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   10,511,054 84,494 SH   SOLE   84,494 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305   14,818,453 142,856 SH   SOLE   142,856 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107   1,420,952 13,663 SH   SOLE   13,663 0 0
AMAZON.COM INC COM 023135106   23,392,190 226,471 SH   SOLE   226,471 0 0
AMERICAN TOWER CORP NEW COM 03027X100   510,850 2,500 SH   SOLE   2,500 0 0
APPLE INC COM 037833100   24,687,674 149,713 SH   SOLE   149,713 0 0
ASML HOLDING N V N Y REGISTRY SHS n07059210   21,093,841 30,988 SH   SOLE   30,988 0 0
BANK AMERICA CORP COM 060505104   4,879,160 170,600 SH   SOLE   170,600 0 0
BIONTECH SE SPONSORED ADS 09075V102   2,855,144 22,920 SH   SOLE   22,920 0 0
BLACKSTONE INC COM 09260D107   10,775,596 122,673 SH   SOLE   122,673 0 0
BLOCK INC CL A 852234103   7,416,244 108,077 SH   SOLE   108,077 0 0
BOEING CO COM 097023105   22,346,999 105,197 SH   SOLE   105,197 0 0
SCHWAB CHARLES CORP COM 808513105   2,095,200 40,000 SH   SOLE   40,000 0 0
DISNEY WALT CO COM 254687106   19,609,175 195,935 SH   SOLE   195,935 0 0
ELECTRONIC ARTS COM 285512109   4,220,568 35,040 SH   SOLE   35,040 0 0
ENPHASE ENERGY INC COM 29355a107   6,287,793 29,902 SH   SOLE   29,902 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   7,568,006 92,259 SH   SOLE   92,259 0 0
GENERAL ELECTRIC CO COM NEW 369604301   13,132,859 137,373 SH   SOLE   137,373 0 0
LAS VEGAS SANDS CORP COM 517834107   9,514,409 165,612 SH   SOLE   165,612 0 0
LENNAR CORP CL A 526057104   15,260,500 145,186 SH   SOLE   145,186 0 0
LIBERTY MEDIA CORP DEL COM A BRAVES GRP 531229706   844,305 24,416 SH   SOLE   24,416 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888   822,575 24,416 SH   SOLE   24,416 0 0
LULULEMON ATHLETICA INC COM 550021109   1,834,789 5,038 SH   SOLE   5,038 0 0
MARTIN MARIETTA MATLS INC COM 573284106   19,743,346 55,637 SH   SOLE   55,637 0 0
META PLATFORMS INC CL A 30303M102   23,245,155 109,678 SH   SOLE   109,678 0 0
MGM RESORTS INTERNATIONAL COM 552953101   22,768,582 512,575 SH   SOLE   512,575 0 0
MICROSOFT CORPORATION COM 594918104   25,819,372 89,257 SH   SOLE   89,257 0 0
MODERNA INC COM 60770K107   6,527,150 42,500 SH   SOLE   42,500 0 0
MORGAN STANLEY COM NEW 617446448   13,562,289 154,556 SH   SOLE   154,556 0 0
NETFLIX, INC. COM 64110l106   16,583,040 48,000 SH   SOLE   48,000 0 0
NIKE INC CL B 654106103   3,662,766 29,866 SH   SOLE   29,866 0 0
NVIDIA CORPORATION COM 67066g104   43,382,952 156,183 SH   SOLE   156,183 0 0
QUALCOMM INC. COM 747525103   14,523,452 113,838 SH   SOLE   113,838 0 0
ROBLOX CORP CL A 771049103   2,705,204 60,129 SH   SOLE   60,129 0 0
SIMON PPTY GROUP INC NEW COM 828806109   1,015,792 9,072 SH   SOLE   9,072 0 0
SOFI TECHNOLOGIES INC COM 83406F102   3,219,534 530,401 SH   SOLE   530,401 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417m104   3,039,500 10,000 SH   SOLE   10,000 0 0
STARBUCKS CORP COM 855244109   15,986,454 153,524 SH   SOLE   153,524 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   4,602,713 38,581 SH   SOLE   38,581 0 0
TESLA INC COM 88160R101   16,247,645 78,317 SH   SOLE   78,317 0 0
TOLL BROTHERS INC COM 889478103   4,681,199 77,981 SH   SOLE   77,981 0 0
UBER TECHNOLOGIES INC COM 90353T100   12,014,427 379,004 SH   SOLE   379,004 0 0
WELLS FARGO CO NEW COM 949746101   1,058,312 28,335 SH   SOLE   28,335 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108   8,213,400 90,000 SH   SOLE   90,000 0 0
WYNN RESORTS LTD COM 983134107   24,292,192 217,069 SH   SOLE   217,069 0 0
ZSCALER INC COM 98980G102   12,048,327 103,127 SH   SOLE   103,127 0 0
AIRBNB INC-CLASS A COM CL A 009066101   2,488,000 20,000 SH Call SOLE   0 0 20,000
DISNEY WALT CO COM 254687106   5,004,000 50,000 SH Call SOLE   0 0 50,000
META PLATFORMS INC CL A 30303M102   4,238,800 20,000 SH Call SOLE   0 0 20,000
BLOCK INC CL A 852234103   2,744,800 40,000 SH Call SOLE   0 0 40,000
TESLA INC COM 88160R101   4,149,200 20,000 SH Call SOLE   0 0 20,000
WELLS FARGO CO NEW COM 949746101   2,801,250 75,000 SH Call SOLE   0 0 75,000
ENTERPRISE PRODS PARTNERS L COM 293792107   646,153 24,948 SH   SOLE   24,948 0 0