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 | 53,856 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 124,300 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| AMPLITUDE INC | COM CL A | 03213A104 | 54,145 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 106,809 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 48,829 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 56,598 | 600,000 | SH | Call | SOLE | 600,000 | 0 | 0 | |
| DISNEY WALT CO | COM | 254687106 | 66,031 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| DOLBY LABORATORIES INC | COM CL A | 25659T107 | 97,725 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 93,725 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| MATCH GROUP INC NEW | COM | 57667L107 | 105,050 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 164,808 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| ROBLOX CORP | CL A | 771049103 | 89,600 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 86,304 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | 98,200 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 109,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 87,200 | 800,000 | SH | Call | SOLE | 800,000 | 0 | 0 | |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 26,500 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 185,500 | 7,000,000 | SH | SOLE | 7,000,000 | 0 | 0 | ||
| VARONIS SYS INC | COM | 922280102 | 72,930 | 2,750,000 | SH | SOLE | 2,750,000 | 0 | 0 | ||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 97,482 | 4,200,000 | SH | SOLE | 4,200,000 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | 117,345 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||