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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   81,923,700 930,000 SH   SOLE   930,000 0 0
ALKAMI TECHNOLOGY INC COM 01644J108   35,562,468 2,437,455 SH   SOLE   2,437,455 0 0
ALPHABET INC CAP STK CL A 02079K305   253,837,710 2,877,000 SH   SOLE   2,877,000 0 0
AMAZON COM INC COM 023135106   616,636,692 7,340,913 SH   SOLE   7,340,913 0 0
ATLASSIAN CORPORATION CL A 049468101   56,573,647 439,646 SH   SOLE   439,646 0 0
BILL COM HLDGS INC COM 090043100   90,673,788 832,175 SH   SOLE   832,175 0 0
BLOCK INC CL A 852234103   56,241,800 895,000 SH   SOLE   895,000 0 0
CAZOO GROUP LTD COM G2007L105   5,774,399 36,826,525 SH   SOLE   36,826,525 0 0
DATADOG INC CL A COM 23804L103   59,976,000 816,000 SH   SOLE   816,000 0 0
DLOCAL LTD CLASS A COM G29018101   86,914,122 5,582,153 SH   SOLE   5,582,153 0 0
EXPEDIA GROUP INC COM NEW 30212P303   275,449,440 3,144,400 SH   SOLE   3,144,400 0 0
FERRARI N V COM N3167Y103   89,227,557 416,523 SH   SOLE   416,523 0 0
FLOOR & DECOR HLDGS INC CL A 339750101   204,654,755 2,939,175 SH   SOLE   2,939,175 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   140,302,689 1,110,341 SH   SOLE   1,110,341 0 0
INSULET CORP COM 45784P101   287,140,057 975,373 SH   SOLE   975,373 0 0
INTUIT COM 461202103   13,968,327 35,888 SH   SOLE   35,888 0 0
JD.COM INC SPON ADR CL A 47215P106   24,977,850 445,000 SH   SOLE   445,000 0 0
MICRON TECHNOLOGY INC COM 595112103   25,739,700 515,000 SH   SOLE   515,000 0 0
MICROSOFT CORP COM 594918104   717,969,998 2,993,787 SH   SOLE   2,993,787 0 0
NVIDIA CORPORATION COM 67066G104   34,558,457 236,475 SH   SOLE   236,475 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   117,603,510 2,492,656 SH   SOLE   2,492,656 0 0
RH COM 74967X103   473,095,966 1,770,635 SH   SOLE   1,770,635 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   256,340,658 13,908,880 SH   SOLE   13,908,880 0 0
ROBINHOOD MKTS INC COM CL A 770700102   1,656,938 203,555 SH   SOLE   203,555 0 0
SHERWIN WILLIAMS CO COM 824348106   239,632,101 1,009,700 SH   SOLE   1,009,700 0 0
SIGHT SCIENCES INC COM 82657M105   71,453,360 5,852,036 SH   SOLE   5,852,036 0 0
SNOWFLAKE INC CL A 833445109   162,612,734 1,132,874 SH   SOLE   1,132,874 0 0
TEMPUR SEALY INTL INC COM 88023U101   103,568,529 3,016,852 SH   SOLE   3,016,852 0 0
WARBY PARKER INC CL A COM 93403J106   201,594,870 14,944,023 SH   SOLE   14,944,023 0 0
WORKDAY INC CL A 98138H101   91,519,303 546,939 SH   SOLE   546,939 0 0