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 |
| MICROSOFT CORP | COM | 594918104 | 128,509,303 | 406,997 | SH | SOLE | 406,997 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 113,180,483 | 260,191 | SH | SOLE | 260,191 | 0 | 0 | |||
| LAMB WESTON HLDGS INC | COM | 513272104 | 111,193,875 | 1,202,616 | SH | SOLE | 1,202,616 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 107,073,557 | 842,303 | SH | SOLE | 842,303 | 0 | 0 | |||
| TEMPUR SEALY INTL INC | COM | 88023U101 | 82,433,764 | 1,902,025 | SH | SOLE | 1,902,025 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 75,472,794 | 251,400 | SH | SOLE | 251,400 | 0 | 0 | |||
| SONY GROUP CORP | SPONSORED ADR | 835699307 | 64,934,712 | 787,947 | SH | SOLE | 787,947 | 0 | 0 | |||
| LULULEMON ATHLETICA INC | COM | 550021109 | 61,196,307 | 158,700 | SH | SOLE | 158,700 | 0 | 0 | |||
| TKO GROUP HOLDINGS INC | CL A | 87256C101 | 58,303,512 | 693,594 | SH | SOLE | 693,594 | 0 | 0 | |||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 41,065,485 | 399,392 | SH | SOLE | 399,392 | 0 | 0 | |||
| MONGODB INC | CL A | 60937P106 | 40,465,620 | 117,000 | SH | SOLE | 117,000 | 0 | 0 | |||
| MICRON TECHNOLOGY INC | COM | 595112103 | 33,103,398 | 486,600 | SH | SOLE | 486,600 | 0 | 0 | |||
| PALO ALTO NETWORKS INC | COM | 697435105 | 32,410,861 | 138,248 | SH | SOLE | 138,248 | 0 | 0 | |||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 31,772,520 | 854,100 | SH | SOLE | 854,100 | 0 | 0 | |||
| SALESFORCE INC | COM | 79466L302 | 23,907,762 | 117,900 | SH | SOLE | 117,900 | 0 | 0 | |||
| ARM HOLDINGS PLC | SPONSORED ADR | 042068205 | 21,408,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| MAPLEBEAR INC | COM | 565394103 | 2,375,200 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| KLAVIYO INC | COM SER A | 49845K101 | 1,380,000 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||