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 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 20,837,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 17,955,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 58,662,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 65,180,000 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 20,927,558 | 7,750 | SH | SOLE | 7,750 | 0 | 0 | |||
| CLEAR SECURE INC | COM CL A | 18467V109 | 16,659,230 | 719,000 | SH | SOLE | 719,000 | 0 | 0 | |||
| COMPASS INC | CL A | 20464U100 | 5,250,000 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | |||
| DOORDASH INC | CL A | 25809K105 | 15,284,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| ERMENEGILDO ZEGNA N V | ORD SHS | N30577105 | 9,510,000 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | |||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 21,878,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| HERTZ GLOBAL HLDGS INC | COM NEW | 42806J700 | 14,546,490 | 791,000 | SH | SOLE | 791,000 | 0 | 0 | |||
| HERTZ GLOBAL HLDGS INC | *W EXP 06/30/205 | 42806J148 | 2,018,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| IMAX CORP | COM | 45245E109 | 8,987,710 | 529,000 | SH | SOLE | 529,000 | 0 | 0 | |||
| JD.COM INC | SPON ADR CL A | 47215P106 | 8,020,550 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | |||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 16,823,100 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 42,006,240 | 558,000 | SH | SOLE | 558,000 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM C BRAVES GRP | 531229888 | 20,800,500 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | |||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 22,504,170 | 247,000 | SH | SOLE | 247,000 | 0 | 0 | |||
| MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 | 41,371,000 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | |||
| MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 | 18,805,000 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 35,872,500 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 51,081,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| PARAMOUNT GLOBAL | CLASS B COM | 92556H206 | 4,773,000 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 22,182,300 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | |||
| SHIFT4 PMTS INC | CL A | 82452J109 | 21,323,740 | 314,000 | SH | SOLE | 314,000 | 0 | 0 | |||
| TOAST INC | CL A | 888787108 | 11,285,000 | 500,000 | SH | Put | SOLE | 500,000 | 0 | 0 | ||
| TOAST INC | CL A | 888787108 | 20,313,000 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 30,219,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | |||