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
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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
AIRBNB INC COM CL A 009066101   13,267,625 87,500 SH   SOLE   87,500 0 0
ALPHABET INC CAP STK CL A 02079K305   40,983,750 225,000 SH   SOLE   225,000 0 0
ALPHABET INC CAP STK CL A 02079K305   36,430,000 200,000 SH Call SOLE   0 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   9,379,577 172,387 SH   SOLE   172,387 0 0
BROADCOM INC COM 11135F101   8,027,650 5,000 SH   SOLE   5,000 0 0
CELSIUS HLDGS INC COM NEW 15118V207   12,845,250 225,000 SH   SOLE   225,000 0 0
ENCORE WIRE CORP COM 292562105   5,796,600 20,000 SH   SOLE   20,000 0 0
ISHARES TR 20 YR TR BD ETF 464287432   2,294,500 25,000 SH   SOLE   25,000 0 0
META PLATFORMS INC CL A 30303M102   95,801,800 190,000 SH   SOLE   190,000 0 0
META PLATFORMS INC CL A 30303M102   37,816,500 75,000 SH Call SOLE   0 0 0
NETFLIX INC COM 64110L106   64,113,600 95,000 SH   SOLE   95,000 0 0
NVIDIA CORPORATION COM 67066G104   12,354,000 100,000 SH   SOLE   100,000 0 0
ON HLDG AG NAMEN AKT A H5919C104   27,556,303 710,214 SH   SOLE   710,214 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   6,647,500 50,000 SH   SOLE   50,000 0 0
THE TRADE DESK INC COM CL A 88339J105   24,417,500 250,000 SH   SOLE   250,000 0 0