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
AMAZON COM INC COM 023135106   24,600,403 112,039 SH   SOLE   112,039 0 0
AMERICAN TOWER CORP NEW COM 03027X100   29,932,300 155,638 SH   SOLE   155,638 0 0
APPLIED MATLS INC COM 038222105   17,250,369 84,255 SH   SOLE   84,255 0 0
ATLASSIAN CORPORATION CL A 049468101   14,803,232 92,694 SH   SOLE   92,694 0 0
BROADCOM INC COM 11135F101   31,940,567 96,816 SH   SOLE   96,816 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   22,936,830 933,910 SH   SOLE   933,910 0 0
HOME DEPOT INC COM 437076102   42,418,126 104,687 SH   SOLE   104,687 0 0
LIBERTY BROADBAND CORP COM SER C 530307305   20,327,145 319,911 SH   SOLE   319,911 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   49,867,041 477,425 SH   SOLE   477,425 0 0
MARVELL TECHNOLOGY INC COM 573874104   1,004,384 11,947 SH   SOLE   11,947 0 0
MCDONALDS CORP COM 580135101   49,639,824 163,348 SH   SOLE   163,348 0 0
META PLATFORMS INC CL A 30303M102   47,030,430 64,041 SH   SOLE   64,041 0 0
MICROSOFT CORP COM 594918104   57,551,496 111,114 SH   SOLE   111,114 0 0
MONDAY COM LTD SHS M7S64H106   18,940,364 97,787 SH   SOLE   97,787 0 0
NETFLIX INC COM 64110L106   10,046,950 8,380 SH   SOLE   8,380 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104   52,543,721 2,133,322 SH   SOLE   2,133,322 0 0
NVIDIA CORPORATION COM 67066G104   34,593,238 185,407 SH   SOLE   185,407 0 0
ORACLE CORP COM 68389X105   21,672,073 77,059 SH   SOLE   77,059 0 0
ROSS STORES INC COM 778296103   39,679,918 260,384 SH   SOLE   260,384 0 0
SALESFORCE INC COM 79466L302   15,999,870 67,510 SH   SOLE   67,510 0 0
SERVICENOW INC COM 81762P102   37,468,280 40,714 SH   SOLE   40,714 0 0
SIMPLY GOOD FOODS CO COM 82900L102   4,489,913 180,899 SH   SOLE   180,899 0 0
SNOWFLAKE INC COM SHS 833445109   10,664,004 47,280 SH   SOLE   47,280 0 0
SYNOPSYS INC COM 871607107   13,339,292 27,036 SH   SOLE   27,036 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   27,253,397 97,581 SH   SOLE   97,581 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   17,231,259 238,330 SH   SOLE   238,330 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   20,050,377 1,026,645 SH   SOLE   1,026,645 0 0