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
ACCEL ENTERTAINMENT INC COM CL A1 00436Q106   14,275,338 1,853,940 SH   SOLE   1,853,940 0 0
ADVANCED MICRO DEVICES INC COM 007903107   22,312,876 344,494 SH   SOLE   344,494 0 0
ALPHABET INC CAP STK CL A 02079K305   801,834 9,088 SH   SOLE   9,088 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   19,570,955 35,818 SH   SOLE   35,818 0 0
BILL COM HLDGS INC COM 090043100   975,192 8,950 SH   SOLE   8,950 0 0
BRIDGETOWN HOLDINGS LTD *W EXP 09/30/202 G1355U121   65,781 572,005 SH   SOLE   572,005 0 0
CELLEBRITE DI LTD *W EXP 08/30/202 M2197Q115   1,033,334 1,666,667 SH   SOLE   1,666,667 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   17,633,266 4,044,327 SH   SOLE   4,044,327 0 0
COUPANG INC CL A 22266T109   3,048,265 207,224 SH   SOLE   207,224 0 0
DATADOG INC CL A COM 23804L103   14,359,769 195,371 SH   SOLE   195,371 0 0
DOCGO INC COM 256086109   7,613,839 1,076,922 SH   SOLE   1,076,922 0 0
EXPENSIFY INC COM CL A 30219Q106   11,913,533 1,349,211 SH   SOLE   1,349,211 0 0
GITLAB INC CLASS A COM 37637K108   24,391,510 536,785 SH   SOLE   536,785 0 0
INDIE SEMICONDUCTOR INC CLASS A COM 45569U101   9,908,890 1,699,638 SH   SOLE   1,699,638 0 0
INTUIT COM 461202103   16,070,894 41,290 SH   SOLE   41,290 0 0
MICROSOFT CORP COM 594918104   16,207,036 67,580 SH   SOLE   67,580 0 0
NERDY INC *W EXP 08/16/202 64081V117   299,000 1,300,000 SH   SOLE   1,300,000 0 0
NERDY INC CL A COM 64081V109   11,031,192 4,902,752 SH   SOLE   4,902,752 0 0
NETFLIX INC COM 64110L106   19,323,486 65,530 SH   SOLE   65,530 0 0
NVIDIA CORPORATION COM 67066G104   15,645,018 107,055 SH   SOLE   107,055 0 0
ROVER GROUP INC COM CL A 77936F103   168,981 46,044 SH   SOLE   46,044 0 0
SALESFORCE INC COM 79466L302   15,816,131 119,286 SH   SOLE   119,286 0 0
SNOWFLAKE INC CL A 833445109   8,138,718 56,700 SH   SOLE   56,700 0 0
SPLUNK INC COM 848637104   5,854,120 68,000 SH   SOLE   68,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   881,451 35,643 SH   SOLE   35,643 0 0
WORKDAY INC CL A 98138H101   10,900,546 65,144 SH   SOLE   65,144 0 0