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 |
| SYNOPSYS INC | COM | 871607107 | 183,427,904 | 462,641 | SH | SOLE | 462,641 | 0 | 0 | ||
| VIKING HOLDINGS LTD | ORD SHS | G93A5A101 | 147,686,644 | 2,009,889 | SH | SOLE | 2,009,889 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 143,207,950 | 455,525 | SH | SOLE | 455,525 | 0 | 0 | ||
| ENTEGRIS INC | COM | 29362U104 | 14,940,245 | 127,433 | SH | SOLE | 127,433 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 91,543,500 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| COUPANG INC | CL A | 22266T109 | 93,979,712 | 4,977,739 | SH | SOLE | 4,977,739 | 0 | 0 | ||