The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALPHABET INC | CAP STK CL C | 02079K107 | 39,926 | 14,295 | SH | SOLE | 14,295 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 65,248 | 20,015 | SH | SOLE | 20,015 | 0 | 0 | ||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 30,802 | 2,037,150 | SH | SOLE | 2,037,150 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 25,327 | 113,900 | SH | SOLE | 113,900 | 0 | 0 | ||
| MISTER CAR WASH INC | COM | 60646V105 | 55,976 | 3,784,731 | SH | SOLE | 3,784,731 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 63,460 | 97,400 | SH | SOLE | 97,400 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 25,941 | 157,400 | SH | SOLE | 157,400 | 0 | 0 | ||
| VAPOTHERM INC | COM | 922107107 | 21,473 | 1,544,850 | SH | SOLE | 1,544,850 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 68,222 | 284,900 | SH | SOLE | 284,900 | 0 | 0 | ||