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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305   49,760,044 563,981 SH   SOLE   563,981 0 0
AMAZON COM INC COM 023135106   49,978,740 594,985 SH   SOLE   594,985 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   57,302,061 104,872 SH   SOLE   104,872 0 0
BLOCK INC CL A 852234103   68,977,896 1,097,675 SH   SOLE   1,097,675 0 0
CARGURUS INC COM CL A 141788109   12,164,000 868,237 SH   SOLE   868,237 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   60,369,300 6,939,000 SH   SOLE   6,939,000 0 0
CHEWY INC CL A 16679L109   49,130,777 1,324,994 SH   SOLE   1,324,994 0 0
FISERV INC COM 337738108   57,110,615 565,060 SH   SOLE   565,060 0 0
FIVE9 INC COM 338307101   85,204,405 1,255,591 SH   SOLE   1,255,591 0 0
MARVELL TECHNOLOGY INC COM 573874104   50,874,329 1,373,497 SH   SOLE   1,373,497 0 0
META PLATFORMS INC CL A 30303M102   111,912,710 929,971 SH   SOLE   929,971 0 0
MOMENTIVE GLOBAL INC COM 60878Y108   11,941,664 1,705,952 SH   SOLE   1,705,952 0 0
MONGODB INC CL A 60937P106   33,561,220 170,500 SH   SOLE   170,500 0 0
NETFLIX INC COM 64110L106   127,909,803 433,769 SH   SOLE   433,769 0 0
NEW RELIC INC COM 64829B100   93,908,866 1,663,576 SH   SOLE   1,663,576 0 0
NEWS CORP NEW CL A 65249B109   82,680,125 4,542,864 SH   SOLE   4,542,864 0 0
OKTA INC CL A 679295105   29,264,850 428,287 SH   SOLE   428,287 0 0
ORACLE CORP COM 68389X105   126,691,278 1,549,930 SH   SOLE   1,549,930 0 0
PAYPAL HLDGS INC COM 70450Y103   72,673,742 1,020,412 SH   SOLE   1,020,412 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   29,156,315 319,942 SH   SOLE   319,942 0 0
TRIPADVISOR INC COM 896945201   20,515,270 1,141,005 SH   SOLE   1,141,005 0 0
TWILIO INC CL A 90138F102   104,927,057 2,143,118 SH   SOLE   2,143,118 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   54,886,110 1,567,279 SH   SOLE   1,567,279 0 0
WORKDAY INC CL A 98138H101   113,943,865 680,953 SH   SOLE   680,953 0 0
WORKIVA INC COM CL A 98139A105   11,716,503 139,532 SH   SOLE   139,532 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   56,214,921 1,745,263 SH   SOLE   1,745,263 0 0