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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   119,668,379 907,610 SH   SOLE   907,610 0 0
DISNEY WALT CO COM 254687106   50,843,800 627,314 SH   SOLE   627,314 0 0
DOLLAR GEN CORP NEW COM 256677105   28,864,568 272,822 SH   SOLE   272,822 0 0
HERC HLDGS INC COM 42704L104   51,517,553 433,139 SH   SOLE   433,139 0 0
META PLATFORMS INC CL A 30303M102   140,853,729 469,184 SH   SOLE   469,184 0 0
PAYPAL HLDGS INC COM 70450Y103   76,015,713 1,300,303 SH   SOLE   1,300,303 0 0
SEMRUSH HLDGS INC CL A COM 81686C104   25,387,698 2,986,788 SH   SOLE   2,986,788 0 0
SMARTSHEET INC COM CL A 83200N103   109,011,216 2,694,296 SH   SOLE   2,694,296 0 0
UPWORK INC COM 91688F104   50,827,889 4,474,286 SH   SOLE   4,474,286 0 0
WIX COM LTD SHS M98068105   112,879,759 1,229,627 SH   SOLE   1,229,627 0 0