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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMAZON COM INC COM 023135106   9,439,827 52,333 SH   SOLE 1 52,333 0 0
AMAZON COM INC COM 023135106   173,128,724 959,800 SH   SOLE   959,800 0 0
BLOCK INC CL A 852234103   4,852,185 57,368 SH   SOLE 1 57,368 0 0
BLOCK INC CL A 852234103   97,292,544 1,150,302 SH   SOLE   1,150,302 0 0
BROADCOM INC COM 11135F101   4,501,092 3,396 SH   SOLE 1 3,396 0 0
BROADCOM INC COM 11135F101   89,063,575 67,197 SH   SOLE   67,197 0 0
CARVANA CO CL A 146869102   1,940,877 22,078 SH   SOLE 1 22,078 0 0
CARVANA CO CL A 146869102   38,683,916 440,040 SH   SOLE   440,040 0 0
COMCAST CORP NEW CL A 20030N101   4,285,624 98,861 SH   SOLE 1 98,861 0 0
COMCAST CORP NEW CL A 20030N101   85,884,717 1,981,193 SH   SOLE   1,981,193 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   3,077,058 11,584 SH   SOLE 1 11,584 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   60,950,397 229,456 SH   SOLE   229,456 0 0
GLOBAL E ONLINE LTD SHS M5216V106   3,477,677 95,672 SH   SOLE 1 95,672 0 0
GLOBAL E ONLINE LTD SHS M5216V106   68,876,525 1,894,815 SH   SOLE   1,894,815 0 0
HASHICORP INC COM CL A 418100103   1,711,568 63,509 SH   SOLE 1 63,509 0 0
HASHICORP INC COM CL A 418100103   34,444,202 1,278,078 SH   SOLE   1,278,078 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   1,627,142 24,804 SH   SOLE 1 24,804 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   32,179,686 490,544 SH   SOLE   490,544 0 0
MARVELL TECHNOLOGY INC COM 573874104   5,110,094 72,095 SH   SOLE 1 72,095 0 0
MARVELL TECHNOLOGY INC COM 573874104   101,836,982 1,436,752 SH   SOLE   1,436,752 0 0
MICROSOFT CORP COM 594918104   9,059,364 21,533 SH   SOLE 1 21,533 0 0
MICROSOFT CORP COM 594918104   179,184,648 425,900 SH   SOLE   425,900 0 0
MONGODB INC CL A 60937P106   4,019,637 11,208 SH   SOLE 1 11,208 0 0
MONGODB INC CL A 60937P106   78,265,290 218,228 SH   SOLE   218,228 0 0
NEWS CORP NEW CL A 65249B109   85,765,680 3,276,000 SH   SOLE   3,276,000 0 0
NVIDIA CORPORATION COM 67066G104   3,054,033 3,380 SH   SOLE 1 3,380 0 0
NVIDIA CORPORATION COM 67066G104   61,010,178 67,522 SH   SOLE   67,522 0 0
ORACLE CORP COM 68389X105   12,976,015 103,304 SH   SOLE 1 103,304 0 0
ORACLE CORP COM 68389X105   256,074,827 2,038,650 SH   SOLE   2,038,650 0 0
PINTEREST INC CL A 72352L106   6,397,655 184,530 SH   SOLE 1 184,530 0 0
PINTEREST INC CL A 72352L106   125,176,035 3,610,500 SH   SOLE   3,610,500 0 0
QORVO INC COM 74736K101   4,225,400 36,797 SH   SOLE 1 36,797 0 0
QORVO INC COM 74736K101   84,272,818 733,892 SH   SOLE   733,892 0 0
SALESFORCE INC COM 79466L302   6,362,126 21,124 SH   SOLE 1 21,124 0 0
SALESFORCE INC COM 79466L302   125,643,261 417,170 SH   SOLE   417,170 0 0
SEMTECH CORP COM 816850101   1,910,692 69,505 SH   SOLE 1 69,505 0 0
SEMTECH CORP COM 816850101   38,361,910 1,395,486 SH   SOLE   1,395,486 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   4,369,920 16,559 SH   SOLE 1 16,559 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   86,506,420 327,800 SH   SOLE   327,800 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   2,336,251 17,172 SH   SOLE 1 17,172 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   46,636,171 342,787 SH   SOLE   342,787 0 0
TERADATA CORP DEL COM 88076W103   565,665 14,628 SH   SOLE 1 14,628 0 0
TERADATA CORP DEL COM 88076W103   11,207,880 289,834 SH   SOLE   289,834 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   1,914,241 22,153 SH   SOLE 1 22,153 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   38,097,651 440,894 SH   SOLE   440,894 0 0
TRIMBLE INC COM 896239100   11,034,329 171,447 SH   SOLE 1 171,447 0 0
TRIMBLE INC COM 896239100   219,853,760 3,416,000 SH   SOLE   3,416,000 0 0
UNITY SOFTWARE INC COM 91332U101   1,198,857 44,901 SH   SOLE 1 44,901 0 0
UNITY SOFTWARE INC COM 91332U101   24,377,100 913,000 SH   SOLE   913,000 0 0
WAYFAIR INC CL A 94419L101   1,764,880 26,000 SH   SOLE 1 26,000 0 0
WAYFAIR INC CL A 94419L101   67,438,780 993,500 SH   SOLE   993,500 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   6,653,592 136,400 SH   SOLE 1 136,400 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   133,623,054 2,739,300 SH   SOLE   2,739,300 0 0