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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 59,283 | 775,239 | SH | SOLE | 775,239 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 168,870 | 1,485,487 | SH | SOLE | 1,485,487 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 116,831 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| BRAZE INC | COM CL A | 10576N102 | 24,940 | 688,380 | SH | SOLE | 688,380 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 38,377 | 1,002,000 | SH | SOLE | 1,002,000 | 0 | 0 | ||
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 91,078 | 747,889 | SH | SOLE | 747,889 | 0 | 0 | ||
| CONX CORP | *W EXP 10/30/202 | 212873111 | 165 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| CONX CORP | COM CL A | 212873103 | 39,540 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 59,825 | 628,147 | SH | SOLE | 628,147 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 109,425 | 1,617,037 | SH | SOLE | 1,617,037 | 0 | 0 | ||
| ELECTRONIC ARTS INC | COM | 285512109 | 32,481 | 267,000 | SH | SOLE | 267,000 | 0 | 0 | ||
| ENDEAVOR GROUP HLDGS INC | CL A COM | 29260Y109 | 59,556 | 2,896,697 | SH | SOLE | 2,896,697 | 0 | 0 | ||
| JD.COM INC | SPON ADR CL A | 47215P106 | 24,610 | 383,214 | SH | SOLE | 383,214 | 0 | 0 | ||
| JFROG LTD | ORD SHS | M6191J100 | 26,864 | 1,275,000 | SH | SOLE | 1,275,000 | 0 | 0 | ||
| KANZHUN LIMITED | SPONSORED ADS | 48553T106 | 85,538 | 3,254,882 | SH | SOLE | 3,254,882 | 0 | 0 | ||
| KE HLDGS INC | SPONSORED ADS | 482497104 | 42,611 | 2,373,850 | SH | SOLE | 2,373,850 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 120,151 | 3,577,000 | SH | SOLE | 3,577,000 | 0 | 0 | ||
| LEAD EDGE GROWTH OPRTUNTS LT | COM | G54085108 | 14,685 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| LEAD EDGE GROWTH OPRTUNTS LT | *W EXP 04/01/202 | G54085116 | 75 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| LI AUTO INC | SPONSORED ADS | 50202M102 | 120,232 | 3,138,407 | SH | SOLE | 3,138,407 | 0 | 0 | ||
| MONDAY COM LTD | SHS | M7S64H106 | 59,529 | 577,054 | SH | SOLE | 577,054 | 0 | 0 | ||
| NIO INC | SPON ADS | 62914V106 | 5,278 | 243,000 | SH | SOLE | 243,000 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 97,108 | 656,000 | SH | SOLE | 656,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 66,967 | 135,577 | SH | SOLE | 135,577 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 43,526 | 651,000 | SH | SOLE | 651,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 86,545 | 182,000 | SH | SOLE | 182,000 | 0 | 0 | ||