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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 197,575 | 1,373,000 | SH | SOLE | 1,373,000 | 0 | 0 | ||
| AFFIRM HLDGS INC | COM CL A | 00827B106 | 80,750 | 803,000 | SH | SOLE | 803,000 | 0 | 0 | ||
| ARCHER AVIATION INC | COM CL A | 03945R102 | 4,530 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 117,908 | 148,100 | SH | SOLE | 148,100 | 0 | 0 | ||
| BILIBILI INC | SPONS ADS REP Z | 090040106 | 46,400 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 127,282 | 1,360,866 | SH | SOLE | 1,360,866 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 177,843 | 3,533,530 | SH | SOLE | 3,533,530 | 0 | 0 | ||
| CONX CORP | *W EXP 10/30/202 | 212873111 | 860 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| CONX CORP | COM CL A | 212873103 | 39,280 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
| DISH NETWORK CORPORATION | CL A | 25470M109 | 242,561 | 7,477,213 | SH | SOLE | 7,477,213 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 14,253 | 95,725 | SH | SOLE | 95,725 | 0 | 0 | ||
| ENDEAVOR GROUP HLDGS INC | CL A COM | 29260Y109 | 136,005 | 3,898,109 | SH | SOLE | 3,898,109 | 0 | 0 | ||
| FERROGLOBE PLC | SHS | G33856108 | 4,310 | 694,000 | SH | SOLE | 694,000 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 100,008 | 155,481 | SH | SOLE | 155,481 | 0 | 0 | ||
| IRONSOURCE LTD | CL A ORD SHS | M5R75Y101 | 5,031 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| KANZHUN LIMITED | SPONSORED ADS | 48553T106 | 93,322 | 2,675,505 | SH | SOLE | 2,675,505 | 0 | 0 | ||
| LEAD EDGE GROWTH OPRTUNTS LT | UNIT 04/01/2026 | G54085124 | 14,925 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| LI AUTO INC | SPONSORED ADS | 50202M102 | 171,287 | 5,336,030 | SH | SOLE | 5,336,030 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 158,025 | 1,806,209 | SH | SOLE | 1,806,209 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 215,200 | 2,310,250 | SH | SOLE | 2,310,250 | 0 | 0 | ||
| NETEASE INC | SPONSORED ADS | 64110W102 | 5,979 | 58,744 | SH | SOLE | 58,744 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 85,663 | 291,261 | SH | SOLE | 291,261 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 229,979 | 413,067 | SH | SOLE | 413,067 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 61,431 | 274,600 | SH | SOLE | 274,600 | 0 | 0 | ||
| SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 68,238 | 1,602,578 | SH | SOLE | 1,602,578 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 194,347 | 4,635,037 | SH | SOLE | 4,635,037 | 0 | 0 | ||
| WOLFSPEED INC | COM | 977852102 | 9,162 | 81,975 | SH | SOLE | 81,975 | 0 | 0 | ||
| XPENG INC | ADS | 98422D105 | 120,535 | 2,394,886 | SH | SOLE | 2,394,886 | 0 | 0 | ||
| ZAI LAB LTD | ADR | 98887Q104 | 5,342 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||