The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 300,978,000 | 2,300,000 | SH | SOLE | 2,300,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 279,664,000 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | |||
| BOOKING HOLDINGS INC | COM | 09857L108 | 169,617,250 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | |||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 153,937,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| COMCAST CORP NEW | CL A | 20030N101 | 133,020,000 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 112,578,750 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 94,725,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 160,480,000 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | |||
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 110,093,500 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | |||
| T-MOBILE US INC | COM | 872590104 | 171,561,250 | 1,225,000 | SH | SOLE | 1,225,000 | 0 | 0 | |||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 158,592,500 | 1,825,000 | SH | SOLE | 1,825,000 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 37,941,750 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | |||
| VISA INC | COM CL A | 92826C839 | 247,260,750 | 1,075,000 | SH | SOLE | 1,075,000 | 0 | 0 | |||