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 | 5,720,160 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | 9,573,390 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
| CARVANA CO | CL A | 146869102 | 5,923,800 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 2,820,720 | 11,500 | SH | SOLE | 11,500 | 0 | 0 | ||
| ELI LILLY & CO | COM | 532457108 | 10,794,870 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| GE VERNOVA INC | COM | 36828A101 | 14,685,750 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
| GUARDANT HEALTH INC | COM | 40131M109 | 2,100,420 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 11,170,400 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 5,595,300 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 12,005,400 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 5,833,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ROBINHOOD MKTS INC | COM CL A | 770700102 | 8,523,800 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| ROCKET LAB CORP | COM | 773121108 | 10,165,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SPHERE ENTERTAINMENT CO | CL A | 55826T102 | 7,959,380 | 46,000 | SH | SOLE | 46,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 2,984,345 | 6,500 | SH | SOLE | 6,500 | 0 | 0 | ||
| SYNOPSYS INC | COM | 871607107 | 5,798,910 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| TERADYNE INC | COM | 880770102 | 2,903,040 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 6,602,560 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||