The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| 1STDIBS COM INC | COM | 320551104 | 11,029 | 881,640 | SH | SOLE | 881,640 | 0 | 0 | ||
| ACV AUCTIONS INC | COM CL A | 00091G104 | 22,443 | 1,191,260 | SH | SOLE | 1,191,260 | 0 | 0 | ||
| AFFIRM HLDGS INC | COM CL A | 00827B106 | 31,732 | 315,551 | SH | SOLE | 315,551 | 0 | 0 | ||
| ARCO PLATFORM LTD | COM CL A | G04553106 | 4,655 | 222,815 | SH | SOLE | 222,815 | 0 | 0 | ||
| AZUL S A | SPONSR ADR PFD | 05501U106 | 12,838 | 972,603 | SH | SOLE | 972,603 | 0 | 0 | ||
| BIGCOMMERCE HLDGS INC | COM SER 1 | 08975P108 | 16,665 | 471,161 | SH | SOLE | 471,161 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 35,639 | 271,022 | SH | SOLE | 271,022 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 7,397 | 48,566 | SH | SOLE | 48,566 | 0 | 0 | ||
| DUOLINGO INC | CL A COM | 26603R106 | 23,732 | 223,654 | SH | SOLE | 223,654 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | 15,510 | 112,947 | SH | SOLE | 112,947 | 0 | 0 | ||
| MELI KASZEK PIONEER CORP | CLASS A ORD | G5S74L106 | 6,936 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 51,850 | 154,156 | SH | SOLE | 154,156 | 0 | 0 | ||
| ON HLDG AG | NAMEN AKT A | H5919C104 | 4,673 | 123,598 | SH | SOLE | 123,598 | 0 | 0 | ||
| PENN NATL GAMING INC | COM | 707569109 | 42,094 | 811,845 | SH | SOLE | 811,845 | 0 | 0 | ||
| QUALTRICS INTL INC | COM CL A | 747601201 | 17,030 | 481,081 | SH | SOLE | 481,081 | 0 | 0 | ||
| RENT THE RUNWAY INC | COM CL A | 76010Y103 | 8,398 | 1,030,384 | SH | SOLE | 1,030,384 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 47,574 | 614,256 | SH | SOLE | 614,256 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 17,296 | 65,681 | SH | SOLE | 65,681 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 39,919 | 952,039 | SH | SOLE | 952,039 | 0 | 0 | ||
| WILLIAMS SONOMA INC | COM | 969904101 | 22,747 | 134,494 | SH | SOLE | 134,494 | 0 | 0 | ||
| WW INTL INC | COM | 98262P101 | 22,906 | 1,420,065 | SH | SOLE | 1,420,065 | 0 | 0 | ||
| XP INC | CL A | G98239109 | 18,161 | 631,893 | SH | SOLE | 631,893 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 35,326 | 553,271 | SH | SOLE | 553,271 | 0 | 0 | ||