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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AFFIRM HLDGS INC COM CL A 00827B106 7,440 411,963 SH   SOLE   411,963 0 0
AIRBNB INC COM CL A 009066101 3,545 39,800 SH   SOLE   39,800 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 8,526 75,000 SH   SOLE   75,000 0 0
AVIS BUDGET GROUP COM 053774105 6,698 45,540 SH   SOLE   45,540 0 0
JD.COM INC SPON ADR CL A 47215P106 8,263 128,663 SH   SOLE   128,663 0 0
NETFLIX INC COM 64110L106 7,257 41,500 SH   SOLE   41,500 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206 4,683 230,000 SH   SOLE   230,000 0 0
T-MOBILE US INC COM 872590104 6,289 46,741 SH   SOLE   46,741 0 0
ZILLOW GROUP INC CL A 98954M101 4,618 145,177 SH   SOLE   145,177 0 0