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
ADVANCED MICRO DEVICES INC COM 007903107 301,845 2,097,604 SH   SOLE   2,097,604 0 0
ALPHABET INC CAP STK CL A 02079K305 946,315 326,649 SH   SOLE   326,649 0 0
AMAZON COM INC COM 023135106 618,243 185,417 SH   SOLE   185,417 0 0
BILL COM HLDGS INC COM 090043100 859,382 3,449,256 SH   SOLE   3,449,256 0 0
BLOCK INC CL A 852234103 103,504 640,849 SH   SOLE   640,849 0 0
BRAZE INC COM CL A 10576N102 15,432 200,000 SH   SOLE   200,000 0 0
CALIX INC COM 13100M509 178,308 2,229,684 SH   SOLE   2,229,684 0 0
CARVANA CO CL A 146869102 544,149 2,347,595 SH   SOLE   2,347,595 0 0
CATALYST PARTNRS ACQUISITN C UNIT 99/99/9999 G19550113 10,010 999,964 SH   SOLE   999,964 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 106,847 9,380,788 SH   SOLE   9,380,788 0 0
CLOUDFLARE INC CL A COM 18915M107 148,647 1,130,399 SH   SOLE   1,130,399 0 0
CONFLUENT INC CLASS A COM 20717M103 215,456 2,826,020 SH   SOLE   2,826,020 0 0
COUPA SOFTWARE INC COM 22266L106 78,999 499,838 SH   SOLE   499,838 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 625,961 3,057,196 SH   SOLE   3,057,196 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 273,003 3,398,517 SH   SOLE   3,398,517 0 0
DOORDASH INC CL A 25809K105 353,312 2,372,814 SH   SOLE   2,372,814 0 0
DOXIMITY INC CL A 26622P107 282,301 5,631,376 SH   SOLE   5,631,376 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 67,249 2,233,449 SH   SOLE   2,233,449 0 0
ENOVIX CORPORATION COM 293594107 195,540 7,167,885 SH   SOLE   7,167,885 0 0
FIVE9 INC COM 338307101 336,022 2,447,002 SH   SOLE   2,447,002 0 0
FLYWIRE CORPORATION COM VTG 302492103 115,321 3,029,978 SH   SOLE   3,029,978 0 0
GITLAB INC CLASS A COM 37637K108 13,269 152,513 SH   SOLE   152,513 0 0
GLOBAL E ONLINE LTD SHS M5216V106 87,474 1,379,935 SH   SOLE   1,379,935 0 0
HASHICORP INC COM CL A 418100103 31,110 341,720 SH   SOLE   341,720 0 0
HUBSPOT INC COM 443573100 382,816 580,772 SH   SOLE   580,772 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 20,866 52,448 SH   SOLE   52,448 0 0
KNOWBE4 INC CL A 49926T104 28,678 1,250,113 SH   SOLE   1,250,113 0 0
MELI KASZEK PIONEER CORP CLASS A ORD G5S74L106 11,562 1,000,194 SH   SOLE   1,000,194 0 0
MERCADOLIBRE INC COM 58733R102 156,587 116,128 SH   SOLE   116,128 0 0
META PLATFORMS INC CL A 30303M102 584,672 1,738,284 SH   SOLE   1,738,284 0 0
MICROSOFT CORP COM 594918104 509,503 1,514,935 SH   SOLE   1,514,935 0 0
MONDAY COM LTD SHS M7S64H106 372,792 1,207,542 SH   SOLE   1,207,542 0 0
MONGODB INC CL A 60937P106 355,752 672,054 SH   SOLE   672,054 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 255,177 27,204,417 SH   SOLE   27,204,417 0 0
NVIDIA CORPORATION COM 67066G104 217,750 740,370 SH   SOLE   740,370 0 0
OKTA INC CL A 679295105 52,236 233,018 SH   SOLE   233,018 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 19,988 249,948 SH   SOLE   249,948 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 35,658 343,889 SH   SOLE   343,889 0 0
ROBINHOOD MKTS INC COM CL A 770700102 34,374 1,935,483 SH   SOLE   1,935,483 0 0
SEA LTD SPONSORD ADS 81141R100 108,890 486,748 SH   SOLE   486,748 0 0
SHOPIFY INC CL A 82509L107 655,041 475,567 SH   SOLE   475,567 0 0
TASKUS INC CLASS A COM 87652V109 4,319 80,038 SH   SOLE   80,038 0 0
TESLA INC COM 88160R101 1,091,155 1,032,528 SH   SOLE   1,032,528 0 0
THOUGHTWORKS HOLDING INC COM 88546E105 99,890 3,725,841 SH   SOLE   3,725,841 0 0
TOAST INC CL A 888787108 9,948 286,592 SH   SOLE   286,592 0 0
UIPATH INC CL A 90364P105 48,421 1,122,665 SH   SOLE   1,122,665 0 0
WAYFAIR INC CL A 94419L101 144,514 760,720 SH   SOLE   760,720 0 0
XOMETRY INC CLASS A COM 98423F109 6,917 134,974 SH   SOLE   134,974 0 0
ZENDESK INC COM 98936J101 117,035 1,122,209 SH   SOLE   1,122,209 0 0