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 |
| BIGCOMMERCE HLDGS INC | COM SER 1 | 08975P108 | 106,110 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 327,145 | 6,500,000 | SH | SOLE | 6,500,000 | 0 | 0 | ||
| DIDI GLOBAL INC | SPONSORED ADS | 23292E108 | 12,187 | 2,447,220 | SH | SOLE | 2,447,220 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 129,410 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| GRAY TELEVISION INC | COM | 389375106 | 18,464 | 915,863 | SH | SOLE | 915,863 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 283,825 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 168,175 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 410,550 | 8,500,000 | SH | SOLE | 8,500,000 | 0 | 0 | ||
| NOVOCURE LTD | ORD SHS | G6674U108 | 19,441 | 258,937 | SH | SOLE | 258,937 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 64,368 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
| RH | COM | 74967X103 | 294,767 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 199,722 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 128,722 | 2,981,049 | SH | SOLE | 2,981,049 | 0 | 0 | ||