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 |
| BIGCOMMERCE HLDGS INC | COM SER 1 | 08975P108 | 113,400 | 7,000,000 | SH | SOLE | 7,000,000 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 215,820 | 5,500,000 | SH | SOLE | 5,500,000 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 160,425 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| FERRARI N V | COM | N3167Y103 | 229,350 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | 161,638 | 1,425,000 | SH | SOLE | 1,425,000 | 0 | 0 | ||
| GRAY TELEVISION INC | COM | 389375106 | 69,939 | 4,140,863 | SH | SOLE | 4,140,863 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 177,475 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 111,440 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| NEW YORK TIMES CO | CL A | 650111107 | 237,150 | 8,500,000 | SH | SOLE | 8,500,000 | 0 | 0 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 68,850 | 7,500,000 | SH | SOLE | 7,500,000 | 0 | 0 | ||
| RH | COM | 74967X103 | 201,647 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 109,620 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||