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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL C 02079K107   89,290,255 738,119 SH   SOLE   738,119 0 0
DISNEY WALT CO COM 254687106   57,926,292 648,816 SH   SOLE   648,816 0 0
HERC HLDGS INC COM 42704L104   27,753,727 202,804 SH   SOLE   202,804 0 0
META PLATFORMS INC CL A 30303M102   179,735,287 626,299 SH   SOLE   626,299 0 0
PAYPAL HLDGS INC COM 70450Y103   43,265,263 648,363 SH   SOLE   648,363 0 0
ROKU INC COM CL A 77543R102   49,964,593 781,185 SH   SOLE   781,185 0 0
SEMRUSH HLDGS INC CL A COM 81686C104   28,919,554 3,021,897 SH   SOLE   3,021,897 0 0
SMARTSHEET INC COM CL A 83200N103   125,515,871 3,280,603 SH   SOLE   3,280,603 0 0
UPWORK INC COM 91688F104   43,817,284 4,691,358 SH   SOLE   4,691,358 0 0
WIX COM LTD SHS M98068105   109,041,445 1,393,679 SH   SOLE   1,393,679 0 0