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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 10,904 | 114,000 | SH | DFND | 1 | 114,000 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 31,640 | 280,000 | SH | DFND | 1 | 280,000 | 0 | 0 | |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | 3,221 | 15,000 | SH | DFND | 1 | 15,000 | 0 | 0 | |
| CARVANA CO | CL A | 146869102 | 1,486 | 73,220 | SH | DFND | 1 | 73,220 | 0 | 0 | |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 2,057 | 6,781 | SH | DFND | 1 | 6,781 | 0 | 0 | |
| CHEGG INC | COM | 163092109 | 5,268 | 250,000 | SH | DFND | 1 | 250,000 | 0 | 0 | |
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 1,960 | 111,000 | SH | DFND | 1 | 111,000 | 0 | 0 | |
| JD.COM INC | SPON ADR CL A | 47215P106 | 5,829 | 115,881 | SH | DFND | 1 | 115,881 | 0 | 0 | |
| META PLATFORMS INC | CL A | 30303M102 | 6,282 | 46,300 | SH | DFND | 1 | 46,300 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 2,343 | 9,950 | SH | DFND | 1 | 9,950 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 7,106 | 40,000 | SH | DFND | 1 | 40,000 | 0 | 0 | |
| ZILLOW GROUP INC | CL A | 98954M101 | 3,722 | 130,000 | SH | DFND | 1 | 130,000 | 0 | 0 | |
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 1,116 | 39,000 | SH | DFND | 1 | 39,000 | 0 | 0 | |
| ZIM INTEGRATED SHIPPING SERV | SHS | M9T951109 | 1,175 | 50,000 | SH | Put | DFND | 1 | 50,000 | 0 | 0 |