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
Estimated average burden
hours per response: 23.8
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
ACV AUCTIONS INC COM CL A 00091G104   8,577,890 457,000 SH   DFND 1 457,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   10,549,641 58,450 SH   DFND 1 58,450 0 0
ALPHABET INC CAP STK CL A 02079K305   15,017,535 99,500 SH   DFND 1 99,500 0 0
AMAZON COM INC COM 023135106   47,800,700 265,000 SH   DFND 1 265,000 0 0
CARVANA CO CL A 146869102   32,106,490 365,220 SH   DFND 1 365,220 0 0
FLUTTER ENTMT PLC SHS G3643J108   13,582,572 68,776 SH   DFND 1 68,776 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108   1,044,715 157,100 SH   DFND 1 157,100 0 0
JD.COM INC SPON ADR CL A 47215P106   3,173,981 115,881 SH   DFND 1 115,881 0 0
META PLATFORMS INC CL A 30303M102   21,729,705 44,750 SH   DFND 1 44,750 0 0
MICROSOFT CORP COM 594918104   2,271,888 5,400 SH   DFND 1 5,400 0 0
NETFLIX INC COM 64110L106   6,042,934 9,950 SH   DFND 1 9,950 0 0
NVIDIA CORPORATION COM 67066G104   4,608,156 5,100 SH   DFND 1 5,100 0 0
SALESFORCE INC COM 79466L302   8,131,860 27,000 SH   DFND 1 27,000 0 0
VISA INC COM CL A 92826C839   9,042,192 32,400 SH   DFND 1 32,400 0 0
ZILLOW GROUP INC CL A 98954M101   11,175,310 233,500 SH   DFND 1 233,500 0 0