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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AFFIRM HLDGS INC | COM CL A | 00827B106 | 6,132,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 21,164,859 | 162,357 | SH | SOLE | 162,357 | 0 | 0 | |||
| AT&T INC | COM | 00206R102 | 16,269,000 | 1,020,000 | SH | SOLE | 1,020,000 | 0 | 0 | |||
| BAIDU INC | SPON ADR REP A | 056752108 | 16,429,200 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | |||
| BLOCK INC | CL A | 852234103 | 33,285,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| BOOKING HOLDINGS INC | COM | 09857L108 | 2,700,330 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | |||
| BUMBLE INC | COM CL A | 12047B105 | 10,068,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | |||
| DOORDASH INC | CL A | 25809K105 | 7,642,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | 5,314,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 38,286,500 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 12,684,000 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | |||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 6,559,052 | 17,755 | SH | SOLE | 17,755 | 0 | 0 | |||
| IQIYI INC | SPONSORED ADS | 46267X108 | 1,602,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| LYFT INC | CL A COM | 55087P104 | 3,068,800 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | |||
| MERCADOLIBRE INC | COM | 58733R102 | 3,553,800 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 22,958,400 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 38,259,669 | 112,350 | SH | SOLE | 112,350 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 14,712,366 | 33,400 | SH | SOLE | 33,400 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 19,035,900 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | |||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 6,914,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| ROBINHOOD MKTS INC | COM CL A | 770700102 | 7,984,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | |||
| SEAWORLD ENTMT INC | COM | 81282V100 | 8,661,162 | 154,636 | SH | SOLE | 154,636 | 0 | 0 | |||
| T-MOBILE US INC | COM | 872590104 | 20,835,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 7,827,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||