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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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1STDIBS COM INC COM 320551104   10,209,525 2,009,749 SH   SOLE   2,009,749 0 0
ACTIVISION BLIZZARD INC COM 00507V109   79,635,118 1,040,302 SH   SOLE   1,040,302 0 0
AFFIRM HLDGS INC COM CL A 00827B106   1,934,000 200,000 SH   SOLE   200,000 0 0
AMAZON COM INC COM 023135106   180,763,800 2,151,950 SH   SOLE   2,151,950 0 0
ATLASSIAN CORPORATION CL A 049468101   81,998,628 637,229 SH   SOLE   637,229 0 0
CARGURUS INC COM CL A 141788109   61,530,365 4,391,889 SH   SOLE   4,391,889 0 0
CLEAR SECURE INC COM CL A 18467V109   52,159,873 1,901,563 SH   SOLE   1,901,563 0 0
COUPANG INC CL A 22266T109   167,227,752 11,368,304 SH   SOLE   11,368,304 0 0
DUOLINGO INC CL A COM 26603R106   88,984,057 1,251,006 SH   SOLE   1,251,006 0 0
FERGUSON PLC NEW SHS G3421J106   165,750,447 1,305,430 SH   SOLE   1,305,430 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   238,523,454 1,887,650 SH   SOLE   1,887,650 0 0
INTUIT COM 461202103   162,807,223 418,291 SH   SOLE   418,291 0 0
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409   49,808,286 1,267,064 SH   SOLE   1,267,064 0 0
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 531229607   77,864,004 1,989,880 SH   SOLE   1,989,880 0 0
MELI KASZEK PIONEER CORP CLASS A ORD G5S74L106   10,436,515 1,045,743 SH   SOLE   1,045,743 0 0
MERCADOLIBRE INC COM 58733R102   185,357,871 219,037 SH   SOLE   219,037 0 0
META PLATFORMS INC CL A 30303M102   5,114,450 42,500 SH Call SOLE   42,500 0 0
RH COM 74967X103   66,369,729 248,399 SH   SOLE   248,399 0 0
ROBLOX CORP CL A 771049103   25,952,389 911,890 SH   SOLE   911,890 0 0
ROGERS COMMUNICATIONS INC CL B 775109200   65,859,850 1,406,576 SH   SOLE   1,406,576 0 0
SHERWIN WILLIAMS CO COM 824348106   118,310,192 498,505 SH   SOLE   498,505 0 0
T-MOBILE US INC COM 872590104   137,621,680 983,012 SH   SOLE   983,012 0 0
TOAST INC CL A 888787108   42,537,422 2,359,258 SH   SOLE   2,359,258 0 0
VISA INC COM CL A 92826C839   203,098,697 977,564 SH   SOLE   977,564 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   65,441,991 2,031,729 SH   SOLE   2,031,729 0 0