550,380 SH   SOLE   2,550,380 0 0
COHERENT CORP COM 19247G107   24,422,768 561,056 SH   SOLE   561,056 0 0
CONFLUENT INC CLASS A COM 20717M103   47,426,488 2,026,773 SH   SOLE   2,026,773 0 0
FORTINET INC COM 34959E109   55,892,580 954,939 SH   SOLE   954,939 0 0
HASHICORP INC COM CL A 418100103   35,217,075 1,489,724 SH   SOLE   1,489,724 0 0
JOBY AVIATION INC COMMON STOCK G65163100   6,650,000 1,000,000 SH   SOLE   1,000,000 0 0
JUNIPER NETWORKS INC COM 48203R104   68,066,343 2,308,899 SH   SOLE   2,308,899 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   58,766,770 930,885 SH   SOLE   930,885 0 0
LOWES COS INC COM 548661107   68,128,564 306,127 SH   SOLE   306,127 0 0
MASTERCARD INCORPORATED CL A 57636Q104   120,100,524 281,589 SH   SOLE   281,589 0 0
MICROSOFT CORP COM 594918104   54,769,850 145,649 SH   SOLE   145,649 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   47,156,963 5,661,100 SH   SOLE   5,661,100 0 0
ORACLE CORP COM 68389X105   91,975,340 872,383 SH   SOLE   872,383 0 0
PURE STORAGE INC CL A 74624M102   53,490,000 1,500,000 SH Call SOLE   0 0 0
PURE STORAGE INC CL A 74624M102   195,923,172 5,494,200 SH   SOLE   5,494,200 0 0
RH COM 74967X103   58,296,000 200,000 SH Call SOLE   0 0 0
RH COM 74967X103   305,475,704 1,048,016 SH   SOLE   1,048,016 0 0
ROBLOX CORP CL A 771049103   35,061,434 766,873 SH   SOLE   766,873 0 0
SEA LTD SPONSORD ADS 81141R100   305,186,616 7,535,472 SH   SOLE   7,535,472 0 0
SONDER HOLDINGS INC CL A NEW 83542D300   3,432,785 1,012,621 SH   SOLE   1,012,621 0 0
SONY GROUP CORP SPONSORED ADR 835699307   70,210,268 741,475 SH   SOLE   741,475 0 0
TABOOLA.COM LTD ORD SHS M8744T106   3,139,250 725,000 SH   SOLE   725,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   33,844,566 210,280 SH   SOLE   210,280 0 0
TESLA INC COM 88160R101   138,906,035 559,023 SH   SOLE   559,023 0 0
TOAST INC CL A 888787108   60,929,092 3,336,752 SH   SOLE   3,336,752 0 0
ULTA BEAUTY INC COM 90384S303   32,352,570 66,027 SH   SOLE   66,027 0 0
VEEVA SYS INC CL A COM 922475108   68,631,840 356,492 SH   SOLE   356,492 0 0
WAYFAIR INC CL A 94419L101   28,850,488 467,593 SH   SOLE   467,593 0 0