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
ADVANCED MICRO DEVICES INC COM 007903107 72,613,750 125,000 SH SOLE 125,000 0 0
AFFIRM HLDGS INC COM CL A 00827B106 1,557,605 19,100 SH SOLE 19,100 0 0
AMAZON COM INC COM 023135106 39,373,768 165,200 SH SOLE 165,200 0 0
AMERICAN TOWER CORP COM 03027X100 46,202,636 282,464 SH SOLE 282,464 0 0
AMKOR TECHNOLOGY INC COM 031652100 8,623,000 100,000 SH SOLE 100,000 0 0
AMPHENOL CORP CL A 032095101 1,005,024 5,700 SH SOLE 5,700 0 0
APPLIED MATLS INC COM 038222105 10,338,900 14,300 SH SOLE 14,300 0 0
APPLOVIN CORP COM CL A 03831W108 15,456,900 30,000 SH SOLE 30,000 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 992,796 2,800 SH SOLE 2,800 0 0
ASML HLDG NV N Y REGISTRY SHS N07059210 32,029,984 16,100 SH SOLE 16,100 0 0
ATLASSIAN CORPORATION CL A 049468101 40,913,884 525,953 SH SOLE 525,953 0 0
AXON ENTERPRISE INC COM 05464C101 13,014,001 23,214 SH SOLE 23,214 0 0
BAIDU INC SPON ADR REP A 056752108 13,024,146 113,957 SH SOLE 113,957 0 0
BOOKING HOLDINGS INC COM 09857L108 19,606,400 110,000 SH SOLE 110,000 0 0
BROADCOM INC COM 11135F101 982,150 2,600 SH SOLE 2,600 0 0
CHARTER COMMUNICATIONS INC CL A 16119P108 8,390,390 59,000 SH SOLE 59,000 0 0
CHEWY INC CL A 16679L109 5,895,000 300,000 SH SOLE 300,000 0 0
CISCO SYS INC COM 17275R102 998,410 8,500 SH SOLE 8,500 0 0
COHERENT CORP COM 19247G107 29,585,250 75,000 SH SOLE 75,000 0 0
COREWEAVE INC COM CL A 21873S108 17,269,493 173,493 SH SOLE 173,493 0 0
CORNING INC COM 219350105 14,712,768 57,600 SH SOLE 57,600 0 0
COSTAR GROUP INC COM 22160N109 11,048,935 390,146 SH SOLE 390,146 0 0
COUPANG INC CL A 22266T109 16,190,577 932,100 SH SOLE 932,100 0 0
DELL TECHNOLOGIES INC CL C 24703L202 26,060,184 60,400 SH SOLE 60,400 0 0
DOORDASH INC CL A 25809K105 22,143,600 120,000 SH SOLE 120,000 0 0
ECHOSTAR CORP CL A 278768106 40,092,500 395,000 SH SOLE 395,000 0 0
EQUINIX INC COM 29444U700 23,384,977 22,434 SH SOLE 22,434 0 0
EXPEDIA GROUP INC COM NEW 30212P303 20,470,400 80,000 SH SOLE 80,000 0 0
FORTINET INC COM 34959E109 6,605,660 43,000 SH SOLE 43,000 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 18,018,000 600,000 SH SOLE 600,000 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 22,620,000 6,000,000 SH SOLE 6,000,000 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 67,677,500 550,000 SH SOLE 550,000 0 0
HUBSPOT INC COM 443573100 14,035,019 76,900 SH SOLE 76,900 0 0
INTUIT COM 461202103 37,740,600 144,600 SH SOLE 144,600 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 19,974,000 600,000 SH SOLE 600,000 0 0
KLA CORP COM NEW 482480100 995,643 3,300 SH SOLE 3,300 0 0
LAM RESEARCH CORP COM NEW 512807306 42,033,010 97,000 SH SOLE 97,000 0 0
LIBERTY LIVE HOLDINGS INC COM SHS SER C 530909308 24,455,660 231,500 SH SOLE 231,500 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 38,056,000 400,000 SH SOLE 400,000 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 31,244,792 170,634 SH SOLE 170,634 0 0
LUMENTUM HLDGS INC COM 55024U109 1,029,672 1,200 SH SOLE 1,200 0 0
MAPLEBEAR INC COM 565394103 18,940,000 400,000 SH SOLE 400,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 1,012,826 3,400 SH SOLE 3,400 0 0
MICRON TECHNOLOGY INC COM 595112103 1,038,861 900 SH SOLE 900 0 0
MICROSOFT CORP COM 594918104 43,755,246 117,300 SH SOLE 117,300 0 0
MONDAY COM LTD SHS M7S64H106 30,848,057 426,137 SH SOLE 426,137 0 0
MONGODB INC CL A 60937P106 38,279,164 113,960 SH SOLE 113,960 0 0
NUTANIX INC CL A 67059N108 44,100,784 865,400 SH SOLE 865,400 0 0
NVIDIA CORPORATION COM 67066G104 1,000,450 5,000 SH SOLE 5,000 0 0
OMNICOM GROUP INC COM 681919106 38,220,747 524,794 SH SOLE 524,794 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 38,772,481 954,517 SH SOLE 954,517 0 0
QUALCOMM INC COM 747525103 39,027,648 211,200 SH SOLE 211,200 0 0
ROBINHOOD MKTS INC COM CL A 770700102 20,056,000 200,000 SH SOLE 200,000 0 0
ROBLOX CORP CL A 771049103 24,471,000 450,000 SH SOLE 450,000 0 0
ROKU INC COM CL A 77543R102 41,027,580 297,000 SH SOLE 297,000 0 0
SANDISK CORP COM 80004C200 436,556 192 SH SOLE 192 0 0
SEMTECH CORP COM 816850101 17,803,500 110,000 SH SOLE 110,000 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 18,554,250 162,500 SH SOLE 162,500 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 32,139,100 70,000 SH SOLE 70,000 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 4,493,400 60,000 SH SOLE 60,000 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302 982,555 33,500 SH SOLE 33,500 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 53,869,896 112,800 SH SOLE 112,800 0 0
T-MOBILE US INC COM 872590104 64,576,050 385,000 SH SOLE 385,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 50,512,000 700,000 SH SOLE 700,000 0 0
UNITY SOFTWARE INC COM 91332U101 14,290,000 500,000 SH SOLE 500,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 63,478,668 1,499,260 SH SOLE 1,499,260 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 46,401,250 1,740,482 SH SOLE 1,740,482 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 35,867,750 1,325,000 SH SOLE 1,325,000 0 0
WORKDAY INC CL A 98138H101 25,640,869 209,450 SH SOLE 209,450 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 17,262,000 200,000 SH SOLE 200,000 0 0