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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | BBG001S5NCQ5 | 32,371,080 | 84,000 | SH | SOLE | 84,000 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG001S5NN36 | 7,350,750 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 20,746,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 20,658,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| AT&T INC | COM | 00206R102 | BBG001S5VWH2 | 7,700,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| BILL HOLDINGS INC | COM | 090043100 | BBG00QVJV7L3 | 12,982,400 | 160,000 | SH | Call | SOLE | 160,000 | 0 | 0 | |
| BLOCK INC | CL A | 852234103 | BBG001TFLWL5 | 10,297,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | BBG001S89N72 | 5,304,820 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| CLEAR SECURE INC | COM CL A | 18467V109 | BBG011C0FSZ6 | 7,249,090 | 277,000 | SH | SOLE | 277,000 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | BBG001S7GXB9 | 11,238,750 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | BBG001S5QHF3 | 20,026,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ERMENEGILDO ZEGNA N V | ORD SHS | N30577105 | BBG001TD5LN0 | 6,820,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| EXPEDIA GROUP INC | COM NEW | 30212P303 | BBG001SP8VM0 | 9,703,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | BBG001S5R6Q4 | 11,303,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| GLOBAL PMTS INC | COM | 37940X102 | BBG001SGS2Z8 | 10,524,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| IMAX CORP | COM | 45245E109 | BBG001S5Z701 | 19,180,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | BBG006GNSZX4 | 4,085,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | BBG00BFHDFQ5 | 18,707,500 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
| LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | BBG00BFHDFQ5 | 43,625,890 | 583,000 | SH | SOLE | 583,000 | 0 | 0 | ||
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | BBG001SNP2B2 | 19,250,000 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | BBG001SF6L46 | 13,819,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| SAP SE | SPON ADR | 803054204 | BBG001S6RD41 | 15,818,750 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| SHIFT4 PMTS INC | CL A | 82452J109 | BBG00TX393M3 | 12,810,200 | 169,000 | SH | SOLE | 169,000 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | BBG003T4VFD1 | 20,043,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| TENABLE HLDGS INC | COM | 88025T102 | BBG00LBLCDR3 | 21,379,500 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | BBG002B04MW4 | 25,360,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | BBG002D68GN8 | 26,319,000 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| VERISK ANALYTICS INC | COM | 92345Y106 | BBG001SBRX64 | 22,063,900 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| VODAFONE GROUP PLC NEW | SPONSORED ADR | 92857W308 | BBG001S6MDB8 | 11,040,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | BBG00RP2T9V3 | 8,075,540 | 242,000 | SH | SOLE | 242,000 | 0 | 0 | ||
| WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | BBG001S7W1P6 | 9,126,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||