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
ACV AUCTIONS INC COM CL A 00091G104   2,447,088 134,087 SH   SOLE   134,087 0 0
AMAZON COM INC COM 023135106   8,098,335 41,906 SH   SOLE   41,906 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   7,497,445 63,500 SH   SOLE   63,500 0 0
APPLIED DIGITAL CORP COM NEW 038169207   3,629,500 610,000 SH   SOLE   610,000 0 0
APPLOVIN CORP COM CL A 03831W108   12,834,272 154,221 SH   SOLE   154,221 0 0
BLEND LABS INC CL A 09352U108   11,870,061 5,029,687 SH   SOLE   5,029,687 0 0
BROADCOM INC COM 11135F101   6,743,226 4,200 SH   SOLE   4,200 0 0
CARVANA CO CL A 146869102   7,633,482 59,303 SH   SOLE   59,303 0 0
COMPASS INC CL A 20464U100   3,196,400 887,889 SH   SOLE   887,889 0 0
CORE SCIENTIFIC INC NEW COM 21874A106   1,860,000 200,000 SH   SOLE   200,000 0 0
COUPANG INC CL A 22266T109   9,509,456 453,912 SH   SOLE   453,912 0 0
DATADOG INC CL A COM 23804L103   4,539,150 35,000 SH   SOLE   35,000 0 0
ELI LILLY & CO COM 532457108   5,884,970 6,500 SH   SOLE   6,500 0 0
FIVERR INTL LTD ORD SHS M4R82T106   5,623,200 240,000 SH   SOLE   240,000 0 0
HIMS & HERS HEALTH INC COM CL A 433000106   10,195,950 505,000 SH   SOLE   505,000 0 0
HUT 8 CORP COM 44812J104   3,972,350 265,000 SH   SOLE   265,000 0 0
ISHARES TR EXPANDED TECH 464287515   9,037,600 104,000 SH Call SOLE   104,000 0 0
KKR & CO INC COM 48251W104   6,004,258 57,053 SH   SOLE   57,053 0 0
META PLATFORMS INC CL A 30303M102   4,037,290 8,007 SH   SOLE   8,007 0 0
MICROSOFT CORP COM 594918104   6,704,250 15,000 SH   SOLE   15,000 0 0
MONDAY COM LTD SHS M7S64H106   8,017,308 33,300 SH   SOLE   33,300 0 0
MR COOPER GROUP INC COM 62482R107   5,937,913 73,100 SH   SOLE   73,100 0 0
NCINO INC COM 63947X101   4,677,559 148,730 SH   SOLE   148,730 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   5,156,000 400,000 SH   SOLE   400,000 0 0
PAYONEER GLOBAL INC *W EXP 99/99/999 70451X112   301,453 1,306,124 SH   SOLE   1,306,124 0 0
PAYONEER GLOBAL INC COM 70451X104   10,172,094 1,836,118 SH   SOLE   1,836,118 0 0
PINTEREST INC CL A 72352L106   5,495,265 124,694 SH   SOLE   124,694 0 0
ROKU INC COM CL A 77543R102   5,573,490 93,000 SH   SOLE   93,000 0 0
TABOOLA.COM LTD *W EXP 99/99/999 M8744T114   77,084 481,774 SH   SOLE   481,774 0 0
TERAWULF INC COM 88080T104   3,448,750 775,000 SH   SOLE   775,000 0 0
WIX COM LTD SHS M98068105   7,873,965 49,500 SH   SOLE   49,500 0 0
ZENVIA INC CLASS A COM G9889V101   2,669,850 1,030,830 SH   SOLE   1,030,830 0 0