The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
META PLATFORMS INC | CL A | 30303M102 | 44,916,150 | 92,500 | SH | SOLE | 92,500 | 0 | 0 | ||
PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 34,293,750 | 295,000 | SH | SOLE | 295,000 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 33,624,300 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
GOOSEHEAD INS INC | COM CL A | 38267D109 | 24,982,500 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 24,351,300 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 23,716,450 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
APPLOVIN CORP | COM CL A | 03831W108 | 22,496,500 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
LI AUTO INC | SPONSORED ADS | 50202M102 | 14,231,600 | 470,000 | SH | SOLE | 470,000 | 0 | 0 | ||
COUPANG INC | CL A | 22266T109 | 12,897,750 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
KLAVIYO INC | COM SER A | 49845K101 | 2,548,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 |