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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ARISTA NETWORKS INC COM 040413106   3,646,350 22,500 SH   SOLE   22,500 0 0
DOORDASH INC CL A 25809K105   10,698,800 140,000 SH   SOLE   140,000 0 0
ENOVIX CORPORATION COM 293594107   451,000 25,000 SH   SOLE   25,000 0 0
ENPHASE ENERGY INC COM 29355A107   5,861,800 35,000 SH   SOLE   35,000 0 0
GOGO INC COM 38046C109   37,422,000 2,200,000 SH   SOLE   2,200,000 0 0
INVESCO QQQ TR PUT 46090E953   36,942,000 100,000 SH Put SOLE   100,000 0 0
META PLATFORMS INC CL A 30303M102   1,434,900 5,000 SH   SOLE   5,000 0 0
MICROVAST HOLDINGS INC COM 59516C106   1,600,000 1,000,000 SH   SOLE   1,000,000 0 0
OVERSTOCK COM INC DEL COM 690370101   1,628,500 50,000 SH   SOLE   50,000 0 0
QUANTUMSCAPE CORP COM CL A 74767V109   799,000 100,000 SH   SOLE   100,000 0 0
SHUTTERSTOCK INC COM 825690100   7,908,875 162,500 SH   SOLE   162,500 0 0
UBER TECHNOLOGIES INC COM 90353T100   16,188,750 375,000 SH   SOLE   375,000 0 0
VIMEO INC COMMON STOCK 92719V100   11,845,000 2,875,000 SH   SOLE   2,875,000 0 0
YELP INC CL A 985817105   43,692,000 1,200,000 SH   SOLE   1,200,000 0 0
YEXT INC COM 98585N106   11,592,750 1,025,000 SH   SOLE   1,025,000 0 0