The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
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 |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 15,411,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
AFFIRM HLDGS INC | COM CL A | 00827B106 | 27,114,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | |||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 19,834,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
ARK ETF TR | INNOVATION ETF | 00214Q104 | 12,846,600 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | |||
ATLASSIAN CORPORATION | CL A | 049468101 | 42,442,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
BLOCK INC | CL A | 852234103 | 57,046,500 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | |||
BOOKING HOLDINGS INC | COM | 09857L108 | 41,462,190 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | |||
CARVANA CO | CL A | 146869102 | 31,362,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
CISCO SYS INC | COM | 17275R102 | 49,368,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | |||
DATADOG INC | CL A COM | 23804L103 | 19,842,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
DOCUSIGN INC | COM | 256163106 | 8,954,000 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | |||
DOORDASH INC | CL A | 25809K105 | 14,621,600 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
DRAFTKINGS INC NEW | COM CL A | 26142V105 | 19,926,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | |||
ELASTIC N V | ORD SHS | N14506104 | 18,711,000 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | |||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 31,939,000 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | |||
FLUTTER ENTMT PLC | SHS | G3643J108 | 48,741,000 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | |||
FOX CORP | CL A COM | 35137L105 | 23,772,000 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | |||
INTUIT | COM | 461202103 | 31,301,210 | 50,980 | SH | SOLE | 50,980 | 0 | 0 | |||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 468,920 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | |||
ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | 22,843,280 | 488,000 | SH | SOLE | 488,000 | 0 | 0 | |||
JD.COM INC | SPON ADS CL A | 47215P106 | 32,896,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | |||
KE HLDGS INC | SPONSORED ADS | 482497104 | 10,547,250 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | |||
MAPLEBEAR INC | COM | 565394103 | 15,956,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
META PLATFORMS INC | CL A | 30303M102 | 80,690,400 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | |||
MICRON TECHNOLOGY INC | COM | 595112103 | 11,295,700 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | |||
NETFLIX INC | COM | 64110L106 | 32,638,550 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | |||
PAYPAL HLDGS INC | COM | 70450Y103 | 19,575,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 6,952,000 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | |||
QUALCOMM INC | COM | 747525103 | 30,722,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
REDDIT INC | CL A | 75734B100 | 18,882,000 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | |||
ROKU INC | COM CL A | 77543R102 | 36,981,000 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | |||
SEA LTD | SPONSORD ADS | 81141R100 | 26,098,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
SNOWFLAKE INC | CL A | 833445109 | 52,617,600 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | |||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 18,260,000 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | |||
THE TRADE DESK INC | COM CL A | 88339J105 | 10,984,383 | 200,738 | SH | SOLE | 200,738 | 0 | 0 | |||
UBER TECHNOLOGIES INC | COM | 90353T100 | 14,572,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 1,387,557 | 2,700 | SH | SOLE | 2,700 | 0 | 0 | |||
WESTERN DIGITAL CORP | COM | 958102105 | 16,172,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 |