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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACCEL ENTERTAINMENT INC COM CL A1 00436Q106 47,864 4,738,978 SH   SOLE   4,738,978 0 0
AMAZON COM INC COM 023135106 77,124 23,680 SH   SOLE   23,680 0 0
BIOLIFE SOLUTIONS INC COM NEW 09062W204 10,571 265,000 SH   SOLE   265,000 0 0
BRIDGETOWN HOLDINGS LTD UNIT 10/15/2025 G1355U105 29,457 1,734,810 SH   SOLE   1,734,810 0 0
BROADCOM INC COM 11135F101 54,525 124,530 SH   SOLE   124,530 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 79,760 1,073,925 SH   SOLE   1,073,925 0 0
CARDLYTICS INC COM 14161W105 63,827 447,063 SH   SOLE   447,063 0 0
CHEWY INC CL A 16679L109 48,245 536,715 SH   SOLE   536,715 0 0
CREE INC COM 225447101 84,236 795,427 SH   SOLE   795,427 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 80,486 379,973 SH   SOLE   379,973 0 0
DYNATRACE INC COM NEW 268150109 101,412 2,343,700 SH   SOLE   2,343,700 0 0
ETSY INC COM 29786A106 76,039 427,400 SH   SOLE   427,400 0 0
EXACT SCIENCES CORP COM 30063P105 53,615 404,672 SH   SOLE   404,672 0 0
GOODRX HLDGS INC COM CL A 38246G108 81,924 2,030,847 SH   SOLE   2,030,847 0 0
GUARDANT HEALTH INC COM 40131M109 20,995 162,900 SH   SOLE   162,900 0 0
INTUIT COM 461202103 31,148 82,000 SH   SOLE   82,000 0 0
JD.COM INC SPON ADR CL A 47215P106 63,802 725,846 SH   SOLE   725,846 0 0
LYFT INC CL A COM 55087P104 14,799 301,214 SH   SOLE   301,214 0 0
MATCH GROUP INC NEW COM 57667L107 89,263 590,400 SH   SOLE   590,400 0 0
MICROSOFT CORP COM 594918104 9,453 42,500 SH   SOLE   42,500 0 0
NCR CORP NEW COM 62886E108 85,779 2,283,172 SH   SOLE   2,283,172 0 0
NEBULA CARAVEL ACQUISITION C UNIT 12/09/2023 629070202 10,800 1,000,000 SH   SOLE   1,000,000 0 0
NETFLIX INC COM 64110L106 69,308 128,175 SH   SOLE   128,175 0 0
PAYPAL HLDGS INC COM 70450Y103 50,997 217,750 SH   SOLE   217,750 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 82,684 544,980 SH   SOLE   544,980 0 0
PHREESIA INC COM 71944F106 17,743 327,000 SH   SOLE   327,000 0 0
PINTEREST INC CL A 72352L106 63,300 960,540 SH   SOLE   960,540 0 0
PURPLE INNOVATION INC COM 74640Y106 109,885 3,335,904 SH   SOLE   3,335,904 0 0
RAPID7 INC COM 753422104 49,899 553,447 SH   SOLE   553,447 0 0
SEA LTD SPONSORD ADS 81141R100 160,952 808,600 SH   SOLE   808,600 0 0
SPLUNK INC COM 848637104 44,681 263,000 SH   SOLE   263,000 0 0
SQUARE INC CL A 852234103 25,029 115,000 SH   SOLE   115,000 0 0
STONECO LTD COM CL A G85158106 96,944 1,155,200 SH   SOLE   1,155,200 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 96,457 2,137,311 SH   SOLE   2,137,311 0 0
SUNRUN INC COM 86771W105 134,757 1,942,300 SH   SOLE   1,942,300 0 0
TALEND S A ADS 874224207 51,836 1,352,000 SH   SOLE   1,352,000 0 0
TENABLE HLDGS INC COM 88025T102 34,079 652,114 SH   SOLE   652,114 0 0
TESLA INC COM 88160R101 48,261 68,390 SH   SOLE   68,390 0 0
TPG PACE BEN FIN CORP CL A COM G8990D125 86,691 3,351,032 SH   SOLE   3,351,032 0 0
TPG PACE TECH OPPORTUNITIES UNIT 99/99/9999 G8990Y111 51,120 4,500,000 SH   SOLE   4,500,000 0 0
UNITY SOFTWARE INC COM 91332U101 738,623 4,812,816 SH   SOLE   4,812,816 0 0
TWC TECH HLDGS II CORP UNIT 09/10/2025 90117G204 53,750 5,000,000 SH   SOLE   5,000,000 0 0
WAYFAIR INC CL A 94419L101 13,424 59,450 SH   SOLE   59,450 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 57,850 171,500 SH   SOLE   171,500 0 0