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 |
| 1STDIBS COM INC | COM | 320551104 | 12,641 | 2,009,749 | SH | SOLE | 2,009,749 | 0 | 0 | ||
| AFFIRM HLDGS INC | COM CL A | 00827B106 | 3,752 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 35,576 | 370,000 | SH | Put | SOLE | 370,000 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 234,256 | 2,073,065 | SH | SOLE | 2,073,065 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 103,272 | 490,395 | SH | SOLE | 490,395 | 0 | 0 | ||
| CARGURUS INC | COM CL A | 141788109 | 6,499 | 458,673 | SH | SOLE | 458,673 | 0 | 0 | ||
| CLEAR SECURE INC | COM CL A | 18467V109 | 37,463 | 1,638,805 | SH | SOLE | 1,638,805 | 0 | 0 | ||
| COUPANG INC | CL A | 22266T109 | 189,510 | 11,368,304 | SH | SOLE | 11,368,304 | 0 | 0 | ||
| DUOLINGO INC | CL A COM | 26603R106 | 106,518 | 1,118,529 | SH | SOLE | 1,118,529 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 227,688 | 1,887,650 | SH | SOLE | 1,887,650 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 260,552 | 672,704 | SH | SOLE | 672,704 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM C SIRIUSXM | 531229607 | 75,038 | 1,989,880 | SH | SOLE | 1,989,880 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM A SIRIUSXM | 531229409 | 48,237 | 1,267,064 | SH | SOLE | 1,267,064 | 0 | 0 | ||
| MELI KASZEK PIONEER CORP | CLASS A ORD | G5S74L106 | 10,321 | 1,045,743 | SH | SOLE | 1,045,743 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 181,314 | 219,037 | SH | SOLE | 219,037 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 99,728 | 735,021 | SH | SOLE | 735,021 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 5,766 | 42,500 | SH | Call | SOLE | 42,500 | 0 | 0 | |
| NETFLIX INC | COM | 64110L106 | 44,264 | 188,004 | SH | SOLE | 188,004 | 0 | 0 | ||
| RH | COM | 74967X103 | 61,124 | 248,399 | SH | SOLE | 248,399 | 0 | 0 | ||
| ROBLOX CORP | CL A | 771049103 | 23,390 | 652,618 | SH | SOLE | 652,618 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 89,197 | 435,638 | SH | SOLE | 435,638 | 0 | 0 | ||
| T-MOBILE US INC | COM | 872590104 | 167,960 | 1,251,844 | SH | SOLE | 1,251,844 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 203,285 | 1,144,303 | SH | SOLE | 1,144,303 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 20,027 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||