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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| 89bio Inc | COM | 282559103 | 4,910,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| Advanced Micro Devices Inc | COM | 007903107 | 9,933,000 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 17,739,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Amazon.Com Inc | COM | 023135106 | 27,423,750 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| Archer Aviation Inc | COM CL A | 03945R102 | 12,067,229 | 1,112,187 | SH | SOLE | 1,112,187 | 0 | 0 | ||
| Arrivent Biopharma Inc | COM | 04272N102 | 74,429,954 | 3,418,923 | SH | SOLE | 3,418,923 | 0 | 0 | ||
| ASML Holding NV | N Y REGISTRY SHS | N07059210 | 8,013,900 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| BENITEC BIOPHARMA INC | COM NEW | 08205P209 | 5,850,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| Biohaven Ltd | COM | G1110E107 | 7,760,500 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| Chime Financial Inc | COM SHS CL A | 16935C109 | 2,415,700 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| Confluent Inc | CLASS A COM | 20717M103 | 26,176,500 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
| Datadog Inc | CL A COM | 23804L103 | 6,716,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| Elastic Nv | ORD SHS | N14506104 | 8,433,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| First Solar Inc | COM | 336433107 | 12,415,500 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| Gitlab Inc | CLASS A COM | 37637K108 | 16,690,700 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
| Karooooo Ltd | ORD SHS | Y4600W108 | 244,900 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| Manchester United PLC | ORD CL A | G5784H106 | 6,589,700 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
| Meta Platforms Inc | CL A | 30303M102 | 2,952,360 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| Micron Technology Inc | COM | 595112103 | 12,325,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Mongodb Inc | CL A | 60937P106 | 12,599,400 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| Restoration Hardware Holdings Inc | COM | 74967X103 | 7,560,400 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| Sea Ltd | SPONSORD ADS | 81141R100 | 89,260,595 | 558,088 | SH | SOLE | 558,088 | 0 | 0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | SPONSORED ADS | 874039100 | 39,635,750 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| Terns Pharmaceuticals Inc | COM | 880881107 | 746,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| TRIP 09/19/2025 CALL 15 | LONG OPTION CALLS | 896945201 | 28,880 | 722 | SH | Call | SOLE | 722 | 0 | 0 | |
| TripAdvisor Inc | COM | 896945201 | 4,023,315 | 308,300 | SH | SOLE | 308,300 | 0 | 0 | ||
| Unity Software Inc | COM | 91332U101 | 33,880,000 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
| Y-mabs Therapeutics Inc | COM | 984241109 | 701,436 | 155,529 | SH | SOLE | 155,529 | 0 | 0 | ||
| SRPT 08/15/2025 CALL 50 | LONG OPTION CALLS | 803607100 | 5,000 | 1,000 | SH | Call | SOLE | 1,000 | 0 | 0 | |