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
ALPHABET INC CAP STK CL A 02079K305 399,539,661 1,118,000 SH SOLE 1,118,000 0 0
APPLIED MATLS INC COM 038222105 400,489,221 553,927 SH SOLE 553,927 0 0
APPLOVIN CORP COM CL A 03831W108 864,156,122 1,677,224 SH SOLE 1,677,224 0 0
ARRAY DIGITAL INFRASTRUCTURE COM 911684108 65,842,503 1,815,844 SH SOLE 1,815,844 0 0
CIENA CORP COM NEW 171779309 275,455,817 561,513 SH SOLE 561,513 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 585,574,486 22,882,942 SH SOLE 22,882,942 0 0
F5 INC COM 315616102 881,314,834 2,118,749 SH SOLE 2,118,749 0 0
FORGENT POWER SOLUTIONS INC COM SHS CL A 34631F102 247,403,940 4,429,000 SH SOLE 4,429,000 0 0
FOX CORP CL A COM 35137L105 747,688,251 14,334,514 SH SOLE 14,334,514 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 500,043,219 3,269,111 SH SOLE 3,269,111 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 499,332,396 5,248,396 SH SOLE 5,248,396 0 0
LIONSGATE STUDIOS CORP COM 53626N102 288,059,258 18,815,105 SH SOLE 18,815,105 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 768,000,511 4,194,203 SH SOLE 4,194,203 0 0
LUMENTUM HLDGS INC COM 55024U109 405,205,965 472,235 SH SOLE 472,235 0 0
MADISON SQUARE GARDEN ENTMT COM CL A 558256103 296,277,745 3,662,724 SH SOLE 3,662,724 0 0
MICRON TECHNOLOGY INC COM 595112103 538,987,635 466,943 SH SOLE 466,943 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 234,027,543 563,528 SH SOLE 563,528 0 0
NUTANIX INC CL A 67059N108 288,841,994 5,668,014 SH SOLE 5,668,014 0 0
NVIDIA CORPORATION COM 67066G104 303,939,110 1,519,012 SH SOLE 1,519,012 0 0
ON SEMICONDUCTOR CORP COM 682189105 461,472,146 4,881,237 SH SOLE 4,881,237 0 0
REDDIT INC CL A 75734B100 578,927,661 3,335,221 SH SOLE 3,335,221 0 0
ROBINHOOD MKTS INC COM CL A 770700102 484,653,240 4,833,000 SH SOLE 4,833,000 0 0
SERVICETITAN INC SHS CL A 81764X103 137,177,400 1,940,000 SH SOLE 1,940,000 0 0
SPHERE ENTERTAINMENT CO CL A 55826T102 450,849,563 2,605,615 SH SOLE 2,605,615 0 0
THE TRADE DESK INC COM CL A 88339J105 169,866,952 9,395,296 SH SOLE 9,395,296 0 0
TWILIO INC CL A 90138F102 452,369,240 2,192,455 SH SOLE 2,192,455 0 0
WESTERN DIGITAL CORP COM 958102105 411,823,662 644,764 SH SOLE 644,764 0 0
WORKIVA INC COM CL A 98139A105 168,936,802 3,482,515 SH SOLE 3,482,515 0 0
ZSCALER INC COM 98980G102 192,367,972 1,362,862 SH SOLE 1,362,862 0 0