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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   36,180,000 500,000 SH   SOLE   500,000 0 0
AMAZON COM INC COM 023135106   45,095,000 250,000 SH   SOLE   250,000 0 0
APPLOVIN CORP COM CL A 03831W108   24,227,000 350,000 SH   SOLE   350,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   11,645,640 12,000 SH   SOLE   12,000 0 0
AT&T INC COM 00206R102   28,160,000 1,600,000 SH   SOLE   1,600,000 0 0
BLOCK INC CL A 852234103   5,074,800 60,000 SH   SOLE   60,000 0 0
CARVANA CO CL A 146869102   967,010 11,000 SH   SOLE   11,000 0 0
CHEWY INC CL A 16679L109   9,546,000 600,000 SH   SOLE   600,000 0 0
DATADOG INC CL A COM 23804L103   14,832,000 120,000 SH   SOLE   120,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   6,846,600 60,000 SH   SOLE   60,000 0 0
DOCUSIGN INC COM 256163106   12,505,500 210,000 SH   SOLE   210,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   51,656,250 375,000 SH   SOLE   375,000 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   7,222,000 2,300,000 SH   SOLE   2,300,000 0 0
JD.COM INC SPON ADR CL A 47215P106   273,900 10,000 SH   SOLE   10,000 0 0
META PLATFORMS INC CL A 30303M102   29,134,800 60,000 SH   SOLE   60,000 0 0
MICRON TECHNOLOGY INC COM 595112103   11,789,000 100,000 SH   SOLE   100,000 0 0
MICROSOFT CORP COM 594918104   25,243,200 60,000 SH   SOLE   60,000 0 0
NETFLIX INC COM 64110L106   36,439,800 60,000 SH   SOLE   60,000 0 0
NVIDIA CORPORATION COM 67066G104   36,142,400 40,000 SH   SOLE   40,000 0 0
PARAMOUNT GLOBAL CLASS B COM 92556H206   5,885,000 500,000 SH   SOLE   500,000 0 0
PAYPAL HLDGS INC COM 70450Y103   4,019,400 60,000 SH   SOLE   60,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   17,437,500 150,000 SH   SOLE   150,000 0 0
PINTEREST INC CL A 72352L106   13,868,000 400,000 SH   SOLE   400,000 0 0
ROBLOX CORP CL A 771049103   19,090,000 500,000 SH   SOLE   500,000 0 0
ROKU INC COM CL A 77543R102   1,420,706 21,800 SH   SOLE   21,800 0 0
SEA LTD SPONSORD ADS 81141R100   53,710 1,000 SH   SOLE   1,000 0 0
SHOPIFY INC CL A 82509L107   15,434,000 200,000 SH   SOLE   200,000 0 0
SNAP INC CL A 83304A106   14,924,000 1,300,000 SH   SOLE   1,300,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   10,556,000 40,000 SH   SOLE   40,000 0 0
SUPER MICRO COMPUTER INC COM 86800U104   6,314,708 6,252 SH   SOLE   6,252 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   13,605,000 100,000 SH   SOLE   100,000 0 0
THE TRADE DESK INC COM CL A 88339J105   9,616,200 110,000 SH   SOLE   110,000 0 0
TRIP COM GROUP LTD ADS 89677Q107   26,334,000 600,000 SH   SOLE   600,000 0 0
VIZIO HLDG CORP CL A COM 92858V101   1,498,780 137,000 SH   SOLE   137,000 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   3,055,500 350,000 SH   SOLE   350,000 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   11,557,000 350,000 SH   SOLE   350,000 0 0