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 |
| AMAZON COM INC | COM | 023135106 | 57,975,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 19,325,000 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | ||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | 8,855,250 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| APPLE INC | COM | 037833100 | 52,655,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| ARISTA NETWORKS INC | COM | 040413106 | 17,524,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| CLEAR SECURE INC | COM CL A | 18467V109 | 8,419,500 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| CONSTELLATION ENERGY CORP | COM | 21037T109 | 4,005,400 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 14,066,820 | 102,000 | SH | SOLE | 102,000 | 0 | 0 | |||
| ELASTIC N V | ORD SHS | N14506104 | 11,391,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| EQUINIX INC | COM | 29444U700 | 6,355,440 | 8,400 | SH | SOLE | 8,400 | 0 | 0 | |||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 5,515,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | 9,339,200 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | |||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 4,687,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| MICRON TECHNOLOGY INC | COM | 595112103 | 10,916,990 | 83,000 | SH | SOLE | 83,000 | 0 | 0 | |||
| NEWS CORP NEW | CL A | 65249B109 | 12,406,500 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| OKTA INC | CL A | 679295105 | 5,616,600 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| SAP SE | SPON ADR | 803054204 | 10,085,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 32,947,950 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 26,175,786 | 150,600 | SH | SOLE | 150,600 | 0 | 0 | |||
| TESLA INC | COM | 88160R101 | 4,947,000 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 19,987,000 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | |||
| VARONIS SYS INC | COM | 922280102 | 4,797,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 18,179,700 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | |||
| VISTRA CORP | COM | 92840M102 | 4,299,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 7,662,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| WAYFAIR INC | CL A | 94419L101 | 6,643,980 | 126,000 | SH | SOLE | 126,000 | 0 | 0 | |||