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 |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 22,337,131 | 217,245 | SH | SOLE | 217,245 | 0 | 0 | |||
ALPHABET INC | CAP STK CL A | 02079K305 | 269,702 | 2,061 | SH | SOLE | 2,061 | 0 | 0 | |||
AMAZON COM INC | COM | 023135106 | 11,540,081 | 90,781 | SH | SOLE | 90,781 | 0 | 0 | |||
CHEWY INC | CL A | 16679L109 | 559,961 | 30,666 | SH | SOLE | 30,666 | 0 | 0 | |||
DISH NETWORK CORPORATION | CL A | 25470M109 | 2,460,169 | 419,824 | SH | SOLE | 419,824 | 0 | 0 | |||
DOORDASH INC | CL A | 25809K105 | 4,643,512 | 58,431 | SH | SOLE | 58,431 | 0 | 0 | |||
DRAFTKINGS INC NEW | COM CL A | 26142V105 | 36,642,143 | 1,244,638 | SH | SOLE | 1,244,638 | 0 | 0 | |||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 209,379 | 820 | SH | SOLE | 820 | 0 | 0 | |||
GLOBAL E ONLINE LTD | SHS | M5216V106 | 9,973,230 | 250,962 | SH | SOLE | 250,962 | 0 | 0 | |||
MATCH GROUP INC NEW | COM | 57667L107 | 9,464,876 | 241,605 | SH | SOLE | 241,605 | 0 | 0 | |||
MICRON TECHNOLOGY INC | COM | 595112103 | 31,487,209 | 462,843 | SH | SOLE | 462,843 | 0 | 0 | |||
MICROSOFT CORP | COM | 594918104 | 52,943,381 | 167,675 | SH | SOLE | 167,675 | 0 | 0 | |||
NETFLIX INC | COM | 64110L106 | 67,726,714 | 179,361 | SH | SOLE | 179,361 | 0 | 0 | |||
NEXSTAR MEDIA GROUP INC | COMMON STOCK | 65336K103 | 10,793,180 | 75,282 | SH | SOLE | 75,282 | 0 | 0 | |||
NVIDIA CORPORATION | COM | 67066G104 | 65,186,296 | 149,857 | SH | SOLE | 149,857 | 0 | 0 | |||
OVERSTOCK COM INC DEL | COM | 690370101 | 50,208,377 | 3,173,728 | SH | SOLE | 3,173,728 | 0 | 0 | |||
OVERSTOCK COM INC DEL | COM | 690370101 | 12,502,546 | 790,300 | SH | Call | SOLE | 790,300 | 0 | 0 | ||
PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 713,664 | 44,604 | SH | SOLE | 44,604 | 0 | 0 | |||
PINTEREST INC | CL A | 72352L106 | 19,903,676 | 736,355 | SH | SOLE | 736,355 | 0 | 0 | |||
PSQ HOLDINGS INC | CL A | 693691107 | 1,577,931 | 173,781 | SH | SOLE | 173,781 | 0 | 0 | |||
PURE STORAGE INC | CL A | 74624M102 | 8,359,765 | 234,693 | SH | SOLE | 234,693 | 0 | 0 | |||
RH | COM | 74967X103 | 12,612,087 | 47,708 | SH | SOLE | 47,708 | 0 | 0 | |||
ROBLOX CORP | CL A | 771049103 | 4,919,319 | 169,866 | SH | SOLE | 169,866 | 0 | 0 | |||
RUMBLE INC | COM CL A | 78137L105 | 682,926 | 133,907 | SH | SOLE | 133,907 | 0 | 0 | |||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 549,900 | 3,556 | SH | SOLE | 3,556 | 0 | 0 | |||
TEMPUR SEALY INTL INC | COM | 88023U101 | 2,959,689 | 68,290 | SH | SOLE | 68,290 | 0 | 0 | |||
THE TRADE DESK INC | COM CL A | 88339J105 | 5,460,419 | 69,871 | SH | SOLE | 69,871 | 0 | 0 | |||
UBER TECHNOLOGIES INC | COM | 90353T100 | 426,833 | 9,281 | SH | SOLE | 9,281 | 0 | 0 | |||
ZILLOW GROUP INC | CL A | 98954M101 | 428,909 | 9,576 | SH | SOLE | 9,576 | 0 | 0 |