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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AMERICAN TOWER CORPORATION CMN | COM | 03027X100 | 3,834 | 15,000 | SH | DFND | 1 | 15,000 | 0 | 0 | |
| AMAZON.COM INC CMN | COM | 023135106 | 29,739 | 280,000 | SH | DFND | 1 | 49,150 | 0 | 0 | |
| CHARTER COMMUNICATION | COM | 16119P108 | 3,177 | 6,781 | SH | DFND | 1 | 6,781 | 0 | 0 | |
| CHEGG INC | COM | 163092109 | 4,695 | 250,000 | SH | DFND | 1 | 250,000 | 0 | 0 | |
| CARVANA CO | COM | 146869102 | 1,382 | 61,220 | SH | DFND | 1 | 61,220 | 0 | 0 | |
| META PLATFORMS INC - CLASS A | COM | 30303M102 | 4,354 | 27,000 | SH | DFND | 1 | 27,000 | 0 | 0 | |
| GDS HOLDINGS LTD | COM | 36165L108 | 3,706 | 111,000 | SH | DFND | 1 | 111,000 | 0 | 0 | |
| ALPHABET INC CLASS A | COM | 02079K305 | 12,422 | 5,700 | SH | DFND | 1 | 5,700 | 0 | 0 | |
| JD.COM, INC. | COM | 47215P106 | 7,442 | 115,881 | SH | DFND | 1 | 115,881 | 0 | 0 | |
| VISA INC. CMN CLASS A | COM | 92826C839 | 7,876 | 40,000 | SH | DFND | 1 | 40,000 | 0 | 0 | |
| ZILLOW GROUP INC - CLASS A | COM | 98954M101 | 4,135 | 130,000 | SH | DFND | 1 | 130,000 | 0 | 0 | |
| ZILLOW GROUP INC - CLASS C | COM | 98954M200 | 1,238 | 39,000 | SH | DFND | 1 | 39,000 | 0 | 0 | |
| NETFLIX, INC. | COM | 64110L106 | 1,110 | 6,350 | SH | DFND | 1 | 6,350 | 0 | 0 | |