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 |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 33,136,419 | 290,900 | SH | SOLE | 290,900 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 56,212,405 | 431,209 | SH | SOLE | 431,209 | 0 | 0 | ||
COPART INC | COM | 217204106 | 23,559,543 | 258,300 | SH | SOLE | 258,300 | 0 | 0 | ||
CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | 12,855,106 | 228,983 | SH | SOLE | 228,983 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 22,867,659 | 155,700 | SH | SOLE | 155,700 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 29,232,364 | 55,400 | SH | SOLE | 55,400 | 0 | 0 | ||
ENDEAVOR GROUP HLDGS INC | CL A COM | 29260Y109 | 9,622,394 | 402,274 | SH | SOLE | 402,274 | 0 | 0 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 253,791,540 | 687,000 | SH | Put | SOLE | 0 | 0 | 687,000 | |
L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 17,345,222 | 88,600 | SH | SOLE | 88,600 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 72,568,393 | 213,098 | SH | SOLE | 213,098 | 0 | 0 | ||
NABORS INDUSTRIES LTD | SHS | G6359F137 | 18,299,001 | 196,700 | SH | SOLE | 196,700 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 42,786,115 | 97,133 | SH | SOLE | 97,133 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 13,071,318 | 30,900 | SH | SOLE | 30,900 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 52,124,040 | 204,000 | SH | SOLE | 204,000 | 0 | 0 | ||
RUMBLE INC | COM CL A | 78137L105 | 2,753,078 | 308,641 | SH | SOLE | 308,641 | 0 | 0 | ||
SALESFORCE INC | COM | 79466L302 | 58,737,885 | 278,036 | SH | SOLE | 278,036 | 0 | 0 | ||
SCHLUMBERGER LTD | COM STK | 806857108 | 34,280,848 | 697,900 | SH | SOLE | 697,900 | 0 | 0 | ||
SCHRODINGER INC | COM | 80810D103 | 21,655,096 | 433,796 | SH | SOLE | 433,796 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 29,762,493 | 52,961 | SH | SOLE | 52,961 | 0 | 0 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | 106,962,000 | 600,000 | SH | Call | SOLE | 0 | 0 | 600,000 | |
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 37,290,344 | 253,400 | SH | SOLE | 253,400 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 6,519,836 | 151,027 | SH | SOLE | 151,027 | 0 | 0 | ||
VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 12,143,363 | 403,300 | SH | SOLE | 403,300 | 0 | 0 | ||
VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 | 11,350,578 | 318,300 | SH | SOLE | 318,300 | 0 | 0 | ||
WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 50,026,364 | 461,200 | SH | SOLE | 461,200 | 0 | 0 | ||
ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 34,042,405 | 677,326 | SH | SOLE | 677,326 | 0 | 0 |