The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8

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
AMAZON COM INC COM 023135106   11,732,400 90,000 SH Call SOLE   90,000 0 0
AMAZON COM INC COM 023135106   12,560,186 96,350 SH   SOLE   96,350 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   10,561,375 137,500 SH   SOLE   137,500 0 0
APPLOVIN CORP COM CL A 03831W108   10,312,584 400,800 SH   SOLE   400,800 0 0
BLEND LABS INC CL A 09352U108   2,328,758 2,458,570 SH   SOLE   2,458,570 0 0
BROADCOM INC COM 11135F101   4,814,237 5,550 SH   SOLE   5,550 0 0
CRITEO S A SPONS ADS 226718104   7,333,625 217,357 SH   SOLE   217,357 0 0
DOORDASH INC CL A 25809K105   3,056,800 40,000 SH   SOLE   40,000 0 0
FUNKO INC COM CL A 361008105   5,243,632 484,624 SH   SOLE   484,624 0 0
HIMS & HERS HEALTH INC COM CL A 433000106   5,264,000 560,000 SH   SOLE   560,000 0 0
IAC INC COM NEW 44891N208   8,950,507 142,524 SH   SOLE   142,524 0 0
LILLY ELI & CO COM 532457108   4,689,800 10,000 SH   SOLE   10,000 0 0
META PLATFORMS INC CL A 30303M102   13,488,060 47,000 SH   SOLE   47,000 0 0
MICROSOFT CORP COM 594918104   8,292,149 24,350 SH   SOLE   24,350 0 0
NETFLIX INC COM 64110L106   7,708,575 17,500 SH   SOLE   17,500 0 0
NVIDIA CORPORATION COM 67066G104   6,768,320 16,000 SH   SOLE   16,000 0 0
OPERA LTD SPONSORED ADS 68373M107   5,045,987 253,950 SH   SOLE   253,950 0 0
PAYONEER GLOBAL INC *W EXP 06/25/202 70451X112   653,062 1,306,124 SH   SOLE   1,306,124 0 0
PAYONEER GLOBAL INC COM 70451X104   9,882,275 2,054,527 SH   SOLE   2,054,527 0 0
SENTINELONE INC CL A 81730H109   2,939,970 194,700 SH   SOLE   194,700 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   1,605,500 10,000 SH   SOLE   10,000 0 0
TABOOLA.COM LTD *W EXP 06/29/202 M8744T114   206,193 516,644 SH   SOLE   516,644 0 0
TRIVAGO N V SPON ADS A SHS 89686D105   1,653,980 1,253,015 SH   SOLE   1,253,015 0 0
WIX COM LTD SHS M98068105   2,660,160 34,000 SH   SOLE   34,000 0 0
WW INTL INC COM 98262P101   5,241,600 780,000 SH   SOLE   780,000 0 0
ZENVIA INC CLASS A COM G9889V101   487,697 650,263 SH   SOLE   650,263 0 0