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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   4,053,750 75,000 SH   SOLE   75,000 0 0
ADVANCED MICRO DEVICES INC COM 007903107   2,758,445 24,216 SH   SOLE   24,216 0 0
ALPHABET INC CAP STK CL A 02079K305   26,387,506 220,447 SH   SOLE   220,447 0 0
AMAZON COM INC COM 023135106   18,177,659 139,442 SH   SOLE   139,442 0 0
CLOUDFLARE INC CL A COM 18915M107   3,367,993 51,522 SH   SOLE   51,522 0 0
CONFLUENT INC CLASS A COM 20717M103   7,559,694 214,095 SH   SOLE   214,095 0 0
DISH NETWORK CORPORATION CL A 25470M109   2,466,637 374,300 SH   SOLE   374,300 0 0
DOORDASH INC CL A 25809K105   534,864 6,999 SH   SOLE   6,999 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   11,083,463 417,142 SH   SOLE   417,142 0 0
EPAM SYS INC COM 29414B104   1,865,425 8,300 SH   SOLE   8,300 0 0
ETSY INC COM 29786A106   950,847 11,238 SH   SOLE   11,238 0 0
GENERAC HLDGS INC COM 368736104   3,052,691 20,470 SH   SOLE   20,470 0 0
GLOBAL E ONLINE LTD SHS M5216V106   24,293,878 593,402 SH   SOLE   593,402 0 0
HUBSPOT INC COM 443573100   720,450 1,354 SH   SOLE   1,354 0 0
LOUISIANA PAC CORP COM 546347105   12,014,495 160,236 SH   SOLE   160,236 0 0
MATCH GROUP INC NEW COM 57667L107   39,075,429 933,702 SH   SOLE   933,702 0 0
MERCADOLIBRE INC COM 58733R102   9,429,416 7,960 SH   SOLE   7,960 0 0
META PLATFORMS INC CL A 30303M102   25,327,133 88,254 SH   SOLE   88,254 0 0
MICRON TECHNOLOGY INC COM 595112103   72,863,019 1,154,540 SH   SOLE   1,154,540 0 0
MICROSOFT CORP COM 594918104   9,170,061 26,928 SH   SOLE   26,928 0 0
MONGODB INC CL A 60937P106   11,302,225 27,500 SH   SOLE   27,500 0 0
NETFLIX INC COM 64110L106   12,363,673 28,068 SH   SOLE   28,068 0 0
NIKE INC CL B 654106103   11,037,000 100,000 SH   SOLE   100,000 0 0
NVIDIA CORPORATION COM 67066G104   46,090,990 108,957 SH   SOLE   108,957 0 0
OVERSTOCK COM INC DEL COM 690370101   11,176,330 343,148 SH   SOLE   343,148 0 0
PURE STORAGE INC CL A 74624M102   22,528,906 611,866 SH   SOLE   611,866 0 0
ROBLOX CORP CL A 771049103   12,896,000 320,000 SH   SOLE   320,000 0 0
RPM INTL INC COM 749685103   3,240,061 36,109 SH   SOLE   36,109 0 0
RUMBLE INC COM CL A 78137L105   1,064,932 119,387 SH   SOLE   119,387 0 0
SERVICENOW INC COM 81762P102   7,130,275 12,688 SH   SOLE   12,688 0 0
SHUTTERSTOCK INC COM 825690100   889,396 18,274 SH   SOLE   18,274 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   1,115,823 6,950 SH   SOLE   6,950 0 0
SUPER MICRO COMPUTER INC COM 86800U104   7,926,649 31,802 SH   SOLE   31,802 0 0
THE TRADE DESK INC COM CL A 88339J105   8,364,316 108,318 SH   SOLE   108,318 0 0
UBER TECHNOLOGIES INC COM 90353T100   358,311 8,300 SH   SOLE   8,300 0 0
ZILLOW GROUP INC CL A 98954M101   419,233 8,521 SH   SOLE   8,521 0 0