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
ALPHABET INC-CL C COM 02079K107   4,416 29,000 SH   SOLE   29,000 0 0
AMAZON.COM INC COM 023135106   14,972 83,000 SH   SOLE   83,000 0 0
COINBASE GLOBAL INC -CLASS A COM 19260Q107   345 1,300 SH   SOLE   1,300 0 0
COSTCO WHOLESALE CORP COM 22160K105   13,261 18,100 SH   SOLE   18,100 0 0
FEDEX CORP COM 31428X106   8,692 30,000 SH   SOLE   30,000 0 0
HUNT (JB) TRANSPRT SVCS INC COM 445658107   8,070 40,500 SH   SOLE   40,500 0 0
MARTEN TRANSPORT LTD COM 573075108   7,392 400,000 SH   SOLE   400,000 0 0
META PLATFORMS INC COM 30303M102   9,323 19,200 SH   SOLE   19,200 0 0
NETFLIX INC COM 64110L106   4,008 6,600 SH   SOLE   6,600 0 0
PALANTIR TECHNOLOGIES INC-A COM 69608A108   3,521 153,000 SH   SOLE   153,000 0 0
PINTEREST INC- CLASS A COM 72352L106   9,186 264,950 SH   SOLE   264,950 0 0
ROKU INC COM 77543R102   10,490 160,969 SH   SOLE   160,969 0 0
RUMBLE INC COM 78137L105   1,584 196,100 SH   SOLE   196,100 0 0
TJX COMPANIES INC COM 872540109   10,142 100,000 SH   SOLE   100,000 0 0
WAL-MART STORES INC COM 931142103   11,553 192,000 SH   SOLE   192,000 0 0
WW INTERNATIONAL INC COM 98262P101   185 100,000 SH   SOLE   100,000 0 0
XPO LOGISTICS INC COM 983793100   6,102 50,000 SH   SOLE   50,000 0 0