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
AIRBNB INC COM CL A 009066101 76,026 853,458 SH   SOLE   705,697 0 147,761
ALPHABET INC CAP STK CL A 02079K305 99,333 45,581 SH   SOLE   35,154 0 10,427
AMAZON COM INC COM 023135106 217,271 2,045,669 SH   SOLE   1,649,894 0 395,775
AXON ENTERPRISE INC COM 05464C101 322 3,455 SH   SOLE   3,455 0 0
BLOCK INC CL A 852234103 104,743 1,704,251 SH   SOLE   1,209,441 0 494,810
CARGURUS INC COM CL A 141788109 549 25,570 SH   SOLE   25,570 0 0
COSTCO WHSL CORP NEW COM 22160K105 56,344 117,559 SH   SOLE   108,284 0 9,275
COURSERA INC COM 22266M104 244 17,200 SH   SOLE   17,200 0 0
DOXIMITY INC CL A 26622P107 349 10,035 SH   SOLE   10,035 0 0
FARFETCH LTD ORD SH CL A 30744W107 129 18,025 SH   SOLE   18,025 0 0
INTUIT COM 461202103 64,738 167,959 SH   SOLE   135,426 0 32,533
INTUITIVE SURGICAL INC COM NEW 46120E602 35,612 177,429 SH   SOLE   164,039 0 13,390
MASTERCARD INCORPORATED CL A 57636Q104 48,616 154,101 SH   SOLE   142,118 0 11,983
META PLATFORMS INC CL A 30303M102 23,342 144,754 SH   SOLE   133,218 0 11,536
MICROSOFT CORP COM 594918104 216,299 842,186 SH   SOLE   685,120 0 157,066
NETFLIX INC COM 64110L106 420 2,400 SH   SOLE   2,400 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 57,472 6,336,475 SH   SOLE   4,436,301 0 1,900,174
ROKU INC COM CL A 77543R102 50,604 616,064 SH   SOLE   437,763 0 178,301
SALESFORCE INC COM 79466L302 57,969 351,241 SH   SOLE   275,592 0 75,649
SCHWAB CHARLES CORP COM 808513105 413 6,540 SH   SOLE   6,540 0 0
SERVICENOW INC COM 81762P102 143,405 301,575 SH   SOLE   246,396 0 55,179
SPOTIFY TECHNOLOGY S A SHS L8681T102 76,100 811,036 SH   SOLE   641,375 0 169,661
TESLA INC COM 88160R101 245,917 365,176 SH   SOLE   284,247 0 80,929
VISA INC COM CL A 92826C839 76,046 386,238 SH   SOLE   320,699 0 65,539
WAYFAIR INC CL A 94419L101 233 5,355 SH   SOLE   5,355 0 0
WORKDAY INC CL A 98138H101 59,624 427,166 SH   SOLE   395,972 0 31,194
YETI HLDGS INC COM 98585X104 630 14,555 SH   SOLE   14,555 0 0