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
ACACIA RESH CORP ACACIA TCH COM 003881307 770 150,000 SH   SOLE   150,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 13,473 23,759 SH   SOLE   23,759 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 976 8,213 SH   SOLE   8,213 0 0
ALPHABET INC CAP STK CL A 02079K305 34,747 11,994 SH   SOLE   11,994 0 0
AMAZON COM INC COM 023135106 34,560 10,365 SH   SOLE   10,365 0 0
APPLE INC COM 037833100 10,183 57,345 SH   SOLE   57,345 0 0
BLACKROCK INC COM 09247X101 23,775 25,968 SH   SOLE   25,968 0 0
BOEING CO COM 097023105 8,712 43,275 SH   SOLE   43,275 0 0
CBRE GROUP INC CL A 12504L109 24,343 224,340 SH   SOLE   224,340 0 0
CHARLES RIV LABS INTL INC COM 159864107 27,982 74,267 SH   SOLE   74,267 0 0
COURSERA INC COM 22266M104 1,387 56,753 SH   SOLE   56,753 0 0
DOCUSIGN INC COM 256163106 8,819 57,900 SH   SOLE   57,900 0 0
DUOLINGO INC CL A COM 26603R106 350 3,295 SH   SOLE   3,295 0 0
ELASTIC N V ORD SHS N14506104 9,580 77,829 SH   SOLE   77,829 0 0
EVERBRIDGE INC COM 29978A104 1,612 23,936 SH   SOLE   23,936 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103 1,776 2,140 SH   SOLE   2,140 0 0
FRESHWORKS INC CLASS A COM 358054104 431 16,400 SH   SOLE   16,400 0 0
HUNTINGTON BANCSHARES INC COM 446150104 1,830 118,685 SH   SOLE   118,685 0 0
IAC INTERACTIVECORP NEW COM NEW 44891N208 1,189 9,100 SH   SOLE   9,100 0 0
IHS MARKIT LTD SHS G47567105 6,564 49,383 SH   SOLE   49,383 0 0
IQVIA HLDGS INC COM 46266C105 760 2,692 SH   SOLE   2,692 0 0
JD.COM INC SPON ADR CL A 47215P106 934 13,331 SH   SOLE   13,331 0 0
KORN FERRY COM NEW 500643200 21,386 282,392 SH   SOLE   282,392 0 0
MAGNITE INC COM 55955D100 2,011 114,923 SH   SOLE   114,923 0 0
MARQETA INC CLASS A COM 57142B104 488 28,400 SH   SOLE   28,400 0 0
META PLATFORMS INC CL A 30303M102 6,706 19,939 SH   SOLE   19,939 0 0
MICROSOFT CORP COM 594918104 17,088 50,808 SH   SOLE   50,808 0 0
PAYPAL HLDGS INC COM 70450Y103 31,264 165,789 SH   SOLE   165,789 0 0
PINTEREST INC CL A 72352L106 849 23,370 SH   SOLE   23,370 0 0
PNC FINL SVCS GROUP INC COM 693475105 3,764 18,770 SH   SOLE   18,770 0 0
PROQR THRAPEUTICS N V SHS EURO N71542109 127 15,896 SH   SOLE   15,896 0 0
RINGCENTRAL INC CL A 76680R206 2,155 11,505 SH   SOLE   11,505 0 0
S&P GLOBAL INC COM 78409V104 37,106 78,627 SH   SOLE   78,627 0 0
SALESFORCE COM INC COM 79466L302 18,647 73,377 SH   SOLE   73,377 0 0
SEA LTD SPONSORD ADS 81141R100 1,129 5,046 SH   SOLE   5,046 0 0
SYNOPSYS INC COM 871607107 2,665 7,232 SH   SOLE   7,232 0 0
TWITTER INC COM 90184L102 48,901 1,131,439 SH   SOLE   1,131,439 0 0
UBER TECHNOLOGIES INC COM 90353T100 57,038 1,360,315 SH   SOLE   1,360,315 0 0
US BANCORP DEL COM NEW 902973304 3,450 61,416 SH   SOLE   61,416 0 0
WIX COM LTD SHS M98068105 5,518 34,970 SH   SOLE   34,970 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 9,155 49,780 SH   SOLE   49,780 0 0