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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | META PLATFORMS INC | $24.3M | 42500 | 20.17% |
| 2 | HERBALIFE LTD | $15.5M | 1050000 | 12.82% |
| 3 | UBER TECHNOLOGIES INC | $13.8M | 192500 | 11.49% |
| 4 | TAIWAN SEMICONDUCTOR MANUFAC | $13.5M | 40000 | 11.21% |
| 5 | NETFLIX INC. | $12.0M | 125000 | 9.97% |
| 6 | FASTLY INC | $7.3M | 250000 | 6.03% |
| 7 | DAVE INC | $7.0M | 40000 | 5.78% |
| 8 | ALPHABET INC | $6.5M | 22500 | 5.37% |
| 9 | NEXTPOWER INC | $4.8M | 40000 | 4.00% |
| 10 | PRENETICS GLOBAL LTD | $3.9M | 200000 | 3.21% |
| 11 | FOX FACTORY HLDG CORP | $3.7M | 225000 | 3.07% |
| 12 | XPEL INC | $3.3M | 75000 | 2.75% |
| 13 | CHIME FINL INC | $2.8M | 150000 | 2.33% |
| 14 | NETGEAR INC | $2.2M | 100000 | 1.81% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.