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 | 5,017 | 881,640 | SH | SOLE | 881,640 | 0 | 0 | ||
| ACV AUCTIONS INC | COM CL A | 00091G104 | 5,982 | 914,678 | SH | SOLE | 914,678 | 0 | 0 | ||
| AFFIRM HLDGS INC | COM CL A | 00827B106 | 7,866 | 435,560 | SH | SOLE | 435,560 | 0 | 0 | ||
| DUOLINGO INC | CL A COM | 26603R106 | 17,665 | 201,773 | SH | SOLE | 201,773 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 18,584 | 203,905 | SH | SOLE | 203,905 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 17,819 | 27,979 | SH | SOLE | 27,979 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 39,816 | 246,919 | SH | SOLE | 246,919 | 0 | 0 | ||
| ON HLDG AG | NAMEN AKT A | H5919C104 | 5,519 | 311,956 | SH | SOLE | 311,956 | 0 | 0 | ||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 16,803 | 1,852,543 | SH | SOLE | 1,852,543 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 23,164 | 761,474 | SH | SOLE | 761,474 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 18,135 | 577,007 | SH | SOLE | 577,007 | 0 | 0 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | 15,724 | 572,817 | SH | SOLE | 572,817 | 0 | 0 | ||
| WILLIAMS SONOMA INC | COM | 969904101 | 19,275 | 173,729 | SH | SOLE | 173,729 | 0 | 0 | ||
| XP INC | CL A | G98239109 | 11,392 | 634,322 | SH | SOLE | 634,322 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 32,688 | 1,029,544 | SH | SOLE | 1,029,544 | 0 | 0 | ||