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
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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
Advanced Micro Devices Inc COM 007903107   25,238,403 245,462 SH   SOLE   245,462 0 0
Alibaba Group Holding Ltd SPONSORED ADS 01609W102   25,543,976 294,489 SH   SOLE   294,489 0 0
Alphabet Inc CAP STK CL A 02079K305   33,369,300 255,000 SH   SOLE   255,000 0 0
Amazon.com Inc COM 023135106   19,578,387 154,015 SH   SOLE   154,015 0 0
Atlassian Corp CL A 049468101   8,423,118 41,800 SH   SOLE   41,800 0 0
BILL Holdings Inc COM 090043100   25,503,093 234,900 SH   SOLE   234,900 0 0
Carvana Co CL A 146869102   8,019,649 191,035 SH   SOLE   191,035 0 0
Datadog Inc CLA COM 23804L103   25,222,548 276,897 SH   SOLE   276,897 0 0
DocuSign Inc COM 256163106   2,939,580 69,990 SH   SOLE   69,990 0 0
Entegris Inc COM 29362U104   11,673,576 124,306 SH   SOLE   124,306 0 0
EPAM Systems Inc COM 29414B104   8,572,774 33,528 SH   SOLE   33,528 0 0
Five9 Inc COM 338307101   17,437,388 271,188 SH   SOLE   271,188 0 0
Flywire Corp COM VTG 302492103   8,999,964 282,219 SH   SOLE   282,219 0 0
Gitlab Inc CLASS A COM 37637K108   38,299,757 846,965 SH   SOLE   846,965 0 0
Globant SA COM L44385109   19,276,130 97,428 SH   SOLE   97,428 0 0
HubSpot Inc COM 443573100   16,862,215 34,238 SH   SOLE   34,238 0 0
Invesco QQQ Trust Series 1 UNIT SER 1 46090E103   89,567,500 250,000 SH Put SOLE   0 0 0
Marqeta Inc CLASS A COM 57142B104   6,775,645 1,133,051 SH   SOLE   1,133,051 0 0
MercadoLibre Inc COM 58733R102   33,423,853 26,362 SH   SOLE   26,362 0 0
Meta Platforms Inc CL A 30303M102   61,876,583 206,111 SH   SOLE   206,111 0 0
Micron Technology Inc COM 595112103   17,460,988 256,666 SH   SOLE   256,666 0 0
Microsoft Corp COM 594918104   50,238,983 159,110 SH   SOLE   159,110 0 0
Netflix Inc COM 64110L106   7,814,054 20,694 SH   SOLE   20,694 0 0
NU Holdings Ltd/Cayman Islands ORD SHS CL A G6683N103   53,540,213 7,384,857 SH   SOLE   7,384,857 0 0
NVIDIA Corp COM 67066G104   43,524,229 100,058 SH   SOLE   100,058 0 0
Palo Alto Networks Inc COM 697435105   35,367,150 150,858 SH   SOLE   150,858 0 0
SentinelOne Inc CL A 81730H109   42,029,586 2,492,858 SH   SOLE   2,492,858 0 0
Uber Technologies Inc COM 90353T100   17,114,811 372,142 SH   SOLE   372,142 0 0
Workday Inc CL A 98138H101   26,437,507 123,051 SH   SOLE   123,051 0 0
XP Inc CL A G98239109   27,697,917 1,201,645 SH   SOLE   1,201,645 0 0