Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
T	AT&T INC	12,084,219	$250M	5.9%	—	—	COM	00206R102
ZBRA	ZEBRA TECHNOLOGIES CORPORATI	947,726	$249M	5.9%	—	—	CL A	989207105
AMZN	AMAZON COM INC	1,027,536	$245M	5.8%	—	—	COM	023135106
ETN	EATON CORP PLC	462,513	$197M	4.7%	—	—	SHS	G29183103
RACE	FERRARI N V	404,397	$151M	3.6%	—	—	COM	N3167Y103
APP	APPLOVIN CORP	253,636	$131M	3.1%	—	—	COM CL A	03831W108
DKNG	DRAFTKINGS INC NEW	4,620,776	$117M	2.8%	—	—	COM CL A	26142V105
STM	STMICROELECTRONICS N V	1,391,293	$104M	2.5%	—	—	NY REGISTRY	861012102
SPHR	SPHERE ENTERTAINMENT CO	354,482	$61.34M	1.5%	—	—	CL A	55826T102
SNDK	SANDISK CORP	22,936	$52.15M	1.2%	—	—	COM	80004C200
HPE	HEWLETT PACKARD ENTERPRISE C	922,265	$41.6M	1.0%	—	—	COM	42824C109
PSTG	EVERPURE INC	515,256	$40.6M	1.0%	—	—	CL A	74624M102
NET	CLOUDFLARE INC	140,946	$34.57M	0.8%	—	—	CL A COM	18915M107
NTAP	NETAPP INC	154,022	$23.84M	0.6%	—	—	COM	64110D104

Increased Positions (5)

XYZ BLOCK INC 14.8%

Value $627M (+129.7%) Shares 8,246,473 (+81.9%) Est. Cost — Unrealized —

W WAYFAIR INC 5.2%

Value $221M (+795.8%) Shares 2,396,292 (+629.0%) Est. Cost — Unrealized —

RKT ROCKET COS INC 5.6%

Value $236M (+67.5%) Shares 14,961,047 (+51.6%) Est. Cost — Unrealized —

RBLX ROBLOX CORP 4.0%

Value $169M (+19.4%) Shares 3,107,169 (+24.2%) Est. Cost — Unrealized —

TRMB TRIMBLE INC 2.8%

Value $119M (+8.4%) Shares 2,332,879 (+38.1%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
XYZ	BLOCK INC	8,246,473 (+81.9%)	$627M (+129.7%)	14.8%	—	—	CL A	852234103
W	WAYFAIR INC	2,396,292 (+629.0%)	$221M (+795.8%)	5.2%	—	—	CL A	94419L101
RKT	ROCKET COS INC	14,961,047 (+51.6%)	$236M (+67.5%)	5.6%	—	—	COM CL A	77311W101
RBLX	ROBLOX CORP	3,107,169 (+24.2%)	$169M (+19.4%)	4.0%	—	—	CL A	771049103
TRMB	TRIMBLE INC	2,332,879 (+38.1%)	$119M (+8.4%)	2.8%	—	—	COM	896239100

Exited Positions (14)

