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 | 35,246,696 | 342,800 | SH | SOLE | 342,800 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 41,340,568 | 325,209 | SH | SOLE | 325,209 | 0 | 0 | ||
| COPART INC | COM | 217204106 | 18,459,756 | 428,400 | SH | SOLE | 428,400 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 26,931,442 | 160,900 | SH | SOLE | 160,900 | 0 | 0 | ||
| DECKERS OUTDOOR CORP | COM | 243537107 | 26,372,817 | 51,300 | SH | SOLE | 51,300 | 0 | 0 | ||
| ELI LILLY & CO | COM | 532457108 | 20,196,088 | 37,600 | SH | SOLE | 37,600 | 0 | 0 | ||
| ENDEAVOR GROUP HLDGS INC | CL A COM | 29260Y109 | 8,273,903 | 415,774 | SH | SOLE | 415,774 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 99,599,060 | 278,000 | SH | Put | SOLE | 0 | 0 | 278,000 | |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 15,427,032 | 88,600 | SH | SOLE | 88,600 | 0 | 0 | ||
| MAPLEBEAR INC | COM | 565394103 | 116,284,745 | 3,916,630 | SH | SOLE | 3,916,630 | 0 | 0 | ||
| MAPLEBEAR INC | COM | 565394103 | 117,263,386 | 3,949,592 | SH | DFND | 1 | 3,949,592 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 60,149,744 | 190,498 | SH | SOLE | 190,498 | 0 | 0 | ||
| NABORS INDUSTRIES LTD | SHS | G6359F137 | 28,531,538 | 231,700 | SH | SOLE | 231,700 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 25,273,901 | 66,933 | SH | SOLE | 66,933 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 10,265,764 | 23,600 | SH | SOLE | 23,600 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 36,830,524 | 157,100 | SH | SOLE | 157,100 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 4,608,125 | 912,500 | SH | SOLE | 912,500 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 39,549,400 | 195,036 | SH | SOLE | 195,036 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM STK | 806857108 | 35,597,980 | 610,600 | SH | SOLE | 610,600 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 25,746,257 | 46,061 | SH | SOLE | 46,061 | 0 | 0 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 102,870,000 | 600,000 | SH | Call | SOLE | 0 | 0 | 600,000 | |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 48,869,759 | 348,100 | SH | SOLE | 348,100 | 0 | 0 | ||
| TKO GROUP HOLDINGS INC | CL A | 87256C101 | 15,214,860 | 181,000 | SH | SOLE | 181,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 6,251,145 | 135,924 | SH | SOLE | 135,924 | 0 | 0 | ||
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 10,852,803 | 403,300 | SH | SOLE | 403,300 | 0 | 0 | ||
| VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 | 10,258,809 | 318,300 | SH | SOLE | 318,300 | 0 | 0 | ||
| WW INTL INC | COM | 98262P101 | 26,025,791 | 2,351,020 | SH | SOLE | 2,351,020 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 26,141,608 | 566,326 | SH | SOLE | 566,326 | 0 | 0 | ||