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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| APPLE INC | COM | 037833100 | 6,859,200 | 40,000 | SH | Put | SOLE | 40,000 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 3,624,750 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | |||
| BARK INC | COM | 68622E104 | 2,227,908 | 1,796,700 | SH | SOLE | 1,796,700 | 0 | 0 | |||
| CARDLYTICS INC | COM | 14161W105 | 6,158,250 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | |||
| CRICUT INC | COM CL A | 22658D100 | 5,950,000 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | |||
| GOGO INC | COM | 38046C109 | 21,137,850 | 2,407,500 | SH | SOLE | 2,407,500 | 0 | 0 | |||
| KRISPY KREME INC | COM | 50101L106 | 761,750 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 19,350,363 | 39,850 | SH | SOLE | 39,850 | 0 | 0 | |||
| NEXTRACKER INC | CLASS A COM | 65290E101 | 5,120,570 | 91,000 | SH | SOLE | 91,000 | 0 | 0 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 9,523,500 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 4,195,955 | 54,500 | SH | SOLE | 54,500 | 0 | 0 | |||
| VISTA OUTDOOR INC | COM | 928377100 | 11,473,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| YELP INC | CL A | 985817105 | 8,549,800 | 217,000 | SH | SOLE | 217,000 | 0 | 0 | |||
| YEXT INC | COM | 98585N106 | 5,095,350 | 845,000 | SH | SOLE | 845,000 | 0 | 0 | |||