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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 379,143,465 | 4,497,550 | SH | SOLE | 4,497,550 | 0 | 0 | |||
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 55,451,466 | 113,400 | SH | SOLE | 113,400 | 0 | 0 | |||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 143,380,340 | 1,258,716 | SH | SOLE | 1,258,716 | 0 | 0 | |||
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 250,244,801 | 1,067,051 | SH | SOLE | 1,067,051 | 0 | 0 | |||
| CONX CORP | *W EXP 10/30/202 | 212873111 | 200,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| DIGITAL RLTY TR INC | COM | 253868103 | 37,865,191 | 332,530 | SH | SOLE | 332,530 | 0 | 0 | |||
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | 136,356,363 | 5,131,967 | SH | SOLE | 5,131,967 | 0 | 0 | |||
| ENDEAVOR GROUP HLDGS INC | CL A COM | 29260Y109 | 25,733,590 | 1,075,819 | SH | SOLE | 1,075,819 | 0 | 0 | |||
| LAM RESEARCH CORP | COM | 512807108 | 38,063,741 | 59,210 | SH | SOLE | 59,210 | 0 | 0 | |||
| LIONS GATE ENTMNT CORP | CL A VTG | 535919401 | 35,752,379 | 4,048,967 | SH | SOLE | 4,048,967 | 0 | 0 | |||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 125,185,140 | 1,374,000 | SH | SOLE | 1,374,000 | 0 | 0 | |||
| LYFT INC | CL A COM | 55087P104 | 34,942,047 | 3,643,592 | SH | SOLE | 3,643,592 | 0 | 0 | |||
| MERCADOLIBRE INC | COM | 58733R102 | 73,445,200 | 62,000 | SH | SOLE | 62,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 165,289,862 | 575,963 | SH | SOLE | 575,963 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 80,707,980 | 237,000 | SH | SOLE | 237,000 | 0 | 0 | |||
| MONDAY COM LTD | SHS | M7S64H106 | 68,488,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 181,492,892 | 412,025 | SH | SOLE | 412,025 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 165,762,079 | 391,854 | SH | SOLE | 391,854 | 0 | 0 | |||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 76,650,000 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | |||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 68,876,539 | 2,651,137 | SH | SOLE | 2,651,137 | 0 | 0 | |||
| SPLUNK INC | COM | 848637104 | 79,673,590 | 751,000 | SH | SOLE | 751,000 | 0 | 0 | |||
| T-MOBILE US INC | COM | 872590104 | 333,656,552 | 2,402,135 | SH | SOLE | 2,402,135 | 0 | 0 | |||