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 25,015,900 70,000 SH SOLE 70,000 0 0
ALPHABET INC CAP STK CL C 02079K107 75,259,290 213,000 SH SOLE 0 0 213,000
AMAZON COM INC COM 023135106 30,984,200 130,000 SH SOLE 130,000 0 0
APPLOVIN CORP COM CL A 03831W108 10,304,600 20,000 SH SOLE 20,000 0 0
BWX TECHNOLOGIES INC COM 05605H100 15,572,000 80,000 SH SOLE 80,000 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106 29,528,100 315,000 SH SOLE 315,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 7,016,100 630,000 SH Put SOLE 0 0 630,000
META PLATFORMS INC CL A 30303M102 88,718,175 157,500 SH SOLE 157,500 0 0
MICRON TECHNOLOGY INC COM 595112103 24,240,090 21,000 SH SOLE 21,000 0 0
PAYPAY CORP SPONSORED ADS 70450C101 7,165,000 500,000 SH SOLE 500,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102 21,058,800 210,000 SH SOLE 210,000 0 0
ROBLOX CORP CL A 771049103 17,129,700 315,000 SH SOLE 315,000 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 100,289,700 210,000 SH SOLE 210,000 0 0
TRIP COM GROUP LTD ADS 89677Q107 24,103,200 605,000 SH SOLE 605,000 0 0
VISA INC COM CL A 92826C839 24,016,300 70,000 SH SOLE 70,000 0 0