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
Alibaba Group Holding Ltd SPONSORED ADS 01609W102   16,099,447 207,708 SH   SOLE   207,708 0 0
Amazon.com Inc COM 023135106   37,064,396 243,941 SH   SOLE   243,941 0 0
Compass Inc CL A 20464U100   9,386,957 2,496,531 SH   SOLE   2,496,531 0 0
Salesforce Inc COM 79466L302   23,633,919 89,815 SH   SOLE   89,815 0 0
Carvana Co CL A 146869102   10,113,393 191,035 SH   SOLE   191,035 0 0
Datadog Inc CL A COM 23804L103   21,081,278 173,680 SH   SOLE   173,680 0 0
DocuSign Inc COM 256163106   4,160,906 69,990 SH   SOLE   69,990 0 0
Entegris Inc COM 29362U104   16,235,103 135,606 SH   SOLE   135,606 0 0
EPAM Systems Inc COM 29414B104   19,941,404 67,066 SH   SOLE   67,066 0 0
Elastic NV ORD SHS N14506104   9,129,038 81,003 SH   SOLE   81,003 0 0
GoDaddy Inc CL A 380237107   8,920,943 84,033 SH   SOLE   84,033 0 0
Globant SA COM L44385109   22,177,832 93,192 SH   SOLE   93,192 0 0
Gitlab Inc CLASS A COM 37637K108   46,054,107 731,482 SH   SOLE   731,482 0 0
HubSpot Inc COM 443573100   25,763,785 44,379 SH   SOLE   44,379 0 0
MongoDB Inc CL A 60937P106   22,936,485 56,100 SH   SOLE   56,100 0 0
MercadoLibre Inc COM 58733R102   54,227,559 34,506 SH   SOLE   34,506 0 0
Meta Platforms Inc CL A 30303M102   24,483,059 69,169 SH   SOLE   69,169 0 0
Marvell Technology Inc COM 573874104   9,452,644 156,900 SH   SOLE   156,900 0 0
Microsoft Corp COM 594918104   53,816,965 143,115 SH   SOLE   143,115 0 0
Micron Technology Inc COM 595112103   30,302,442 355,079 SH   SOLE   355,079 0 0
Marqeta Inc CLASS A COM 57142B104   7,908,696 1,133,051 SH   SOLE   1,133,051 0 0
Netflix Inc COM 64110L106   46,253,600 95,000 SH   SOLE   95,000 0 0
ServiceNow Inc COM 81762P102   43,117,085 61,030 SH   SOLE   61,030 0 0
NU Holdings Ltd/Cayman Islands ORD SHS CL A G6683N103   47,345,879 5,683,779 SH   SOLE   5,683,779 0 0
NVIDIA Corp COM 67066G104   46,161,932 93,215 SH   SOLE   93,215 0 0
NXP Semiconductors NV COM N6596X109   18,374,400 80,000 SH   SOLE   80,000 0 0
Palo Alto Networks Inc COM 697435105   35,354,638 119,895 SH   SOLE   119,895 0 0
Pinterest Inc CL A 72352L106   27,517,016 742,900 SH   SOLE   742,900 0 0
ROBLOX Corp CL A 771049103   21,584,412 472,100 SH   SOLE   472,100 0 0
SentinelOne Inc CL A 81730H109   47,259,665 1,722,291 SH   SOLE   1,722,291 0 0
Snap Inc CL A 83304A106   13,845,354 817,800 SH   SOLE   817,800 0 0
Spotify Technology SA SHS L8681T102   9,185,041 48,880 SH   SOLE   48,880 0 0
Atlassian Corp CL A 049468101   16,578,842 69,700 SH   SOLE   69,700 0 0
Toast Inc CL A 888787108   14,647,460 802,161 SH   SOLE   802,161 0 0
LendingTree Inc COM 52603B107   2,296,892 75,755 SH   SOLE   75,755 0 0
Take-Two Interactive Software COM 874054109   27,506,355 170,900 SH   SOLE   170,900 0 0
Uber Technologies Inc COM 90353T100   38,725,129 628,961 SH   SOLE   628,961 0 0
Workday Inc CL A 98138H101   39,193,066 141,973 SH   SOLE   141,973 0 0
XP Inc CL A G98239109   4,813,252 184,628 SH   SOLE   184,628 0 0