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 | 7,865,220 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
| APPLOVIN CORP | COM CL A | 03831W108 | 35,240,702 | 68,398 | SH | SOLE | 68,398 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 6,031,613 | 91,638 | SH | SOLE | 91,638 | 0 | 0 | ||
| DAVE INC | CLASS A COM NEW | 23834J201 | 27,025,443 | 72,534 | SH | SOLE | 72,534 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 9,163,575 | 49,659 | SH | SOLE | 49,659 | 0 | 0 | ||
| EPAM SYS INC | COM | 29414B104 | 11,823,150 | 149,000 | SH | SOLE | 149,000 | 0 | 0 | ||
| HIMS & HERS HEALTH INC | COM CL A | 433000106 | 18,944,693 | 546,429 | SH | SOLE | 546,429 | 0 | 0 | ||
| HINGE HEALTH INC | CL A | 433313103 | 10,375,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| HYPERLIQUID STRATEGIES INC | COM | 44916Y106 | 3,148,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| ISHARES TR | EXPANDED TECH | 464287515 | 9,060,000 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 9,488,646 | 710,228 | SH | SOLE | 710,228 | 0 | 0 | ||
| PROPETRO HLDG CORP | COM | 74347M108 | 1,868,731 | 130,316 | SH | SOLE | 130,316 | 0 | 0 | ||
| REDDIT INC | CL A | 75734B100 | 6,943,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| RIOT PLATFORMS INC | COM | 767292105 | 11,390,080 | 416,000 | SH | SOLE | 416,000 | 0 | 0 | ||
| ROBINHOOD MKTS INC | COM CL A | 770700102 | 19,533,441 | 194,789 | SH | SOLE | 194,789 | 0 | 0 | ||
| ROBINHOOD MKTS INC | COM CL A | 770700102 | 6,117,080 | 61,000 | SH | Call | SOLE | 61,000 | 0 | 0 | |
| SHARKNINJA INC | COM SHS | G8068L108 | 7,111,314 | 46,702 | SH | SOLE | 46,702 | 0 | 0 | ||
| SK TELECOM CO LTD | SPONSORED ADR | 78440P306 | 8,200,800 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
| SPHERE ENTERTAINMENT CO | CL A | 55826T102 | 9,167,475 | 52,982 | SH | SOLE | 52,982 | 0 | 0 | ||
| TALKSPACE INC | COM | 87427V103 | 915,595 | 176,076 | SH | SOLE | 176,076 | 0 | 0 | ||
| TTM TECHNOLOGIES INC | COM | 87305R109 | 18,605,685 | 99,485 | SH | SOLE | 99,485 | 0 | 0 | ||
| TWIST BIOSCIENCE CORP | COM | 90184D100 | 18,107,292 | 176,004 | SH | SOLE | 176,004 | 0 | 0 | ||
| UNITY SOFTWARE INC | COM | 91332U101 | 7,931,236 | 277,510 | SH | SOLE | 277,510 | 0 | 0 | ||
| VANECK ETF TRUST | OIL SERVICES ETF | 92189H607 | 14,323,155 | 38,500 | SH | Call | SOLE | 38,500 | 0 | 0 | |
| WARBY PARKER INC | CL A COM | 93403J106 | 8,343,500 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||