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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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   67,852,952 494,519 SH   SOLE   394,424 0 100,095
ALPHABET INC CAP STK CL A 02079K305   42,208,239 322,545 SH   SOLE   256,616 0 65,929
AMAZON COM INC COM 023135106   259,249,672 2,039,409 SH   SOLE   1,634,606 0 404,803
AXON ENTERPRISE INC COM 05464C101   687,510 3,455 SH   SOLE   3,455 0 0
BLOCK INC CL A 852234103   90,396,093 2,042,388 SH   SOLE   1,629,929 0 412,459
COSTCO WHSL CORP NEW COM 22160K105   44,491,165 78,751 SH   SOLE   72,568 0 6,183
COURSERA INC COM 22266M104   292,499 15,650 SH   SOLE   15,650 0 0
INTUIT COM 461202103   94,175,439 184,318 SH   SOLE   149,785 0 34,533
INTUITIVE SURGICAL INC COM NEW 46120E602   37,623,569 128,720 SH   SOLE   118,725 0 9,995
MASTERCARD INCORPORATED CL A 57636Q104   58,387,223 147,476 SH   SOLE   134,719 0 12,757
META PLATFORMS INC CL A 30303M102   42,004,783 139,918 SH   SOLE   129,502 0 10,416
MICROSOFT CORP COM 594918104   252,807,448 800,657 SH   SOLE   639,099 0 161,558
NETFLIX INC COM 64110L106   853,376 2,260 SH   SOLE   2,260 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   60,431,968 3,776,998 SH   SOLE   2,808,964 0 968,034
ROKU INC COM CL A 77543R102   25,738,526 364,620 SH   SOLE   265,095 0 99,525
SALESFORCE INC COM 79466L302   40,847,598 201,438 SH   SOLE   159,760 0 41,678
SERVICENOW INC COM 81762P102   282,990,269 506,280 SH   SOLE   403,425 0 102,855
SPOTIFY TECHNOLOGY S A SHS L8681T102   148,341,513 959,270 SH   SOLE   761,487 0 197,783
TESLA INC COM 88160R101   317,127,827 1,267,396 SH   SOLE   967,726 0 299,670
VISA INC COM CL A 92826C839   82,051,237 356,729 SH   SOLE   283,204 0 73,525
WAYFAIR INC CL A 94419L101   471,235 7,780 SH   SOLE   7,780 0 0
WORKDAY INC CL A 98138H101   128,262,442 596,986 SH   SOLE   546,435 0 50,551
YETI HLDGS INC COM 98585X104   701,842 14,555 SH   SOLE   14,555 0 0