The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | CAP STK CL A | 02079K305 | 63,929,952 | 262,978 | SH | SOLE | 262,978 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL C | 02079K107 | 3,219,000 | 13,217 | SH | SOLE | 13,217 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 4,862,000 | 20,000 | SH | Call | SOLE | 0 | 0 | 20,000 | ||
| AMAZON COM INC | COM | 023135106 | 57,367,054 | 261,270 | SH | SOLE | 261,270 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 9,880,650 | 45,000 | SH | Call | SOLE | 0 | 0 | 45,000 | ||
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 428,489 | 2,228 | SH | SOLE | 2,228 | 0 | 0 | |||
| APPLE INC | COM | 037833100 | 36,586,257 | 143,684 | SH | SOLE | 143,684 | 0 | 0 | |||
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | 42,182,697 | 298,132 | SH | SOLE | 298,132 | 0 | 0 | |||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 16,297,795 | 16,835 | SH | SOLE | 16,835 | 0 | 0 | |||
| ATLANTA BRAVES HLDGS INC | COM SER C | 047726302 | 1,837,821 | 44,189 | SH | SOLE | 44,189 | 0 | 0 | |||
| BIOHAVEN LTD | COM | G1110E107 | 176,923 | 11,787 | SH | SOLE | 11,787 | 0 | 0 | |||
| BLACKSTONE INC | COM | 09260D107 | 11,360,671 | 66,495 | SH | SOLE | 66,495 | 0 | 0 | |||
| BOEING CO | COM | 097023105 | 30,125,120 | 139,578 | SH | SOLE | 139,578 | 0 | 0 | |||
| BROADCOM INC | COM | 11135F101 | 4,009,726 | 12,154 | SH | SOLE | 12,154 | 0 | 0 | |||
| BROADCOM INC | COM | 11135F101 | 19,794,600 | 60,000 | SH | Call | SOLE | 0 | 0 | 60,000 | ||
| CAPITAL ONE FINL CORP | COM | 14040H105 | 21,605,356 | 101,634 | SH | SOLE | 101,634 | 0 | 0 | |||
| CHIME FINL INC | COM SHS CL A | 16935C109 | 7,344,321 | 364,121 | SH | SOLE | 364,121 | 0 | 0 | |||
| DISNEY WALT CO | COM | 254687106 | 28,131,047 | 245,686 | SH | SOLE | 245,686 | 0 | 0 | |||
| DISNEY WALT CO | COM | 254687106 | 6,870,000 | 60,000 | SH | Call | SOLE | 0 | 0 | 60,000 | ||
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | 1,207,347 | 32,282 | SH | SOLE | 32,282 | 0 | 0 | |||
| DUOLINGO INC | CL A COM | 26603R106 | 26,251,845 | 81,568 | SH | SOLE | 81,568 | 0 | 0 | |||
| FLUTTER ENTMT PLC | SHS | G3643J108 | 35,094,672 | 138,168 | SH | SOLE | 138,168 | 0 | 0 | |||
| GE AEROSPACE | COM NEW | 369604301 | 23,001,299 | 76,462 | SH | SOLE | 76,462 | 0 | 0 | |||
| GE VERNOVA INC | COM | 36828A101 | 44,246,974 | 71,958 | SH | SOLE | 71,958 | 0 | 0 | |||
| GE VERNOVA INC | COM | 36828A101 | 18,447,000 | 30,000 | SH | Call | SOLE | 0 | 0 | 30,000 | ||
| HUT 8 CORP | COM | 44812J104 | 6,299,252 | 180,961 | SH | SOLE | 180,961 | 0 | 0 | |||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 312,792,770 | 521,000 | SH | Put | SOLE | 0 | 0 | 521,000 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 6,992,700 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | |||
| LIQUIDIA CORPORATION | COM NEW | 53635D202 | 995,011 | 43,756 | SH | SOLE | 43,756 | 0 | 0 | |||
| MARTIN MARIETTA MATLS INC | COM | 573284106 | 1,232,828 | 1,956 | SH | SOLE | 1,956 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 65,516,243 | 89,213 | SH | SOLE | 89,213 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 51,061,065 | 98,583 | SH | SOLE | 98,583 | 0 | 0 | |||
| MINERALYS THERAPEUTICS INC | COM | 603170101 | 738,113 | 19,465 | SH | SOLE | 19,465 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 38,129,253 | 31,803 | SH | SOLE | 31,803 | 0 | 0 | |||
| NEWS CORP NEW | CL A | 65249B109 | 11,484,066 | 373,952 | SH | SOLE | 373,952 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 87,134,539 | 467,009 | SH | SOLE | 467,009 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 27,987,000 | 150,000 | SH | Call | SOLE | 0 | 0 | 150,000 | ||
| ORACLE CORP | COM | 68389X105 | 35,078,221 | 124,727 | SH | SOLE | 124,727 | 0 | 0 | |||
| PARAMOUNT SKYDANCE CORP | COM CL B | 69932A204 | 29,976,243 | 1,584,368 | SH | SOLE | 1,584,368 | 0 | 0 | |||
| PINTEREST INC | CL A | 72352L106 | 22,103,750 | 687,092 | SH | SOLE | 687,092 | 0 | 0 | |||
| RIOT PLATFORMS INC | COM | 767292105 | 15,550,821 | 817,174 | SH | SOLE | 817,174 | 0 | 0 | |||
| RTX CORPORATION | COM | 75513E101 | 38,378,474 | 229,358 | SH | SOLE | 229,358 | 0 | 0 | |||
| SCHOLASTIC CORP | COM | 807066105 | 2,316,950 | 84,622 | SH | SOLE | 84,622 | 0 | 0 | |||
| SCHWAB CHARLES CORP | COM | 808513105 | 6,682,900 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| SIMON PPTY GROUP INC NEW | COM | 828806109 | 1,519,189 | 8,095 | SH | SOLE | 8,095 | 0 | 0 | |||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 15,865,540 | 22,730 | SH | SOLE | 22,730 | 0 | 0 | |||
| STARBUCKS CORP | COM | 855244109 | 17,279,635 | 204,251 | SH | SOLE | 204,251 | 0 | 0 | |||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 5,167,200 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| TESLA INC | COM | 88160R101 | 1,149,601 | 2,585 | SH | SOLE | 2,585 | 0 | 0 | |||
| TESLA INC | COM | 88160R101 | 8,894,400 | 20,000 | SH | Call | SOLE | 0 | 0 | 20,000 | ||
| UNION PAC CORP | COM | 907818108 | 1,048,065 | 4,434 | SH | SOLE | 4,434 | 0 | 0 | |||
| WELLS FARGO CO NEW | COM | 949746101 | 14,479,737 | 172,748 | SH | SOLE | 172,748 | 0 | 0 | |||
| WYNN RESORTS LTD | COM | 983134107 | 32,492,715 | 253,315 | SH | SOLE | 253,315 | 0 | 0 | |||
| ZILLOW GROUP INC | CL A | 98954M101 | 1,861,000 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| ZSCALER INC | COM | 98980G102 | 14,181,410 | 47,325 | SH | SOLE | 47,325 | 0 | 0 | |||