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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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
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   18,352,672 3,013,575 SH   SOLE   3,013,575 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   36,104,184 263,035 SH   SOLE   263,035 0 0
DOORDASH INC CL A 25809K105   13,685,739 215,320 SH   SOLE   215,320 0 0
EURONET WORLDWIDE INC COM 298736109   19,628,491 175,411 SH   SOLE   175,411 0 0
I3 VERTICALS INC COM CL A 46571Y107   24,940,583 1,016,738 SH   SOLE   1,016,738 0 0
JAMF HLDG CORP COM 47074L105   20,471,651 1,054,153 SH   SOLE   1,054,153 0 0
LAM RESEARCH CORP COM 512807108   39,334,374 74,199 SH   SOLE   74,199 0 0
MERCADOLIBRE INC COM 58733R102   46,719,955 35,446 SH   SOLE   35,446 0 0
META PLATFORMS INC CL A 30303M102   38,632,423 182,280 SH   SOLE   182,280 0 0
MICRON TECHNOLOGY INC COM 595112103   15,713,019 260,408 SH   SOLE   260,408 0 0
MOLEKULE GROUP INC COM 007744105   3,980,439 2,355,290 SH   SOLE   2,355,290 0 0
NUTANIX INC CL A 67059N108   27,446,012 1,056,022 SH   SOLE   1,056,022 0 0
PALO ALTO NETWORKS INC COM 697435105   53,925,605 269,979 SH   SOLE   269,979 0 0
SALESFORCE INC COM 79466L302   33,448,167 167,425 SH   SOLE   167,425 0 0
SMART GLOBAL HLDGS INC SHS G8232Y101   29,047,331 1,684,880 SH   SOLE   1,684,880 0 0
TWILIO INC CL A 90138F102   23,464,621 352,163 SH   SOLE   352,163 0 0
WEAVE COMMUNICATIONS INC COM 94724R108   47,657,642 9,589,064 SH   SOLE   9,589,064 0 0