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 |
10X GENOMICS INC | CL A COM | 88025U109 | 9,807,799 | 504,257 | SH | SOLE | 504,257 | 0 | 0 | ||
AMERICAN AIRLS GROUP INC | COM | 02376R102 | 148,015,437 | 13,064,028 | SH | SOLE | 13,064,028 | 0 | 0 | ||
ATLASSIAN CORPORATION | CL A | 049468101 | 238,513,128 | 1,348,446 | SH | SOLE | 1,348,446 | 0 | 0 | ||
AVIS BUDGET GROUP | COM | 053774105 | 1,790,519,787 | 17,130,882 | SH | SOLE | 17,130,882 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 241,444,560 | 1,006,019 | SH | SOLE | 1,006,019 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 37,973,413 | 969,699 | SH | SOLE | 969,699 | 0 | 0 | ||
CONFLUENT INC | CLASS A COM | 20717M103 | 15,248,554 | 516,375 | SH | SOLE | 516,375 | 0 | 0 | ||
GLOBAL E ONLINE LTD | SHS | M5216V106 | 5,924,958 | 163,357 | SH | SOLE | 163,357 | 0 | 0 | ||
HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 63,512,900 | 3,000,137 | SH | SOLE | 3,000,137 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 536,769,922 | 1,064,555 | SH | SOLE | 1,064,555 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 1,446,517,546 | 2,143,370 | SH | SOLE | 2,143,370 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 209,670,853 | 1,697,190 | SH | SOLE | 1,697,190 | 0 | 0 | ||
PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 484,901,489 | 3,647,247 | SH | SOLE | 3,647,247 | 0 | 0 | ||
PLANET FITNESS INC | CL A | 72703H101 | 449,745,874 | 6,111,508 | SH | SOLE | 6,111,508 | 0 | 0 | ||
ROBLOX CORP | CL A | 771049103 | 2,498,949 | 67,158 | SH | SOLE | 67,158 | 0 | 0 | ||
SHOPIFY INC | CL A | 82509L107 | 268,559 | 4,066 | SH | SOLE | 4,066 | 0 | 0 | ||
SNAP INC | CL A | 83304A106 | 1,207,903,833 | 72,721,483 | SH | SOLE | 72,721,483 | 0 | 0 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 124,944,902 | 398,180 | SH | SOLE | 398,180 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 133,490,773 | 768,027 | SH | SOLE | 768,027 | 0 | 0 | ||
TRIPADVISOR INC | COM | 896945201 | 23,045,285 | 1,293,952 | SH | SOLE | 1,293,952 | 0 | 0 | ||
UNITED AIRLS HLDGS INC | COM | 910047109 | 23,661,655 | 486,265 | SH | SOLE | 486,265 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 152,876,796 | 300,194 | SH | SOLE | 300,194 | 0 | 0 |