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
AFFIRM HLDGS INC COM CL A 00827B106   18,330,900 301,000 SH   SOLE   301,000 0 0
ALPHABET INC CAP STK CL A 02079K305   28,584,300 151,000 SH   SOLE   151,000 0 0
AMAZON COM INC COM 023135106   44,316,780 202,000 SH   SOLE   202,000 0 0
ARISTA NETWORKS INC COM SHS 040413205   13,263,600 120,000 SH   SOLE   120,000 0 0
AT&T INC COM 00206R102   34,155,000 1,500,000 SH   SOLE   1,500,000 0 0
ATLASSIAN CORPORATION CL A 049468101   8,518,300 35,000 SH   SOLE   35,000 0 0
BOOKING HOLDINGS INC COM 09857L108   14,905,260 3,000 SH   SOLE   3,000 0 0
BROADCOM INC COM 11135F101   18,779,040 81,000 SH   SOLE   81,000 0 0
CARVANA CO CL A 146869102   20,336,000 100,000 SH   SOLE   100,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   17,138,500 50,000 SH   SOLE   50,000 0 0
CISCO SYS INC COM 17275R102   23,680,000 400,000 SH   SOLE   400,000 0 0
COUPANG INC CL A 22266T109   7,693,000 350,000 SH   SOLE   350,000 0 0
DATADOG INC CL A COM 23804L103   14,289,000 100,000 SH   SOLE   100,000 0 0
DOORDASH INC CL A 25809K105   12,581,250 75,000 SH   SOLE   75,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   1,860,000 50,000 SH   SOLE   50,000 0 0
ELASTIC N V ORD SHS N14506104   14,862,000 150,000 SH   SOLE   150,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   11,179,800 60,000 SH   SOLE   60,000 0 0
FLUTTER ENTMT PLC SHS G3643J108   49,000,569 189,594 SH   SOLE   189,594 0 0
FOX CORP CL A COM 35137L105   14,574,000 300,000 SH   SOLE   300,000 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   4,720,000 1,000,000 SH   SOLE   1,000,000 0 0
INTEL CORP COM 458140100   10,225,500 510,000 SH   SOLE   510,000 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   1,987,041 37,456 SH   SOLE   37,456 0 0
JD.COM INC SPON ADS CL A 47215P106   45,764,400 1,320,000 SH   SOLE   1,320,000 0 0
MAPLEBEAR INC COM 565394103   9,319,500 225,000 SH   SOLE   225,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   33,135,000 300,000 SH   SOLE   300,000 0 0
META PLATFORMS INC CL A 30303M102   52,695,900 90,000 SH   SOLE   90,000 0 0
MICROSOFT CORP COM 594918104   25,290,000 60,000 SH   SOLE   60,000 0 0
PAYPAL HLDGS INC COM 70450Y103   19,630,500 230,000 SH   SOLE   230,000 0 0
QUALCOMM INC COM 747525103   15,362,000 100,000 SH   SOLE   100,000 0 0
ROKU INC COM CL A 77543R102   14,420,176 193,976 SH   SOLE   193,976 0 0
SNOWFLAKE INC CL A 833445109   18,529,200 120,000 SH   SOLE   120,000 0 0
SOFI TECHNOLOGIES INC COM 83406F102   7,700,000 500,000 SH   SOLE   500,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   27,648,600 140,000 SH   SOLE   140,000 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   3,825,551 7,100 SH   SOLE   7,100 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   18,600,000 600,000 SH   SOLE   600,000 0 0
WESTERN DIGITAL CORP COM 958102105   8,944,500 150,000 SH   SOLE   150,000 0 0