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   12,185,403 95,139 SH   SOLE   95,139 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305   17,070,243 142,549 SH   SOLE   142,549 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107   1,652,813 13,663 SH   SOLE   13,663 0 0
AMAZON.COM INC COM 023135106   29,303,088 224,993 SH   SOLE   224,993 0 0
AMERICAN TOWER CORP NEW COM 03027X100   484,850 2,500 SH   SOLE   2,500 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   1,536,200 20,000 SH   SOLE   20,000 0 0
APPLE INC COM 037833100   28,463,740 146,743 SH   SOLE   146,743 0 0
ASML HOLDING N V N Y REGISTRY SHS n07059210   22,441,159 30,964 SH   SOLE   30,964 0 0
BANK AMERICA CORP COM 060505104   900,866 31,400 SH   SOLE   31,400 0 0
BIONTECH SE SPONSORED ADS 09075V102   2,473,756 22,920 SH   SOLE   22,920 0 0
BLACKSTONE INC COM 09260D107   9,508,321 102,273 SH   SOLE   102,273 0 0
BOEING CO COM 097023105   22,117,110 104,741 SH   SOLE   104,741 0 0
SCHWAB CHARLES CORP COM 808513105   22,603,587 398,793 SH   SOLE   398,793 0 0
COMCAST CORP NEW CL A 20030n101   2,085,810 50,200 SH   SOLE   50,200 0 0
DISNEY WALT CO COM 254687106   17,443,169 195,376 SH   SOLE   195,376 0 0
ELECTRONIC ARTS INC COM 285512109   3,884,774 29,952 SH   SOLE   29,952 0 0
GENERAL ELECTRIC CO COM NEW 369604301   15,066,806 137,158 SH   SOLE   137,158 0 0
LAS VEGAS SANDS CORP COM 517834107   6,655,036 114,742 SH   SOLE   114,742 0 0
LENNAR CORP CL A 526057104   18,166,316 144,971 SH   SOLE   144,971 0 0
LIBERTY MEDIA CORP DEL COM A BRAVES GRP 531229706   999,103 24,416 SH   SOLE   24,416 0 0
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888   967,362 24,416 SH   SOLE   24,416 0 0
MARTIN MARIETTA MATLS INC COM 573284106   25,619,640 55,491 SH   SOLE   55,491 0 0
META PLATFORMS INC CL A 30303M102   31,441,816 109,561 SH   SOLE   109,561 0 0
MGM RESORTS INTERNATIONAL COM 552953101   22,499,996 512,295 SH   SOLE   512,295 0 0
MICROSOFT CORP COM 594918104   30,353,011 89,132 SH   SOLE   89,132 0 0
MODERNA INC COM 60770K107   5,112,113 42,075 SH   SOLE   42,075 0 0
MORGAN STANLEY COM NEW 617446448   11,036,157 129,229 SH   SOLE   129,229 0 0
NETFLIX, INC. COM 64110l106   21,131,186 47,972 SH   SOLE   47,972 0 0
NIKE INC CL B 654106103   1,103,700 10,000 SH   SOLE   10,000 0 0
NVIDIA CORPORATION COM 67066g104   65,270,294 154,296 SH   SOLE   154,296 0 0
QUALCOMM INC. COM 747525103   8,775,986 73,723 SH   SOLE   73,723 0 0
ROBLOX CORP CL A 771049103   3,229,199 80,129 SH   SOLE   80,129 0 0
SIMON PPTY GROUP INC NEW COM 828806109   1,047,635 9,072 SH   SOLE   9,072 0 0
SOFI TECHNOLOGIES INC COM 83406F102   4,185,012 501,800 SH   SOLE   501,800 0 0
STARBUCKS CORP COM 855244109   9,728,881 98,212 SH   SOLE   98,212 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   8,599,589 58,437 SH   SOLE   58,437 0 0
TESLA INC COM 88160R101   25,162,887 96,159 SH   SOLE   96,159 0 0
TOLL BROTHERS INC COM 889478103   6,165,958 77,981 SH   SOLE   77,981 0 0
UBER TECHNOLOGIES INC COM 90353T100   15,407,330 356,899 SH   SOLE   356,899 0 0
VMWARE INC CL A COM 928563402   1,436,900 10,000 SH   SOLE   10,000 0 0
WYNN RESORTS LTD COM 983134107   23,932,176 226,609 SH   SOLE   226,609 0 0
ZSCALER INC COM 98980G102   15,065,389 102,976 SH   SOLE   102,976 0 0
DISNEY WALT CO COM 254687106   4,464,000 50,000 SH Call SOLE   0 0 50,000
META PLATFORMS INC CL A 30303M102   5,739,600 20,000 SH Call SOLE   0 0 20,000
TESLA INC COM 88160R101   5,235,400 20,000 SH Call SOLE   0 0 20,000
TESLA INC COM 88160R101   5,235,400 20,000 SH Call SOLE   0 0 20,000
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   1,471,600 10,000 SH Call SOLE   0 0 10,000
VMWARE INC CL A COM 928563402   2,873,800 20,000 SH Call SOLE   0 0 20,000
ISHARES TR 20 YR TR BD ETF 464287432   20,588,000 200,000 SH Put SOLE   0 0 200,000
ENTERPRISE PRODS PARTNERS L COM 293792107   657,380 24,948 SH   SOLE   24,948 0 0