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 |
LAMB WESTON HLDGS INC | COM | 513272104 | 101,808,647 | 974,059 | SH | SOLE | 974,059 | 0 | 0 | |||
TEMPUR SEALY INTL INC | COM | 88023U101 | 58,019,103 | 1,469,210 | SH | SOLE | 1,469,210 | 0 | 0 | |||
SONY GROUP CORPORATION | SPONSORED ADR | 835699307 | 55,069,059 | 607,491 | SH | SOLE | 607,491 | 0 | 0 | |||
WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 51,228,984 | 561,352 | SH | SOLE | 561,352 | 0 | 0 | |||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 50,761,014 | 545,700 | SH | SOLE | 545,700 | 0 | 0 | |||
NVIDIA CORPORATION | COM | 67066G104 | 50,304,147 | 181,100 | SH | SOLE | 181,100 | 0 | 0 | |||
MICROSOFT CORP | COM | 594918104 | 48,569,324 | 168,468 | SH | SOLE | 168,468 | 0 | 0 | |||
META PLATFORMS INC | CL A | 30303M102 | 46,923,516 | 221,400 | SH | SOLE | 221,400 | 0 | 0 | |||
PALO ALTO NETWORKS INC | COM | 697435105 | 44,262,384 | 221,600 | SH | SOLE | 221,600 | 0 | 0 | |||
LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 34,346,521 | 458,994 | SH | SOLE | 458,994 | 0 | 0 | |||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 33,010,310 | 276,700 | SH | SOLE | 276,700 | 0 | 0 | |||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 20,160,657 | 205,700 | SH | SOLE | 205,700 | 0 | 0 | |||
BATH & BODY WORKS INC | COM | 070830104 | 16,948,465 | 463,326 | SH | SOLE | 463,326 | 0 | 0 |