AVGO BROADCOM INC 3.6%

Value $153M Shares 494,842 Est. Cost — Unrealized —

TSLA TESLA INC 3.5%

Value $149M Shares 400,469 Est. Cost — Unrealized —

PYPL PAYPAL HLDGS INC 2.6%

Value $111M Shares 2,448,456 Est. Cost — Unrealized —

ORCL ORACLE CORP 2.2%

Value $94.02M Shares 639,117 Est. Cost — Unrealized —

QRVO QORVO INC 2.2%

Value $93.66M Shares 1,210,071 Est. Cost — Unrealized —

MKSI MKS INC. 2.0%

Value $86.15M Shares 374,868 Est. Cost — Unrealized —

LBTYA LIBERTY GLOBAL LTD 1.7%

Value $73.39M Shares 6,069,913 Est. Cost — Unrealized —

VSAT VIASAT INC 1.7%

Value $69.99M Shares 1,528,068 Est. Cost — Unrealized —

MSGS MADISON SQUARE GRDN SPRT COR 1.6%

Value $65.97M Shares 205,253 Est. Cost — Unrealized —

TTWO TAKE-TWO INTERACTIVE SOFTWAR 1.5%

Value $63.27M Shares 320,372 Est. Cost — Unrealized —

AKAM AKAMAI TECHNOLOGIES INC 1.3%

Value $56.14M Shares 488,809 Est. Cost — Unrealized —

AMAT APPLIED MATLS INC 1.1%

Value $48.31M Shares 141,341 Est. Cost — Unrealized —

LBTYK LIBERTY GLOBAL LTD 0.7%

Value $30.68M Shares 2,615,646 Est. Cost — Unrealized —

ENPH ENPHASE ENERGY INC 0.6%

Value $23.46M Shares 620,559 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AVGO	BROADCOM INC	494,842	$153M	3.6%	—	—	—	11135F101
TSLA	TESLA INC	400,469	$149M	3.5%	—	—	—	88160R101
PYPL	PAYPAL HLDGS INC	2,448,456	$111M	2.6%	—	—	—	70450Y103
ORCL	ORACLE CORP	639,117	$94.02M	2.2%	—	—	—	68389X105
QRVO	QORVO INC	1,210,071	$93.66M	2.2%	—	—	—	74736K101
MKSI	MKS INC.	374,868	$86.15M	2.0%	—	—	—	55306N104
LBTYA	LIBERTY GLOBAL LTD	6,069,913	$73.39M	1.7%	—	—	—	G61188101
VSAT	VIASAT INC	1,528,068	$69.99M	1.7%	—	—	—	92552V100
MSGS	MADISON SQUARE GRDN SPRT COR	205,253	$65.97M	1.6%	—	—	—	55825T103
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	320,372	$63.27M	1.5%	—	—	—	874054109
AKAM	AKAMAI TECHNOLOGIES INC	488,809	$56.14M	1.3%	—	—	—	00971T101
AMAT	APPLIED MATLS INC	141,341	$48.31M	1.1%	—	—	—	038222105
LBTYK	LIBERTY GLOBAL LTD	2,615,646	$30.68M	0.7%	—	—	—	G61188127
ENPH	ENPHASE ENERGY INC	620,559	$23.46M	0.6%	—	—	—	29355A107

Decreased Positions (8)

GOOGL ALPHABET INC 5.9%

Value $247M (-26.6%) Shares 691,832 (-40.9%) Est. Cost — Unrealized —

BILL BILL HOLDINGS INC 1.2%

Value $50.63M (-60.4%) Shares 1,400,202 (-58.1%) Est. Cost — Unrealized —

CART MAPLEBEAR INC 4.3%

Value $182M (+25.0%) Shares 3,851,511 (-1.1%) Est. Cost — Unrealized —

IRM IRON MTN INC DEL 3.8%

Value $161M (+9.1%) Shares 1,274,684 (-11.8%) Est. Cost — Unrealized —

GLBE GLOBAL E ONLINE LTD 2.5%

Value $105M (-8.5%) Shares 3,034,019 (-18.7%) Est. Cost — Unrealized —

FWONK LIBERTY MEDIA CORP DEL 3.8%

Value $162M (+3.5%) Shares 1,698,965 (-7.5%) Est. Cost — Unrealized —

LYFT LYFT INC 3.9%

Value $163M (+2.7%) Shares 11,173,228 (-6.5%) Est. Cost — Unrealized —

ZETA ZETA GLOBAL HOLDINGS CORP 2.0%

Value $82.81M (+2.8%) Shares 4,207,812 (-16.9%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	691,832 (-40.9%)	$247M (-26.6%)	5.9%	—	—	CAP STK CL A	02079K305
BILL	BILL HOLDINGS INC	1,400,202 (-58.1%)	$50.63M (-60.4%)	1.2%	—	—	COM	090043100
CART	MAPLEBEAR INC	3,851,511 (-1.1%)	$182M (+25.0%)	4.3%	—	—	COM	565394103
IRM	IRON MTN INC DEL	1,274,684 (-11.8%)	$161M (+9.1%)	3.8%	—	—	COM	46284V101
GLBE	GLOBAL E ONLINE LTD	3,034,019 (-18.7%)	$105M (-8.5%)	2.5%	—	—	SHS	M5216V106
FWONK	LIBERTY MEDIA CORP DEL	1,698,965 (-7.5%)	$162M (+3.5%)	3.8%	—	—	COM LBTY ONE S C	531229755
LYFT	LYFT INC	11,173,228 (-6.5%)	$163M (+2.7%)	3.9%	—	—	CL A COM	55087P104
ZETA	ZETA GLOBAL HOLDINGS CORP	4,207,812 (-16.9%)	$82.81M (+2.8%)	2.0%	—	—	CL A	98956A105