Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	950,001	$198M	7.7%	$226.83	0.0%	COM	023135106
SPOT	SPOTIFY TECHNOLOGY S A	210,000	$102M	4.0%	$497.31	0.0%	SHS	L8681T102
SMTC	SEMTECH CORP	800,000	$61.51M	2.4%	$82.45	0.0%	COM	816850101
FROG	JFROG LTD	1,150,000	$53.97M	2.1%	$52.97	0.0%	ORD SHS	M6191J100
MRVL	MARVELL TECHNOLOGY INC	500,000	$49.52M	1.9%	—	—	CALL	573874104
SATS	ECHOSTAR CORP	350,000	$40.97M	1.6%	$116.36	0.0%	CL A	278768106
VFC	V F CORP	2,400,000	$40.78M	1.6%	$19.92	0.0%	COM	918204108
SPY	STATE STR SPDR S&P 500 ETF T	28,370	$18.45M	0.7%	$650.34	—	TR UNIT	78462F103

Increased Positions (5)

FWONK LIBERTY MEDIA CORP DEL 6.7%

Value $172M (+55.4%) Shares 2,025,000 (+80.0%) Est. Cost $76.77 Unrealized —

SE SEA LTD 4.3%

Value $110M (-20.0%) Shares 1,325,000 (+23.3%) Est. Cost $105.59 Unrealized —

BURL BURLINGTON STORES INC 6.3%

Value $163M (+18.6%) Shares 500,000 (+5.3%) Est. Cost $226.44 Unrealized +34.3%

CPNG COUPANG INC 5.8%

Value $149M (-12.8%) Shares 7,900,000 (+9.0%) Est. Cost $18.99 Unrealized +4.6%

TWLO TWILIO INC 3.4%

Value $88.07M (+12.6%) Shares 700,000 (+27.3%) Est. Cost $123.44 Unrealized -1.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
FWONK	LIBERTY MEDIA CORP DEL	2,025,000 (+80.0%)	$172M (+55.4%)	6.7%	$76.77	—	COM LBTY ONE S C	531229755
SE	SEA LTD	1,325,000 (+23.3%)	$110M (-20.0%)	4.3%	$105.59	—	SPONSORD ADS	81141R100
BURL	BURLINGTON STORES INC	500,000 (+5.3%)	$163M (+18.6%)	6.3%	$226.44	+34.3%	COM	122017106
CPNG	COUPANG INC	7,900,000 (+9.0%)	$149M (-12.8%)	5.8%	$18.99	+4.6%	CL A	22266T109
TWLO	TWILIO INC	700,000 (+27.3%)	$88.07M (+12.6%)	3.4%	$123.44	-1.3%	CL A	90138F102

Exited Positions (3)

FLUT FLUTTER ENTMT PLC 6.1%

Value $156M Shares 725,000 Est. Cost $218.33 Unrealized -23.7%

MNDY MONDAY COM LTD 2.4%

Value $62.71M Shares 425,000 Est. Cost $260.27 Unrealized -58.0%

CALM CAL MAINE FOODS INC 0.9%

Value $23.87M Shares 300,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
FLUT	FLUTTER ENTMT PLC	725,000	$156M	6.1%	$218.33	-23.7%	—	G3643J108
MNDY	MONDAY COM LTD	425,000	$62.71M	2.4%	$260.27	-58.0%	—	M7S64H106
CALM	CAL MAINE FOODS INC	300,000	$23.87M	0.9%	—	—	CALL	128030202

Decreased Positions (10)

MSFT MICROSOFT CORP 4.5%

Value $117M (-55.4%) Shares 315,000 (-41.7%) Est. Cost $327.28 Unrealized +32.8%

WIX WIX COM LTD 1.2%

Value $31.52M (-80.4%) Shares 350,000 (-77.4%) Est. Cost $142.18 Unrealized -42.7%

