The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 32,358,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| APPFOLIO INC | COM CL A | 03783C100 | 79,527,910 | 288,500 | SH | SOLE | 288,500 | 0 | 0 | |||
| COUPANG INC | CL A | 22266T109 | 94,507,000 | 2,935,000 | SH | SOLE | 2,935,000 | 0 | 0 | |||
| DOORDASH INC | CL A | 25809K105 | 57,661,880 | 212,000 | SH | SOLE | 212,000 | 0 | 0 | |||
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | 53,131,778 | 473,250 | SH | SOLE | 473,250 | 0 | 0 | |||
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 54,914,300 | 3,430,000 | SH | SOLE | 3,430,000 | 0 | 0 | |||
| SEA LTD | SPONSORD ADS | 81141R100 | 54,512,650 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | |||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 12,424,400 | 17,800 | SH | SOLE | 17,800 | 0 | 0 | |||
| UBIQUITI INC | COM | 90353W103 | 55,752,952 | 84,400 | SH | SOLE | 84,400 | 0 | 0 | |||