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 |
| APPLOVIN CORP | COM CL A | 03831W108 | 2,397,600 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| AT&T INC | COM | 00206R102 | 7,510,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| BAIDU INC | SPON ADR REP A | 056752108 | 2,687,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| BOOKING HOLDINGS INC | COM | 09857L108 | 15,419,750 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | |||
| BUMBLE INC | COM CL A | 12047B105 | 3,550,960 | 238,000 | SH | SOLE | 238,000 | 0 | 0 | |||
| COMCAST CORP NEW | CL A | 20030N101 | 13,302,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| COUPANG INC | CL A | 22266T109 | 2,550,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| DOORDASH INC | CL A | 25809K105 | 2,384,100 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | 3,532,800 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | |||
| ELASTIC N V | ORD SHS | N14506104 | 2,843,400 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | |||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 20,614,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 4,418,500 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| MERCADOLIBRE INC | COM | 58733R102 | 15,214,560 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 32,299,294 | 107,589 | SH | SOLE | 107,589 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 31,575,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 26,747,535 | 61,490 | SH | SOLE | 61,490 | 0 | 0 | |||
| ORACLE CORP | COM | 68389X105 | 15,888,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| OVERSTOCK COM INC DEL | COM | 690370101 | 1,582,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| PINTEREST INC | CL A | 72352L106 | 5,406,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| ROBLOX CORP | CL A | 771049103 | 4,344,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| SEA LTD | SPONSORD ADS | 81141R100 | 3,516,000 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| SHOPIFY INC | CL A | 82509L107 | 7,094,100 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | |||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 10,825,728 | 70,006 | SH | SOLE | 70,006 | 0 | 0 | |||
| SUPER MICRO COMPUTER INC | COM | 86800U104 | 8,226,600 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| T-MOBILE US INC | COM | 872590104 | 12,604,500 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | |||
| THE TRADE DESK INC | COM CL A | 88339J105 | 8,596,500 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | |||
| TRIP COM GROUP LTD | ADS | 89677Q107 | 8,742,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 13,797,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 2,172,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 3,140,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| WAYFAIR INC | CL A | 94419L101 | 3,028,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||