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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 9,254 | 814 | SH | Call | SOLE | 814 | 0 | 0 | |
| BLOOMIN BRANDS INC | COM | 094235108 | 11,251 | 677,000 | SH | SOLE | 677,000 | 0 | 0 | ||
| CELLEBRITE DI LTD | ORDINARY SHARES | M2197Q107 | 15,682 | 3,075,000 | SH | SOLE | 3,075,000 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 16,856 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| JD.COM INC | SPON ADR CL A | 47215P106 | 3,853 | 600 | SH | Call | SOLE | 600 | 0 | 0 | |
| JD.COM INC | SPON ADR CL A | 47215P106 | 16,055 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| LAMB WESTON HLDGS INC | COM | 513272104 | 32,157 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| LIBERTY TRIPADVISOR HLDGS IN | COM SER A | 531465102 | 1,566 | 2,070,000 | SH | SOLE | 2,070,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 6,450 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 17,287 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| PAR TECHNOLOGY CORP | COM | 698884103 | 14,996 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 18,252 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 18,207 | 889,900 | SH | SOLE | 889,900 | 0 | 0 | ||