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 | 32,691 | 14,945 | SH | SOLE | 14,945 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 71,883 | 676,800 | SH | SOLE | 676,800 | 0 | 0 | ||
| MISTER CAR WASH INC | COM | 60646V105 | 41,902 | 3,851,271 | SH | SOLE | 3,851,271 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 57,139 | 106,470 | SH | SOLE | 106,470 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 15,921 | 189,970 | SH | SOLE | 189,970 | 0 | 0 | ||
| VAPOTHERM INC | COM | 922107107 | 4,126 | 1,630,876 | SH | SOLE | 1,630,876 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 56,139 | 402,200 | SH | SOLE | 402,200 | 0 | 0 | ||