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
AIRBNB INC-CLASS A COM CL A 009066101   5,542,367 64,823 SH   SOLE   64,823 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305   13,966,544 158,297 SH   SOLE   158,297 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107   1,218,085 13,728 SH   SOLE   13,728 0 0
AMAZON.COM INC COM 023135106   18,623,052 221,703 SH   SOLE   221,703 0 0
AMERICAN TOWER CORP NEW COM 03027X100   529,650 2,500 SH   SOLE   2,500 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   5,712,203 89,547 SH   SOLE   89,547 0 0
APPLE INC COM 037833100   19,651,003 151,243 SH   SOLE   151,243 0 0
ASML HOLDING N V N Y REGISTRY SHS n07059210   17,019,267 31,148 SH   SOLE   31,148 0 0
BANK AMERICA CORP COM 060505104   8,133,841 245,587 SH   SOLE   245,587 0 0
BIONTECH SE SPONSORED ADS 09075V102   6,025,925 40,114 SH   SOLE   40,114 0 0
BLACKSTONE INC COM 09260D107   6,626,057 89,312 SH   SOLE   89,312 0 0
BLOCK INC CL A 852234103   6,194,013 98,568 SH   SOLE   98,568 0 0
BOEING CO COM 097023105   16,305,754 85,599 SH   SOLE   85,599 0 0
CATERPILLAR INC. COM 149123101   4,735,862 19,769 SH   SOLE   19,769 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   2,181,134 1,572 SH   SOLE   1,572 0 0
DISNEY WALT CO COM 254687106   17,113,449 196,978 SH   SOLE   196,978 0 0
ELECTRONIC ARTS COM 285512109   6,179,131 50,574 SH   SOLE   50,574 0 0
ENPHASE ENERGY INC COM 29355A107   5,217,592 19,692 SH   SOLE   19,692 0 0
GENERAL ELECTRIC CO COM NEW 369604301   10,721,517 127,957 SH   SOLE   127,957 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   10,529,748 30,665 SH   SOLE   30,665 0 0
LAS VEGAS SANDS INC COM 517834107   5,706,486 118,712 SH   SOLE   118,712 0 0
LENNAR CORP CL A 526057104   13,568,213 149,925 SH   SOLE   149,925 0 0
LIBERTY MEDIA CORP DEL COM A BRAVES GRP 531229706   801,395 24,530 SH   SOLE   24,530 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888   790,602 24,530 SH   SOLE   24,530 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106   2,062,839 88,420 SH   SOLE   88,420 0 0
MARTIN MARIETTA MATLS INC COM 573284106   18,898,944 55,919 SH   SOLE   55,919 0 0
META PLATFORMS INC CL A 30303M102   12,054,458 100,170 SH   SOLE   100,170 0 0
MGM RESORTS INTERNATIONAL COM 552953101   17,276,098 515,243 SH   SOLE   515,243 0 0
MICROSOFT CORPORATION COM 594918104   14,304,783 59,648 SH   SOLE   59,648 0 0
MODERNA INC COM 60770K107   7,975,846 44,404 SH   SOLE   44,404 0 0
MORGAN STANLEY COM NEW 617446448   16,644,280 195,769 SH   SOLE   195,769 0 0
NETFLIX INC COM 64110L106   12,736,162 43,191 SH   SOLE   43,191 0 0
NEXTDOOR HOLDINGS INC COM CL A 65345M108   527,640 256,136 SH   SOLE   256,136 0 0
NIKE INC CL B 654106103   1,168,696 9,988 SH   SOLE   9,988 0 0
NVIDIA CORPORATION COM 67066G104   22,706,064 155,372 SH   SOLE   155,372 0 0
ORACLE CORP COM 68389X105   2,406,344 29,439 SH   SOLE   29,439 0 0
QUALCOMM INC COM 747525103   11,481,034 104,430 SH   SOLE   104,430 0 0
SIMON PPTY GROUP INC NEW COM 828806109   1,065,779 9,072 SH   SOLE   9,072 0 0
SOFI TECHNOLOGIES INC COM 83406F102   2,081,194 451,452 SH   SOLE   451,452 0 0
STARBUCKS CORP COM 855244109   7,341,098 74,003 SH   SOLE   74,003 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   6,318,912 84,829 SH   SOLE   84,829 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   5,093,519 48,915 SH   SOLE   48,915 0 0
TESLA INC COM 88160R101   15,459,460 125,503 SH   SOLE   125,503 0 0
TOLL BROTHERS INC COM 889478103   4,163,028 83,394 SH   SOLE   83,394 0 0
UBER TECHNOLOGIES INC COM 90353T100   9,022,839 364,854 SH   SOLE   364,854 0 0
WELLS FARGO CO NEW COM 949746101   2,838,398 68,743 SH   SOLE   68,743 0 0
WYNN RESORTS LTD COM 983134107   20,722,072 251,268 SH   SOLE   251,268 0 0
ZSCALER INC COM 98980G102   5,982,174 53,460 SH   SOLE   53,460 0 0
BIONTECH SE SPONSORED ADS 09075V102   3,004,400 20,000 SH Call SOLE   0 0 20,000
DISNEY WALT CO COM 254687106   4,344,000 50,000 SH Call SOLE   0 0 50,000
META PLATFORMS INC CL A 30303M102   4,813,600 40,000 SH Call SOLE   0 0 40,000
MODERNA INC COM 60770K107   3,592,400 20,000 SH Call SOLE   0 0 20,000
ENTERPRISE PRODS PARTNERS L COM 293792107   601,746 24,948 SH   SOLE   24,948 0 0