The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305   867,595,023 8,363,974 SH   SOLE   8,363,974 0 0
ALTC ACQUISITION CORP COM CL A 02156V109   40,600,000 4,000,000 SH   SOLE   4,000,000 0 0
AMAZON COM INC COM 023135106   1,000,381,313 9,685,171 SH   SOLE   9,685,171 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   165,160,621 2,614,956 SH   SOLE   2,614,956 0 0
APPLE INC COM 037833100   140,329,900 851,000 SH   SOLE   851,000 0 0
APPLIED MATLS INC COM 038222105   51,527,185 419,500 SH   SOLE   419,500 0 0
ATLASSIAN CORPORATION CL A 049468101   68,561,288 400,545 SH   SOLE   400,545 0 0
ATRENEW INC SPONSORED ADS 00138L108   35,017,715 11,481,218 SH   SOLE   11,481,218 0 0
BLOCK INC CL A 852234103   113,011,287 1,646,195 SH   SOLE   1,646,195 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   9,604,940 142,148 SH   SOLE   142,148 0 0
CONFLUENT INC CLASS A COM 20717M103   138,482,557 5,753,326 SH   SOLE   5,753,326 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   123,534,000 900,000 SH   SOLE   900,000 0 0
DATADOG INC CL A COM 23804L103   191,987,992 2,642,279 SH   SOLE   2,642,279 0 0
DINGDONG CAYMAN LTD ADS 25445D101   457,561 118,539 SH   SOLE   118,539 0 0
DLOCAL LTD CLASS A COM G29018101   100,045,593 6,168,039 SH   SOLE   6,168,039 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105   35,190,865 166,900 SH   SOLE   166,900 0 0
FRESHWORKS INC CLASS A COM 358054104   36,740,721 2,391,974 SH   SOLE   2,391,974 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   55,474,300 18,430,000 SH   SOLE   18,430,000 0 0
HASHICORP INC COM CL A 418100103   5,145,843 175,686 SH   SOLE   175,686 0 0
HUBSPOT INC COM 443573100   95,962,825 223,820 SH   SOLE   223,820 0 0
INTUIT COM 461202103   199,910,172 448,400 SH   SOLE   448,400 0 0
JD.COM INC SPON ADR CL A 47215P106   1,056,779,031 24,077,900 SH   SOLE   24,077,900 0 0
JOBY AVIATION INC *W EXP 08/10/202 G65163118   65,650 101,000 SH   SOLE   101,000 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   162,188,427 8,522,776 SH   SOLE   8,522,776 0 0
KATAPULT HOLDINGS INC COM 485859102   505,983 1,135,000 SH   SOLE   1,135,000 0 0
KKR & CO INC COM 48251W104   26,837,720 511,000 SH   SOLE   511,000 0 0
LAM RESEARCH CORP COM 512807108   53,132,867 100,228 SH   SOLE   100,228 0 0
LAMB WESTON HLDGS INC COM 513272104   18,791,024 179,784 SH   SOLE   179,784 0 0
MASTERCARD INCORPORATED CL A 57636Q104   263,108,840 724,000 SH   SOLE   724,000 0 0
META PLATFORMS INC CL A 30303M102   1,580,453,747 7,457,081 SH   SOLE   7,457,081 0 0
MICROSOFT CORP COM 594918104   1,710,146,301 5,931,829 SH   SOLE   5,931,829 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   19,471,500 450,000 SH   SOLE   450,000 0 0
MONGODB INC CL A 60937P106   50,470,480 216,500 SH   SOLE   216,500 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   120,822,180 25,382,811 SH   SOLE   25,382,811 0 0
NVIDIA CORPORATION COM 67066G104   12,187,159 43,875 SH   SOLE   43,875 0 0
ON24 INC COM 68339B104   734,114 83,803 SH   SOLE   83,803 0 0
OZON HLDGS PLC SPONSORED ADS 69269L104   40,794,764 3,516,790 SH   SOLE   3,516,790 0 0
PAGAYA TECHNOLOGIES LTD CL A SHS M7S64L115   44,503,986 43,631,359 SH   SOLE   43,631,359 0 0
PALO ALTO NETWORKS INC COM 697435105   51,472,998 257,700 SH   SOLE   257,700 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   2,268,000 200,000 SH   SOLE   200,000 0 0
SEA LTD SPONSORD ADS 81141R100   291,812,932 3,371,611 SH   SOLE   3,371,611 0 0
SENTINELONE INC CL A 81730H109   599,332 36,634 SH   SOLE   36,634 0 0
SERVICENOW INC COM 81762P102   375,910,614 808,897 SH   SOLE   808,897 0 0
SHOPIFY INC CL A 82509L107   4,578,270 95,500 SH   SOLE   95,500 0 0
SNOWFLAKE INC CL A 833445109   286,030,208 1,853,848 SH   SOLE   1,853,848 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   342,201 2,561 SH   SOLE   2,561 0 0
STONECO LTD COM CL A G85158106   6,506,280 682,000 SH   SOLE   682,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   147,767,386 1,588,555 SH   SOLE   1,588,555 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   286,345,411 2,400,213 SH   SOLE   2,400,213 0 0
TOAST INC CL A 888787108   33,167,277 1,868,579 SH   SOLE   1,868,579 0 0
UBER TECHNOLOGIES INC COM 90353T100   19,020,000 600,000 SH   SOLE   600,000 0 0
VISA INC COM CL A 92826C839   36,749,980 163,000 SH   SOLE   163,000 0 0
WEAVE COMMUNICATIONS INC COM 94724R108   24,537,356 4,937,094 SH   SOLE   4,937,094 0 0
WORKDAY INC CL A 98138H101   520,052,230 2,517,925 SH   SOLE   2,517,925 0 0
XP INC CL A G98239109   86,596,825 7,295,436 SH   SOLE   7,295,436 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   185,071,179 7,489,728 SH   SOLE   7,489,728 0 0