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
ALPHABET INC CAP STK CL A 02079K305 653,740 267,730 SH   SOLE   267,730 0 0
AMAZON COM INC COM 023135106 836,798 243,244 SH   SOLE   243,244 0 0
APPLIED MATLS INC COM 038222105 270,374 1,898,693 SH   SOLE   1,898,693 0 0
BILL COM HLDGS INC COM 090043100 666,313 3,637,475 SH   SOLE   3,637,475 0 0
CARVANA CO CL A 146869102 264,010 874,728 SH   SOLE   874,728 0 0
CATALYST PARTNRS ACQUISITN C UNIT 99/99/9999 G19550113 10,040 999,979 SH   SOLE   999,979 0 0
CONFLUENT INC CLASS A COM 20717M103 14,250 300,000 SH   SOLE   300,000 0 0
COUPA SOFTWARE INC COM 22266L106 131,013 499,838 SH   SOLE   499,838 0 0
COUPANG INC CL A 22266T109 40,125 959,475 SH   SOLE   959,475 0 0
CREE INC COM 225447101 119,988 1,225,247 SH   SOLE   1,225,247 0 0
CRICUT INC COM CL A 22658D100 33,291 781,470 SH   SOLE   781,470 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 740,849 2,947,947 SH   SOLE   2,947,947 0 0
DATADOG INC CL A COM 23804L103 404,192 3,883,470 SH   SOLE   3,883,470 0 0
DLOCAL LTD CLASS A COM G29018101 12,607 239,999 SH   SOLE   239,999 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 6,769 68,870 SH   SOLE   68,870 0 0
DOORDASH INC CL A 25809K105 491,359 2,755,333 SH   SOLE   2,755,333 0 0
DOXIMITY INC CL A 26622P107 128,637 2,210,255 SH   SOLE   2,210,255 0 0
DRAGONEER GROWTH OPPORTUN CO COM CL A G28302100 33,131 3,326,451 SH   SOLE   3,326,451 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 97,794 2,247,629 SH   SOLE   2,247,629 0 0
ELASTIC N V ORD SHS N14506104 322,883 2,215,171 SH   SOLE   2,215,171 0 0
FACEBOOK INC CL A 30303M102 507,472 1,459,468 SH   SOLE   1,459,468 0 0
FASTLY INC CL A 31188V100 245,637 4,121,426 SH   SOLE   4,121,426 0 0
FIVE9 INC COM 338307101 523,191 2,852,885 SH   SOLE   2,852,885 0 0
FLYWIRE CORPORATION COM VTG 302492103 111,322 3,030,005 SH   SOLE   3,030,005 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108 106,657 5,233,418 SH   SOLE   5,233,418 0 0
GLOBAL E ONLINE LTD SHS M5216V106 28,539 499,989 SH   SOLE   499,989 0 0
HUBSPOT INC COM 443573100 357,338 613,225 SH   SOLE   613,225 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 41,962 118,393 SH   SOLE   118,393 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106 71,156 1,794,600 SH   SOLE   1,794,600 0 0
KE HLDGS INC SPONSORED ADS 482497104 351,691 7,376,071 SH   SOLE   7,376,071 0 0
KNOWBE4 INC CL A 49926T104 39,088 1,250,000 SH   SOLE   1,250,000 0 0
MARQETA INC CLASS A COM 57142B104 14,035 499,996 SH   SOLE   499,996 0 0
MERCADOLIBRE INC COM 58733R102 281,123 180,463 SH   SOLE   180,463 0 0
MICROSOFT CORP COM 594918104 387,077 1,428,857 SH   SOLE   1,428,857 0 0
MONDAY COM LTD SHS M7S64H106 22,359 100,000 SH   SOLE   100,000 0 0
MONGODB INC CL A 60937P106 457,373 1,265,138 SH   SOLE   1,265,138 0 0
NVIDIA CORPORATION COM 67066G104 239,189 298,949 SH   SOLE   298,949 0 0
OKTA INC CL A 679295105 228,650 934,484 SH   SOLE   934,484 0 0
OLO INC CL A 68134L109 13,087 350,000 SH   SOLE   350,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 390,457 3,148,343 SH   SOLE   3,148,343 0 0
PENN NATL GAMING INC COM 707569109 156,379 2,044,435 SH   SOLE   2,044,435 0 0
PINTEREST INC CL A 72352L106 78,444 993,592 SH   SOLE   993,592 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 23,737 249,994 SH   SOLE   249,994 0 0
ROBLOX CORP CL A 771049103 390,228 4,336,835 SH   SOLE   4,336,835 0 0
RODGERS SILICON VALLEY AQ CO COM 774873103 2,568 111,800 SH   SOLE   111,800 0 0
ROKU INC COM CL A 77543R102 580,380 1,263,757 SH   SOLE   1,263,757 0 0
SEA LTD SPONSORD ADS 81141R100 211,099 768,752 SH   SOLE   768,752 0 0
SHOPIFY INC CL A 82509L107 793,508 543,134 SH   SOLE   543,134 0 0
SNOWFLAKE INC CL A 833445109 190,547 788,034 SH   SOLE   788,034 0 0
SQUARE INC CL A 852234103 234,130 960,336 SH   SOLE   960,336 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 165,762 1,379,510 SH   SOLE   1,379,510 0 0
TASKUS INC CLASS A COM 87652V109 11,984 350,000 SH   SOLE   350,000 0 0
TESLA INC COM 88160R101 593,511 873,195 SH   SOLE   873,195 0 0
TRIPADVISOR INC COM 896945201 154,859 3,842,643 SH   SOLE   3,842,643 0 0
TWILIO INC CL A 90138F102 287,484 729,359 SH   SOLE   729,359 0 0
UIPATH INC CL A 90364P105 104,035 1,531,502 SH   SOLE   1,531,502 0 0
VICOR CORP COM 925815102 32,760 309,815 SH   SOLE   309,815 0 0
WAYFAIR INC CL A 94419L101 575,634 1,823,299 SH   SOLE   1,823,299 0 0
WORKDAY INC CL A 98138H101 216,480 906,762 SH   SOLE   906,762 0 0
XOMETRY INC CLASS A COM 98423F109 11,798 135,000 SH   SOLE   135,000 0 0
ZENDESK INC COM 98936J101 292,885 2,029,135 SH   SOLE   2,029,135 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 515,625 1,332,261 SH   SOLE   1,332,261 0 0