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
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107   93,070,932 515,657 SH   SOLE   515,657 0 0
APPLOVIN CORP COM CL A 03831W108   8,423,382 121,690 SH   SOLE   121,690 0 0
AVIS BUDGET GROUP COM 053774105   9,270,834 75,705 SH   SOLE   75,705 0 0
BEYOND INC COM 690370101   137,286,156 3,823,062 SH   SOLE   3,823,062 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   5,413,700 123,770 SH   SOLE   123,770 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   17,974,000 1,100,000 SH   SOLE   1,100,000 0 0
CARVANA CO CL A 146869102   9,517,488 108,264 SH   SOLE   108,264 0 0
COLOMBIER ACQUISITION CORP I UNIT 99/99/9999 G2283U126   4,332,101 415,350 SH   SOLE   415,350 0 0
COUPANG INC CL A 22266T109   9,980,190 561,000 SH   SOLE   561,000 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   21,098,122 464,614 SH   SOLE   464,614 0 0
ECHOSTAR CORP CL A 278768106   2,669,054 187,302 SH   SOLE   187,302 0 0
GITLAB INC CLASS A COM 37637K108   2,012,040 34,500 SH   SOLE   34,500 0 0
IMPINJ INC COM 453204109   7,427,106 57,839 SH   SOLE   57,839 0 0
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107   43,980,875 3,128,085 SH   SOLE   3,128,085 0 0
MAPLEBEAR INC COM 565394103   942,654 25,279 SH   SOLE   25,279 0 0
MARVELL TECHNOLOGY INC COM 573874104   32,043,643 452,083 SH   SOLE   452,083 0 0
MATCH GROUP INC NEW COM 57667L107   7,280,199 200,667 SH   SOLE   200,667 0 0
META PLATFORMS INC CL A 30303M102   23,306,383 47,997 SH   SOLE   47,997 0 0
MICRON TECHNOLOGY INC COM 595112103   11,789,000 100,000 SH   SOLE   100,000 0 0
MICROSOFT CORP COM 594918104   4,783,586 11,370 SH   SOLE   11,370 0 0
MONGODB INC CL A 60937P106   21,321,148 59,450 SH   SOLE   59,450 0 0
NETFLIX INC COM 64110L106   3,643,980 6,000 SH   SOLE   6,000 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   4,889,935 28,382 SH   SOLE   28,382 0 0
NVIDIA CORPORATION COM 67066G104   18,925,064 20,945 SH   SOLE   20,945 0 0
PINTEREST INC CL A 72352L106   50,643,682 1,460,735 SH   SOLE   1,460,735 0 0
REDDIT INC CL A 75734B100   1,972,800 40,000 SH   SOLE   40,000 0 0
ROBLOX CORP CL A 771049103   41,692,560 1,092,000 SH   SOLE   1,092,000 0 0
ROKU INC COM CL A 77543R102   7,927,605 121,645 SH   SOLE   121,645 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   1,574,844 11,329 SH   SOLE   11,329 0 0
SALESFORCE INC COM 79466L302   61,634,379 204,643 SH   SOLE   204,643 0 0
SIGNET JEWELERS LIMITED SHS G81276100   883,218 8,826 SH   SOLE   8,826 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   11,909,279 45,128 SH   SOLE   45,128 0 0
SUPER MICRO COMPUTER INC COM 86800U104   47,168,401 46,700 SH Put SOLE   46,700 0 0
SUPER MICRO COMPUTER INC COM 86800U104   1,515,045 1,500 SH   SOLE   1,500 0 0
TRUPANION INC COM 898202106   1,794,650 65,000 SH Put SOLE   65,000 0 0
WESTERN DIGITAL CORP. COM 958102105   72,714,770 1,065,574 SH   SOLE   1,065,574 0 0