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
AMAZON COM INC COM 023135106 72,516 682,763 SH   SOLE   682,763 0 0
BLOOMIN BRANDS INC COM 094235108 43,526 2,618,917 SH   SOLE   2,618,917 0 0
BRINKER INTL INC COM 109641100 17,972 815,803 SH   SOLE   815,803 0 0
CARGURUS INC COM CL A 141788109 23,179 1,078,587 SH   SOLE   1,078,587 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 79,378 169,419 SH   SOLE   169,419 0 0
DOORDASH INC CL A 25809K105 69,903 1,089,339 SH   SOLE   1,089,339 0 0
FARFETCH LTD ORD SH CL A 30744W107 45,651 6,375,849 SH   SOLE   6,375,849 0 0
FIVE BELOW INC COM 33829M101 70,858 624,684 SH   SOLE   624,684 0 0
FIVE9 INC COM 338307101 83,838 919,883 SH   SOLE   919,883 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 70,893 28,020,847 SH   SOLE   28,020,847 0 0
KEURIG DR PEPPER INC COM 49271V100 65,245 1,843,611 SH   SOLE   1,843,611 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 88,024 1,386,865 SH   SOLE   1,386,865 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107 50,421 433,918 SH   SOLE   433,918 0 0
OLAPLEX HLDGS INC COM 679369108 27,291 1,936,939 SH   SOLE   1,936,939 0 0
PALO ALTO NETWORKS INC COM 697435105 66,215 134,055 SH   SOLE   134,055 0 0
PING IDENTITY HLDG CORP COM 72341T103 53,052 2,924,578 SH   SOLE   2,924,578 0 0
PROS HOLDINGS INC COM 74346Y103 18,279 696,869 SH   SOLE   696,869 0 0
Q2 HLDGS INC COM 74736L109 64,845 1,681,228 SH   SOLE   1,681,228 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 51,093 159,642 SH   SOLE   159,642 0 0
SHIFT4 PMTS INC CL A 82452J109 38,308 1,158,730 SH   SOLE   1,158,730 0 0
SKECHERS U S A INC CL A 830566105 71,462 2,008,498 SH   SOLE   2,008,498 0 0
SMARTSHEET INC COM CL A 83200N103 66,796 2,125,226 SH   SOLE   2,125,226 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 70,601 752,433 SH   SOLE   752,433 0 0
T-MOBILE US INC COM 872590104 120,043 892,247 SH   SOLE   892,247 0 0
UBER TECHNOLOGIES INC COM 90353T100 62,035 3,032,001 SH   SOLE   3,032,001 0 0
VARONIS SYS INC COM 922280102 70,761 2,413,405 SH   SOLE   2,413,405 0 0
WINGSTOP INC COM 974155103 17,579 235,113 SH   SOLE   235,113 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 42,662 649,149 SH   SOLE   649,149 0 0
ZENDESK INC COM 98936J101 28,506 384,858 SH   SOLE   384,858 0 0