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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 4,411,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 13,608,000 | 162,000 | SH | SOLE | 162,000 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | BBG001S5VWH2 | 7,364,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| BLOCK INC | CL A | 852234103 | BBG001TFLWL5 | 22,056,840 | 351,000 | SH | SOLE | 351,000 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | BBG001T3TDG2 | 27,128,000 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| CLEAR SECURE INC | COM CL A | 18467V109 | BBG011C0FSZ6 | 3,373,890 | 123,000 | SH | SOLE | 123,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | BBG001S5PXL2 | 6,363,771 | 181,978 | SH | SOLE | 181,978 | 0 | 0 | ||
| COMPASS INC | CL A | 20464U100 | BBG00J5SXTJ1 | 1,165,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | BBG001S5QHF3 | 20,008,985 | 230,306 | SH | SOLE | 230,306 | 0 | 0 | ||
| HEALTHEQUITY INC | COM | 42226A107 | BBG001T8JKN8 | 9,615,840 | 156,000 | SH | SOLE | 156,000 | 0 | 0 | ||
| IMAX CORP | COM | 45245E109 | BBG001S5Z701 | 7,330,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | BBG001SJCGP9 | 4,807,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | BBG006GNSZX4 | 3,813,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | BBG00BFHDFQ5 | 53,316,288 | 891,875 | SH | SOLE | 891,875 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | BBG001SNP2B2 | 26,152,500 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 12,034,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | BBG001SF6L46 | 7,372,000 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | BBG0077VNXW5 | 18,866,178 | 264,900 | SH | SOLE | 264,900 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | BBG002583CW7 | 4,856,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | BBG001SDLP09 | 26,518,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SHIFT4 PMTS INC | CL A | 82452J109 | BBG00TX393M3 | 11,186,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| SHUTTERSTOCK INC | COM | 825690100 | BBG002ZCK3M7 | 6,642,720 | 126,000 | SH | SOLE | 126,000 | 0 | 0 | ||
| TOAST INC | CL A | 888787108 | BBG00BTJVKB1 | 5,409,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | BBG002B04MW4 | 14,838,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| WARBY PARKER INC | CL A COM | 93403J106 | BBG005DWN8L7 | 1,349,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | BBG011386VG3 | 9,480,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | BBG011386VG3 | 47,400,000 | 5,000,000 | SH | Call | SOLE | 5,000,000 | 0 | 0 | |