Contour Asset Management LLC Hedge Fund

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CRM	SALESFORCE INC	1,134,417	$300,518	7.0%	$248.17	0.0%	COM	79466L302
WDAY	WORKDAY INC	857,075	$184,083	4.3%	$227.21	0.0%	CL A	98138H101
RUN	SUNRUN INC	5,326,628	$98,010	2.3%	$19.17	0.0%	COM	86771W105
MDB	MONGODB INC	198,944	$83,495	1.9%	$363.83	0.0%	CL A	60937P106
LYFT	LYFT INC	3,916,884	$75,870	1.8%	$20.79	0.0%	CL A COM	55087P104
PAYC	PAYCOM SOFTWARE INC	378,595	$60,333	1.4%	$176.93	0.0%	COM	70432V102
TSLA	TESLA INC	85,630	$38,510	0.9%	$443.29	0.0%	COM	88160R101
BAH	BOOZ ALLEN HAMILTON HLDG COR	398,602	$33,626	0.8%	$88.51	0.0%	CL A	099502106
FISV	FISERV INC	431,164	$28,961	0.7%	$83.87	0.0%	COM	337738108

Increased Positions (14)

ABNB AIRBNB INC 5.3%

Value ($000) $228,552 (+95.6%) Shares 1,683,998 (+74.9%) Est. Cost $127.30 Unrealized -2.2%

BILL BILL HOLDINGS INC 6.0%

Value ($000) $256,914 (+49.8%) Shares 4,710,570 (+45.5%) Est. Cost $53.59 Unrealized -4.1%

DASH DOORDASH INC 1.9%

Value ($000) $81,449 (+312.4%) Shares 359,631 (+395.3%) Est. Cost $237.85 Unrealized -1.4%

ZETA ZETA GLOBAL HOLDINGS CORP 5.3%

Value ($000) $227,159 (+29.4%) Shares 11,162,626 (+26.3%) Est. Cost $16.11 Unrealized +15.9%

XYZ BLOCK INC 7.1%

Value ($000) $303,768 (+17.5%) Shares 4,666,891 (+30.4%) Est. Cost $70.24 Unrealized -1.8%

Z ZILLOW GROUP INC 5.2%

Value ($000) $222,430 (+14.9%) Shares 3,260,474 (+29.8%) Est. Cost $79.59 Unrealized -9.0%

GLBE GLOBAL E ONLINE LTD 4.4%

Value ($000) $190,342 (+14.9%) Shares 4,842,069 (+4.6%) Est. Cost $36.74 Unrealized +1.0%

MSGS MADISON SQUARE GRDN SPRT COR 1.2%

Value ($000) $49,404 (+27.3%) Shares 191,008 (+11.7%) Est. Cost $207.36 Unrealized +9.8%

LBTYA LIBERTY GLOBAL LTD 1.3%

Value ($000) $57,740 (+16.5%) Shares 5,183,133 (+19.8%) Est. Cost $11.35 Unrealized -2.5%

LBTYK LIBERTY GLOBAL LTD 0.7%

Value ($000) $28,803 (+31.9%) Shares 2,608,955 (+40.4%) Est. Cost $11.11 Unrealized +0.1%

TTWO TAKE-TWO INTERACTIVE SOFTWAR 5.4%

Value ($000) $232,597 (+2.7%) Shares 908,474 (+3.7%) Est. Cost $202.90 Unrealized +22.9%

TRMB TRIMBLE INC 5.8%

Value ($000) $248,702 (-1.7%) Shares 3,174,248 (+2.4%) Est. Cost $55.17 Unrealized +44.4%

FWONK LIBERTY MEDIA CORP DEL 2.8%

Value ($000) $119,121 (-3.3%) Shares 1,209,227 (+2.5%) Est. Cost $104.32 Unrealized —

