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 |
| ADOBE INC | COM | 00724F101 | 25,230,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 27,073,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 27,057,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 18,038,000 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 38,583,000 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | |||
| APPLE INC | COM | 037833100 | 51,444,000 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 29,838,942 | 102,900 | SH | SOLE | 102,900 | 0 | 0 | |||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 11,450,822 | 39,400 | SH | SOLE | 39,400 | 0 | 0 | |||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 14,531,500 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | ||
| CLEAR SECURE INC | COM CL A | 18467V109 | 13,825,500 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | |||
| COHERENT CORP | COM | 19247G107 | 6,213,550 | 102,500 | SH | SOLE | 102,500 | 0 | 0 | |||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 34,233,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| DISNEY WALT CO | COM | 254687106 | 18,354,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| ENDEAVOR GROUP HLDGS INC | CL A COM | 29260Y109 | 12,865,000 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | ||
| ENDEAVOR GROUP HLDGS INC | CL A COM | 29260Y109 | 5,094,540 | 198,000 | SH | SOLE | 198,000 | 0 | 0 | |||
| EQUINIX INC | COM | 29444U700 | 11,059,422 | 13,400 | SH | SOLE | 13,400 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | 18,678,878 | 284,739 | SH | SOLE | 284,739 | 0 | 0 | |||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 15,865,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 | 7,380,800 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| MAPLEBEAR INC | COM | 565394103 | 18,645,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 39,481,539 | 81,308 | SH | SOLE | 81,308 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 31,554,000 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| MONGODB INC | CL A | 60937P106 | 8,966,000 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 15,183,250 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| NEWS CORP NEW | CL A | 65249B109 | 11,781,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 13,553,400 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| PARAMOUNT GLOBAL | CLASS A COM | 92556H107 | 5,457,500 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 12,697,500 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| SALESFORCE INC | COM | 79466L302 | 10,541,300 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | |||
| SMART GLOBAL HLDGS INC | SHS | G8232Y101 | 13,133,680 | 499,000 | SH | SOLE | 499,000 | 0 | 0 | |||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 23,751,000 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | |||
| VARONIS SYS INC | COM | 922280102 | 4,717,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 26,752,804 | 810,200 | SH | SOLE | 810,200 | 0 | 0 | |||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 9,756,000 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | ||