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
Alibaba Group Holding Ltd SPONSORED ADS 01609W102   37,467,325 449,518 SH   SOLE   449,518 0 0
Amazon.com Inc COM 023135106   64,131,645 491,958 SH   SOLE   491,958 0 0
Activision Blizzard Inc COM 00507V109   9,885,355 117,264 SH   SOLE   117,264 0 0
Salesforce Inc COM 79466L302   37,492,523 177,471 SH   SOLE   177,471 0 0
Crowdstrike Holdings Inc CL A 22788C105   8,950,258 60,940 SH   SOLE   60,940 0 0
Carvana Co CL A 146869102   7,266,283 280,335 SH   SOLE   280,335 0 0
Datadog Inc CL A COM 23804L103   41,892,073 425,819 SH   SOLE   425,819 0 0
DocuSign Inc COM 256163106   3,575,789 69,990 SH   SOLE   69,990 0 0
Entegris Inc COM 29362U104   9,939,335 89,689 SH   SOLE   89,689 0 0
Five9 Inc COM 338307101   17,369,164 210,663 SH   SOLE   210,663 0 0
Flywire Corp COM VTG 302492103   6,283,862 202,444 SH   SOLE   202,444 0 0
First Solar Inc COM 336433107   7,841,593 41,252 SH   SOLE   41,252 0 0
Globant SA COM L44385109   10,151,304 56,484 SH   SOLE   56,484 0 0
Gitlab Inc CLASS A COM 37637K108   47,566,697 930,673 SH   SOLE   930,673 0 0
Intel Corp COM 458140100   15,088,128 451,200 SH   SOLE   451,200 0 0
MercadoLibre Inc COM 58733R102   29,607,892 24,994 SH   SOLE   24,994 0 0
Meta Platforms Inc CL A 30303M102   38,636,117 134,630 SH   SOLE   134,630 0 0
Marqeta Inc CLASS A COM 57142B104   10,087,026 2,071,258 SH   SOLE   2,071,258 0 0
Microsoft Corp COM 594918104   30,716,708 90,200 SH   SOLE   90,200 0 0
Micron Technology Inc COM 595112103   19,146,501 303,383 SH   SOLE   303,383 0 0
Netflix Inc COM 64110L106   56,053,233 127,252 SH   SOLE   127,252 0 0
NU Holdings Ltd/Cayman Islands ORD SHS CL A G6683N103   34,413,474 4,361,657 SH   SOLE   4,361,657 0 0
NVIDIA Corp COM 67066G104   54,403,333 128,607 SH   SOLE   128,607 0 0
Okta Inc CL A 679295105   9,560,106 137,853 SH   SOLE   137,853 0 0
Palo Alto Networks Inc COM 697435105   38,959,909 152,479 SH   SOLE   152,479 0 0
SentinelOne Inc CL A 81730H109   48,842,943 3,234,632 SH   SOLE   3,234,632 0 0
Shopify Inc CL A 82509L107   34,483,803 533,805 SH   SOLE   533,805 0 0
Snowflake Inc CL A 833445109   39,549,569 224,739 SH   SOLE   224,739 0 0
Block Inc CL A 852234103   25,183,431 378,300 SH   SOLE   378,300 0 0
StoneCo Ltd COM CL A G85158106   30,896,679 2,425,171 SH   SOLE   2,425,171 0 0
Toast Inc CL A 888787108   28,913,344 1,281,052 SH   SOLE   1,281,052 0 0
Workday Inc CL A 98138H101   31,353,532 138,800 SH   SOLE   138,800 0 0
Coinbase Global Inc COM CL A 19260Q107   21,465,000 300,000 SH Put SOLE   0 0 0
Invesco QQQ Trust Series 1 UNIT SER 1 46090E103   73,884,000 200,000 SH Put SOLE   0 0 0