RBLX ROBLOX CORP 1.0%

Value ($000) $41,347 (+8.5%) Shares 510,271 (+85.4%) Est. Cost $115.94 Unrealized -8.4%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ABNB	AIRBNB INC	1,683,998 (+74.9%)	$228,552 (+95.6%)	5.3%	$127.30	-2.2%	COM CL A	009066101
BILL	BILL HOLDINGS INC	4,710,570 (+45.5%)	$256,914 (+49.8%)	6.0%	$53.59	-4.1%	COM	090043100
DASH	DOORDASH INC	359,631 (+395.3%)	$81,449 (+312.4%)	1.9%	$237.85	-1.4%	CL A	25809K105
ZETA	ZETA GLOBAL HOLDINGS CORP	11,162,626 (+26.3%)	$227,159 (+29.4%)	5.3%	$16.11	+15.9%	CL A	98956A105
XYZ	BLOCK INC	4,666,891 (+30.4%)	$303,768 (+17.5%)	7.1%	$70.24	-1.8%	CL A	852234103
Z	ZILLOW GROUP INC	3,260,474 (+29.8%)	$222,430 (+14.9%)	5.2%	$79.59	-9.0%	CL C CAP STK	98954M200
GLBE	GLOBAL E ONLINE LTD	4,842,069 (+4.6%)	$190,342 (+14.9%)	4.4%	$36.74	+1.0%	SHS	M5216V106
MSGS	MADISON SQUARE GRDN SPRT COR	191,008 (+11.7%)	$49,404 (+27.3%)	1.2%	$207.36	+9.8%	CL A	55825T103
LBTYA	LIBERTY GLOBAL LTD	5,183,133 (+19.8%)	$57,740 (+16.5%)	1.3%	$11.35	-2.5%	COM CL A	G61188101
LBTYK	LIBERTY GLOBAL LTD	2,608,955 (+40.4%)	$28,803 (+31.9%)	0.7%	$11.11	+0.1%	COM CL C	G61188127
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	908,474 (+3.7%)	$232,597 (+2.7%)	5.4%	$202.90	+22.9%	COM	874054109
TRMB	TRIMBLE INC	3,174,248 (+2.4%)	$248,702 (-1.7%)	5.8%	$55.17	+44.4%	COM	896239100
FWONK	LIBERTY MEDIA CORP DEL	1,209,227 (+2.5%)	$119,121 (-3.3%)	2.8%	$104.32	—	COM LBTY ONE S C	531229755
RBLX	ROBLOX CORP	510,271 (+85.4%)	$41,347 (+8.5%)	1.0%	$115.94	-8.4%	CL A	771049103

Exited Positions (10)

