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 | 5,082,476 | 26,300 | SH | SOLE | 26,300 | 0 | 0 | |||
| ARM HOLDINGS PLC | SPONSORED ADR | 042068205 | 6,053,940 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | |||
| ASML HOLDING NV | N Y REGISTRY SHS | N07059210 | 7,159,110 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | |||
| BRC INC | COM CL A | 05601U105 | 1,532,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| CARVANA CO | CL A | 146869102 | 3,861,600 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| DOORDASH INC | CL A | 25809K105 | 3,698,520 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | |||
| ELI LILLY & CO | COM | 532457108 | 8,148,420 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | |||
| GENERAL ELECTRIC CO | COM NEW | 369604301 | 5,563,950 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | |||
| GE VERNOVA INC | COM | 36828A101 | 3,944,730 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | |||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 4,364,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM LBTY SRM S C | 531229789 | 4,023,040 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | |||
| MAPLEBEAR INC | COM | 565394103 | 4,660,300 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 8,370,052 | 16,600 | SH | SOLE | 16,600 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 7,195,895 | 16,100 | SH | SOLE | 16,100 | 0 | 0 | |||
| MONOLITHIC PWR SYS INC | COM | 609839105 | 4,108,400 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 10,528,128 | 15,600 | SH | SOLE | 15,600 | 0 | 0 | |||
| NOVO- NORDISK A S | ADR | 670100205 | 4,282,200 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 12,354,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 4,559,400 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | |||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 3,468,399 | 3,300 | SH | SOLE | 3,300 | 0 | 0 | |||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 4,079,270 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | |||
| SYNOPSYS INC | COM | 871607107 | 7,081,214 | 11,900 | SH | SOLE | 11,900 | 0 | 0 | |||
| THE TRADE DESK INC | COM CL A | 88339J105 | 7,325,250 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||