The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AFFIRM HLDGS INC | COM CL A | 00827B106 | 9,050 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 11,872 | 4,098 | SH | SOLE | 4,098 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 14,958 | 4,486 | SH | SOLE | 4,486 | 0 | 0 | ||
| APPLOVIN CORP | COM CL A | 03831W108 | 7,070 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 11,996 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| BUMBLE INC | COM CL A | 12047B105 | 10,158 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| COUPANG INC | CL A | 22266T109 | 2,938 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| COURSERA INC | COM | 22266M104 | 1,711 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| GOODRX HLDGS INC | COM CL A | 38246G108 | 1,634 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| HERTZ GLOBAL HLDGS INC | COM NEW | 42806J700 | 4,881 | 195,336 | SH | SOLE | 195,336 | 0 | 0 | ||
| JD.COM INC | SPON ADR CL A | 47215P106 | 1,941 | 27,698 | SH | SOLE | 27,698 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 12,136 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 20,181 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| NIO INC | SPON ADS | 62914V106 | 4,752 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| OPENDOOR TECHNOLOGIES INC | COM | 683712103 | 731 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| OVERSTOCK COM INC DEL | COM | 690370101 | 10,622 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 1,886 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| REVOLVE GROUP INC | CL A | 76156B107 | 21,575 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | ||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 2,129 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 964 | 20,500 | SH | SOLE | 20,500 | 0 | 0 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | 4,924 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| TWITTER INC | COM | 90184L102 | 2,161 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 8,201 | 195,593 | SH | SOLE | 195,593 | 0 | 0 | ||
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | 5,029 | 16,285 | SH | SOLE | 16,285 | 0 | 0 | ||
| VIZIO HLDG CORP | CL A COM | 92858V101 | 16,127 | 830,000 | SH | SOLE | 830,000 | 0 | 0 | ||