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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AGORA INC ADS 00851L103 79,030 1,997,733 SH   SOLE   1,997,733 0 0
AIRBNB INC COM CL A 009066101 473,229 3,223,630 SH   SOLE   3,223,630 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 186,700 802,216 SH   SOLE   802,216 0 0
ALTIMETER GROWTH CORP UNIT 99/99/9999 G0370L124 33,150 2,550,000 SH   SOLE   2,550,000 0 0
BILL COM HLDGS INC COM 090043100 1,611 11,800 SH   SOLE   11,800 0 0
CARGURUS INC COM CL A 141788109 271,855 8,567,746 SH   SOLE   8,567,746 0 0
CERIDIAN HCM HLDG INC COM 15677J108 28,396 266,475 SH   SOLE   266,475 0 0
CONTEXTLOGIC INC COM CL A 21077C107 24,108 1,321,730 SH   SOLE   1,321,730 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 2,118 10,000 SH   SOLE   10,000 0 0
DATADOG INC CL A COM 23804L103 436,310 4,432,248 SH   SOLE   0 0 4,432,248
DATTO HLDG CORP COM 23821D100 100,071 3,706,333 SH   SOLE   3,706,333 0 0
DOORDASH INC CL A 25809K105 623,207 4,365,720 SH   SOLE   4,365,720 0 0
DRAGONEER GROWTH OPPORTUN CO UNIT 08/18/2027 G28302126 140 10,000 SH   SOLE   10,000 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 192,257 4,440,120 SH   SOLE   4,440,120 0 0
DYNATRACE INC COM NEW 268150109 371,627 8,588,555 SH   SOLE   8,588,555 0 0
FACEBOOK INC CL A 30303M102 92,703 339,374 SH   SOLE   339,374 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 145,808 1,570,362 SH   SOLE   1,570,362 0 0
FUBOTV INC COM 35953D104 120,270 4,295,360 SH   SOLE   4,295,360 0 0
GOODRX HLDGS INC COM CL A 38246G108 52,442 1,300,000 SH   SOLE   1,300,000 0 0
HEALTH ASSURN ACQUISITION CO UNIT 99/99/9999 42226W208 44,080 4,000,000 SH   SOLE   4,000,000 0 0
JAMF HLDG CORP COM 47074L105 162,853 5,442,957 SH   SOLE   5,442,957 0 0
JFROG LTD ORD SHS M6191J100 4,398 70,000 SH   SOLE   70,000 0 0
KE HLDGS INC SPONSORED ADS 482497104 76,925 1,250,000 SH   SOLE   1,250,000 0 0
LEMONADE INC COM 52567D107 1,225 10,000 SH   SOLE   10,000 0 0
NCINO INC COM 63947U107 19,913 275,000 SH   SOLE   275,000 0 0
OAK STR HEALTH INC COM 67181A107 21,407 350,019 SH   SOLE   350,019 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 5,419 35,716 SH   SOLE   35,716 0 0
PINTEREST INC CL A 72352L106 1,648 25,000 SH   SOLE   25,000 0 0
ROOT INC COM CL A 77664L108 145,463 9,259,259 SH   SOLE   9,259,259 0 0
SMARTSHEET INC COM CL A 83200N103 141,835 2,046,983 SH   SOLE   2,046,983 0 0
SNOWFLAKE INC CL A 833445109 1,091,542 3,878,970 SH   SOLE   3,878,970 0 0
SQUARE INC CL A 852234103 386,896 1,777,689 SH   SOLE   1,777,689 0 0
SUNLANDS TECHNOLOGY GROUP ADS 86740P108 2,648 2,429,476 SH   SOLE   2,429,476 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 2,832 147,194 SH   SOLE   147,194 0 0
TWILIO INC CL A 90138F102 254,851 752,883 SH   SOLE   752,883 0 0
UBER TECHNOLOGIES INC COM 90353T100 715,530 14,030,005 SH   SOLE   14,030,005 0 0
UNITY SOFTWARE INC COM 91332U101 153,470 1,000,000 SH   SOLE   1,000,000 0 0
XP INC CL A G98239109 395 9,948 SH   SOLE   9,948 0 0
XPENG INC ADS 98422D105 51,396 1,200,000 SH   SOLE   1,200,000 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 162,379 3,366,769 SH   SOLE   3,366,769 0 0