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
Estimated average burden
hours per response: 23.8
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
AIRBNB INC COM CL A 009066101   66,839,669 521,533 SH   SOLE   416,938 0 104,595
ALPHABET INC CAP STK CL A 02079K305   39,534,875 330,283 SH   SOLE   258,554 0 71,729
AMAZON COM INC COM 023135106   253,983,126 1,948,321 SH   SOLE   1,557,022 0 391,299
AXON ENTERPRISE INC COM 05464C101   674,140 3,455 SH   SOLE   3,455 0 0
BLOCK INC CL A 852234103   118,251,287 1,776,345 SH   SOLE   1,380,820 0 395,525
COSTCO WHSL CORP NEW COM 22160K105   44,200,460 82,099 SH   SOLE   75,916 0 6,183
COURSERA INC COM 22266M104   203,763 15,650 SH   SOLE   15,650 0 0
DOXIMITY INC CL A 26622P107   366,906 10,785 SH   SOLE   10,785 0 0
FARFETCH LTD ORD SH CL A 30744W107   108,871 18,025 SH   SOLE   18,025 0 0
INTUIT COM 461202103   85,587,143 186,794 SH   SOLE   149,261 0 37,533
INTUITIVE SURGICAL INC COM NEW 46120E602   44,083,247 128,921 SH   SOLE   118,926 0 9,995
MASTERCARD INCORPORATED CL A 57636Q104   67,782,502 172,343 SH   SOLE   159,586 0 12,757
META PLATFORMS INC CL A 30303M102   38,842,743 135,350 SH   SOLE   126,031 0 9,319
MICROSOFT CORP COM 594918104   273,653,858 803,588 SH   SOLE   636,152 0 167,436
NETFLIX INC COM 64110L106   1,057,176 2,400 SH   SOLE   2,400 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   74,638,413 4,868,781 SH   SOLE   3,649,074 0 1,219,707
ROKU INC COM CL A 77543R102   23,294,168 364,199 SH   SOLE   264,674 0 99,525
SALESFORCE INC COM 79466L302   50,006,087 236,704 SH   SOLE   186,050 0 50,654
SERVICENOW INC COM 81762P102   299,841,903 533,555 SH   SOLE   414,579 0 118,976
SPOTIFY TECHNOLOGY S A SHS L8681T102   157,732,829 982,453 SH   SOLE   760,870 0 221,583
TESLA INC COM 88160R101   336,257,962 1,284,555 SH   SOLE   976,480 0 308,075
VISA INC COM CL A 92826C839   93,952,550 395,623 SH   SOLE   314,498 0 81,125
WAYFAIR INC CL A 94419L101   505,778 7,780 SH   SOLE   7,780 0 0
WORKDAY INC CL A 98138H101   150,655,754 666,943 SH   SOLE   616,392 0 50,551
YETI HLDGS INC COM 98585X104   565,316 14,555 SH   SOLE   14,555 0 0