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 |
ALPHABET INC | CAP STK CL A | 02079K305 | 4,411,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 13,608,000 | 162,000 | SH | SOLE | 162,000 | 0 | 0 | ||
AT&T INC | COM | 00206R102 | 7,364,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
BLOCK INC | CL A | 852234103 | 22,056,840 | 351,000 | SH | SOLE | 351,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 27,128,000 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
CLEAR SECURE INC | COM CL A | 18467V109 | 3,373,890 | 123,000 | SH | SOLE | 123,000 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 6,363,771 | 181,978 | SH | SOLE | 181,978 | 0 | 0 | ||
COMPASS INC | CL A | 20464U100 | 1,165,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 20,008,985 | 230,306 | SH | SOLE | 230,306 | 0 | 0 | ||
HEALTHEQUITY INC | COM | 42226A107 | 9,615,840 | 156,000 | SH | SOLE | 156,000 | 0 | 0 | ||
IMAX CORP | COM | 45245E109 | 7,330,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 4,807,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 3,813,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM SER C FRMLA | 531229854 | 53,316,288 | 891,875 | SH | SOLE | 891,875 | 0 | 0 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 26,152,500 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 12,034,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 7,372,000 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 18,866,178 | 264,900 | SH | SOLE | 264,900 | 0 | 0 | ||
PINTEREST INC | CL A | 72352L106 | 4,856,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
SALESFORCE INC | COM | 79466L302 | 26,518,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
SHIFT4 PMTS INC | CL A | 82452J109 | 11,186,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
SHUTTERSTOCK INC | COM | 825690100 | 6,642,720 | 126,000 | SH | SOLE | 126,000 | 0 | 0 | ||
TOAST INC | CL A | 888787108 | 5,409,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 14,838,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
WARBY PARKER INC | CL A COM | 93403J106 | 1,349,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 9,480,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 47,400,000 | 5,000,000 | SH | Call | SOLE | 5,000,000 | 0 | 0 |