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
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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
AIRBNB INC-CLASS A COM CL A 009066101   13,045,000 95,074 SH   SOLE   95,074 0 0
ALPHABET INC-CL A CAP STK CL A 02079K305   19,903,000 152,094 SH   SOLE   152,094 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107   1,756,000 13,319 SH   SOLE   13,319 0 0
AMAZON.COM INC COM 023135106   28,605,000 225,025 SH   SOLE   225,025 0 0
AMERICAN TOWER CORP NEW COM 03027X100   411,000 2,500 SH   SOLE   2,500 0 0
APPLE COMPUTER INC COM 037833100   21,095,000 123,209 SH   SOLE   123,209 0 0
ARISTA NETWORKS INC COM 040413106   7,374,000 40,090 SH   SOLE   40,090 0 0
ARM HOLDINGS PLC SPONSORED ADR 042068205   2,141,000 40,000 SH   SOLE   40,000 0 0
ASML HOLDING N V N Y REGISTRY SHS n07059210   492,000 835 SH   SOLE   835 0 0
ATLANTA BRAVES HOLDINGS IN-A COM SER A 047726104   563,000 14,399 SH   SOLE   14,399 0 0
ATLANTA BRAVES HOLDINGS IN-C COM SER C 047726302   514,000 14,399 SH   SOLE   14,399 0 0
BANK AMERICA CORP COM 060505104   860,000 31,400 SH   SOLE   31,400 0 0
BLACKSTONE INC COM 09260D107   10,949,000 102,197 SH   SOLE   102,197 0 0
BLOCK INC COM 852234103   1,328,000 29,996 SH   SOLE   29,996 0 0
BOEING CO COM 097023105   19,293,000 100,654 SH   SOLE   100,654 0 0
CHARLES SCHWAB CORP. COM 808513105   21,876,000 398,467 SH   SOLE   398,467 0 0
CHILDRENS PLACE RETAIL STORES COM 168905107   541,000 20,000 SH   SOLE   20,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   18,318,000 10,000 SH   SOLE   10,000 0 0
DELL TECHNOLOGIES -C CL C 24703L202   1,378,000 19,997 SH   SOLE   19,997 0 0
DISNEY WALT CO COM 254687106   15,799,000 194,932 SH   SOLE   194,932 0 0
ELECTRONIC ARTS COM 285512109   7,839,000 65,105 SH   SOLE   65,105 0 0
GENERAL ELECTRIC CO COM NEW 369604301   16,813,000 152,083 SH   SOLE   152,083 0 0
KLAVIYO INC-A COM SER A 49845K101   2,760,000 80,000 SH   SOLE   80,000 0 0
LENNAR CORP CL A 526057104   10,089,000 89,896 SH   SOLE   89,896 0 0
MARTIN MARIETTA MATLS INC COM 573284106   22,677,000 55,245 SH   SOLE   55,245 0 0
META PLATFORMS-A CL A 30303M102   32,883,000 109,532 SH   SOLE   109,532 0 0
MGM RESORTS INTERNATIONAL COM 552953101   17,824,000 484,862 SH   SOLE   484,862 0 0
MICROSOFT CORP COM 594918104   26,543,000 84,062 SH   SOLE   84,062 0 0
MODERNA INC COM 60770K107   1,612,000 15,604 SH   SOLE   15,604 0 0
MORGAN STANLEY COM NEW 617446448   843,000 10,328 SH   SOLE   10,328 0 0
NETFLIX, INC. COM 64110l106   19,998,000 52,962 SH   SOLE   52,962 0 0
NVIDIA CORPORATION COM 67066g104   65,417,000 150,387 SH   SOLE   150,387 0 0
PENN ENTERTAINMENT INC COM 707569109   925,000 40,295 SH   SOLE   40,295 0 0
SIMON PPTY GROUP INC NEW COM 828806109   980,000 9,072 SH   SOLE   9,072 0 0
SOFI TECHNOLOGIES INC COM 83406F102   2,796,000 349,947 SH   SOLE   349,947 0 0
STARBUCKS CORP COM 855244109   10,952,000 120,000 SH   SOLE   120,000 0 0
TAKE TWO INTERACTIVE SOFTWARE COM 874054109   10,565,000 75,255 SH   SOLE   75,255 0 0
TESLA MOTORS INC COM 88160R101   21,445,000 85,705 SH   SOLE   85,705 0 0
TOLL BROTHERS INC COM 889478103   4,284,000 57,924 SH   SOLE   57,924 0 0
UBER TECHNOLOGIES INC COM 90353T100   14,561,000 316,609 SH   SOLE   316,609 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   8,806,000 810,820 SH   SOLE   810,820 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   3,469,000 110,488 SH   SOLE   110,488 0 0
WYNN RESORTS LTD COM 983134107   20,835,000 225,462 SH   SOLE   225,462 0 0
ZSCALER INC COM 98980G102   17,524,000 112,630 SH   SOLE   112,630 0 0
DISNEY WALT CO COM 254687106   4,052,500 50,000 SH Call SOLE   0 0 50,000
MODERNA INC COM 60770K107   2,582,250 25,000 SH Call SOLE   0 0 25,000
TESLA MOTORS INC COM 88160R101   7,506,600 30,000 SH Call SOLE   0 0 30,000
TAKE TWO INTERACTIVE SOFTWARE COM 874054109   2,807,800 20,000 SH Call SOLE   0 0 20,000
APPLE COMPUTER INC COM 037833100   6,848,400 40,000 SH Put SOLE   0 0 40,000
ENTERPRISE PRODS PARTNERS L COM 293792107   683,000 24,948 SH   SOLE   24,948 0 0