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 | 53,529 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 116,831 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| AMPLITUDE INC | COM CL A | 03213A104 | 42,870 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 131,174 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 42,858 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| DOLBY LABORATORIES INC | COM CL A | 25659T107 | 143,120 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 136,710 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| MATCH GROUP INC NEW | COM | 57667L107 | 167,256 | 2,400,000 | SH | SOLE | 2,400,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 64,500 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 87,435 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 90,400 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| ROBLOX CORP | CL A | 771049103 | 65,720 | 2,000,000 | SH | Call | SOLE | 2,000,000 | 0 | 0 | |
| ROBLOX CORP | CL A | 771049103 | 65,720 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 74,268 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 72,215 | 5,500,000 | SH | SOLE | 5,500,000 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 27,812 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 73,518 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 61,265 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 168,795 | 8,250,000 | SH | SOLE | 8,250,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 20,460 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| VARONIS SYS INC | COM | 922280102 | 61,572 | 2,100,000 | SH | SOLE | 2,100,000 | 0 | 0 | ||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 97,440 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 24,459 | 373,129 | SH | SOLE | 373,129 | 0 | 0 | ||