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
23ANDME HOLDING CO CLASS A COM 90138Q108   875,000 500,000 SH   SOLE   500,000 0 0
ARCO PLATFORM LTD COM CL A G04553106   19,003,895 1,565,395 SH   SOLE   1,565,395 0 0
CARGURUS INC COM CL A 141788109   210,091,172 9,283,746 SH   SOLE   9,283,746 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   158,860,688 14,171,337 SH   SOLE   14,171,337 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106   39,898,497 2,514,083 SH   SOLE   2,514,083 0 0
DATADOG INC CL A COM 23804L103   353,666,754 3,594,905 SH   SOLE   1,008,549 0 2,586,356
DOORDASH INC CL A 25809K105   362,648,970 4,745,472 SH   SOLE   4,745,472 0 0
FARFETCH LTD ORD SH CL A 30744W107   205,249,540 33,981,712 SH   SOLE   33,981,712 0 0
GLOBAL E ONLINE LTD SHS M5216V106   520,483,853 12,713,333 SH   SOLE   12,713,333 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   49,237,348 14,354,912 SH   SOLE   14,354,912 0 0
JAMF HLDG CORP COM 47074L105   322,461,050 16,519,521 SH   SOLE   16,519,521 0 0
KENVUE INC COM 49177J102   42,272,000 1,600,000 SH   SOLE   1,600,000 0 0
NCINO INC COM 63947X101   245,565,288 8,152,898 SH   SOLE   8,152,898 0 0
NEXTDOOR HOLDINGS INC COM CL A 65345M108   6,520,000 2,000,000 SH   SOLE   2,000,000 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   222,047,528 28,142,906 SH   SOLE   28,142,906 0 0
OSCAR HEALTH INC CL A 687793109   65,687,888 8,149,862 SH   SOLE   8,149,862 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   179,607,329 2,597,734 SH   SOLE   2,597,734 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100   110,306,806 14,344,188 SH   SOLE   14,344,188 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   57,419,655 882,429 SH   SOLE   882,429 0 0
ROBLOX CORP CL A 771049103   104,440,513 2,591,576 SH   SOLE   2,591,576 0 0
ROOT INC CL A NEW 77664L207   1,379,621 154,320 SH   SOLE   154,320 0 0
SNOWFLAKE INC CL A 833445109   265,969,485 1,511,362 SH   SOLE   1,511,362 0 0
BLOCK INC CL A 852234103   311,906,479 4,685,391 SH   SOLE   4,685,391 0 0
TOAST INC CL A 888787108   102,490,031 4,540,985 SH   SOLE   4,540,985 0 0
UBER TECHNOLOGIES INC COM 90353T100   323,296,633 7,488,919 SH   SOLE   7,488,919 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   561,628,450 22,120,065 SH   SOLE   22,120,065 0 0