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
ADOBE INC COM 00724F101 96,075,062 400,412 SH SOLE 304,763 0 95,649
ALPHABET INC CAP STK CL A 02079K305 178,398,954 518,480 SH SOLE 428,800 0 89,680
AMAZON COM INC COM 023135106 168,703,746 677,117 SH SOLE 538,483 0 138,634
APA CORPORATION COM 03743Q108 2,077,000 50,000 SH SOLE 50,000 0 0
BIOGEN INC CALL 09062X903 42,781,672 189,400 SH Call SOLE 167,300 0 22,100
BIOGEN INC COM 09062X103 55,675,149 246,480 SH SOLE 185,166 0 61,314
BROADCOM INC COM 11135F101 83,742,821 238,453 SH SOLE 184,320 0 54,133
CHIME FINL INC COM SHS CL A 16935C109 126,031,173 4,730,900 SH SOLE 3,683,654 0 1,047,246
CITIGROUP INC COM NEW 172967424 179,919,813 1,389,556 SH SOLE 1,110,214 0 279,342
COINBASE GLOBAL INC COM CL A 19260Q107 86,040,841 461,567 SH SOLE 350,234 0 111,333
CROCS INC COM 227046109 85,747,361 730,946 SH SOLE 571,253 0 159,693
CVS HEALTH CORP COM 126650100 83,116,527 969,967 SH SOLE 781,579 0 188,388
DELTA AIR LINES INC COM NEW 247361702 23,035,103 276,002 SH SOLE 276,000 0 2
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 119,265,366 6,032,643 SH SOLE 4,750,225 0 1,282,418
EXPEDIA GROUP INC COM NEW 30212P303 44,015,767 167,131 SH SOLE 126,661 0 40,470
FIDELITY WISE ORIGIN BITCOIN SHS 315948109 88,833,313 1,222,925 SH SOLE 885,288 0 337,637
FISERV INC COM 337738108 30,460,434 674,201 SH SOLE 406,691 0 267,510
GENERAL MTRS CO COM 37045V100 47,179,825 612,724 SH SOLE 516,004 0 96,720
GENIUS SPORTS LIMITED SHARES CL A G3934V109 1,219,453 212,819 SH SOLE 0 0 212,819
GLOBAL PMTS INC COM 37940X102 76,550,579 937,315 SH SOLE 742,051 0 195,264
ISHARES TR SELF DRIVNG EV 46435U366 271,788 8,269 SH SOLE 0 0 8,269
JD.COM INC SPON ADS CL A 47215P106 3,699,674 139,086 SH SOLE 0 0 139,086
JPMORGAN CHASE & CO COM 46625H100 9,712,727 29,359 SH SOLE 29,355 0 4
LENNAR CORP CL B 526057302 999,875 12,500 SH SOLE 12,500 0 0
META PLATFORMS INC CALL 30303M902 124,368,370 171,500 SH Call SOLE 140,000 0 31,500
META PLATFORMS INC CL A 30303M102 131,245,179 180,982 SH SOLE 139,212 0 41,770
NOBLE CORP PLC ORD SHS A G65431127 4,174,000 100,000 SH SOLE 100,000 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 87,555,125 5,972,382 SH SOLE 4,559,784 0 1,412,598
NVIDIA CORPORATION COM 67066G104 162,133,288 709,927 SH SOLE 572,128 0 137,799
ONEMAIN HLDGS INC COM 68268W103 38,307,950 691,603 SH SOLE 564,788 0 126,815
PEOPLE INC COM NEW 44891N208 84,114,932 2,004,645 SH SOLE 1,459,075 0 545,570
PRECIGEN INC COM 74017N105 153,652,894 17,950,104 SH SOLE 13,896,206 0 4,053,898
QXO INC COM NEW 82846H405 127,800,547 10,932,468 SH SOLE 8,596,380 0 2,336,088
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 199,711,845 3,422,067 SH SOLE 2,754,998 0 667,069
SEADRILL LTD COM G7997W102 84,961,564 1,901,982 SH SOLE 1,510,648 0 391,334
SOFI TECHNOLOGIES INC COM 83406F102 23,357,769 1,485,862 SH SOLE 1,150,000 0 335,862
SPDR SERIES TRUST ST STR SP HOME 78464A888 260,124 2,709 SH SOLE 0 0 2,709
TEMPUS AI INC CL A 88023B103 20,802,928 254,004 SH SOLE 179,087 0 74,917
UBS GROUP AG SHS H42097107 33,905,660 704,460 SH SOLE 583,294 0 121,166
UNITED AIRLS HLDGS INC COM 910047109 79,504,995 716,584 SH SOLE 565,400 0 151,184
UNITEDHEALTH GROUP INC COM 91324P102 156,321,752 425,852 SH SOLE 342,861 0 82,991