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 |
| 1STDIBS COM INC | COM | 320551104 | 7,044 | 881,640 | SH | SOLE | 881,640 | 0 | 0 | ||
| ACV AUCTIONS INC | COM CL A | 00091G104 | 17,468 | 1,179,498 | SH | SOLE | 1,179,498 | 0 | 0 | ||
| AFFIRM HLDGS INC | COM CL A | 00827B106 | 20,806 | 449,573 | SH | SOLE | 449,573 | 0 | 0 | ||
| AIRBNB INC | COM CL A | 009066101 | 25,937 | 151,006 | SH | SOLE | 151,006 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 23,716 | 7,275 | SH | SOLE | 7,275 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 21,523 | 200,928 | SH | SOLE | 200,928 | 0 | 0 | ||
| DUOLINGO INC | CL A COM | 26603R106 | 29,580 | 311,007 | SH | SOLE | 311,007 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 25,430 | 230,341 | SH | SOLE | 230,341 | 0 | 0 | ||
| MASIMO CORP | COM | 574795100 | 16,875 | 115,949 | SH | SOLE | 115,949 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 21,880 | 18,395 | SH | SOLE | 18,395 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 36,386 | 163,635 | SH | SOLE | 163,635 | 0 | 0 | ||
| ON HLDG AG | NAMEN AKT A | H5919C104 | 14,882 | 589,637 | SH | SOLE | 589,637 | 0 | 0 | ||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 17,195 | 1,252,339 | SH | SOLE | 1,252,339 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 24,685 | 581,910 | SH | SOLE | 581,910 | 0 | 0 | ||
| RENT THE RUNWAY INC | COM CL A | 76010Y103 | 7,099 | 1,030,384 | SH | SOLE | 1,030,384 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 20,769 | 379,129 | SH | SOLE | 379,129 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 13,722 | 90,859 | SH | SOLE | 90,859 | 0 | 0 | ||
| TRAEGER INC | COMMON STOCK | 89269P103 | 9,852 | 1,324,148 | SH | SOLE | 1,324,148 | 0 | 0 | ||
| WILLIAMS SONOMA INC | COM | 969904101 | 23,593 | 162,712 | SH | SOLE | 162,712 | 0 | 0 | ||
| XP INC | CL A | G98239109 | 22,385 | 743,686 | SH | SOLE | 743,686 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 55,516 | 1,126,318 | SH | SOLE | 1,126,318 | 0 | 0 | ||