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 |
|
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 |
AIRBNB INC-CLASS A | COM CL A | 009066101 | 111,632,795 | 849,500 | SH | SOLE | 849,500 | 0 | 0 | ||
ALPHABET INC-CL A | CAP STK CL A | 02079K305 | 14,576,100 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
ALPHABET INC-CL C | CAP STK CL C | 02079K107 | 20,342,801 | 106,820 | SH | SOLE | 106,820 | 0 | 0 | ||
AMAZON.COM INC | COM | 023135106 | 173,318,100 | 790,000 | SH | SOLE | 790,000 | 0 | 0 | ||
AMER SPORTS INC | COM SHS | G0260P102 | 39,912,900 | 1,427,500 | SH | SOLE | 1,427,500 | 0 | 0 | ||
AMERICAN EAGLE OUTFITTERS | COM | 02553E106 | 4,947,656 | 296,800 | SH | SOLE | 296,800 | 0 | 0 | ||
APPLOVIN CORP-CLASS A | COM CL A | 03831W108 | 35,605,109 | 109,950 | SH | SOLE | 109,950 | 0 | 0 | ||
ATOUR LIFESTYLE HOLDINGS-ADR | SPONSORED ADS | 04965M106 | 457,130 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
BITDEER TECHNOLOGIES GROUP-A | CL A ORD SHS | G11448100 | 48,481,164 | 2,237,248 | SH | SOLE | 2,237,248 | 0 | 0 | ||
BLOOM ENERGY CORP- A | COM CL A | 093712107 | 30,538,750 | 1,375,000 | SH | SOLE | 1,375,000 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 23,299,920 | 100,500 | SH | SOLE | 100,500 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 12,318,250 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
COINBASE GLOBAL INC -CLASS A | COM CL A | 19260Q107 | 54,869,334 | 220,980 | SH | SOLE | 220,980 | 0 | 0 | ||
CONFLUENT INC-CLASS A | CLASS A COM | 20717M103 | 11,989,248 | 428,800 | SH | SOLE | 428,800 | 0 | 0 | ||
CONSTELLATION ENERGY | COM | 21037T109 | 84,808,461 | 379,100 | SH | SOLE | 379,100 | 0 | 0 | ||
CROWDSTRIKE HOLDINGS INC - A | CL A | 22788C105 | 59,878,000 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 13,647,648 | 67,200 | SH | SOLE | 67,200 | 0 | 0 | ||
ELI LILLY & CO | COM | 532457108 | 10,808,000 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
GITLAB INC-CL A | CLASS A COM | 37637K108 | 17,017,700 | 302,000 | SH | SOLE | 302,000 | 0 | 0 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 41,125,568 | 71,820 | SH | SOLE | 71,820 | 0 | 0 | ||
INTERACTIVE BROKERS GRO-CL A | COM CL A | 45841N107 | 32,168,074 | 182,080 | SH | SOLE | 182,080 | 0 | 0 | ||
INTUIT INC | COM | 461202103 | 27,654,000 | 44,000 | SH | SOLE | 44,000 | 0 | 0 | ||
IPATH SERIES B S&P 500 VIX HEDGEFUND | IPATH S&P 500 SH | 06748M196 | 11,221,000 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
JEFFERIES FINANCIAL GROUP IN | COM | 47233W109 | 14,005,376 | 178,640 | SH | SOLE | 178,640 | 0 | 0 | ||
KLA CORP | COM NEW | 482480100 | 6,880,910 | 10,920 | SH | SOLE | 10,920 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 214,882,170 | 367,000 | SH | SOLE | 367,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 153,847,500 | 365,000 | SH | SOLE | 365,000 | 0 | 0 | ||
MORGAN STANLEY | COM NEW | 617446448 | 50,288,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 8,111,012 | 9,100 | SH | SOLE | 9,100 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 51,030,200 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
PINDUODUO INC-ADR | SPONSORED ADS | 722304102 | 44,615,400 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
REDDIT INC-CL A | CL A | 75734B100 | 70,390,339 | 430,680 | SH | SOLE | 430,680 | 0 | 0 | ||
ROBINHOOD MARKETS INC - A | COM CL A | 770700102 | 56,836,404 | 1,525,400 | SH | SOLE | 1,525,400 | 0 | 0 | ||
S&P GLOBAL INC | COM | 78409V104 | 18,128,292 | 36,400 | SH | SOLE | 36,400 | 0 | 0 | ||
SALESFORCE.COM INC | COM | 79466L302 | 102,806,475 | 307,500 | SH | SOLE | 307,500 | 0 | 0 | ||
SEA LTD-ADR | SPONSORD ADS | 81141R100 | 75,331,000 | 710,000 | SH | SOLE | 710,000 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 30,565,380 | 28,832 | SH | SOLE | 28,832 | 0 | 0 | ||
SNOWFLAKE INC-CLASS A | CL A | 833445109 | 41,073,060 | 266,000 | SH | SOLE | 266,000 | 0 | 0 | ||
SPOTIFY TECHNOLOGY SA | SHS | L8681T102 | 75,741,434 | 169,300 | SH | SOLE | 169,300 | 0 | 0 | ||
TESLA MOTORS INC | COM | 88160R101 | 114,488,640 | 283,500 | SH | SOLE | 283,500 | 0 | 0 | ||
TPG INC | COM CL A | 872657101 | 5,630,464 | 89,600 | SH | SOLE | 89,600 | 0 | 0 | ||
TRIP.COM GROUP LTD-ADR | ADS | 89677Q107 | 113,769,620 | 1,657,000 | SH | SOLE | 1,657,000 | 0 | 0 | ||
VISTRA CORP | COM | 92840M102 | 15,441,440 | 112,000 | SH | SOLE | 112,000 | 0 | 0 | ||
ZOOM VIDEO COMMUNICATIONS-A | CL A | 98980L101 | 13,710,480 | 168,000 | SH | SOLE | 168,000 | 0 | 0 | ||
ZSCALER INC | COM | 98980G102 | 45,102,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 |