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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 174,341 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 212,420 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 96,049 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 98,100 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 14,198 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 165,281 | 1,025,000 | SH | SOLE | 1,025,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 192,623 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 253,562 | 1,450,000 | SH | SOLE | 1,450,000 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 135,885 | 1,010,000 | SH | SOLE | 1,010,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 119,691 | 5,850,000 | SH | SOLE | 5,850,000 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 100,414 | 510,000 | SH | SOLE | 510,000 | 0 | 0 | ||