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
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
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
ADVANCED MICRO DEVICES INC COM 007903107 22,391,820 157,800 SH OTR 157,800 0 0
ALPHABET INC CAP STK CL A 02079K305 26,331,405 149,415 SH OTR 149,415 0 0
AMAZON COM INC COM 023135106 70,975,078 323,511 SH OTR 323,511 0 0
DRAFTKINGS INC NEW COM CL A 26142V105 50,763,746 1,183,580 SH OTR 1,183,580 0 0
ECHOSTAR CORP CL A 278768106 15,382,392 555,321 SH OTR 555,321 0 0
FLUTTER ENTMT PLC SHS G3643J108 8,337,905 29,178 SH OTR 29,178 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109 29,064,162 798,466 SH OTR 798,466 0 0
HUMANA INC COM 444859102 38,665,490 158,154 SH OTR 158,154 0 0
LATAM AIRLINES GROUP SA SPONSORED ADR 51817R205 18,972,337 466,839 SH OTR 466,839 0 0
MARRIOTT INTL INC NEW CL A 571903202 33,761,926 123,575 SH OTR 123,575 0 0
MARVELL TECHNOLOGY INC COM 573874104 24,763,511 319,942 SH OTR 319,942 0 0
MASTERCARD INCORPORATED CL A 57636Q104 21,319,442 37,939 SH OTR 37,939 0 0
META PLATFORMS INC CL A 30303M102 55,634,272 75,376 SH OTR 75,376 0 0
MICROSOFT CORP COM 594918104 47,952,314 96,404 SH OTR 96,404 0 0
NORWEGIAN CRUISE LNE HLDG L SHS G66721104 52,255,659 2,576,709 SH OTR 2,576,709 0 0
NVIDIA CORPORATION COM 67066G104 15,325,030 97,000 SH OTR 97,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 8,586,657 39,300 SH OTR 39,300 0 0
ROYAL CARIBBEAN GROUP COM V7780T103 61,436,502 196,195 SH OTR 196,195 0 0
SALESFORCE INC COM 79466L302 2,726,900 10,000 SH OTR 10,000 0 0
SERVICENOW INC COM 81762P102 4,112,320 4,000 SH OTR 4,000 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 5,409,915 46,900 SH OTR 46,900 0 0
UNITED RENTALS INC COM 911363109 15,786,744 20,954 SH OTR 20,954 0 0
UNITEDHEALTH GROUP INC COM 91324P102 7,758,694 24,870 SH OTR 24,870 0 0
VISA INC COM CL A 92826C839 11,541,965 32,508 SH OTR 32,508 0 0
VISTRA CORP COM 92840M102 27,210,924 140,400 SH OTR 140,400 0 0
ECHOSTAR CORP NOTE 3.875%11/3 278768AB2 18,201,660 15,403,379 PRN OTR 15,403,379 0 0