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 |
| AMAZON COM INC | COM | 023135106 | 3,616 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | ||
| BRIGHTCOVE INC | COM | 10921T101 | 14,175 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | ||
| ENOVIX CORPORATION | COM | 293594107 | 5,959 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | 7,027 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| FLEX LTD | ORD | Y2573F102 | 3,749 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| GOGO INC | COM | 38046C109 | 33,330 | 2,750,000 | SH | SOLE | 2,750,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 12,211 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 693 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 520 | 75,000 | SH | Call | SOLE | 75,000 | 0 | 0 | |
| RH | COM | 74967X103 | 2,461 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 54,988 | 2,075,000 | SH | SOLE | 2,075,000 | 0 | 0 | ||
| WOLFSPEED INC | COM | 977852102 | 3,618 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 67,820 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||