The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
ACM RESH INC | COM CL A | 00108J109 | 35,389 | 321,720 | SH | SOLE | 321,720 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 200,758 | 1,951,000 | SH | SOLE | 1,951,000 | 0 | 0 | ||
AFFIRM HLDGS INC | COM CL A | 00827B106 | 112,697 | 946,000 | SH | SOLE | 946,000 | 0 | 0 | ||
AGORA INC | ADS | 00851L103 | 3,103 | 107,000 | SH | SOLE | 107,000 | 0 | 0 | ||
AIRBNB INC | COM CL A | 009066101 | 177,983 | 1,061,000 | SH | SOLE | 1,061,000 | 0 | 0 | ||
ARCHER AVIATION INC | COM CL A | 03945R102 | 6,660 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 111,767 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
ATLASSIAN CORP PLC | CL A | G06242104 | 126,429 | 323,000 | SH | SOLE | 323,000 | 0 | 0 | ||
BILIBILI INC | SPONS ADS REP Z | 090040106 | 66,170 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 154,931 | 1,379,866 | SH | SOLE | 1,379,866 | 0 | 0 | ||
CONX CORP | *W EXP 10/30/202 | 212873111 | 1,150 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
CONX CORP | COM CL A | 212873103 | 39,200 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
DISH NETWORK CORPORATION | CL A | 25470M109 | 324,960 | 7,477,213 | SH | SOLE | 7,477,213 | 0 | 0 | ||
DOORDASH INC | CL A | 25809K105 | 189,088 | 917,991 | SH | SOLE | 917,991 | 0 | 0 | ||
ENDEAVOR GROUP HLDGS INC | CL A COM | 29260Y109 | 93,231 | 3,251,869 | SH | SOLE | 3,251,869 | 0 | 0 | ||
FERROGLOBE PLC | SHS | G33856108 | 12,076 | 1,388,000 | SH | SOLE | 1,388,000 | 0 | 0 | ||
FIVE9 INC | COM | 338307101 | 22,382 | 140,113 | SH | SOLE | 140,113 | 0 | 0 | ||
INTUIT | COM | 461202103 | 89,279 | 165,481 | SH | SOLE | 165,481 | 0 | 0 | ||
IRONSOURCE LTD | CL A ORD SHS | M5R75Y101 | 55,752 | 5,128,975 | SH | SOLE | 5,128,975 | 0 | 0 | ||
JD.COM INC | SPON ADR CL A | 47215P106 | 84,542 | 1,170,296 | SH | SOLE | 1,170,296 | 0 | 0 | ||
KANZHUN LIMITED | SPONSORED ADS | 48553T106 | 81,431 | 2,262,596 | SH | SOLE | 2,262,596 | 0 | 0 | ||
LAMAR ADVERTISING CO NEW | CL A | 512816109 | 92,802 | 818,000 | SH | SOLE | 818,000 | 0 | 0 | ||
LEAD EDGE GROWTH OPRTUNTS LT | UNIT 04/01/2026 | G54085124 | 14,985 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
LI AUTO INC | SPONSORED ADS | 50202M102 | 121,986 | 4,640,030 | SH | SOLE | 4,640,030 | 0 | 0 | ||
MARVELL TECHNOLOGY INC | COM | 573874104 | 122,320 | 2,028,190 | SH | SOLE | 2,028,190 | 0 | 0 | ||
MINISO GROUP HLDG LTD | SPONSORED ADS | 66981J102 | 19,953 | 1,309,240 | SH | SOLE | 1,309,240 | 0 | 0 | ||
NETEASE INC | SPONSORED ADS | 64110W102 | 38,686 | 453,000 | SH | SOLE | 453,000 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 51,790 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 408,619 | 853,067 | SH | SOLE | 853,067 | 0 | 0 | ||
PENN NATL GAMING INC | COM | 707569109 | 65,649 | 906,000 | SH | SOLE | 906,000 | 0 | 0 | ||
PINDUODUO INC | SPONSORED ADS | 722304102 | 3,124 | 34,455 | SH | SOLE | 34,455 | 0 | 0 | ||
PROCORE TECHNOLOGIES INC | COM | 74275K108 | 6,389 | 71,511 | SH | SOLE | 71,511 | 0 | 0 | ||
SEA LTD | SPONSORD ADS | 81141R100 | 169,437 | 531,600 | SH | SOLE | 531,600 | 0 | 0 | ||
SENTINELONE INC | CL A | 81730H109 | 16,071 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 68,110 | 1,602,578 | SH | SOLE | 1,602,578 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 196,755 | 2,663,526 | SH | SOLE | 2,663,526 | 0 | 0 | ||
SUNRUN INC | COM | 86771W105 | 60,236 | 1,369,000 | SH | SOLE | 1,369,000 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 16,872 | 376,603 | SH | SOLE | 376,603 | 0 | 0 | ||
UNITY SOFTWARE INC | COM | 91332U101 | 54,666 | 433,000 | SH | SOLE | 433,000 | 0 | 0 | ||
ZAI LAB LTD | ADR | 98887Q104 | 13,701 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
ZHIHU INC | ADS | 98955N108 | 7,153 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||
ZOOMINFO TECHNOLOGIES INC | COM CL A | 98980F104 | 121,523 | 1,986,000 | SH | SOLE | 1,986,000 | 0 | 0 |