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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
TWILIO INC CL A 90138F102 105,717 331,349 SH   SOLE NONE 331,349 0 0
SNOWFLAKE INC CL A 833445109 50,778 167,900 SH   SOLE NONE 167,900 0 0
ZOOM VIDEO COMMUNICATIONS CL A 98980L101 56,319 215,368 SH   SOLE NONE 215,368 0 0
ATLASSIAN CORP PLC CL A G06242104 36,766 93,931 SH   SOLE NONE 93,931 0 0
SHOPIFY INC CL A 82509L107 144,462 106,553 SH   SOLE NONE 106,553 0 0
COUPA SOFTWARE INC COM 22266L106 22,839 104,200 SH   SOLE NONE 104,200 0 0
SQUARE INC CL A 852234103 117,760 490,996 SH   SOLE NONE 490,996 0 0
CARVANA CO CL A 146869102 85,320 282,949 SH   SOLE NONE 282,949 0 0
PELOTON INTERACTIVE INC Cl A COM 70614W100 56,685 651,178 SH   SOLE NONE 651,178 0 0
WAYFAIR INC CL A 94419L101 94,401 369,462 SH   SOLE NONE 345,962 0 0
TIO TECH A UNIT 04/12/2028 G8T10C122 19,820 2,000,000 SH   SOLE NONE 2,000,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 37,591 165,250 SH   SOLE NONE 165,250 0 0
SEA LTD SPONSORD ADS 81141R100 162,548 509,985 SH   SOLE NONE 509,985 0 0
FRESHWORKS INC CLASS A COM 358054104 258,867 6,063,870 SH   SOLE NONE 6,063,870 0 0