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
ACV AUCTIONS INC COM CL A 00091G104   164,385,283 10,829,070 SH   SOLE   10,829,070 0 0
ADVANCED MICRO DEVICES INC COM 007903107   351,925,099 3,422,730 SH   SOLE   3,422,730 0 0
ALPHABET INC CAP STK CL A 02079K305   162,391,633 1,240,957 SH   SOLE   1,240,957 0 0
AMPLITUDE INC COM CL A 03213A104   1,078,428 93,209 SH   SOLE   93,209 0 0
BATH & BODY WORKS INC COM 070830104   150,144,670 4,442,150 SH   SOLE   4,442,150 0 0
BLOCK INC CL A 852234103   98,857,897 2,233,572 SH   SOLE   2,233,572 0 0
CIENA CORP COM NEW 171779309   77,882,826 1,647,965 SH   SOLE   1,647,965 0 0
COHERENT CORP COM 19247G107   5,819,484 178,293 SH   SOLE   178,293 0 0
CONFLUENT INC CLASS A COM 20717M103   89,225,353 3,013,352 SH   SOLE   3,013,352 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   51,524,083 307,827 SH   SOLE   307,827 0 0
HASBRO INC COM 418056107   7,693,339 116,319 SH   SOLE   116,319 0 0
HASHICORP INC COM CL A 418100103   31,413,258 1,375,964 SH   SOLE   1,375,964 0 0
JOBY AVIATION INC COMMON STOCK G65163100   6,450,000 1,000,000 SH   SOLE   1,000,000 0 0
LAS VEGAS SANDS CORP COM 517834107   34,384,034 750,088 SH   SOLE   750,088 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   27,449,131 440,596 SH   SOLE   440,596 0 0
META PLATFORMS INC CL A 30303M102   113,293,250 377,380 SH   SOLE   377,380 0 0
MGM RESORTS INTERNATIONAL COM 552953101   15,243,931 414,688 SH   SOLE   414,688 0 0
MICRON TECHNOLOGY INC COM 595112103   47,992,648 705,463 SH   SOLE   705,463 0 0
MICROSOFT CORP COM 594918104   204,972,902 649,162 SH   SOLE   649,162 0 0
NVIDIA CORPORATION COM 67066G104   117,447,300 270,000 SH Call SOLE   0 0 0
PAYPAL HLDGS INC COM 70450Y103   244,042,439 4,174,520 SH   SOLE   4,174,520 0 0
PURE STORAGE INC CL A 74624M102   277,594,283 7,793,214 SH   SOLE   7,793,214 0 0
RH COM 74967X103   280,187,762 1,059,872 SH   SOLE   1,059,872 0 0
SEA LTD SPONSORD ADS 81141R100   65,925,000 1,500,000 SH Call SOLE   0 0 0
SEA LTD SPONSORD ADS 81141R100   311,382,849 7,084,934 SH   SOLE   7,084,934 0 0
SONDER HOLDINGS INC CL A NEW 83542D300   8,313,618 1,012,621 SH   SOLE   1,012,621 0 0
TABOOLA.COM LTD ORD SHS M8744T106   2,747,750 725,000 SH   SOLE   725,000 0 0
TESLA INC COM 88160R101   50,791,908 202,989 SH   SOLE   202,989 0 0
WAYFAIR INC CL A 94419L101   58,825,947 971,206 SH   SOLE   971,206 0 0