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
ADVANCED MICRO DEVICES INC COM 007903107   85,140,000 600,000 SH   SOLE   600,000 0 0
AFFIRM HLDGS INC COM CL A 00827B106   34,570,000 500,000 SH   SOLE   500,000 0 0
ALPHABET INC CAP STK CL A 02079K305   105,738,000 600,000 SH   SOLE   600,000 0 0
AMAZON COM INC COM 023135106   64,281,270 293,000 SH   SOLE   293,000 0 0
APPLIED DIGITAL CORP COM NEW 038169207   4,565,386 453,365 SH   SOLE   453,365 0 0
APPLOVIN CORP COM CL A 03831W108   17,468,992 49,900 SH   SOLE   49,900 0 0
AT&T INC COM 00206R102   72,350,000 2,500,000 SH   SOLE   2,500,000 0 0
BLOCK INC CL A 852234103   37,361,500 550,000 SH   SOLE   550,000 0 0
BOOKING HOLDINGS INC COM 09857L108   40,524,680 7,000 SH   SOLE   7,000 0 0
BROADCOM INC COM 11135F101   55,130,000 200,000 SH   SOLE   200,000 0 0
CELESTICA INC COM 15101Q207   15,611,000 100,000 SH   SOLE   100,000 0 0
CHEWY INC CL A 16679L109   17,222,742 404,100 SH   SOLE   404,100 0 0
CISCO SYS INC COM 17275R102   69,380,000 1,000,000 SH   SOLE   1,000,000 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   17,070,000 1,000,000 SH   SOLE   1,000,000 0 0
DISNEY WALT CO COM 254687106   49,604,000 400,000 SH   SOLE   400,000 0 0
DOCUSIGN INC COM 256163106   12,150,840 156,000 SH   SOLE   156,000 0 0
DOORDASH INC CL A 25809K105   24,897,510 101,000 SH   SOLE   101,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   36,456,500 850,000 SH   SOLE   850,000 0 0
EQUINIX INC COM 29444U700   6,878,429 8,647 SH   SOLE   8,647 0 0
ETSY INC COM 29786A106   15,098,160 301,000 SH   SOLE   301,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303   4,217,000 25,000 SH   SOLE   25,000 0 0
FLUTTER ENTMT PLC SHS G3643J108   57,152,000 200,000 SH   SOLE   200,000 0 0
IREN LIMITED ORDINARY SHARES Q4982L109   4,209,564 288,920 SH   SOLE   288,920 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   21,056,240 344,000 SH   SOLE   344,000 0 0
ISHARES TR EXPANDED TECH 464287515   21,900,000 200,000 SH   SOLE   200,000 0 0
JD.COM INC SPON ADS CL A 47215P106   29,376,000 900,000 SH   SOLE   900,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   27,090,000 350,000 SH   SOLE   350,000 0 0
META PLATFORMS INC CL A 30303M102   22,142,700 30,000 SH   SOLE   30,000 0 0
MICROSOFT CORP COM 594918104   24,870,500 50,000 SH   SOLE   50,000 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   719,200 40,000 SH   SOLE   40,000 0 0
NVIDIA CORPORATION COM 67066G104   52,288,054 330,958 SH   SOLE   330,958 0 0
ON SEMICONDUCTOR CORP COM 682189105   13,102,500 250,000 SH   SOLE   250,000 0 0
PAYPAL HLDGS INC COM 70450Y103   48,308,000 650,000 SH   SOLE   650,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   5,552,000 800,000 SH   SOLE   800,000 0 0
PINTEREST INC CL A 72352L106   25,102,000 700,000 SH   SOLE   700,000 0 0
ROBLOX CORP CL A 771049103   13,150,000 125,000 SH   SOLE   125,000 0 0
ROKU INC COM CL A 77543R102   21,972,500 250,000 SH   SOLE   250,000 0 0
TRIP COM GROUP LTD ADS 89677Q107   20,524,000 350,000 SH   SOLE   350,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   13,995,000 150,000 SH   SOLE   150,000 0 0