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 |
| ALIBABA GROUP HLDG LTS | SPONSORED ADS | 01609W102 | 13,752,750 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 3,591,000 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| ANALOG DEVICES INC | COM | 032654105 | 9,350,880 | 48,000 | SH | SOLE | 48,000 | 0 | 0 | |||
| APPLIED MATLS INC | COM | 038222105 | 8,455,590 | 58,500 | SH | SOLE | 58,500 | 0 | 0 | |||
| BILL HOLDINGS INC | COM | 090043100 | 13,437,750 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | |||
| CARVANA CO | CL A | 146869102 | 1,555,200 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| GOOSEHEAD INS INC | COM CL A | 38267D109 | 6,584,394 | 104,697 | SH | SOLE | 104,697 | 0 | 0 | |||
| JD.COM INC | SPON ADR CL A | 47215P106 | 2,730,400 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| KLA CORP | COM NEW | 482480100 | 4,850,200 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| LAM RESEARCH CORP | COM | 512807108 | 5,785,740 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 14,349,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 3,457,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| WYNN RESORTS LTD | COM | 983134107 | 11,089,050 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | |||