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 | 7,940,700 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
CELLEBRITE DI LTD | ORDINARY SHARES | M2197Q107 | 12,905,600 | 2,960,000 | SH | SOLE | 2,960,000 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 6,294,600 | 1,800 | SH | Call | SOLE | 1,800 | 0 | 0 | |
COMCAST CORP NEW | CL A | 20030N101 | 3,647,371 | 104,300 | SH | SOLE | 104,300 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 13,898,280 | 132,000 | SH | SOLE | 132,000 | 0 | 0 | ||
JD.COM INC | SPON ADR CL A | 47215P106 | 14,593,800 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
KRANESHARES TR | CSI CHI INTERNET | 500767306 | 9,060,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
LAMB WESTON HLDGS INC | COM | 513272104 | 26,808,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 2,403,500 | 500 | SH | Call | SOLE | 500 | 0 | 0 | |
MGM RESORTS INTERNATIONAL | COM | 552953101 | 1,005,900 | 300 | SH | Call | SOLE | 300 | 0 | 0 | |
PALO ALTO NETWORKS INC | COM | 697435105 | 14,651,700 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
PAR TECHNOLOGY CORP | COM | 698884103 | 5,214,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
PENN ENTERTAINMENT INC | COM | 707569109 | 10,905,840 | 367,200 | SH | SOLE | 367,200 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 21,762,400 | 880,000 | SH | SOLE | 880,000 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 3,711,150 | 450 | SH | Call | SOLE | 450 | 0 | 0 | |
WYNN RESORTS LTD | COM | 983134107 | 1,847,328 | 22,400 | SH | SOLE | 22,400 | 0 | 0 |