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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 1,913,750 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 22,057,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 8,400,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| ATLASSIAN CORPORATION | CL A | 049468101 | 5,790,600 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | |||
| BAIDU INC | SPON ADR REP A | 056752108 | 14,297,500 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| BILL COM HLDGS INC | COM | 090043100 | 1,634,400 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| BLOCK INC | CL A | 852234103 | 3,142,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| BOOKING HOLDINGS INC | COM | 09857L108 | 12,091,680 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | |||
| COUPANG INC | CL A | 22266T109 | 3,677,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 2,632,250 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| DOORDASH INC | CL A | 25809K105 | 3,417,400 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 5,256,000 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 8,514,000 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | |||
| IQIYI INC | SPONSORED ADS | 46267X108 | 2,650,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM SER A FRMLA | 531229870 | 2,404,350 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM A SIRIUSXM | 531229409 | 3,144,800 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM C SIRIUSXM | 531229607 | 5,086,900 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | |||
| MERCADOLIBRE INC | COM | 58733R102 | 17,771,040 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 14,440,800 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 7,194,600 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 4,423,200 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| REVOLVE GROUP INC | CL A | 76156B107 | 3,116,400 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | |||
| SEAWORLD ENTMT INC | COM | 81282V100 | 5,351,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| SERVICENOW INC | COM | 81762P102 | 9,706,750 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| SHOPIFY INC | CL A | 82509L107 | 12,148,500 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 10,510,250 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | |||
| WAYFAIR INC | CL A | 94419L101 | 1,973,400 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||