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
1STDIBS COM INC COM 320551104   7,516,461 2,009,749 SH   SOLE   2,009,749 0 0
AMAZON COM INC COM 023135106   251,695,047 1,930,769 SH   SOLE   1,930,769 0 0
ATLASSIAN CORPORATION CL A 049468101   152,025,120 905,936 SH   SOLE   905,936 0 0
BOOKING HOLDINGS INC COM 09857L108   107,432,629 39,785 SH   SOLE   39,785 0 0
CARGURUS INC COM CL A 141788109   94,222,064 4,163,591 SH   SOLE   4,163,591 0 0
CLEAR SECURE INC COM CL A 18467V109   64,570,040 2,786,795 SH   SOLE   2,786,795 0 0
COUPANG INC CL A 22266T109   197,808,490 11,368,304 SH   SOLE   11,368,304 0 0
DUOLINGO INC CL A COM 26603R106   165,411,454 1,157,209 SH   SOLE   1,157,209 0 0
FERGUSON PLC NEW SHS G3421J106   220,000,080 1,398,513 SH   SOLE   1,398,513 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   211,847,297 1,455,495 SH   SOLE   1,455,495 0 0
INTUIT COM 461202103   192,066,833 419,186 SH   SOLE   419,186 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409   41,572,370 1,267,064 SH   SOLE   1,267,064 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607   49,534,007 1,513,413 SH   SOLE   1,513,413 0 0
MERCADOLIBRE INC COM 58733R102   187,126,524 157,966 SH   SOLE   157,966 0 0
MICROSOFT CORP COM 594918104   185,560,587 544,901 SH   SOLE   544,901 0 0
NETFLIX INC COM 64110L106   106,811,337 242,483 SH   SOLE   242,483 0 0
RH COM 74967X103   66,754,829 202,539 SH   SOLE   202,539 0 0
ROGERS COMMUNICATIONS INC CL B 775109200   108,726,536 2,381,676 SH   SOLE   2,381,676 0 0
SHERWIN WILLIAMS CO COM 824348106   142,088,514 535,133 SH   SOLE   535,133 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   121,360,942 1,202,546 SH   SOLE   1,202,546 0 0
TOAST INC CL A 888787108   73,471,331 3,255,265 SH   SOLE   3,255,265 0 0
VISA INC COM CL A 92826C839   208,945,591 879,845 SH   SOLE   879,845 0 0
WORKDAY INC CL A 98138H101   95,928,932 424,671 SH   SOLE   424,671 0 0