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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
APPFOLIO INC COM CL A 03783C100   51,642,000 300,000 SH   SOLE   300,000 0 0
CLOUDFLARE INC CL A COM 18915M107   10,786,050 165,000 SH   SOLE   165,000 0 0
CONFLUENT INC CLASS A COM 20717M103   76,093,050 2,155,000 SH   SOLE   2,155,000 0 0
DATADOG INC CL A COM 23804L103   49,337,570 501,500 SH   SOLE   501,500 0 0
ENFUSION INC CL A 292812104   21,353,792 1,903,190 SH   SOLE   1,903,190 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108   55,892,986 5,085,804 SH   SOLE   5,085,804 0 0
GRINDR INC COM 39854F101   10,497,372 1,898,259 SH   SOLE   1,898,259 0 0
GRINDR INC *W EXP 11/18/202 39854F119   528,500 755,000 SH   SOLE   755,000 0 0
GROCERY OUTLET HLDG CORP COM 39874R101   6,122,000 200,000 SH   SOLE   200,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   16,518,400 64,000 SH   SOLE   64,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   34,535,940 101,000 SH   SOLE   101,000 0 0
KURA SUSHI USA INC CL A COM 501270102   43,074,424 463,415 SH   SOLE   463,415 0 0
LITHIA MTRS INC COM 536797103   45,768,555 150,500 SH   SOLE   150,500 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107   41,787,621 3,361,836 SH   SOLE   3,361,836 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   227,745,000 3,500,000 SH   SOLE   3,500,000 0 0
REPLIGEN CORP COM 759916109   67,971,247 480,498 SH   SOLE   480,498 0 0
ROBLOX CORP CL A 771049103   96,921,500 2,405,000 SH   SOLE   2,405,000 0 0
SHAKE SHACK INC CL A 819047101   70,788,231 910,811 SH   SOLE   910,811 0 0
SMARTSHEET INC COM CL A 83200N103   63,025,048 1,647,283 SH   SOLE   1,647,283 0 0
SPORTRADAR GROUP AG CLASS A ORD SHS H8088L103   35,195,973 2,728,370 SH   SOLE   2,728,370 0 0
SPRINKLR INC CL A 85208T107   48,405,000 3,500,000 SH   SOLE   3,500,000 0 0
TOAST INC CL A 888787108   85,119,144 3,771,340 SH   SOLE   3,771,340 0 0
TRUPANION INC COM 898202106   5,904,000 300,000 SH   SOLE   300,000 0 0