The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| AIRBNB INC | COM CL A | 009066101 | 67,412,475 | 788,450 | SH | SOLE | 618,325 | 0 | 170,125 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 38,962,544 | 441,602 | SH | SOLE | 336,873 | 0 | 104,729 | |||
| AMAZON COM INC | COM | 023135106 | 182,265,888 | 2,169,832 | SH | SOLE | 1,730,885 | 0 | 438,947 | |||
| AXON ENTERPRISE INC | COM | 05464C101 | 573,288 | 3,455 | SH | SOLE | 3,455 | 0 | 0 | |||
| BLOCK INC | CL A | 852234103 | 119,241,979 | 1,897,549 | SH | SOLE | 1,363,121 | 0 | 534,428 | |||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 36,192,233 | 79,282 | SH | SOLE | 73,099 | 0 | 6,183 | |||
| COURSERA INC | COM | 22266M104 | 185,140 | 15,650 | SH | SOLE | 15,650 | 0 | 0 | |||
| DOXIMITY INC | CL A | 26622P107 | 336,775 | 10,035 | SH | SOLE | 10,035 | 0 | 0 | |||
| FARFETCH LTD | ORD SH CL A | 30744W107 | 85,258 | 18,025 | SH | SOLE | 18,025 | 0 | 0 | |||
| INTUIT | COM | 461202103 | 67,607,125 | 173,699 | SH | SOLE | 138,166 | 0 | 35,533 | |||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 29,380,879 | 110,725 | SH | SOLE | 102,379 | 0 | 8,346 | |||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 52,407,084 | 150,712 | SH | SOLE | 137,806 | 0 | 12,906 | |||
| META PLATFORMS INC | CL A | 30303M102 | 16,079,470 | 133,617 | SH | SOLE | 124,298 | 0 | 9,319 | |||
| MICROSOFT CORP | COM | 594918104 | 197,199,669 | 822,282 | SH | SOLE | 653,740 | 0 | 168,542 | |||
| NETFLIX INC | COM | 64110L106 | 707,712 | 2,400 | SH | SOLE | 2,400 | 0 | 0 | |||
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 36,354,020 | 5,662,620 | SH | SOLE | 3,637,346 | 0 | 2,025,274 | |||
| ROKU INC | COM CL A | 77543R102 | 10,355,057 | 254,424 | SH | SOLE | 147,678 | 0 | 106,746 | |||
| SALESFORCE INC | COM | 79466L302 | 43,719,166 | 329,732 | SH | SOLE | 251,264 | 0 | 78,468 | |||
| SERVICENOW INC | COM | 81762P102 | 207,061,285 | 533,292 | SH | SOLE | 418,601 | 0 | 114,691 | |||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 55,863,836 | 707,585 | SH | SOLE | 526,214 | 0 | 181,371 | |||
| TESLA INC | COM | 88160R101 | 228,790,837 | 1,857,370 | SH | SOLE | 1,380,706 | 0 | 476,664 | |||
| VISA INC | COM CL A | 92826C839 | 75,289,731 | 362,388 | SH | SOLE | 290,785 | 0 | 71,603 | |||
| WAYFAIR INC | CL A | 94419L101 | 176,126 | 5,355 | SH | SOLE | 5,355 | 0 | 0 | |||
| WORKDAY INC | CL A | 98138H101 | 74,606,758 | 445,866 | SH | SOLE | 413,485 | 0 | 32,381 | |||
| YETI HLDGS INC | COM | 98585X104 | 601,267 | 14,555 | SH | SOLE | 14,555 | 0 | 0 | |||