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
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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
AMAZON COM INC COM 023135106 103,205 30,000 SH   SOLE   30,000 0 0
COMCAST CORP NEW CL A 20030N101 199,570 3,500,000 SH   SOLE   3,500,000 0 0
DIDI GLOBAL INC SPONSORED ADS 23292E108 60,095 4,250,000 SH   SOLE   4,250,000 0 0
DOORDASH INC CL A 25809K105 329,911 1,850,000 SH   SOLE   1,850,000 0 0
FACEBOOK INC CL A 30303M102 295,554 850,000 SH   SOLE   850,000 0 0
FACEBOOK INC CL A 30303M102 173,855 500,000 SH Call SOLE   500,000 0 0
FERRARI N V COM N3167Y103 257,563 1,250,000 SH   SOLE   1,250,000 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108 30,570 1,500,000 SH   SOLE   1,500,000 0 0
GRAY TELEVISION INC COM 389375106 35,035 1,497,237 SH   SOLE   1,497,237 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 281,800 2,500,000 SH   SOLE   2,500,000 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 180,930 1,500,000 SH   SOLE   1,500,000 0 0
INARI MED INC COM 45332Y109 137,588 1,475,000 SH   SOLE   1,475,000 0 0
MICROSOFT CORP COM 594918104 270,900 1,000,000 SH   SOLE   1,000,000 0 0
NEW YORK TIMES CO CL A 650111107 410,401 9,423,665 SH   SOLE   9,423,665 0 0
NOVOCURE LTD ORD SHS G6674U108 155,274 700,000 SH   SOLE   700,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 223,236 1,800,000 SH   SOLE   1,800,000 0 0
SHOPIFY INC CL A 82509L107 219,147 150,000 SH   SOLE   150,000 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 151,586 4,206,049 SH   SOLE   4,206,049 0 0