AMZN AMAZON COM INC 3.1%

Value ($000) $134,606 Shares 613,042 Est. Cost $199.31 Unrealized +14.8%

CHTR CHARTER COMMUNICATIONS INC N 3.1%

Value ($000) $133,382 Shares 484,839 Est. Cost $302.19 Unrealized -25.6%

PYPL PAYPAL HLDGS INC 2.9%

Value ($000) $124,165 Shares 1,851,547 Est. Cost $70.32 Unrealized -7.8%

DKNG DRAFTKINGS INC NEW 2.1%

Value ($000) $90,495 Shares 2,419,653 Est. Cost $42.47 Unrealized -22.6%

MRVL MARVELL TECHNOLOGY INC 2.0%

Value ($000) $87,524 Shares 1,041,086 Est. Cost $73.50 Unrealized +19.0%

PSKY PARAMOUNT SKYDANCE CORP 1.9%

Value ($000) $79,313 Shares 4,191,999 Est. Cost $14.51 Unrealized +7.3%

WBD WARNER BROS DISCOVERY INC 1.1%

Value ($000) $46,489 Shares 2,380,384 Est. Cost $13.62 Unrealized +71.6%

GTM ZOOMINFO TECHNOLOGIES INC 1.0%

Value ($000) $41,896 Shares 3,840,173 Est. Cost $10.72 Unrealized -4.0%

CVNA CARVANA CO 1.0%

Value ($000) $40,818 Shares 108,201 Est. Cost $137.48 Unrealized +170.4%

LUMN LUMEN TECHNOLOGIES INC 0.7%

Value ($000) $30,421 Shares 4,970,793 Est. Cost $4.80 Unrealized +71.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	613,042	$134,606	3.1%	$199.31	+14.8%	—	023135106
CHTR	CHARTER COMMUNICATIONS INC N	484,839	$133,382	3.1%	$302.19	-25.6%	—	16119P108
PYPL	PAYPAL HLDGS INC	1,851,547	$124,165	2.9%	$70.32	-7.8%	—	70450Y103
DKNG	DRAFTKINGS INC NEW	2,419,653	$90,495	2.1%	$42.47	-22.6%	—	26142V105
MRVL	MARVELL TECHNOLOGY INC	1,041,086	$87,524	2.0%	$73.50	+19.0%	—	573874104
PSKY	PARAMOUNT SKYDANCE CORP	4,191,999	$79,313	1.9%	$14.51	+7.3%	—	69932A204
WBD	WARNER BROS DISCOVERY INC	2,380,384	$46,489	1.1%	$13.62	+71.6%	—	934423104
GTM	ZOOMINFO TECHNOLOGIES INC	3,840,173	$41,896	1.0%	$10.72	-4.0%	—	98980F104
CVNA	CARVANA CO	108,201	$40,818	1.0%	$137.48	+170.4%	—	146869102
LUMN	LUMEN TECHNOLOGIES INC	4,970,793	$30,421	0.7%	$4.80	+71.5%	—	550241103

Decreased Positions (7)

IRM IRON MTN INC DEL 5.5%

Value ($000) $234,929 (-27.2%) Shares 2,832,182 (-10.5%) Est. Cost $93.21 Unrealized -0.5%

GOOGL ALPHABET INC 7.7%

Value ($000) $332,072 (+24.2%) Shares 1,060,934 (-3.6%) Est. Cost $209.20 Unrealized +36.5%

RKT ROCKET COS INC 1.7%

Value ($000) $74,440 (-46.1%) Shares 3,845,051 (-46.0%) Est. Cost $17.44 Unrealized +2.5%

SNAP SNAP INC 0.6%

Value ($000) $27,075 (-64.4%) Shares 3,355,000 (-65.9%) Est. Cost $8.30 Unrealized -4.7%

TER TERADYNE INC 3.9%

Value ($000) $168,698 (-19.2%) Shares 871,556 (-42.5%) Est. Cost $109.09 Unrealized +57.2%

AVGO BROADCOM INC 1.6%

Value ($000) $66,779 (-34.0%) Shares 192,946 (-37.1%) Est. Cost $212.10 Unrealized +68.3%

QRVO QORVO INC 4.4%

Value ($000) $190,056 (-11.3%) Shares 2,248,922 (-4.4%) Est. Cost $75.69 Unrealized +16.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
IRM	IRON MTN INC DEL	2,832,182 (-10.5%)	$234,929 (-27.2%)	5.5%	$93.21	-0.5%	COM	46284V101
GOOGL	ALPHABET INC	1,060,934 (-3.6%)	$332,072 (+24.2%)	7.7%	$209.20	+36.5%	CAP STK CL A	02079K305
RKT	ROCKET COS INC	3,845,051 (-46.0%)	$74,440 (-46.1%)	1.7%	$17.44	+2.5%	COM CL A	77311W101
SNAP	SNAP INC	3,355,000 (-65.9%)	$27,075 (-64.4%)	0.6%	$8.30	-4.7%	CL A	83304A106
TER	TERADYNE INC	871,556 (-42.5%)	$168,698 (-19.2%)	3.9%	$109.09	+57.2%	COM	880770102
AVGO	BROADCOM INC	192,946 (-37.1%)	$66,779 (-34.0%)	1.6%	$212.10	+68.3%	COM	11135F101
QRVO	QORVO INC	2,248,922 (-4.4%)	$190,056 (-11.3%)	4.4%	$75.69	+16.6%	COM	74736K101