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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 2,110 | 19,300 | SH | SOLE | 19,300 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 14,220 | 4,362 | SH | SOLE | 4,362 | 0 | 0 | ||
| BILL COM HLDGS INC | COM | 090043100 | 1,637 | 7,218 | SH | SOLE | 7,218 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 2,437 | 16,089 | SH | SOLE | 16,089 | 0 | 0 | ||
| DISCOVERY INC | COM SER A | 25470F104 | 2,679 | 107,500 | SH | SOLE | 107,500 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 10,218 | 74,499 | SH | SOLE | 74,499 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 4,071 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
| FASTLY INC | CL A | 31188V100 | 2,938 | 169,018 | SH | SOLE | 169,018 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 6,672 | 21,641 | SH | SOLE | 21,641 | 0 | 0 | ||
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 6,948 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| PAGERDUTY INC | COM | 69553P100 | 2,438 | 71,300 | SH | SOLE | 71,300 | 0 | 0 | ||
| PINTEREST INC | CL A | 72352L106 | 6,059 | 246,200 | SH | SOLE | 246,200 | 0 | 0 | ||
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | 7,049 | 140,300 | SH | SOLE | 140,300 | 0 | 0 | ||
| ROBLOX CORP | CL A | 771049103 | 6,034 | 130,489 | SH | SOLE | 130,489 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 4,747 | 22,359 | SH | SOLE | 22,359 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 4,867 | 8,740 | SH | SOLE | 8,740 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 3,958 | 17,275 | SH | SOLE | 17,275 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 8,197 | 229,728 | SH | SOLE | 229,728 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 2,330 | 13,954 | SH | SOLE | 13,954 | 0 | 0 | ||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 5,877 | 155,260 | SH | SOLE | 155,260 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 7,612 | 223,165 | SH | SOLE | 223,165 | 0 | 0 | ||