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
1STDIBS COM INC COM 320551104 4,123 655,475 SH   SOLE   655,475 0 0
ACV AUCTIONS INC COM CL A 00091G104 6,577 914,678 SH   SOLE   914,678 0 0
AFFIRM HLDGS INC COM CL A 00827B106 7,841 417,962 SH   SOLE   417,962 0 0
AIRBNB INC COM CL A 009066101 17,850 169,940 SH   SOLE   169,940 0 0
DUOLINGO INC CL A COM 26603R106 16,334 171,525 SH   SOLE   171,525 0 0
FIVE9 INC COM 338307101 19,955 266,133 SH   SOLE   266,133 0 0
MERCADOLIBRE INC COM 58733R102 25,110 30,334 SH   SOLE   30,334 0 0
META PLATFORMS INC CL A 30303M102 44,345 326,833 SH   SOLE   326,833 0 0
MGM RESORTS INTERNATIONAL COM 552953101 8,026 270,065 SH   SOLE   270,065 0 0
NETFLIX INC COM 64110L106 26,032 110,566 SH   SOLE   110,566 0 0
ON HLDG AG NAMEN AKT A H5919C104 14,622 911,013 SH   SOLE   911,013 0 0
PENN ENTERTAINMENT INC COM 707569109 19,914 723,880 SH   SOLE   723,880 0 0
SMARTSHEET INC COM CL A 83200N103 11,667 339,553 SH   SOLE   339,553 0 0
SPLUNK INC COM 848637104 10,351 137,646 SH   SOLE   137,646 0 0
TRIP COM GROUP LTD ADS 89677Q107 20,361 745,533 SH   SOLE   745,533 0 0
WILLIAMS SONOMA INC COM 969904101 17,613 149,455 SH   SOLE   149,455 0 0
XP INC CL A G98239109 22,648 1,191,399 SH   SOLE   1,191,399 0 0