The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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
ALPHABET INC CAP STK CL A 02079K305   293,265,000 2,450,000 SH   SOLE   2,450,000 0 0
AMAZON COM INC COM 023135106   234,648,000 1,800,000 SH   SOLE   1,800,000 0 0
BOOKING HOLDINGS INC COM 09857L108   151,218,480 56,000 SH   SOLE   56,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   279,201,200 760,000 SH   SOLE   760,000 0 0
COMCAST CORP NEW CL A 20030N101   95,565,000 2,300,000 SH   SOLE   2,300,000 0 0
META PLATFORMS INC CL A 30303M102   93,268,500 325,000 SH   SOLE   325,000 0 0
MICROSOFT CORP COM 594918104   93,648,500 275,000 SH   SOLE   275,000 0 0
NETFLIX INC COM 64110L106   132,147,000 300,000 SH   SOLE   300,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   53,304,800 230,000 SH   SOLE   230,000 0 0
T-MOBILE US INC COM 872590104   201,405,000 1,450,000 SH   SOLE   1,450,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   58,029,000 575,000 SH   SOLE   575,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   99,291,000 2,300,000 SH   SOLE   2,300,000 0 0
UNION PAC CORP COM 907818108   37,854,700 185,000 SH   SOLE   185,000 0 0
VISA INC COM CL A 92826C839   237,480,000 1,000,000 SH   SOLE   1,000,000 0 0