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   28,744,000 157,806 SH   SOLE   157,806 0 0
ALPHABET INC-CL C CAP STK CL C 02079K107   2,404,000 13,107 SH   SOLE   13,107 0 0
AMAZON.COM INC COM 023135106   41,140,000 212,884 SH   SOLE   212,884 0 0
AMERICAN TOWER CORP NEW COM 03027X100   433,000 2,228 SH   SOLE   2,228 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   10,676,000 90,421 SH   SOLE   90,421 0 0
APPLE INC COM 037833100   38,476,000 182,682 SH   SOLE   182,682 0 0
ARISTA NETWORKS INC COM 040413106   31,014,000 88,489 SH   SOLE   88,489 0 0
ARM HOLDINGS PLC SPONSORED ADR 042068205   39,038,000 238,589 SH   SOLE   238,589 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   8,875,000 8,678 SH   SOLE   8,678 0 0
ATLANTA BRAVES HLDGS INC-A COM SER A 047726104   413,000 9,989 SH   SOLE   9,989 0 0
ATLANTA BRAVES HLDGS INC-C COM SER C 047726302   394,000 9,989 SH   SOLE   9,989 0 0
BANK AMERICA CORP COM 060505104   1,082,000 27,217 SH   SOLE   27,217 0 0
BLACKSTONE INC COM 09260D107   10,762,000 86,929 SH   SOLE   86,929 0 0
BOEING CO COM 097023105   3,640,000 20,000 SH   SOLE   20,000 0 0
SCHWAB CHARLES CORP COM 808513105   24,245,000 329,018 SH   SOLE   329,018 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   9,600,000 25,053 SH   SOLE   25,053 0 0
DELL TECHNOLOGIES INC CL C 24703L202   6,865,000 49,778 SH   SOLE   49,778 0 0
DISNEY WALT CO COM 254687106   24,191,000 243,642 SH   SOLE   243,642 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   3,985,000 104,395 SH   SOLE   104,395 0 0
DUOLINGO INC CL A COM 26603R106   18,938,000 90,755 SH   SOLE   90,755 0 0
FLUTTER ENTMT PLC SHS G3643J108   3,659,000 20,064 SH   SOLE   20,064 0 0
GE AEROSPACE COM NEW 369604301   16,857,000 106,036 SH   SOLE   106,036 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   5,463,000 70,111 SH   SOLE   70,111 0 0
GE VERNOVA INC COM 36828A101   1,715,000 10,000 SH   SOLE   10,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   12,930,000 29,067 SH   SOLE   29,067 0 0
MARTIN MARIETTA MATLS INC COM 573284106   7,580,000 13,991 SH   SOLE   13,991 0 0
META PLATFORMS INC CL A 30303M102   46,801,000 92,818 SH   SOLE   92,818 0 0
MGM RESORTS INTERNATIONAL COM 552953101   17,875,000 402,235 SH   SOLE   402,235 0 0
MICRON TECHNOLOGY INC COM 595112103   7,265,000 55,237 SH   SOLE   55,237 0 0
MICROSOFT CORP COM 594918104   37,254,000 83,351 SH   SOLE   83,351 0 0
MORGAN STANLEY COM NEW 617446448   906,000 9,323 SH   SOLE   9,323 0 0
NETFLIX INC COM 64110L106   22,545,000 33,406 SH   SOLE   33,406 0 0
NVIDIA CORPORATION COM 67066G104   148,471,000 1,201,804 SH   SOLE   1,201,804 0 0
PARAMOUNT GLOBAL CLASS A COM 92556H107   3,351,000 182,331 SH   SOLE   182,331 0 0
QUALCOMM INC COM 747525103   5,932,000 29,781 SH   SOLE   29,781 0 0
ROBLOX CORP CL A 771049103   3,011,000 80,908 SH   SOLE   80,908 0 0
RTX CORPORATION COM 75513E101   11,012,000 109,692 SH   SOLE   109,692 0 0
SIMON PPTY GROUP INC NEW COM 828806109   1,229,000 8,095 SH   SOLE   8,095 0 0
SOFI TECHNOLOGIES INC COM 83406F102   2,252,000 340,654 SH   SOLE   340,654 0 0
STARBUCKS CORP COM 855244109   9,393,000 120,660 SH   SOLE   120,660 0 0
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109   21,459,000 138,011 SH   SOLE   138,011 0 0
TESLA INC COM 88160R101   10,892,000 55,041 SH   SOLE   55,041 0 0
UBER TECHNOLOGIES INC COM 90353T100   8,919,000 122,710 SH   SOLE   122,710 0 0
WELLS FARGO CO NEW COM 949746101   10,712,000 180,359 SH   SOLE   180,359 0 0
WYNN RESORTS LTD COM 983134107   19,079,000 213,168 SH   SOLE   213,168 0 0
ZILLOW GROUP INC - A CL A 98954M101   4,524,000 100,440 SH   SOLE   100,440 0 0
ZILLOW GROUP INC - C CL C CAP STK 98954M200   2,794,000 60,220 SH   SOLE   60,220 0 0
ZSCALER INC COM 98980G102   7,724,000 40,188 SH   SOLE   40,188 0 0
APPLE INC COM 037833100   8,424,800 40,000 SH Call SOLE   0 0 40,000
AMAZON.COM INC COM 023135106   3,865,000 20,000 SH Call SOLE   0 0 20,000
DISNEY WALT CO COM 254687106   5,957,400 60,000 SH Call SOLE   0 0 60,000
GE VERNOVA INC COM 36828A101   3,430,200 20,000 SH Call SOLE   0 0 20,000
NVIDIA CORPORATION COM 67066G104   24,708,000 200,000 SH Call SOLE   0 0 200,000
TESLA INC COM 88160R101   3,957,600 20,000 SH Call SOLE   0 0 20,000
UBER TECHNOLOGIES INC COM 90353T100   2,907,200 40,000 SH Call SOLE   0 0 40,000
INVESCO QQQ TR UNIT SER 1 46090E103   191,644,000 400,000 SH Put SOLE   0 0 400,000
ENTERPRISE PRODS PARTNERS L COM 293792107   24,948 24,948 SH   SOLE   24,948 0 0