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 |
| AMAZON COM INC | COM | 023135106 | 315,800,738 | 1,325,001 | SH | SOLE | 1,325,001 | 0 | 0 | ||
| BURLINGTON STORES INC | COM | 122017106 | 158,400,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| COUPANG INC | CL A | 22266T109 | 130,275,000 | 7,500,000 | SH | SOLE | 7,500,000 | 0 | 0 | ||
| COUPANG INC | CL A | 22266T109 | 34,740,000 | 2,000,000 | SH | Call | SOLE | 0 | 0 | 2,000,000 | |
| HOME DEPOT INC | COM | 437076102 | 211,608,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| JFROG LTD | ORD SHS | M6191J100 | 79,520,000 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
| LAM RESEARCH CORP | COM NEW | 512807306 | 173,332,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | 223,579,000 | 2,350,000 | SH | SOLE | 0 | 0 | 2,350,000 | ||
| META PLATFORMS INC | CL A | 30303M102 | 123,923,800 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 132,422,100 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||
| NEXSTAR MEDIA GROUP INC | COMMON STOCK | 65336K103 | 44,647,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 81,870,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| PLANET FITNESS MASTER ISSUER | CL A | 72703H101 | 144,771,750 | 2,775,000 | SH | SOLE | 2,775,000 | 0 | 0 | ||
| RED CAT HLDGS INC | COM | 75644T100 | 10,650,000 | 1,000,000 | SH | Call | SOLE | 0 | 0 | 1,000,000 | |
| SEA LTD | SPONSORD ADS | 81141R100 | 148,536,500 | 1,550,000 | SH | SOLE | 1,550,000 | 0 | 0 | ||
| SEMTECH CORP | COM | 816850101 | 89,017,500 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| SHARKNINJA INC | COM SHS | G8068L108 | 76,135,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| SOUTHWEST AIRLS CO | COM | 844741108 | 33,423,000 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | 6,834,400 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 165,286,800 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 272,214,900 | 570,000 | SH | SOLE | 0 | 0 | 570,000 | ||
| TWILIO INC | CL A | 90138F102 | 82,532,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| US FOODS HLDG CORP | COM | 912008109 | 30,675,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| V F CORP | COM | 918204108 | 54,210,000 | 3,250,000 | SH | SOLE | 3,250,000 | 0 | 0 | ||