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 32,510 387,907 SH   SOLE NONE 387,907 0 0
SNOWFLAKE INC CL A 833445109 37,521 269,821 SH   SOLE NONE 269,821 0 0
ATLASSIAN CORP PLC CL A G06242104 17,304 92,336 SH   SOLE NONE 92,336 0 0
SHOPIFY INC CL A 82509L107 38,806 1,242,200 SH   SOLE NONE 1,242,200 0 0
BLOCK INC CL A 852234103 36,222 589,353 SH   SOLE NONE 589,353 0 0
CARVANA CO CL A 146869102 7,550 334,355 SH   SOLE NONE 334,355 0 0
WAYFAIR INC CL A 94419L101 15,818 363,120 SH   SOLE NONE 363,120 0 0
TIO TECH A UNIT 04/12/2028 G8T10C122 19,480 2,000,000 SH   SOLE NONE 2,000,000 0 0
CROWDSTRIKE CL A 22788C105 18,794 111,500 SH   SOLE NONE 111,500 0 0
DOORDASH CL A 25809K105 11,631 181,250 SH   SOLE NONE 181,250 0 0
DATADOG CL A COM 23804L103 42,652 447,832 SH   SOLE NONE 447,832 0 0
SEA LTD SPONSORD ADS 81141R100 40,681 608,445 SH   SOLE NONE 608,445 0 0
FRESHWORKS INC CLASS A COM 358054104 79,740 6,063,870 SH   SOLE NONE 6,063,870 0 0