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
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
ACV AUCTIONS INC COM CL A 00091G104   16,929,844 1,115,273 SH   SOLE   1,115,273 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100   10,251,008 125,841 SH   SOLE   125,841 0 0
BRUNSWICK CORP COM 117043109   13,510,659 171,021 SH   SOLE   171,021 0 0
DUOLINGO INC CL A COM 26603R106   15,310,133 92,302 SH   SOLE   92,302 0 0
FERGUSON PLC NEW SHS G3421J106   34,681,131 210,866 SH   SOLE   210,866 0 0
INTUIT COM 461202103   27,346,020 53,521 SH   SOLE   53,521 0 0
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 531229722   542,201 16,891 SH   SOLE   16,891 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   24,587,505 394,663 SH   SOLE   394,663 0 0
MERCADOLIBRE INC COM 58733R102   24,700,838 19,482 SH   SOLE   19,482 0 0
META PLATFORMS INC CL A 30303M102   40,215,531 133,958 SH   SOLE   133,958 0 0
NETFLIX INC COM 64110L106   14,852,518 39,334 SH   SOLE   39,334 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   31,673,097 4,368,703 SH   SOLE   4,368,703 0 0
ON HLDG AG NAMEN AKT A H5919C104   13,007,547 467,561 SH   SOLE   467,561 0 0
PAYPAL HLDGS INC COM 70450Y103   27,593,471 472,006 SH   SOLE   472,006 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102   10,703,092 455,257 SH   SOLE   455,257 0 0
SPLUNK INC COM 848637104   40,833,293 279,202 SH   SOLE   279,202 0 0
TRIP COM GROUP LTD ADS 89677Q107   20,160,240 576,501 SH   SOLE   576,501 0 0
UNITED STATES CELLULAR CORP COM 911684108   15,438,691 359,290 SH   SOLE   359,290 0 0