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
ADVANCED MICRO DEVICES INC COM 007903107   22,337,131 217,245 SH   SOLE   217,245 0 0
ALPHABET INC CAP STK CL A 02079K305   269,702 2,061 SH   SOLE   2,061 0 0
AMAZON COM INC COM 023135106   11,540,081 90,781 SH   SOLE   90,781 0 0
CHEWY INC CL A 16679L109   559,961 30,666 SH   SOLE   30,666 0 0
DISH NETWORK CORPORATION CL A 25470M109   2,460,169 419,824 SH   SOLE   419,824 0 0
DOORDASH INC CL A 25809K105   4,643,512 58,431 SH   SOLE   58,431 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   36,642,143 1,244,638 SH   SOLE   1,244,638 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   209,379 820 SH   SOLE   820 0 0
GLOBAL E ONLINE LTD SHS M5216V106   9,973,230 250,962 SH   SOLE   250,962 0 0
MATCH GROUP INC NEW COM 57667L107   9,464,876 241,605 SH   SOLE   241,605 0 0
MICRON TECHNOLOGY INC COM 595112103   31,487,209 462,843 SH   SOLE   462,843 0 0
MICROSOFT CORP COM 594918104   52,943,381 167,675 SH   SOLE   167,675 0 0
NETFLIX INC COM 64110L106   67,726,714 179,361 SH   SOLE   179,361 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   10,793,180 75,282 SH   SOLE   75,282 0 0
NVIDIA CORPORATION COM 67066G104   65,186,296 149,857 SH   SOLE   149,857 0 0
OVERSTOCK COM INC DEL COM 690370101   50,208,377 3,173,728 SH   SOLE   3,173,728 0 0
OVERSTOCK COM INC DEL COM 690370101   12,502,546 790,300 SH Call SOLE   790,300 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   713,664 44,604 SH   SOLE   44,604 0 0
PINTEREST INC CL A 72352L106   19,903,676 736,355 SH   SOLE   736,355 0 0
PSQ HOLDINGS INC CL A 693691107   1,577,931 173,781 SH   SOLE   173,781 0 0
PURE STORAGE INC CL A 74624M102   8,359,765 234,693 SH   SOLE   234,693 0 0
RH COM 74967X103   12,612,087 47,708 SH   SOLE   47,708 0 0
ROBLOX CORP CL A 771049103   4,919,319 169,866 SH   SOLE   169,866 0 0
RUMBLE INC COM CL A 78137L105   682,926 133,907 SH   SOLE   133,907 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   549,900 3,556 SH   SOLE   3,556 0 0
TEMPUR SEALY INTL INC COM 88023U101   2,959,689 68,290 SH   SOLE   68,290 0 0
THE TRADE DESK INC COM CL A 88339J105   5,460,419 69,871 SH   SOLE   69,871 0 0
UBER TECHNOLOGIES INC COM 90353T100   426,833 9,281 SH   SOLE   9,281 0 0
ZILLOW GROUP INC CL A 98954M101   428,909 9,576 SH   SOLE   9,576 0 0