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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACV AUCTIONS INC COM CL A 00091G104   9,192,934 1,119,724 SH   SOLE   1,119,724 0 0
AIRBNB INC COM CL A 009066101   22,581,320 264,109 SH   SOLE   264,109 0 0
AMAZON COM INC COM 023135106   20,813,352 247,778 SH   SOLE   247,778 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   5,422,246 85,931 SH   SOLE   85,931 0 0
DUOLINGO INC CL A COM 26603R106   9,080,100 127,655 SH   SOLE   127,655 0 0
FIVE9 INC COM 338307101   6,989,512 102,999 SH   SOLE   102,999 0 0
INTUIT COM 461202103   9,915,769 25,476 SH   SOLE   25,476 0 0
MERCADOLIBRE INC COM 58733R102   15,767,990 18,633 SH   SOLE   18,633 0 0
META PLATFORMS INC CL A 30303M102   52,981,009 440,261 SH   SOLE   440,261 0 0
NETFLIX INC COM 64110L106   17,964,974 60,923 SH   SOLE   60,923 0 0
ON HLDG AG NAMEN AKT A H5919C104   18,381,363 1,071,175 SH   SOLE   1,071,175 0 0
PENN ENTERTAINMENT INC COM 707569109   18,454,897 621,377 SH   SOLE   621,377 0 0
ROGERS COMMUNICATIONS INC CL B 775109200   15,691,400 335,000 SH   SOLE   335,000 0 0
SPLUNK INC COM 848637104   24,473,149 284,274 SH   SOLE   284,274 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   21,417,667 205,682 SH   SOLE   205,682 0 0
TRIP COM GROUP LTD ADS 89677Q107   19,072,736 554,440 SH   SOLE   554,440 0 0
XP INC CL A G98239109   15,948,507 1,039,668 SH   SOLE   1,039,668 0 0