The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 15,414,800 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 228,206,000 | 2,200,000 | SH | SOLE | 2,200,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 289,212,000 | 2,800,000 | SH | SOLE | 2,800,000 | 0 | 0 | |||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 250,327,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | |||
| COMCAST CORP NEW | CL A | 20030N101 | 85,297,500 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 211,940,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 158,565,000 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 146,829,000 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | |||
| T-MOBILE US INC | COM | 872590104 | 108,630,000 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 122,045,000 | 3,850,000 | SH | SOLE | 3,850,000 | 0 | 0 | |||
| VISA INC | COM CL A | 92826C839 | 202,914,000 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | |||