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
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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
ASML HLDG NV N Y REGISTRY SHS N07059210 22,676,673 12,517 SH SOLE 12,517 0 0
CARVANA CO CL A 146869102 48,970,759 783,031 SH SOLE 783,031 0 0
DOORDASH INC CL A 25809K105 21,568,043 117,505 SH SOLE 117,505 0 0
HUT 8 CORP COM 44812J104 25,825,265 299,945 SH SOLE 299,945 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 8,280,567 35,105 SH SOLE 35,105 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 8,476,171 45,315 SH SOLE 45,315 0 0
ROBINHOOD MKTS INC COM CL A 770700102 69,312,938 616,115 SH SOLE 616,115 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 70,570,799 467,790 SH SOLE 467,790 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 15,120,418 33,145 SH SOLE 33,145 0 0