The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
CELLEBRITE DI LTD | ORDINARY SHARES | M2197Q107 | 12,622,500 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | |||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 15,901,100 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | |||
DISNEY WALT CO | COM | 254687106 | 16,210,000 | 2,000 | SH | Call | SOLE | 2,000 | 0 | 0 | ||
ISHARES TR | 20 YR TR BD ETF | 464287432 | 13,303,500 | 1,500 | SH | Call | SOLE | 1,500 | 0 | 0 | ||
JD.COM INC | SPON ADR CL A | 47215P106 | 515,601 | 17,700 | SH | SOLE | 17,700 | 0 | 0 | |||
KRANESHARES TR | CSI CHI INTERNET | 500767306 | 8,484,700 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | |||
LAMB WESTON HLDGS INC | COM | 513272104 | 5,547,600 | 600 | SH | Call | SOLE | 600 | 0 | 0 | ||
LAMB WESTON HLDGS INC | COM | 513272104 | 20,341,200 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | |||
LAS VEGAS SANDS CORP | COM | 517834107 | 6,417,600 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | |||
MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 | 7,052,000 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
MOLSON COORS BEVERAGE CO | CL B | 60871R209 | 16,533,400 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | |||
MOLSON COORS BEVERAGE CO | CL B | 60871R209 | 16,298,117 | 2,563 | SH | Call | SOLE | 2,563 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 16,410,800 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
SPDR SER TR | S&P RETAIL ETF | 78464A714 | 3,043,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
UBER TECHNOLOGIES INC | COM | 90353T100 | 22,995,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
WYNN RESORTS LTD | COM | 983134107 | 11,089,200 | 120,000 | SH | SOLE | 120,000 | 0 | 0 |