PLNT PLANET FITNESS MASTER ISSUER 7.3%

Value $188M (-37.0%) Shares 2,525,000 (-8.2%) Est. Cost $74.79 Unrealized +26.6%

Z ZILLOW GROUP INC 3.9%

Value $101M (-49.2%) Shares 2,450,000 (-16.2%) Est. Cost $55.85 Unrealized +5.2%

APP APPLOVIN CORP 1.2%

Value $29.85M (-55.7%) Shares 75,000 (-25.0%) Est. Cost $373.16 Unrealized +35.9%

TSM TAIWAN SEMICONDUCTOR MANUFAC 9.5%

Value $245M (-12.8%) Shares 725,000 (-21.6%) Est. Cost $183.40 Unrealized —

ADSK AUTODESK INC 3.3%

Value $83.79M (-29.2%) Shares 350,000 (-12.5%) Est. Cost $292.88 Unrealized -13.4%

NTNX NUTANIX INC 1.9%

Value $49.41M (-40.3%) Shares 1,300,000 (-18.8%) Est. Cost $69.11 Unrealized -36.8%

META META PLATFORMS INC 4.7%

Value $120M (-17.3%) Shares 210,000 (-4.5%) Est. Cost $248.30 Unrealized +164.0%

NXST NEXSTAR MEDIA GROUP INC 1.8%

Value $45.21M (-31.5%) Shares 250,000 (-23.1%) Est. Cost $191.37 Unrealized +14.1%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	315,000 (-41.7%)	$117M (-55.4%)	4.5%	$327.28	+32.8%	COM	594918104
WIX	WIX COM LTD	350,000 (-77.4%)	$31.52M (-80.4%)	1.2%	$142.18	-42.7%	SHS	M98068105
PLNT	PLANET FITNESS MASTER ISSUER	2,525,000 (-8.2%)	$188M (-37.0%)	7.3%	$74.79	+26.6%	CL A	72703H101
Z	ZILLOW GROUP INC	2,450,000 (-16.2%)	$101M (-49.2%)	3.9%	$55.85	+5.2%	CL C CAP STK	98954M200
APP	APPLOVIN CORP	75,000 (-25.0%)	$29.85M (-55.7%)	1.2%	$373.16	+35.9%	COM CL A	03831W108
TSM	TAIWAN SEMICONDUCTOR MANUFAC	725,000 (-21.6%)	$245M (-12.8%)	9.5%	$183.40	—	SPONSORED ADS	874039100
ADSK	AUTODESK INC	350,000 (-12.5%)	$83.79M (-29.2%)	3.3%	$292.88	-13.4%	COM	052769106
NTNX	NUTANIX INC	1,300,000 (-18.8%)	$49.41M (-40.3%)	1.9%	$69.11	-36.8%	CL A	67059N108
META	META PLATFORMS INC	210,000 (-4.5%)	$120M (-17.3%)	4.7%	$248.30	+164.0%	CL A	30303M102
NXST	NEXSTAR MEDIA GROUP INC	250,000 (-23.1%)	$45.21M (-31.5%)	1.8%	$191.37	+14.1%	COMMON STOCK	65336K103

Unchanged Positions (4)

AAP ADVANCE AUTO PARTS INC 1.4%

Value $36.92M Shares 700,000 Est. Cost $63.18 Unrealized -22.3%

HD HOME DEPOT INC 6.4%

Value $164M Shares 500,000 Est. Cost $349.36 Unrealized +7.9%

SN SHARKNINJA INC 4.1%

Value $106M Shares 1,000,000 Est. Cost $103.31 Unrealized +18.8%

CALM CAL MAINE FOODS INC 0.3%

Value $7.915M Shares 100,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAP	ADVANCE AUTO PARTS INC	700,000	$36.92M	1.4%	$63.18	-22.3%	COM	00751Y106
HD	HOME DEPOT INC	500,000	$164M	6.4%	$349.36	+7.9%	COM	437076102
SN	SHARKNINJA INC	1,000,000	$106M	4.1%	$103.31	+18.8%	COM SHS	G8068L108
CALM	CAL MAINE FOODS INC	100,000	$7.915M	0.3%	—	—	PUT	128030202