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 |
| ACV AUCTIONS INC | COM CL A | 00091G104 | 176,753,666 | 10,234,723 | SH | SOLE | 10,234,723 | 0 | 0 | |||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 45,564,000 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 136,369,976 | 1,197,173 | SH | SOLE | 1,197,173 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 136,036,005 | 1,043,541 | SH | SOLE | 1,043,541 | 0 | 0 | |||
| AMPLITUDE INC | COM CL A | 03213A104 | 8,002,280 | 727,480 | SH | SOLE | 727,480 | 0 | 0 | |||
| BATH & BODY WORKS INC | COM | 070830104 | 211,538,550 | 5,641,028 | SH | SOLE | 5,641,028 | 0 | 0 | |||
| BILL HOLDINGS INC | COM | 090043100 | 68,229,299 | 583,905 | SH | SOLE | 583,905 | 0 | 0 | |||
| BLOCK INC | CL A | 852234103 | 178,867,732 | 2,686,912 | SH | SOLE | 2,686,912 | 0 | 0 | |||
| BRUNSWICK CORP | COM | 117043109 | 20,772,893 | 239,761 | SH | SOLE | 239,761 | 0 | 0 | |||
| CONFLUENT INC | CLASS A COM | 20717M103 | 141,492,219 | 4,007,143 | SH | SOLE | 4,007,143 | 0 | 0 | |||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 159,244,385 | 1,084,254 | SH | SOLE | 1,084,254 | 0 | 0 | |||
| DECKERS OUTDOOR CORP | COM | 243537107 | 114,193,011 | 216,414 | SH | SOLE | 216,414 | 0 | 0 | |||
| DICKS SPORTING GOODS INC | COM | 253393102 | 120,251,260 | 909,685 | SH | SOLE | 909,685 | 0 | 0 | |||
| ELASTIC N V | ORD SHS | N14506104 | 78,850,929 | 1,229,740 | SH | SOLE | 1,229,740 | 0 | 0 | |||
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 52,105,418 | 3,101,513 | SH | SOLE | 3,101,513 | 0 | 0 | |||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 554,130,000 | 1,500,000 | SH | Put | SOLE | 1,500,000 | 0 | 0 | ||
| JOBY AVIATION INC | COMMON STOCK | G65163100 | 10,260,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| LAS VEGAS SANDS CORP | COM | 517834107 | 61,295,966 | 1,056,827 | SH | SOLE | 1,056,827 | 0 | 0 | |||
| LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 44,062,137 | 585,310 | SH | SOLE | 585,310 | 0 | 0 | |||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 96,173,885 | 1,608,797 | SH | SOLE | 1,608,797 | 0 | 0 | |||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 78,066,482 | 1,777,470 | SH | SOLE | 1,777,470 | 0 | 0 | |||
| MICRON TECHNOLOGY INC | COM | 595112103 | 77,194,069 | 1,223,167 | SH | SOLE | 1,223,167 | 0 | 0 | |||
| PAYPAL HLDGS INC | COM | 70450Y103 | 254,849,144 | 3,819,109 | SH | SOLE | 3,819,109 | 0 | 0 | |||
| PINTEREST INC | CL A | 72352L106 | 92,038,688 | 3,366,448 | SH | SOLE | 3,366,448 | 0 | 0 | |||
| PLANET FITNESS INC | CL A | 72703H101 | 82,291,097 | 1,220,212 | SH | SOLE | 1,220,212 | 0 | 0 | |||
| PURE STORAGE INC | CL A | 74624M102 | 290,661,093 | 7,894,109 | SH | SOLE | 7,894,109 | 0 | 0 | |||
| RH | COM | 74967X103 | 348,210,846 | 1,056,497 | SH | SOLE | 1,056,497 | 0 | 0 | |||
| SEA LTD | SPONSORD ADS | 81141R100 | 122,257,313 | 2,106,432 | SH | SOLE | 2,106,432 | 0 | 0 | |||
| SONDER HOLDINGS INC | CLASS A COM | 83542D102 | 10,743,941 | 20,252,480 | SH | SOLE | 20,252,480 | 0 | 0 | |||
| TABOOLA.COM LTD | ORD SHS | M8744T106 | 2,254,750 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | |||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 9,127,599 | 62,025 | SH | SOLE | 62,025 | 0 | 0 | |||
| TESLA INC | COM | 88160R101 | 48,755,971 | 186,255 | SH | SOLE | 186,255 | 0 | 0 | |||
| WAYFAIR INC | CL A | 94419L101 | 62,037,353 | 954,274 | SH | SOLE | 954,274 | 0 | 0 | |||