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
ALPHABET INC-CL A CAP STK CL A 02079K305   21,119,000 151,184 SH   SOLE   151,184 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107   1,875,000 13,308 SH   SOLE   13,308 0 0
AMAZON.COM INC COM 023135106   34,056,000 224,140 SH   SOLE   224,140 0 0
AMERICAN TOWER COM 03027X100   514,000 2,380 SH   SOLE   2,380 0 0
APPLE INC COM 037833100   23,527,000 122,199 SH   SOLE   122,199 0 0
ARISTA NETWORKS INC COM 040413106   11,750,000 49,893 SH   SOLE   49,893 0 0
ARM HOLDINGS PLC SPONSORED ADR 042068205   4,505,000 59,944 SH   SOLE   59,944 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   11,926,000 15,756 SH   SOLE   15,756 0 0
ATLANTA BRAVES HOLDINGS IN-A COM SER A 047726104   428,000 10,000 SH   SOLE   10,000 0 0
ATLANTA BRAVES HOLDINGS IN-C COM SER C 047726302   396,000 10,000 SH   SOLE   10,000 0 0
BANK AMERICA CORP COM 060505104   1,002,000 29,773 SH   SOLE   29,773 0 0
BLACKSTONE INC COM 09260D107   11,317,000 86,445 SH   SOLE   86,445 0 0
BLOCK INC COM 852234103   3,080,000 39,814 SH   SOLE   39,814 0 0
BOEING CO COM 097023105   25,065,000 96,161 SH   SOLE   96,161 0 0
SCHWAB CHARLES CORP COM 808513105   25,598,000 372,069 SH   SOLE   372,069 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   22,799,000 9,969 SH   SOLE   9,969 0 0
DISNEY WALT CO COM 254687106   19,308,000 213,849 SH   SOLE   213,849 0 0
DRAFTKINGS INC COM CL A 26142V105   11,277,000 319,902 SH   SOLE   319,902 0 0
DUOLINGO INC CL A COM 26603R106   6,797,000 29,961 SH   SOLE   29,961 0 0
ELECTRONIC ARTS INC COM 285512109   10,234,000 74,805 SH   SOLE   74,805 0 0
GENERAL ELECTRIC CO COM NEW 369604301   19,326,000 151,419 SH   SOLE   151,419 0 0
INTEL CORP COM 458140100   3,015,000 60,000 SH   SOLE   60,000 0 0
LENNAR CORP CL A 526057104   13,341,000 89,513 SH   SOLE   89,513 0 0
LULULEMON ATHLETICA INC COM 550021109   2,565,000 5,016 SH   SOLE   5,016 0 0
MANCHESTER UTD PLC NEW ORD CL A G5784H106   1,019,000 50,000 SH   SOLE   50,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106   27,391,000 54,901 SH   SOLE   54,901 0 0
META PLATFORMS INC CL A 30303M102   36,536,000 103,221 SH   SOLE   103,221 0 0
MGM RESORTS INTERNATIONAL COM 552953101   20,678,000 462,791 SH   SOLE   462,791 0 0
MICROSOFT CORP COM 594918104   31,431,000 83,584 SH   SOLE   83,584 0 0
MORGAN STANLEY COM NEW 617446448   918,000 9,848 SH   SOLE   9,848 0 0
NETFLIX INC COM 64110L106   24,746,000 50,825 SH   SOLE   50,825 0 0
NOVO-NORDISK A S ADR 670100205   1,035,000 10,000 SH   SOLE   10,000 0 0
NVIDIA CORPORATION COM 67066G104   70,443,000 142,245 SH   SOLE   142,245 0 0
ROBLOX CORP CL A 771049103   2,386,000 52,194 SH   SOLE   52,194 0 0
RTX CORPORATION COM 75513E101   7,549,000 89,723 SH   SOLE   89,723 0 0
SHAKE SHACK INC CL A 819047101   739,000 9,977 SH   SOLE   9,977 0 0
SIMON PPTY GROUP INC NEW COM 828806109   1,232,000 8,640 SH   SOLE   8,640 0 0
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109   15,259,000 94,805 SH   SOLE   94,805 0 0
TESLA INC COM 88160R101   18,460,000 74,291 SH   SOLE   74,291 0 0
TOLL BROTHERS INC COM 889478103   4,900,000 47,673 SH   SOLE   47,673 0 0
UBER TECHNOLOGIES INC COM 90353T100   17,560,000 285,204 SH   SOLE   285,204 0 0
WELLS FARGO CO NEW COM 949746101   2,949,000 59,915 SH   SOLE   59,915 0 0
WYNN RESORTS LTD COM 983134107   18,631,000 204,492 SH   SOLE   204,492 0 0
ZSCALER INC COM 98980G102   24,843,000 112,126 SH   SOLE   112,126 0 0
DISNEY WALT CO COM 254687106   4,514,500 50,000 SH Call SOLE   0 0 50,000
NVIDIA CORPORATION COM 67066G104   9,904,400 20,000 SH Call SOLE   0 0 20,000
TESLA INC COM 88160R101   9,939,200 40,000 SH Call SOLE   0 0 40,000
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109   3,219,000 20,000 SH Call SOLE   0 0 20,000
INVESCO QQQ TR UNIT SER 1 46090E103   122,850,000 300,000 SH Put SOLE   0 0 300,000
ENTERPRISE PRODS PARTNERS L COM 293792107   24,948 24,948 SH   SOLE   24,948 0 0