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
ALPHABET INC CAP STK CL A 02079K305 823,896 308,169 SH   SOLE   308,169 0 0
AMAZON COM INC COM 023135106 741,384 225,685 SH   SOLE   225,685 0 0
APPLIED MATLS INC COM 038222105 243,788 1,893,793 SH   SOLE   1,893,793 0 0
BILL COM HLDGS INC COM 090043100 940,828 3,524,359 SH   SOLE   3,524,359 0 0
CARVANA CO CL A 146869102 263,765 874,728 SH   SOLE   874,728 0 0
CATALYST PARTNRS ACQUISITN C UNIT 99/99/9999 G19550113 9,848 999,778 SH   SOLE   999,778 0 0
CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 70,810 6,737,374 SH   SOLE   6,737,374 0 0
CLEARWATER ANALYTICS HLDGS I CL A 185123106 16,647 650,000 SH   SOLE   650,000 0 0
CONFLUENT INC CLASS A COM 20717M103 49,807 834,992 SH   SOLE   834,992 0 0
COUPA SOFTWARE INC COM 22266L106 109,554 499,838 SH   SOLE   499,838 0 0
COUPANG INC CL A 22266T109 26,694 958,509 SH   SOLE   958,509 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 722,675 2,940,334 SH   SOLE   2,940,334 0 0
CS DISCO INC COM 126327105 17,084 356,353 SH   SOLE   356,353 0 0
DATADOG INC CL A COM 23804L103 548,928 3,883,470 SH   SOLE   3,883,470 0 0
DEFINITIVE HEALTHCARE CORP CLASS A COM 24477E103 8,566 200,000 SH   SOLE   200,000 0 0
DIGITALOCEAN HLDGS INC COM 25402D102 224,847 2,896,393 SH   SOLE   2,896,393 0 0
DOORDASH INC CL A 25809K105 566,078 2,748,217 SH   SOLE   2,748,217 0 0
DOXIMITY INC CL A 26622P107 317,358 3,932,570 SH   SOLE   3,932,570 0 0
DUCK CREEK TECHNOLOGIES INC SHS 264120106 99,435 2,247,629 SH   SOLE   2,247,629 0 0
DUOLINGO INC CL A COM 26603R106 97,223 584,415 SH   SOLE   584,415 0 0
ELASTIC N V ORD SHS N14506104 234,949 1,576,948 SH   SOLE   1,576,948 0 0
ENGAGESMART INC COMMON STOCK 29283F103 13,624 400,000 SH   SOLE   400,000 0 0
ENOVIX CORPORATION COM 293594107 135,533 7,174,862 SH   SOLE   7,174,862 0 0
FACEBOOK INC CL A 30303M102 540,908 1,593,765 SH   SOLE   1,593,765 0 0
FIVE9 INC COM 338307101 367,722 2,302,006 SH   SOLE   2,302,006 0 0
FLYWIRE CORPORATION COM VTG 302492103 132,835 3,030,005 SH   SOLE   3,030,005 0 0
FRESHWORKS INC CLASS A COM 358054104 1,769 41,435 SH   SOLE   41,435 0 0
GLOBAL E ONLINE LTD SHS M5216V106 87,300 1,215,874 SH   SOLE   1,215,874 0 0
HUBSPOT INC COM 443573100 549,166 812,268 SH   SOLE   812,268 0 0
INSTRUCTURE HLDGS INC COM 457790103 22,589 999,937 SH   SOLE   999,937 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 18,047 50,415 SH   SOLE   50,415 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106 66,798 1,856,029 SH   SOLE   1,856,029 0 0
KE HLDGS INC SPONSORED ADS 482497104 69,037 3,780,797 SH   SOLE   3,780,797 0 0
KNOWBE4 INC CL A 49926T104 27,447 1,249,880 SH   SOLE   1,249,880 0 0
LUCID GROUP INC COM 549498103 37,363 1,472,150 SH   SOLE   1,472,150 0 0
MELI KASZEK PIONEER CORP CLASS A ORD G5S74L106 11,050 1,000,000 SH   SOLE   1,000,000 0 0
MERCADOLIBRE INC COM 58733R102 255,365 152,057 SH   SOLE   152,057 0 0
MICROSOFT CORP COM 594918104 401,783 1,425,168 SH   SOLE   1,425,168 0 0
MONDAY COM LTD SHS M7S64H106 196,033 600,961 SH   SOLE   600,961 0 0
MONGODB INC CL A 60937P106 596,525 1,265,138 SH   SOLE   1,265,138 0 0
NVIDIA CORPORATION COM 67066G104 369,924 1,785,693 SH   SOLE   1,785,693 0 0
OKTA INC CL A 679295105 221,218 932,071 SH   SOLE   932,071 0 0
OLO INC CL A 68134L109 40,673 1,354,412 SH   SOLE   1,354,412 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 184,058 2,114,395 SH   SOLE   2,114,395 0 0
PENN NATL GAMING INC COM 707569109 148,140 2,044,435 SH   SOLE   2,044,435 0 0
PINTEREST INC CL A 72352L106 50,493 991,026 SH   SOLE   991,026 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 22,330 249,944 SH   SOLE   249,944 0 0
REMITLY GLOBAL INC COM 75960P104 9,175 250,000 SH   SOLE   250,000 0 0
ROBINHOOD MKTS INC COM CL A 770700102 195,756 4,651,998 SH   SOLE   4,651,998 0 0
ROBLOX CORP CL A 771049103 160,910 2,129,849 SH   SOLE   2,129,849 0 0
ROKU INC COM CL A 77543R102 298,372 952,199 SH   SOLE   952,199 0 0
SEA LTD SPONSORD ADS 81141R100 244,392 766,767 SH   SOLE   766,767 0 0
SHOPIFY INC CL A 82509L107 656,128 483,949 SH   SOLE   483,949 0 0
SNOWFLAKE INC CL A 833445109 238,144 787,435 SH   SOLE   787,435 0 0
SQUARE INC CL A 852234103 229,732 957,856 SH   SOLE   957,856 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 155,647 1,394,066 SH   SOLE   1,394,066 0 0
TASKUS INC CLASS A COM 87652V109 49,212 741,479 SH   SOLE   741,479 0 0
TESLA INC COM 88160R101 777,893 1,003,112 SH   SOLE   1,003,112 0 0
THOUGHTWORKS HOLDING INC COM 88546E105 106,985 3,726,395 SH   SOLE   3,726,395 0 0
TOAST INC CL A 888787108 5,174 103,585 SH   SOLE   103,585 0 0
TWILIO INC CL A 90138F102 158,390 496,441 SH   SOLE   496,441 0 0
UIPATH INC CL A 90364P105 80,548 1,531,031 SH   SOLE   1,531,031 0 0
UPSTART HLDGS INC COM 91680M107 262,644 829,995 SH   SOLE   829,995 0 0
VICOR CORP COM 925815102 140,054 1,043,932 SH   SOLE   1,043,932 0 0
VTEX SHS CL A G9470A102 30,801 1,497,398 SH   SOLE   1,497,398 0 0
WAYFAIR INC CL A 94419L101 406,681 1,591,646 SH   SOLE   1,591,646 0 0
XOMETRY INC CLASS A COM 98423F109 7,784 134,974 SH   SOLE   134,974 0 0
ZENDESK INC COM 98936J101 191,562 1,645,863 SH   SOLE   1,645,863 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 126,259 482,826 SH   SOLE   482,826 0 0