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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 | 245,263 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 200,454 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 666,857 | 4,671,505 | SH | SOLE | 4,671,505 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 198,041 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 315,590 | 1,375,000 | SH | SOLE | 1,375,000 | 0 | 0 | ||
| GRAY TELEVISION INC | COM | 389375106 | 73,491 | 4,107,933 | SH | SOLE | 4,107,933 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 289,643 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 222,520 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 145,997 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 517,700 | 10,000,000 | SH | SOLE | 10,000,000 | 0 | 0 | ||
| NOVOCURE LTD | ORD SHS | G6674U108 | 129,780 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 136,548 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 191,250 | 3,750,000 | SH | SOLE | 3,750,000 | 0 | 0 | ||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 209,410 | 5,512,238 | SH | SOLE | 5,512,238 | 0 | 0 | ||