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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AFFIRM HLDGS INC COM CL A 00827B106 5,462 291,152 SH   SOLE   291,152 0 0
CARVANA CO CL A 146869102 10,881 536,000 SH   SOLE   536,000 0 0
COUPANG INC CL A 22266T109 11,907 714,285 SH   SOLE   714,285 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 21,177 4,813,046 SH   SOLE   4,813,046 0 0
RANPAK HOLDINGS CORP COM CL A 75321W103 334 97,517 SH   SOLE   97,517 0 0
ROOT INC CL A NEW 77664L207 3,831 486,111 SH   SOLE   486,111 0 0
SMARTRENT INC COM CL A 83193G107 106 46,590 SH   SOLE   46,590 0 0
SWEETGREEN INC COM CL A 87043Q108 12,527 677,109 SH   SOLE   677,109 0 0
TESLA INC COM 88160R101 39,788 150,000 SH   SOLE   150,000 0 0
VMG CONSUMER ACQUISITION COR CLASS A COM 91842V102 5,013 500,000 SH   SOLE   500,000 0 0
VMG CONSUMER ACQUISITION COR *W EXP 11/03/202 91842V110 18 250,000 SH   SOLE   250,000 0 0