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 |
AMAZON COM INC | COM | 023135106 | 15,194,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
APPLOVIN CORP | COM CL A | 03831W108 | 7,970,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
ATLANTA BRAVES HLDGS INC | COM SER C | 047726302 | 19,790,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 10,079,200 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
CLEAR SECURE INC | COM CL A | 18467V109 | 12,390,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
DELL TECHNOLOGIES INC | CL C | 24703L202 | 3,825,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
DOUBLEVERIFY HLDGS INC | COM | 25862V105 | 14,712,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
ENDEAVOR GROUP HLDGS INC | CL A COM | 29260Y109 | 80,682,000 | 3,400,000 | SH | SOLE | 3,400,000 | 0 | 0 | ||
ENDEAVOR GROUP HLDGS INC | CL A COM | 29260Y109 | 4,746,000 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
GLOBALSTAR INC | COM | 378973408 | 3,589,000 | 1,850,000 | SH | SOLE | 1,850,000 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 10,050,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 8,059,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | 14,819,073 | 234,739 | SH | SOLE | 234,739 | 0 | 0 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 18,720,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 | 11,482,019 | 63,147 | SH | SOLE | 63,147 | 0 | 0 | ||
MAPLEBEAR INC | COM | 565394103 | 3,520,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 44,245,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
NEWS CORP NEW | CL A | 65249B109 | 4,860,900 | 198,000 | SH | SOLE | 198,000 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 12,380,500 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 7,380,100 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
PARAMOUNT GLOBAL | CLASS B COM | 92556H206 | 14,790,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
PARAMOUNT GLOBAL | CLASS A COM | 92556H107 | 879,982 | 44,760 | SH | SOLE | 44,760 | 0 | 0 | ||
PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 14,631,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 3,045,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
SNOWFLAKE INC | CL A | 833445109 | 24,875,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 4,697,750 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 9,657,000 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
VERTIV HOLDINGS CO | COM CL A | 92537N108 | 7,204,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 8,947,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
WAYFAIR INC | CL A | 94419L101 | 6,170,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 13,666,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 |