The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 21,868 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 48,899 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| APPLOVIN CORP | COM CL A | 03831W108 | 11,014 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| AST SPACEMOBILE INC | COM CL A | 00217D100 | 4,980 | 499,000 | SH | SOLE | 499,000 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | 23,630 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 31,484 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| CLEAR SECURE INC | COM CL A | 18467V109 | 14,784 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| CONFLUENT INC | CLASS A COM | 20717M103 | 8,200 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 31,547 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| DPCM CAP INC | *W EXP 10/14/202 | 23344P119 | 232 | 345,701 | SH | SOLE | 345,701 | 0 | 0 | ||
| DYCOM INDS INC | COM | 267475101 | 4,763 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 24,459 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 6,870 | 31,500 | SH | SOLE | 31,500 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | 51,315 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 48,084 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 45,318 | 125,000 | SH | Put | SOLE | 125,000 | 0 | 0 | |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | 34,282 | 416,600 | SH | Put | SOLE | 416,600 | 0 | 0 | |
| JD.COM INC | SPON ADR CL A | 47215P106 | 11,574 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM SER A FRMLA | 531229870 | 1,945 | 30,803 | SH | SOLE | 30,803 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 31,428 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| MARQETA INC | CLASS A COM | 57142B104 | 2,760 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 10,757 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 8,388 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| OPENDOOR TECHNOLOGIES INC | COM | 683712103 | 10,813 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 28,013 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| PAYCOM SOFTWARE INC | COM | 70432V102 | 16,973 | 49,000 | SH | SOLE | 49,000 | 0 | 0 | ||
| REVOLVE GROUP INC | CL A | 76156B107 | 19,865 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
| RH | COM | 74967X103 | 32,609 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ROBINHOOD MKTS INC | COM CL A | 770700102 | 3,378 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | 23,040 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 27,845 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 12,597 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| TOAST INC | CL A | 888787108 | 21,730 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 55,331 | 249,498 | SH | SOLE | 249,498 | 0 | 0 | ||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 12,746 | 336,758 | SH | SOLE | 336,758 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 23,946 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 12,029 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||