The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| META PLATFORMS INC | CL A | 30303M102 | 34,034,850 | 67,500 | SH | SOLE | 67,500 | 0 | 0 | |||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 33,902,250 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | |||
| COUPANG INC | CL A | 22266T109 | 30,377,500 | 1,450,000 | SH | SOLE | 1,450,000 | 0 | 0 | |||
| GOOSEHEAD INS INC | COM CL A | 38267D109 | 26,554,512 | 462,300 | SH | SOLE | 462,300 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 26,088,750 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | |||
| ANALOG DEVICES INC | COM | 032654105 | 22,826,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 21,804,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| APPLOVIN CORP | COM CL A | 03831W108 | 19,556,700 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | |||
| MERCADOLIBRE INC | COM | 58733R102 | 16,434,000 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| CARVANA CO | CL A | 146869102 | 9,010,400 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| APPLIED MATLS INC | COM | 038222105 | 7,079,700 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| ATOUR LIFESTYLE HLDGS LTD | SPONSORED ADS | 04965M106 | 5,046,250 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | |||
| NETEASE INC | SPONSORED ADS | 64110W102 | 4,779,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| KLAVIYO INC | COM SER A | 49845K101 | 2,489,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||