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
ACTIVISION BLIZZARD INC COM 00507V109   126,604,691 1,501,835 SH   SOLE   1,501,835 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   194,820,951 398,415 SH   SOLE   398,415 0 0
AMAZON COM INC COM 023135106   98,078,432 752,366 SH   SOLE   752,366 0 0
BROADCOM INC COM 11135F101   61,844,289 71,296 SH   SOLE   71,296 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100   47,408,020 4,229,083 SH   SOLE   4,229,083 0 0
CHEWY INC CL A 16679L109   31,781,165 805,198 SH   SOLE   805,198 0 0
MARVELL TECHNOLOGY INC COM 573874104   57,992,458 970,098 SH   SOLE   970,098 0 0
MATCH GROUP INC NEW COM 57667L107   54,547,206 1,303,398 SH   SOLE   1,303,398 0 0
META PLATFORMS INC CL A 30303M102   166,923,352 581,655 SH   SOLE   581,655 0 0
MICROSOFT CORP COM 594918104   225,123,843 661,079 SH   SOLE   661,079 0 0
MONDAY COM LTD SHS M7S64H106   35,058,322 204,756 SH   SOLE   204,756 0 0
MONGODB INC CL A 60937P106   25,630,158 62,362 SH   SOLE   62,362 0 0
NETFLIX INC COM 64110L106   99,242,397 225,300 SH   SOLE   225,300 0 0
NEW RELIC INC COM 64829B100   76,002,736 1,161,411 SH   SOLE   1,161,411 0 0
NEWS CORP NEW CL A 65249B109   64,585,112 3,312,057 SH   SOLE   3,312,057 0 0
ORACLE CORP COM 68389X105   166,755,653 1,400,249 SH   SOLE   1,400,249 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   38,009,507 343,387 SH   SOLE   343,387 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   135,692,686 845,174 SH   SOLE   845,174 0 0
TRIMBLE INC COM 896239100   67,270,593 1,270,695 SH   SOLE   1,270,695 0 0
TWILIO INC CL A 90138F102   73,556,108 1,156,179 SH   SOLE   1,156,179 0 0
UNITY SOFTWARE INC COM 91332U101   192,674,079 4,437,450 SH   SOLE   4,437,450 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   151,150,668 3,007,375 SH   SOLE   3,007,375 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   29,301,660 1,154,063 SH   SOLE   1,154,063 0 0