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   207,244,882 11,041,283 SH   SOLE   11,041,283 0 0
ADVANCED MICRO DEVICES INC COM 007903107   183,580,711 1,017,124 SH   SOLE   1,017,124 0 0
ALPHABET INC CAP STK CL A 02079K305   135,114,045 895,210 SH   SOLE   895,210 0 0
AMAZON COM INC COM 023135106   148,485,028 823,179 SH   SOLE   823,179 0 0
ASTERA LABS INC COM 04626A103   197,775,108 2,665,792 SH   SOLE   2,665,792 0 0
BATH & BODY WORKS INC COM 070830104   169,514,029 3,388,925 SH   SOLE   3,388,925 0 0
BLOCK INC CL A 852234103   120,255,675 1,421,798 SH   SOLE   1,421,798 0 0
CIENA CORP COM NEW 171779309   157,782,736 3,190,753 SH   SOLE   3,190,753 0 0
CONFLUENT INC CLASS A COM 20717M103   62,024,850 2,032,269 SH   SOLE   2,032,269 0 0
CONSTELLATION BRANDS INC CL A 21036P108   45,558,118 167,641 SH   SOLE   167,641 0 0
CROWN CASTLE INC COM 22822V101   29,756,009 281,168 SH   SOLE   281,168 0 0
DATADOG INC CL A COM 23804L103   51,637,237 417,777 SH   SOLE   417,777 0 0
ELASTIC N V ORD SHS N14506104   71,859,851 716,878 SH   SOLE   716,878 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   888,020,000 2,000,000 SH Put SOLE   2,000,000 0 0
JOBY AVIATION INC COMMON STOCK G65163100   5,360,000 1,000,000 SH   SOLE   1,000,000 0 0
KLAVIYO INC COM SER A 49845K101   44,547,066 1,748,315 SH   SOLE   1,748,315 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   28,322,603 431,747 SH   SOLE   431,747 0 0
LUMENTUM HLDGS INC COM 55024U109   57,544,408 1,215,299 SH   SOLE   1,215,299 0 0
MARVELL TECHNOLOGY INC COM 573874104   106,320,000 1,500,000 SH Call SOLE   0 0 0
MARVELL TECHNOLOGY INC COM 573874104   298,091,652 4,205,582 SH   SOLE   4,205,582 0 0
MASTERCARD INCORPORATED CL A 57636Q104   135,812,371 282,020 SH   SOLE   282,020 0 0
MICRON TECHNOLOGY INC COM 595112103   181,412,197 1,538,826 SH   SOLE   1,538,826 0 0
MICROSOFT CORP COM 594918104   75,824,262 180,225 SH   SOLE   180,225 0 0
MONGODB INC CL A 60937P106   105,647,095 294,577 SH   SOLE   294,577 0 0
ON HLDG AG NAMEN AKT A H5919C104   42,146,814 1,191,261 SH   SOLE   1,191,261 0 0
PURE STORAGE INC CL A 74624M102   140,546,439 2,703,336 SH   SOLE   2,703,336 0 0
RALPH LAUREN CORP CL A 751212101   82,911,061 441,580 SH   SOLE   441,580 0 0
REDDIT INC CL A 75734B100   19,504,926 395,477 SH   SOLE   395,477 0 0
RH COM 74967X103   57,776,334 165,900 SH Call SOLE   0 0 0
RH COM 74967X103   84,890,116 243,755 SH   SOLE   243,755 0 0
SEA LTD SPONSORD ADS 81141R100   18,798,500 350,000 SH Call SOLE   0 0 0
SEA LTD SPONSORD ADS 81141R100   263,373,001 4,903,612 SH   SOLE   4,903,612 0 0
SONDER HOLDINGS INC CL A NEW 83542D300   2,997,358 1,012,621 SH   SOLE   1,012,621 0 0
TABOOLA.COM LTD ORD SHS M8744T106   3,219,000 725,000 SH   SOLE   725,000 0 0
TESLA INC COM 88160R101   26,880,928 152,915 SH   SOLE   152,915 0 0
VEEVA SYS INC CL A COM 922475108   52,797,749 227,881 SH   SOLE   227,881 0 0
WAYFAIR INC CL A 94419L101   60,979,930 898,349 SH   SOLE   898,349 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104   41,078,984 883,419 SH   SOLE   883,419 0 0