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

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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM 023135106 1,453,279 445,798 SH   SOLE   445,798 0 0
ATLASSIAN CORP PLC CL A G06242104 411,663 1,401,024 SH   SOLE   1,401,024 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102 40,899 5,080,632 SH   SOLE   5,080,632 0 0
BATH & BODY WORKS INC COM 070830104 1,062,198 22,221,713 SH   SOLE   22,221,713 0 0
BILL COM HLDGS INC COM 090043100 309,648 1,365,353 SH   SOLE   1,365,353 0 0
BLOCK INC CL A 852234103 404,646 2,984,115 SH   SOLE   2,984,115 0 0
DATADOG INC CL A COM 23804L103 449,152 2,965,288 SH   SOLE   2,965,288 0 0
DICKS SPORTING GOODS INC COM 253393102 373,240 3,731,656 SH   SOLE   3,731,656 0 0
DOORDASH INC CL A 25809K105 533,775 4,554,779 SH   SOLE   4,554,779 0 0
FARFETCH LTD ORD SH CL A 30744W107 260,083 17,201,243 SH   SOLE   17,201,243 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 60,992 91,634 SH   SOLE   91,634 0 0
HUBSPOT INC COM 443573100 212,275 446,951 SH   SOLE   446,951 0 0
MARQETA INC CLASS A COM 57142B104 183,372 16,609,826 SH   SOLE   16,609,826 0 0
MASTERCARD INCORPORATED CL A 57636Q104 864,559 2,419,160 SH   SOLE   2,419,160 0 0
MATCH GROUP INC NEW COM 57667L107 674,345 6,201,440 SH   SOLE   6,201,440 0 0
META PLATFORMS INC CL A 30303M102 814,297 3,662,065 SH   SOLE   3,662,065 0 0
MICROSOFT CORP COM 594918104 1,540,653 4,997,089 SH   SOLE   4,997,089 0 0
PROSHARES TR II VIX SH TRM FUTRS 74347Y854 8,285 500,000 SH Put SOLE   500,000 0 0
RH COM 74967X103 557,351 1,709,193 SH   SOLE   1,709,193 0 0
SERVICENOW INC COM 81762P102 1,102,168 1,979,148 SH   SOLE   1,979,148 0 0
SHOPIFY INC CL A 82509L107 699,147 1,034,303 SH   SOLE   1,034,303 0 0
SNAP INC CL A 83304A106 664,438 18,461,748 SH   SOLE   18,461,748 0 0
SWEETGREEN INC COM CL A 87043Q108 145,763 4,556,503 SH   SOLE   4,556,503 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 832,142 7,981,414 SH   SOLE   7,981,414 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 307,557 520,709 SH   SOLE   520,709 0 0
UNITEDHEALTH GROUP INC COM 91324P102 441,419 865,578 SH   SOLE   865,578 0 0
VICTORIAS SECRET AND CO COMMON STOCK 926400102 379,895 7,396,702 SH   SOLE   7,396,702 0 0
VISA INC COM CL A 92826C839 763,417 3,442,381 SH   SOLE   3,442,381 0 0
VTEX SHS CL A G9470A102 32,441 5,274,887 SH   SOLE   5,274,887 0 0
WORKDAY INC CL A 98138H101 1,226,637 5,122,512 SH   SOLE   5,122,512 0 0