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 C 02079K107 37,941 17,345 SH   SOLE   17,345 0 0
AMAZON COM INC COM 023135106 64,593 608,160 SH   SOLE   608,160 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 80,707 2,107,228 SH   SOLE   2,107,228 0 0
COMCAST CORP NEW CL A 20030N101 137,915 3,514,662 SH   SOLE   3,514,662 0 0
ELASTIC N V ORD SHS N14506104 100,648 1,487,331 SH   SOLE   1,487,331 0 0
EUROPEAN WAX CTR INC CLASS A COM 29882P106 19,382 1,100,000 SH   SOLE   1,100,000 0 0
FARFETCH LTD ORD SH CL A 30744W107 1,218 170,106 SH   SOLE   170,106 0 0
MATCH GROUP INC NEW COM 57667L107 71,755 1,029,638 SH   SOLE   1,029,638 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 17,845 393,150 SH   SOLE   393,150 0 0
SPLUNK INC COM 848637104 61,676 697,224 SH   SOLE   697,224 0 0
T-MOBILE US INC COM 872590104 79,802 593,146 SH   SOLE   593,146 0 0
TRANSDIGM GROUP INC COM 893641100 94,088 175,318 SH   SOLE   175,318 0 0
TWILIO INC CL A 90138F102 2,039 24,325 SH   SOLE   24,325 0 0
UBER TECHNOLOGIES INC COM 90353T100 57,952 2,832,463 SH   SOLE   2,832,463 0 0
UPWORK INC COM 91688F104 24,462 1,182,865 SH   SOLE   1,182,865 0 0
WABTEC COM 929740108 172,112 2,096,885 SH   SOLE   2,096,885 0 0